Jensen Huang - конкуренция с TPU, почему стоит продавать чипы Китаю и роль Nvidia в цепочке поставок

Name: Jensen Huang - конкуренция с TPU, почему стоит продавать чипы Китаю и роль Nvidia в цепочке поставок
Uploaded: 2026-04-17T16:42:13+03:00
Duration: 1 h 43 min 12 s
Channel: magic
Description: 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 00:16:25 – Will TPUs break Nvidia’s hold on AI compute? 00:41:06 – Why doesn’t Nvidia become a hyperscaler? 00:57:36 – Should we be selling AI chips to China?

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𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 00:16:25 – Will TPUs break Nvidia’s hold on AI compute? 00:41:06 – Why doesn’t Nvidia become a hyperscaler? 00:57:36 – Should we be selling AI chips to China? 01:35:06 – Why doesn’t Nvidia make multiple different chip architectures?