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1,361,760 results

Dwarkesh Patel
Dylan Patel — The single biggest bottleneck to scaling AI compute

Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and ...

2:30:45
Dylan Patel — The single biggest bottleneck to scaling AI compute

262,494 views

2 months ago

CNBC
How Nvidia GPUs Compare To Google’s And Amazon’s AI Chips

Nvidia's blowout earnings Wednesday affirmed its place as the world's most valuable company, thanks to “off the charts” sales of ...

15:59
How Nvidia GPUs Compare To Google’s And Amazon’s AI Chips

1,820,786 views

6 months ago

Morgan Stanley
Morgan Stanley TMT Conference 2026 | Jensen Huang on AI, Compute, Tokens and the New Global Economy

From the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, watch NVIDIA CEO Jensen Huang explain ...

42:53
Morgan Stanley TMT Conference 2026 | Jensen Huang on AI, Compute, Tokens and the New Global Economy

114,849 views

2 months ago

CNBC
How The Massive Power Draw Of Generative AI Is Overtaxing Our Grid

There's more than 8000 data centers globally, but it's not nearly enough to keep up with the power needs of generative AI.

14:49
How The Massive Power Draw Of Generative AI Is Overtaxing Our Grid

1,400,818 views

1 year ago

High Yield
How AI Datacenters Eat the World

HighYield x SemiAnalysis deep-dive into AI Datacenters, Gigawatt Megaclusters and the Hyperscaler race to AGI. How AI ...

30:15
How AI Datacenters Eat the World

1,553,138 views

8 months ago

Sequoia Capital
Why the Brain Computes 1,000,000x More Efficiently Than A GPU: Unconventional AI's Naveen Rao

Naveen Rao, founder and CEO of Unconventional AI, argues at AI Ascent 2026 that the 80-year-old digital computer is the wrong ...

14:13
Why the Brain Computes 1,000,000x More Efficiently Than A GPU: Unconventional AI's Naveen Rao

97,202 views

2 weeks ago

Stanford Online
Stanford CS153 Frontier Systems | Jensen Huang from NVIDIA on the Compute Behind Intelligence

For more information about Stanford's online Artificial Intelligence programs, visit: https://stanford.io/ai Follow along with the ...

1:08:24
Stanford CS153 Frontier Systems | Jensen Huang from NVIDIA on the Compute Behind Intelligence

109,152 views

11 days ago

Bloomberg Television
Nvidia Says Customers Are Racing to Invest in AI Compute

Bloomberg Tech Host Ed Ludlow and Jay Goldberg, Senior Analyst at Seaport Research Partners, react as Nvidia earnings cross ...

4:50
Nvidia Says Customers Are Racing to Invest in AI Compute

14,125 views

2 months ago

Economist Impact Events
AI Compute 2025 - highlights video

The rapid rise of AI is reshaping industries, but every system faces immense demands for computing power. As AI technologies ...

3:16
AI Compute 2025 - highlights video

100 views

7 months ago

AI News & Strategy Daily | Nate B Jones
Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infrastructure Crisis Is Here

Full Story w/ Prompts: ...

26:15
Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infrastructure Crisis Is Here

76,750 views

3 months ago

Dwarkesh Patel
Energy, not compute, will be the #1 bottleneck to AI progress – Mark Zuckerberg

Full Episode: https://youtu.be/bc6uFV9CJGg Apple Podcasts: ...

3:37
Energy, not compute, will be the #1 bottleneck to AI progress – Mark Zuckerberg

454,709 views

2 years ago

Fox Business Clips
Demand for AI memory 'growing faster' than demand for AI compute: Gil Luria

D.A. Davidson technology research head Gil Luria explains why Nvidia's stock is down despite strong earnings, attributing it to ...

7:22
Demand for AI memory 'growing faster' than demand for AI compute: Gil Luria

43,893 views

3 days ago

Invest Like The Best
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao

In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Anthropic CFO Krishna Rao for a fascinating look ...

1:22:04
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao

70,436 views

11 days ago

CNBC
No Nvidia Chips Needed! Amazon’s New AI Data Center For Anthropic Is Truly Massive

On 1200 acres in Indiana, Amazon's biggest AI data center is now operational, with half a million AWS Trainium2 chips entirely ...

16:56
No Nvidia Chips Needed! Amazon’s New AI Data Center For Anthropic Is Truly Massive

1,338,039 views

6 months ago

Invest Like The Best
Watts, Wafers, and the Future of AI Infra | Gavin Baker

In this episode of Invest Like The Best, Patrick O'Shaughnessy is joined by Gavin Baker to dissect the unprecedented AI ...

1:22:11
Watts, Wafers, and the Future of AI Infra | Gavin Baker

80,968 views

4 days ago

Julia McCoy
AI Compute Goes National — The UK's Billion Dollar Hardware Strategy

GET MY FREE GUIDE: *The Content Creator's AI Blueprint: From 25 Hours to 5 Minutes* https://FirstMovers.ai/blueprint/ *AI ...

6:14
AI Compute Goes National — The UK's Billion Dollar Hardware Strategy

5,978 views

2 months ago

Daily Dose Of AI
Google Unveils Private AI Compute — Privacy or PR?

Google unveils “Private AI Compute” a hybrid design that keeps sensitive data on-device and runs heavy AI tasks in encrypted ...

2:14
Google Unveils Private AI Compute — Privacy or PR?

159 views

6 months ago

DRM News
Nvidia CEO Jensen Huang Arrives in Taiwan, Says AI Compute “Equals Revenues” | AI1G

Nvidia CEO Jensen Huang arrived in Taipei ahead of Computex 2026, signaling major developments in AI, chips, and global tech ...

11:01
Nvidia CEO Jensen Huang Arrives in Taiwan, Says AI Compute “Equals Revenues” | AI1G

18,046 views

1 day ago