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Episode 108: Nvidia’s Blowout Victory Against AI Chip Competitors (Nvidia Unveils Blackwell and GTC)
Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing. Chip Stock Investors Nick and Kasey are here to break down all the pieces that make up a Blackwell “GPU,” and explain how the largely overlooked acquisition of Mellanox (announced in 2019) paved the way for Nvidia’s dominance today. Access to all of our show notes and slides can be found on the…
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