logo
episode-header-image
Aug 2024
7m 29s

Nvidia's GPU Delay, Google's Legal Setba...

Perplexity
About this episode

In this episode of Discover Daily by Perplexity, we dive into four major stories shaking up the tech world, with a special focus on NVIDIA's Blackwell GPU delays that could reshape the AI industry. We also explore Andy Warhol's rediscovered digital art, Google's landmark antitrust case loss, and the recent global stock market selloff.

Our main story examines NVIDIA's highly anticipated Blackwell GPUs facing delays of three months or more due to design flaws. This setback could significantly impact major tech giants like Microsoft, Google, and Meta, who have placed substantial orders for these next-generation AI chips. We'll delve into the technical challenges, supply chain issues, and potential ripple effects across the AI and tech industries, exploring how this delay might influence the pace of AI development and the competitive landscape of the semiconductor industry.


Perplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you’re interested in.

Take the world's knowledge with you anywhere. Available on iOS and Android

Join our growing Discord community for the latest updates and exclusive content.

Follow us on:

Up next
Mar 2025
Meta Launching Community Notes, Anthropic CEO Floats AI Quit Button, Man Survives with Titanium Heart in World-First
We're experimenting and would love to hear from you!In this episode of 'Discover Daily', we explore a groundbreaking medical achievement: an Australian man who survived 100 days with a BiVACOR titanium heart before successfully receiving a donor heart transplant. Th ... Show More
7m 9s
Mar 2025
Chinese Quantum Chip Rivals Willow, Vibe Coding's Rise in Software Development, and the Universe May Exist in Black Hole
We're experimenting and would love to hear from you!In this episode of 'Discover Daily', we explore China's quantum computing breakthrough with Zuchongzhi 3.0, a 105-qubit processor that dramatically outperforms classical supercomputers. This remarkable machine ... Show More
8m 17s
Mar 2025
Microsoft Looks Beyond OpenAI, Student Cracks Century-Old Math Problem, and Research Shows How Aspirin Fights Cancer
We're experimenting and would love to hear from you!In this episode of 'Discover Daily', we begin with a look at Microsoft. The company is strategically diversifying its AI approach beyond its OpenAI partnership by developing its own AI models, particularly the MAI ... Show More
7m 38s
Recommended Episodes
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
41m 29s
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.After ... Show More
1h 4m
Jan 2025
DeepSeeking Power: China’s AI Gambit
A little-known Chinese AI startup just sent shockwaves through the global tech world—wiping off $593 billion from the market value of one of the world’s most valuable companies and challenging Silicon Valley’s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths ... Show More
28m 53s
Jul 2024
After The AI Gold Rush with Guy Adami | Okay, Computer.
Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ... Show More
33m 45s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Mar 2024
Tech Shake-Up: Google Assistant Gives Way to AI - Unpacking Layoffs and Corporate Restructuring
Stay updated on the latest tech shake-up as Google Assistant steps aside for a new AI era, accompanied by layoffs and corporate restructuring. In this episode, explore the motivations, challenges, and potential impacts on the tech industry. 🎙️ #TechShakeUp #GoogleAIRevolution Ge ... Show More
6m 19s
Sep 2024
How AI Will Revolutionize the $187B Gaming Industry ft. Moritz Baier-Lentz
Episode 24: How is AI revolutionizing the game development landscape? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) sit down with Moritz Baier-Lentz (https://www.linkedin.com/in/moritzbaierlentz/), a professional gamer turned venture capitalist, ... Show More
49m 53s
May 2024
OpenAI GPT-4o, Google Gemini Update, and Microsoft Copilot: Everything You Need to Know
Bonus Episode: How are the latest AI breakthroughs set to change our everyday lives? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) are here to break down the monumental updates from recent AI events and explore their potential impact.In this bonu ... Show More
37m 27s
Jan 2025
China's AI challenger sends shockwaves
After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of Te ... Show More
10m 27s