BG2. Ep 37. NVDA! $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump, Elon, China, H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM https://t.co/suB2B1tpwS
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BG2. Inside China’s Tech Surge: EVs, AI, and How America Can Compete 👊💥@bgurley https://t.co/mXv4QaKVl1
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Spotify: https://t.co/czTuxd72Ft Apple: https://t.co/u2IDr22l8w YouTube: https://t.co/ar92DVgZWJ https://t.co/pmqWmxp96j
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