SHOW DIRECTORY
Sharp Tech
A podcast about understanding how technology works and the way it is changing the world, hosted by Andrew Sharp and Ben Thompson.
SOURCE DESCRIPTION · RSS
68 EPISODESENTRACKED SHOW
SUBSCRIBE[Feed_]
Language
Sharp Tech preview: Nvidia's answer to AI capital constraints
NVIDIA’s financing platform with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR pitches AI GPUs as long-lived infrastructure for patient capital.Yet A100 pricing at CoreWeave may reflect stranded air-cooled facilities, while abstraction above CUDA and potential overcapacity leave GPU economics, timing, funding air pockets and NVIDIA’s moat unresolved.