Strategic choices for NVIDIA's software stack

As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets. 

SHOW: 1002

SHOW TRANSCRIPT: The Cloudcast #1002 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

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A FLY ON THE WALL IN 3 ROOMS IN 2026

• Room1 - NVIDIA’s M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)
• Room 2 - Anthropic’s Agentic Vision
• Room 3 - TSMC’s 2028-2030 Planning

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