NVIDIA
youtube
Everyone is asking who will run Nvidia, but Deirdre Bosa says the bigger question may be who keeps buying from it, as its biggest customers design and buy chips of their own. Box CEO Aaron Levie weighs in on Nvidia after Jensen Huang, why founders matter and whether Democrats can still back AI after the midterms. Nebius chief revenue officer Marc Boroditsky explains why it is testing alternatives but sticking with Nvidia, and how customers are now funding its build-out. Silicon Data CEO Carmen Li breaks down GPU futures, and Pentagon CTO Emil Michael talks China, export controls and Washington's fight over Nvidia.
Timestamps
00:00 Week one wraps
00:47 Who keeps buying from Nvidia?
01:06 Nvidia's customers build a way out
02:14 Nvidia's margins and valuation
02:36 Cathie Wood on market share
03:19 Testing the alternatives
03:41 Can CUDA be replaced?
04:31 Box CEO Aaron Levie
06:08 The risk after Jensen
07:12 Why founders matter
09:57 AI agents and the software stack
13:27 Who owns the data?
15:20 Can Democrats be pro-AI?
19:07 Nebius on life after Jensen
20:02 Nvidia's interim CEO
22:15 Testing other chips
23:59 Can AI speed up switching?
25:11 Customers fund the build-out
26:40 The New Jersey delay
28:03 Data center backlash
29:38 Going global
31:15 Nebius's $45 billion plan
32:42 Break
37:56 Silicon Data's Carmen Li on GPU futures
40:35 How AI companies buy compute
41:22 Why volatile prices squeeze margins
42:35 Washington's China chip fight
43:02 Pentagon CTO Emil Michael
|
Inside Jensen Huang’s World Before Everything Fell Apart
How Nvidia's Huang influenced Pres. Trump's China policy
How Nvidia Became A Success
'BIGGER PICTURE': Expert RAISES LARGER QUESTION for AI trade amid Nvid
Nvidia Board Launches Executive Probe: Is the Stock Still a Strong Buy
Jensen Huang: You Have to Hold Yourself Responsible
Who is Alice Huang, the alleged Chinese spy linked to Nvidia CEO Jense
Taiwan Semiconductor's 60% Surge: Why the Stock Still Looks Undervalue
Elon Musk’s Short-Term Chip Bet Could Help CoreWeave
Jensen Huang resigns, and our HomeView review | The Vergecast
What is next for Nvidia after Jensen Hunag resigned? #BBCNews
【11月13日(金)東京株式市場】日経平均株価は反発📈322円高／NVIDIA急落もCEO辞任騒動の売りは一巡か／メガバンク株、好決算でも上
The Decline of CoreWeave
Jensen Huang’s cult of personality #Vergecast
The Rise and Reckoning of Jensen Huang | The Circuit with Emily Chang
Market Close: Stocks Rally, Nvidia CEO Scandal, Skydance Disappoints •
The stunning downfall of Nvidia CEO Jensen Huang| FT #shorts
What Nvidia’s scandal is really about #Vergecast
After Jensen Huang’s Exit, What Lies Ahead for Nvidia? | WSJ
The Truth About How Data Centers Use Water And Power To Keep Cool
Jensen Huang affair puts Nvidia's future at risk, with no clear succes
Nvidia CEO Jensen Huang resigns
What’s Next for the AI Trade Amid Nvidia’s CEO Scandal?
Why the Nvidia scandal is bigger than you think | The Global Story
Nvidia CEO admits to affair with alleged spy — here's what we know so
‘CAN’T GET AWAY WITH THAT’: Investigations mount, Jensen Huang may not
