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Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing.
Chip Stock Investors Nick and Kasey are here to bre ... Show More
Oct 13
SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play?
SpaceX (SPCX) is down from its post-IPO highs, and it’s quietly become one of the biggest neoclouds in the AI data center buildout. Is it hype, or is there a real strategy behind the xAI and Cursor deals?In this episode, we take an objective, numbers-first look at SpaceX as a pub ... Show More
20m 54s
Oct 12
AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around
The arrival of AI agents like Meta Muse is poised to reshape e-commerce platforms and trigger a ripple effect upstream across data center silicon. In this episode, Nick breaks down how agentic workloads change the margin equation for software and hardware companies alike.First, w ... Show More
25m 28s
Mar 2025
TIP704: The Nvidia Way w/ Tae Kim
On today’s episode, Clay is joined by Tae Kim to discuss his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world. Nvidia is the darling of the age of artificial intelligence as its chips are powering the generative-AI revolution ... Show More
1h 2m
Mar 2025
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:
- The coming generation of chips.
- Increased competition from hyperscalers.
- Partnerships in fast food, autonom ... Show More
33m 19s
Sep 2025
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Nov 2023
Nvidia's Launches 2X Better AI Chip H200
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons ... Show More
11m 40s