TBPN — FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

BUZZING· 72%29m·2026-03-30·Technology

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

TBPN · 460

This is our full interview with Tae Kim, recorded live on TBPN. We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is…

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FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

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