EPISODE · Sep 24, 2023 · 24 MIN
Nvidia: AI Coreweave Mirage or Moon Mode Activated?
from Grizzle Pod: Thematic Growth Investing · host Grizzle
We sat down with Ben Bajarin, CEO of Creative Strategies to discuss the latest Nvidia drama about their investment in Coreweave. Are we ushering a genuine computing revolution or is this an elaborate AI Ponzi scheme? Ben's provides excellent insight on the state of artificial intelligence and unquenched demand for Nvidia's chips. Ben covers consumer technology, personal computing devices, semiconductors, investments, and business strategy. His research has focused on the relationship between humans and technology, seeking to understand what drives their behavior with products and services. He also hosts 'The Circuit' with Jay Goldberg - an excellent podcast dedicated to the business of the semiconductor industry. Follow Ben on Twitter: https://twitter.com/BenBajarin The Circuit Podcast: https://thecircuit.fm/ Creative Strategies: https://creativestrategies.com/ #artificialintelligence #nvidia #ai
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Nvidia: AI Coreweave Mirage or Moon Mode Activated?
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