Episode 110: NVIDIA's Identity Crisis
Ben Bajarin and Jay Goldberg analyze NVIDIA's recent GTC event, discussing the company's 'identity crisis' as it shifts from a GPU maker to an AI infrastructure platform. They critique Jensen Huang's defensive keynote, which emphasized the 'Vera Rubin' architecture and the concept of 'AI factories' to counter competition from custom ASICs. The hosts also note the overwhelming scale of the event and the strong demand for Blackwell units among cloud service providers.