EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
Podcast: The CircuitPublished On: Mon Nov 03 2025
Description: The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.
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