Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

In a panel discussion featuring Dylan Patel, Sarah Wang, and Guido Appenzeller, Erik Torenberg leads a conversation about the surprising collaboration between NVIDIA and Intel, including NVIDIA's $5 billion investment in Intel. The discussion explores the implications for AMD, ARM, and the global chip race. Dylan Patel provides insights on Huawei's AI roadmap, its competition with NVIDIA, and China's domestic chip production capabilities. The panel also discusses NVIDIA's history, its competitive advantages, and future strategies, including potential investments in data centers and robotics. The conversation also touches on the hyperscalers, particularly Amazon and Oracle, and their roles in the AI compute market, as well as the challenges and opportunities presented by new hardware like the GB200.