# Episode 73: Nvidia's Moment, and The "Platformization" of GPUs

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-06-24
- Length: 41m
- Episode: 74
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus
- Listen: https://share.transistor.fm/s/e7f5db60

## Summary

Ben Baharin and Jay Goldberg discuss Nvidia briefly surpassing Apple as the world's most valuable company, analyzing the sustainability of its growth and the 'platformization' of GPUs. They debate whether Nvidia's GPU-centric strategy aligns with hyperscaler preferences or if it serves the emerging market of 'AI factories' and tier-two cloud providers better. The hosts also explore the challenges for AI startups competing against hyperscalers, the reality of multicloud strategies, and the future of inference workloads.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=5) Nvidia's Market Cap Milestone and Valuation Concerns
- [5:46](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=346) Nvidia vs. Cisco: Analyzing the AI Boom Parallels
- [9:43](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=583) The Platformization of GPUs and Nvidia's System Strategy
- [17:10](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=1030) Hyperscalers vs. AI Factories: Diverging Data Center Strategies
- [24:23](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=1463) Challenges for AI Startups and the Enterprise Market
- [29:07](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=1747) Multicloud Realities and Public Cloud Pricing
- [34:53](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus#t=2093) The Future of Inference and Apple's Compute Ecosystem

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Direct-to-consumer & e-commerce](https://hardwarepodcasts.com/topic/direct-to-consumer)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Apple (company)
- Intel (company)
- AMD (company)
- Cisco (company)
- Google (company)
- Amazon (company)
- Microsoft (company)
- Snowflake (company)
- Databricks (company)
- AWS (company)
- Azure (company)
- TPU (product)
- DGX (product)
- HGX (product)
- Mac Mini (product)
- Claude (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)
- [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)
- [Is NVIDIA like Sun from the Dot Com Bubble?](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-06-27-is-nvidia-like-sun-from-the-dot-com-bubble) (Oxide and Friends)
- [Is ARR a Myth?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-06-19-is-arr-a-myth) (Built 2 Scale)
- [NVIDIA's Trojan horse, Yann LeCun Timebomb, 8 Sleep Mega Raise and the Physical AI Boom](https://hardwarepodcasts.com/podcast/built-2-scale/2025-08-22-nvidias-trojan-horse-yann-lecun-timebomb-8-sleep-mega-raise-and-the-physical-ai) (Built 2 Scale)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2024-06-24-episode-73-nvidias-moment-and-the-platformization-of-gpus. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.