Economist Podcasts Nvincible? What could curb Nvidia’s supremacy
13 snips
Aug 29, 2024 
Jan Piotrowski, an Economist and Schumpeter columnist, shares intriguing insights into NVIDIA's rise amidst the AI boom and the challenges it faces from competitors. He discusses the fragile relationship with supplier TSMC and the implications of high chip prices. The conversation also veers into environmental issues affecting California's Highway 1, highlighting the looming threats of climate change. Plus, Piotrowski examines Europe's changing attitudes towards public nudity and the influence of social media on societal norms.
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Nvidia's Rise and Investor Concerns
- NVIDIA's value has skyrocketed due to the AI boom, exceeding $3 trillion.
- Despite positive projections, investors have concerns about the company's future.
Nvidia's Dependence on TSMC
- NVIDIA's chip production depends entirely on TSMC, creating a potential bottleneck.
- While NVIDIA aims for faster product cycles, TSMC's factory construction takes 18-24 months.
TSMC's Capacity Constraints
- NVIDIA's growth relies on TSMC's capacity expansion, which is limited by physical constraints.
- The mismatched product cycles between the two companies create potential issues.