The Unbreakable Stranglehold | Steven Glinert and Mitch Nahmias
Steven Glinert and Mitch Nahmias join MTS to discuss Nvidia's position in the AI hardware stack, the shift from training to inference workloads, and China's development of a sovereign semiconductor ecosystem.
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https://x.com/StevenGlinert
https://x.com/MitchsBrew
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The skinny
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