Nvidia Part III: The Dawn of the AI Era (2022-2023)

7096.842 - 7122.843 Ben Gilbert

And NVIDIA is fascinating because they sort of have a direct competitor, but that's not the most interesting form of competition for them. Disintermediation is. Sure, ostensibly there's NVIDIA versus AMD, but like, AMD doesn't have all this capacity reserved from TSMC, at least not for the 2.5D packaging process for the high-end GPUs. AMD doesn't have the developer ecosystem from CUDA.