The Information's TITV NVIDIA's High-Stakes Bet, Nuro Cofounder on Uber's Robotaxi Fleet & Google's AdTech Future | Aug 28, 2025
Sep 2, 2025
Nuro's cofounder shares insights on Uber's ambitious robo-taxi mission. The discussion highlights NVIDIA's latest earnings and its strategic pivot toward complete customer solutions. Challenges with Blackwell GPU technologies are explored, shedding light on the competitive landscape. The rise of sovereign AI is examined as countries develop supercomputers for tighter control. Google faces potential antitrust hurdles as it navigates the complexities of its ad tech business, possibly reshaping the future of digital advertising.
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Systems Are The New Unit Of Compute
- NVIDIA is shifting to sell entire racks and data-center systems, not just chips, to maximize performance per watt.
- This system-level approach creates friction with hyperscalers that prefer building their own custom solutions.
Scale-Up Beats Chip-Only Gains
- Scaling computation beyond chips into racks and backplanes can extend Moore's Law gains on token-per-watt efficiency.
- Industry players like AMD and Google TPU pods are moving toward system-level designs for top performance.
Hyperscalers Will Hedge Against Single Vendors
- Hyperscalers will likely invest heavily in in-house equipment or alternatives if a single vendor dominates data-center systems.
- That competitive push could reduce a single supplier's long-run market share even if they lead on performance.