Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

Update: 2025-03-26

Description

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

Comments

In Channel

TR 40: InferenceMAX, Video games, Rare earths

2025-10-1055:00

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

2025-10-0150:55

TR38: H20, GPT-5, Ajinomoto Build-up Film

2025-08-1201:07:43

Episode 37.5: Peak Software w. MechaDylan

2025-07-1025:48

Episode 37: Meta, Bees ... and other stuff

2025-06-2651:50

Episode 36: The AI Mandate of Heaven, Slop

2025-06-0301:01:25

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

2025-05-2934:13

Episode 34: Huawei, H20, and Tariffs

2025-04-1837:17

Episode 33: Tariff Sadness

2025-04-0849:43

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

2025-03-2650:04

Episode 31: The Boys Make a Space Fab

2025-02-1442:41

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

2025-02-0644:30

Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

2025-01-0451:34

Episode 28: Top 3 Stories of Semiconductors 2024

2024-11-2636:52

Episode 27: Intel, Nuclear, and China WFE

2024-10-3039:19

Episode 26: Nuclear, Samsung

2024-10-0939:08

Episode 25: Intel, Oracle and AI

2024-09-1742:51

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

2024-08-0742:34

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

2024-06-2951:01

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

2024-05-2841:55

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Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

#box-pro-ellipsis-176043305997876{-webkit-line-clamp:2;}Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

Doug Dylan Jon Jordan

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave