Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI
Sharp Tech with Ben Thompson - A podcast by Andrew Sharp and Ben Thompson
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An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemini.
