TBPN cover image

FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race

TBPN

00:00

NVIDIA Supply Constraints and GPU Demand

Doug warns NVIDIA supply is the key bottleneck and notes firming H100/B200 pricing amid intense demand.

Play episode from 25:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app