Hardware Podcasts

Episode 110: NVIDIA's Identity Crisis

The Circuit · 24 Mar 2025 · 41m · Episode 111

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, T-Mobile, Cisco, Cerebrus, Tesla, GM, AMD, Intel, Qualcomm, AWS, Azure, GCP, Synopsys
Products
Blackwell, Vera Rubin, Nemo
Also
GTC, Jensen Huang, Art Vig

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