The Circuit
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
Jun 24, 2024
The podcast discusses Nvidia becoming the most valuable company, its dominance in AI computing, concerns about its growth, and the platformization of GPUs. They explore multicloud strategies, Apple's new software, Genmojis creation, and computing challenges.
41:53
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Quick takeaways
- Nvidia's exponential growth and dominance in AI computing set it apart in the semiconductor industry.
- Platformization of GPUs is a pivotal strategy for Nvidia but may not align with all consumer preferences.
Deep dives
Nvidia surpasses Apple as most valuable company in the world
Nvidia became the most valuable company in the world by market cap surpassing Apple after a 10 to 1 stock split, marking an unprecedented valuation for a semiconductor company. This milestone highlights the intense competition for the top spot among tech giants like Apple, Microsoft, and Nvidia, with Nvidia's exponential growth being particularly noteworthy.
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