2 days ago · In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and fut...

In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the …

OpenAI is buying Nvidia chips with Nvidia’s cashflow... Which comes from the hyperscalers... and using Nvidia’s cash to turn AMD into an Nvidia competitor, and pay Broadcom to make its own …

1 day ago · The Circuit on YouTube: An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, …

1 day ago · An interview with analyst Benedict Evans on the position of productization in AI adoption, AI bubble, OpenAI, evaluating Nvidia to Solar Microsystems, and extra (The Circuit …

6 days ago · Dive into Benedict Evans' exclusive 2025 AI insights: A tech analyst's deep dive revealing macro trends, Nvidia's strategic moves, and the future of artificial intelligence.

US data center construction is overtaking offices, but Nvidia and TSMC are unable to meet demand, and US power backlogs are becoming a major issue.