Hardware
A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (Zvi Mowshowitz/Don't Worry About the Vase)
Zvi Mowshowitz / Don't Worry About the Vase: A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the inter
Zvi Mowshowitz / Don't Worry About the Vase: A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview — Some podcasts are self-recommending on the 'yep, I'm going to be breaking this one down' level. This was one of those. So here we go.
Related
- Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (Dwarkesh Patel/Dwarkesh Podcast)
- Shares of Dell and HP jump after a report said Nvidia 'has been in negotiations for over a year to buy a large company and it will reshape the PC landscape' (Dina Bass/Bloomberg)
- Dell and Nvidia turn AI infrastructure into the new power center of enterprise tech
Source: Techmeme | 2026-04-17