To email the show: email@sharptech.fm Nvidia in the Valley – Stratechery An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis Thread of reactions from Tae Kim – Twitter AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update US restricts sale of AI training chips to China – The Verge Apple expands iPhone production in India in shift away from China – Financial Times Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: <a href="mailto:email@sharptech.fm" rel="noopener noreferrer">email@sharptech.fm</a>



Nvidia in the Valley – <a href="https://stratechery.com/2022/nvidia-in-the-valley/" rel="noopener noreferrer">Stratechery</a>

An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – <a href="https://stratechery.com/2022/an-interview-with-nvidia-ceo-jensen-huang-about-building-the-omniverse-cloud/" rel="noopener noreferrer">Stratechery Interviews</a> 

Ada Lovelace GPUs Shows How Desperate Nvidia Is – <a href="https://semianalysis.com/ada-lovelace-gpus-shows-how-desperate-nvidia-is-amd-rdna-3-cost-comparison-nvidias-first-cost-disadvantage-versus-amd-in-a-decade/" rel="noopener noreferrer">SemiAnalysis</a>

Thread of reactions from Tae Kim – <a href="https://twitter.com/firstadopter/status/1572244307717017601?s=48&amp;t=OMh908q_C0LNO5uu0Q_bhg" rel="noopener noreferrer">Twitter</a>

AI Chips and China, Geopolitical Considerations, Nvidia Consideration – <a href="https://stratechery.com/2022/ai-chips-and-china-geopolitical-considerations-nvidia-considerations/" rel="noopener noreferrer">Stratechery Daily Update</a>

Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — <a href="https://stratechery.com/2022/nvidias-earnings-the-data-center-and-ai-nvidia-and-the-enterprise/" rel="noopener noreferrer">Stratechery Daily Update</a>

Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - <a href="https://stratechery.com/2022/nvidia-warning-nvidia-vs-tsmc-ethereum-miners-vs-the-merge/" rel="noopener noreferrer">Stratechery Daily Update</a>

US restricts sale of AI training chips to China – <a href="https://www.theverge.com/2022/9/1/23332399/us-restricts-export-ai-training-chips-nvidia-amd-china" rel="noopener noreferrer">The Verge</a>

Apple expands iPhone production in India in shift away from China – <a href="https://www.ft.com/content/d5fc0566-9916-449d-953f-85b4d325bcc0" rel="noopener noreferrer">Financial Times</a>


Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of <a href="https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG" rel="noopener noreferrer">Stratechery Plus</a> for $12/month.

Nvidia Backlash and the China Conundrum

A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.

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