Nvidia

Nvidia's success and growth, timing and impact of AI on consumer behavior, divergent views on the future of Nvidia, potential use cases of the metaverse, Sony's success in various industries, challenges of customization, and discussions on nut management and naming infrastructure.

Guests include Nvidia, Internet Archive, and Disney. Topics discussed include leaked details on Nvidia's Blackwell GPUs, the lawsuit against the internet archive for music infringement, and Disney's decision to stop selling Blu-Rays in Australia. Other topics include Dell's fine, Apple's iPhone throttling settlement, Apple's 10 year watch anniversary plans, Microsoft's discovery of vulnerabilities, and Netflix testing cloud gaming.

Tech giant Nvidia's upcoming earnings report and Amazon joining the Dow Jones Industrial Average are discussed. Other topics include Citi raising Fraser's pay, changes in MAG-7 stock exposure, Jeff Bezos selling Amazon shares, and HSBC's earnings and share buyback.

Nvidia launches a slower gaming chip in China to comply with US export controls, impacting the gaming industry and international trade. The move raises concerns about China's control and the decreased availability of AI-capable chips. The podcast discusses the speculation surrounding the performance of the new chips, as well as the potential response from China.

Explore the emergence of Essential AI, a new AI startup with backing from tech giants Google, Nvidia, and AMD. The podcast delves into the potential impact of Essential AI on the AI industry, its direction and features, and its potential to innovate in enterprise AI adoption with strong backing.