Transistor Radio Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk
26 snips
May 29, 2025 The podcast kicks off with a funny take on a CFO's fashion choices at a tech event, blending humor with corporate culture. The discussion shifts to insights on demand forecasting, debating data versus intuition in leadership. Listeners learn about the recent Electronic Design Automation tool ban on China and its controversial implications. Finally, the hosts delve into a significant U.S.-Middle Eastern deal in GPU production, exploring its impact on AI and the semiconductor landscape amidst geopolitical tensions.
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Nvidia CFO's Fashion and Q&A Fun
- Dylan Patel shares a funny and insightful story about Nvidia CFO Colette Kress's fashion strategy at Computex.
- He humorously asked Jensen Huang about fashion differences between him and Colette during a Q&A, revealing their working styles.
Jensen Huang's Decision 'Vibes'
- Jensen Huang relies on intuition and 'vibes' alongside spreadsheets for decision-making.
- He internally maps data and scenarios to navigate complex corporate decisions effectively.
EDA Ban Impact is Limited
- The US banning EDA exports to China is likely too late and partly ineffective.
- China already extensively uses pirated EDA software, so enforcement is challenging.
