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Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Reinventing the Computing Stack
The landscape of computing is undergoing a profound transformation, particularly with the rise of machine learning and generative AI. Custom ASICs and specialized hardware solutions like Amazon's Tranium and Google's TPUs are emerging, yet NVIDIA remains a critical partner in this evolution. Instead of posing a threat, these innovations can be seen as complementary to NVIDIA's efforts. The entire computing stack has been revolutionized, altering how software is developed, processed, and utilized, marking a significant shift from traditional computing methods to a new paradigm focused on artificial intelligence.
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