OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia

[Daniel Nenni]

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don’t miss this must-listen BG2.

 

[Daniel Nenni]

Hard not to be a Jensen Fan Boy after watching this. Puts a whole new perspective on the AI Bubble.

 

[bilau]

OpenAI's Stargate project to consume up to 40% of global DRAM output — inks deal with Samsung and SK hynix to the tune of up to 900,000 wafers per month

Working at scale.

www.tomshardware.com

I think I need a bigger abacus