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.

Nvidia, a company that will start making ARM-CPUs for Windows-based computing, discusses various interesting topics including Microsoft's $5 billion investment into Australia's AI future, Passkey support coming to Amazon, and Nvidia designing ARM CPUs for Windows PCs.

Nvidia introduces generative AI capabilities to its robotics platforms. They discuss the potential impacts and innovations this fusion of technologies promises in the realm of robotics. The use of generative AI in the robotics field is covered, highlighting applications such as natural language inference and design. The importance of generative AI in speeding up AI implementation at the edge is emphasized, along with improved generalization, ease of use, and higher accuracy. The podcast also explores how AI-embedded robotics can revolutionize various applications.

Foxconn and Nvidia are teaming up to build AI factories for self-driving cars, generative AI, and robotics. Microsoft is selling $1B in 365 cloud tools to Amazon. RE/MAX reports a 17% Y/Y decline in September home sales.

Databricks raises $500M at a $43B valuation from Nvidia and Capital One, impacting their future and valuation dynamics. The podcast explores Databricks' financial performance, potential growth post-IPO, and the advantages of rising AI spending. Gaming on a Chromebook and KPMG's focus on innovation are also briefly discussed.

Nvidia soars on Q2 earnings, Jerome Powell's comments on rate cuts, Boeing's manufacturing issues with the 737 MAX, and other market headlines are discussed in this episode.