# Episode 11: Nvidia's GTC News: The Moat Widens

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-03-22
- Length: 35m
- Episode: 11
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens
- Listen: https://share.transistor.fm/s/3b8ea46c

## Summary

Ben Bajarin and Jay Goldberg analyze Nvidia's GTC keynote, discussing CEO Jensen Huang's positioning of AI as an inflection point and the company's strategic shift from pure hardware to a hardware-software-services platform. They examine specific product announcements like the L4 and L40 GPUs, the Coolitho computational lithography tool, and the integration of Tensor support for Google Cloud, highlighting Nvidia's expanding moat in data center inference and vertical solutions. The hosts also debate the sustainability of Nvidia's high valuation, potential gaps in the edge market, and the competitive dynamics with cloud providers like AWS and Google.

## Chapters

- [0:01](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=1) Introduction and the 'iPhone Moment' Debate
- [5:45](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=345) Nvidia's Strategic Assault on x86 and Moore's Law
- [9:35](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=575) Coolitho and the Partner-Centric Ecosystem
- [13:03](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=783) Hardware, Software, and Services Integration
- [16:43](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=1003) The Inference Market and GPU vs. ASIC Competition
- [20:27](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=1227) Video Encoding, Tensor Support, and LLM Democratization
- [27:46](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=1666) AWS's Absence and Strategic Gaps
- [32:18](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-22-episode-11-nvidias-gtc-news-the-moat-widens#t=1938) Valuation, Trillion-Dollar Potential, and Automotive Risks

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Jensen Huang (other)
- GTC (other)
- L4 (product)
- L40 (product)
- Grace Hopper (product)
- Coolitho (product)
- OmniVerse (product)
- DGX Cloud (product)
- Nemo (product)
- BioNemo (product)
- CUDA (other)
- Tensor (other)
- Google (company)
- AWS (company)
- Microsoft (company)
- OpenAI (company)
- ASML (company)
- TSMC (company)
- Intel (company)
- AMD (company)
- BMW (company)
- Hugging Face (company)
- Cerebras (company)
- Inferentia (product)

## Related episodes from other shows

- [Google TPU vs Nvidia GPUs: Token Per Watt Dominance, or the Era of Scaling Is Over?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-11-26-google-tpu-vs-nvidia-gpus-token-per-watt-dominance-or-the-era-of-scaling-is-over) (Built 2 Scale)
- [2025 Finale: Yann LeCun Raises $3B, Domain Addiction Confessions & Built 2 Scale Year Wrap](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-22-2025-finale-yann-lecun-raises-3b-domain-addiction-confessions-built-2-scale-year) (Built 2 Scale)
- [AI NEWS | Episode 31](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-03-ai-news-episode-31) (Built 2 Scale)
- [Can the Nvidia Monopoly on AI Chips Be Broken?](https://hardwarepodcasts.com/podcast/ee-times-current/2026-03-16-can-the-nvidia-monopoly-on-ai-chips-be-broken) (EE Times Current)
- [Live from LA - Matt and Scotty’s Austin and LA adventures, plus NVIDIA and Google power plays](https://hardwarepodcasts.com/podcast/built-2-scale/2025-07-30-live-from-la-matt-and-scottys-austin-and-la-adventures-plus-nvidia-and-google-po) (Built 2 Scale)

## Citing this page

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