34 min listen
Analyzing the Data Center Business with Akram’s Razor (Part 2)
Analyzing the Data Center Business with Akram’s Razor (Part 2)
ratings:
Length:
46 minutes
Released:
Aug 22, 2019
Format:
Podcast episode
Description
Last week was Part 1 of our conversation with Akram’s Razor where he gave his account of how the crypto crash of 2018 impacted Nvidia and AMD. This week, Akram and James go through Nvidia’s data center business in depth and assess the growing competitive landscape for AI accelerators, from cloud and startup companies alike. Akram shares more about how he approached his research for his thesis on Nvidia and we get into a serious discussion about Google’s AI advantage and why he believes they are not making their TPU training chips freely available. We then debate Nvidia’s pricing for their data center boards and talk about their CEO, Jensen Huang, and his refreshing transparency and openness.
Released:
Aug 22, 2019
Format:
Podcast episode
Titles in the series (100)
Economics, Trade Relations, And Innovation — Recognizing Investment Potential with Dr. Art Laffer and Cathie Wood: Welcome back to FYI, the For Your Innovation Podcast from ARK Invest. Today on the show we are joined by two special guests. First we have, Catherine Wood CEO and CIO of ARK Invest, as well as a her mentor, former professor, by FYI - For Your Innovation