Allocation Follows Orders, Not Auctions

I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy!

Watch on YouTube; read the transcript.

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Timestamps

(00:00:00) – Is Nvidia’s biggest moat its grip on scarce supply chains?

(00:16:25) – Will TPUs break Nvidia’s hold on AI compute?

(00:41:06) – Why doesn’t Nvidia become a hyperscaler?

(00:57:36) – Should we be selling AI chips to China?

(01:35:06) – Why doesn’t Nvidia make multiple different chip architectures?