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. on how to feed the AIs.
0:00:00 – Why doesn’t China win by default
0:08:28 – Why hyperscalers choose natural gas over solar
0:18:01 – Solar's astonishing learning rates
0:27:02 – How to build 50,000 acre solar-powered data centers
0:40:24 – Environmental regulations
btc
(
twitter.com
)
由
Dwarkesh Patel
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The Jensen Huang episode.
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The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia
时政
(
twitter.com)
01:43:12
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