DiscoverTechCheckWhy AI’s Next Phase Could Break Nvidia’s Moat 11/8/24
Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24

Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24

Update: 2024-11-08
Share

Description

The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold. 

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
The 2025 chip trade outlook 12/23/24

The 2025 chip trade outlook 12/23/24

2024-12-2306:35

Next phase of AI takes shape 12/19/24

Next phase of AI takes shape 12/19/24

2024-12-1911:01

Options boom drives Big Tech volatility 12/18/24

Options boom drives Big Tech volatility 12/18/24

2024-12-1806:47

TechCheck+ Databricks CEO Ali Ghodsi 12/18/24

TechCheck+ Databricks CEO Ali Ghodsi 12/18/24

2024-12-1807:48

Databricks’ mega funding round 12/17/24

Databricks’ mega funding round 12/17/24

2024-12-1705:51

Masayoshi Son’s $100B U.S. Investment 12/16/24

Masayoshi Son’s $100B U.S. Investment 12/16/24

2024-12-1609:10

Tech executives ‘Kiss the Ring’ ahead of Trump 2.0 12/13/24

Tech executives ‘Kiss the Ring’ ahead of Trump 2.0 12/13/24

2024-12-1308:19

Cisco CEO on Business Outlook, Plus the Future of M&A in Trump 2.0 12/12/24

Cisco CEO on Business Outlook, Plus the Future of M&A in Trump 2.0 12/12/24

2024-12-1209:25

Google’s AI Edge: Consumer Reach 12/11/24

Google’s AI Edge: Consumer Reach 12/11/24

2024-12-1106:20

TechCheck+ Are AI advancements already slowing down? 12/11/24

TechCheck+ Are AI advancements already slowing down? 12/11/24

2024-12-1116:21

Venture Capitalists Mold Trump 2.0 12/6/24

Venture Capitalists Mold Trump 2.0 12/6/24

2024-12-0614:13

The Race for AI World-Generating Models, Plus OpenAI’s Two Launches 12/5/24

The Race for AI World-Generating Models, Plus OpenAI’s Two Launches 12/5/24

2024-12-0508:19

Google AI Podcast Tool’s New Audience and OpenAI’s 12 Days of ‘Ship-Mas’12/4/24

Google AI Podcast Tool’s New Audience and OpenAI’s 12 Days of ‘Ship-Mas’12/4/24

2024-12-0407:50

Intel Board’s Technical Inexperience 12/3/24

Intel Board’s Technical Inexperience 12/3/24

2024-12-0307:19

Google Subpoenas AI Rivals, Plus Amazon’s NFL Black Friday Game 11/27/24

Google Subpoenas AI Rivals, Plus Amazon’s NFL Black Friday Game 11/27/24

2024-11-2706:40

Nvidia’s AI Moonshots 11/26/24

Nvidia’s AI Moonshots 11/26/24

2024-11-2609:30

Huawei’s Tech Advancements, U.S. Chip Revival Snag 11/25/24

Huawei’s Tech Advancements, U.S. Chip Revival Snag 11/25/24

2024-11-2507:27

Elon Musk as Tech Policy’s Newest Wildcard 11/20/24

Elon Musk as Tech Policy’s Newest Wildcard 11/20/24

2024-11-2007:52

Impact of a Google Chrome Spin-off 11/19/24

Impact of a Google Chrome Spin-off 11/19/24

2024-11-1907:33

Waymo’s Advantage with Potential Federal Self-Driving Rules 11/18/24

Waymo’s Advantage with Potential Federal Self-Driving Rules 11/18/24

2024-11-1808:14

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24

Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24

CNBC