Episode 32: Nvidia and the AI Raging Bull
- Author
- Ben Bajarin and Jay Goldberg
- Published
- Tue 05 Sep 2023
- Episode Link
- https://share.transistor.fm/s/aed195cd
Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward. They discuss a number of key debates surrounding the company and if this is a bubble or a buildout technology cycle as it relates to AI and the demand on compute infrastructure.
