Nvidia has NO choice

20VC with Harry Stebbings · · 1 min
Watch the episode 1 min · YouTube

Also mentioned

Nvidia · "I think Nvidia has no choice. It has to bail out."
0:02 OpenAI · "If OpenAI needs a bailout, it has to bail them out. It has no choice."
0:18 Microsoft · "Microsoft bailed them out for years"
0:23 Anthropic · "Anthropic and others have already diversified away. Anthropic signed a deal for a million TPUs"
0:26 Google TPU · "Anthropic signed a deal for a million TPUs"
0:30 Trainium · "is deep on the whole Amazon Trainium ecosystem"
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