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Software Defined Talk

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@brandonwhichard.com joins @bgracely.bsky.social and Aaron Delp on @theentaishow.bsky.social to discuss whether GPUs are becoming a financialized "asset class" — or the next bubble. https://www.theenterpriseaishow.com/episodes/19688218

theenterpriseaishow.comNVIDIA's Pivot from Chipmaker to Financier<p>SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues J

24/8/26, 2:32 am1 repost0 likes

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