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SCOUT· 66%1h 05m·2026-07-15·Technology
SCOUT· 66%1h 05m·2026-07-15·TechnologyFrom the Archive: Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
The a16z Show · 1146
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data…
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