Bloomberg Tech SoftBank’s Purchase of Ampere, Future of Ed-Tech
Mar 20, 2025
Vlad Galibov, Research Director at Omdia, shares his expertise on AI compute demand and NVIDIA's strategies. The conversation dives into SoftBank's $6.5 billion acquisition of Ampere Computing, highlighting its impact on the tech landscape. They discuss advancements in AI and the future of EdTech, including a significant investment in a for-profit community college aimed at reducing student debt. Additionally, the dialogue covers the evolving role of quantum computing and innovative approaches to redefining higher education.
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NVIDIA's Spending
- NVIDIA's CEO, Jensen Wang, clarified that the $500 billion figure isn't capital expenditure, but cost of goods.
- This includes payments to TSMC for chip manufacturing and to Dell and HPE for server assembly.
NVIDIA and Quantum Computing
- NVIDIA doesn't produce quantum computers but sells its tech, like GPUs, to the quantum computing industry.
- This helps improve the performance of quantum computers, particularly in error correction and calibration.
NVIDIA's Position in Tech
- Sylvia Jablonski views NVIDIA as central to advancements in AI, quantum computing, and 6G.
- She considers NVIDIA a buy, highlighting its potential within these high-growth tech areas.