Nvidia, unpacked. Reaction vid: https://www.patreon.com/posts/101845366/ More info and sources at bottom. Find me elsewhere: Instagram: https://www.instagram.com/philedwardsinc/ Twitter: https://twitter.com/philedwardsinc Patreon: https://www.patreon.com/philedwardsinc Where I get my music (Free trial affiliate link): https://share.epidemicsound.com/olkrqv My camera, as of February 2022 (affiliate link): https://amzn.to/3HDcWVz My main lens: https://amzn.to/3IteXEK My main light: https://amzn.to/3pjO0M8 My main light accessory: https://amzn.to/3M6eL0j TSMC photos via "Taiwan Semiconductor Manufacturing Co., Ltd.". © Raimond Spekking / CC BY-SA 4.0 (via Wikimedia Commons) Recommend of course is Nvidia and the Nvidia GTC, which is a 2 hour trip: https://www.youtube.com/watch?v=Y2F8yisiS6E This video really really really stands on the shoulders of https://www.youtube.com/channel/UCyFqFYfTW2VoIQKylJ04Rtw . They have about 10 hours of NVidia stuff that you'll love, including an interview with Jensen. You can listen to it on Podcast platforms as well. Check out Stratechery too! https://stratechery.com/2024/nvidia-waves-and-moats/ Here’s that Reuters article: https://www.reuters.com/technology/behind-plot-break-nvidias-grip-ai-by-targeting-software-2024-03-25/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-ben-s-bites-2-0-our-new-thing Once again, Harvard case studies (one is actually from Stanford I think) saved the day. These are just helpful for a grounding and some of the numbers and stats I used in the video. 9 bucks each though! That’s why it’s business school I guess. https://store.hbr.org/product/taiwan-semiconductor-manufacturing-co-the-semiconductor-services-company/gs40?sku=GS40-PDF-ENG https://store.hbr.org/product/nvidia-winning-the-deep-learning-leadership-battle/IMD980 Chip chopsticks haha (affiliate link, this is how I make my millions): https://amzn.to/3vS0LnH NVidia obviously has their annual reports on their site, but it’s easiest to get them and read here: https://archive.org/details/01.-nvidia-annual-reports/01.%20NVIDIA%20Annual%20Reports/