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Acquired

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

9510.931 - 9534.449 David Rosenthal

Oh, I have one nuance I want to add to that. On the surface, I think a lot of people look at that and they're like, yeah, come on. But I think there actually is a lot of merit to that argument in the generative AI world and everything we've talked about in this episode. I don't think Jensen and NVIDIA are saying that traditional compute is going away or can get smaller.

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