NVIDIA Just Made Its Biggest Purchase Ever
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We cover NVIDIAโs record earnings, strong GPU demand, and its position in the AI chip market, along with reported moves involving Hugging Face and open source AI. We also discuss Z.aiโs new model, Waymoโs autonomous vehicle hardware updates, SEC scrutiny of Leopold Aschenbrenner, and recent developments in robotics and Appleโs upcoming event.
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TIMESTAMPS
0:00 NVIDIAโs Record Quarter
5:05 Hugging Face Joins NVIDIA
9:26 Cloud Margins and the Chip Play
11:36 GLM 5.3 Flash Emerges
15:40 Waymoโs New Hardware Leap
19:48 Teslaโs CyberCab Challenge
23:24 Leopold Under SEC Scrutiny
25:44 Anthropic Usage Looks Flat
29:27 Agents Need Better Security
30:20 Robotics Learns From Video
34:07 Appleโs Big September Event
36:36 Sam Altmanโs Rare Watches
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresโ
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
