Episode 19 - Nvidia and the Resurgence of the Hardware Industry

Welcome back to a new episode of Becoming the product. The hardware industry, once overshadowed, has gained prominence due to the computational demands of AI and data centers, sparking increased interest in the existing providers within this market. Today, I will present some findings on this topic, including an analysis of NVIDIA and its recent surge in media coverage. You can support my projects! By buying a digital version of my books: payhip.com/Becomingtheproduct Thanks for listening Instagram : @billuartmc @_thexry_ Substack for writing and news: becomingtheproduct.substack.com/ References Ashraf Shaikh, Roshan. ‘Chinese Smuggler Tried to Slip 44 Tattered RX 580 GPUs through Customs’. Tom’s Hardware, 23 March 2024. https://www.tomshardware.com/pc-components/gpus/chinese-smuggler-tried-to-slip-44-tattered-rx-580-gpus-through-customs. Clark, Don. ‘Nvidia Says Growth Will Continue as A.I. Hits “Tipping Point”’. The New York Times, 21 February 2024, sec. Technology. https://www.nytimes.com/2024/02/21/technology/nvidia-earnings.html. Crawford, Kate and Jole, Vladan. Anatomy of an AI System. ‘Anatomy of an AI System’. Accessed 30 March 2024. http://www.anatomyof.ai. Goode, Lauren. ‘Nvidia Hardware Is Eating the World’. WIRED Middle East, 26 February 2024. https://www.wired.com/story/nvidia-hardware-is-eating-the-world-jensen-huang/. Kilburg, Jeff. ‘The Stock Level When the Parabolic Nvidia Rally May Finally Cool off and How to Trade It’. CNBC, 8 March 2024. https://www.cnbc.com/2024/03/08/the-stock-level-when-the-parabolic-nvidia-rally-may-finally-cool-off-and-how-to-trade-it.html. Miller, Chris. Chip War: The Fight for the World’s Most Critical Technology. London New York Sydney Toronto New Delhi: Simon & Schuster, 2022. Milmo, Dan, and Phillip Inman. ‘Why Has Nvidia Driven Stock Markets to Record Highs?’ The Guardian, 23 February 2024, sec. Technology. https://www.theguardian.com/technology/2024/feb/23/why-has-nvidia-driven-stock-markets-to-record-highs. Pilkington, Philip. ‘Is the Nvidia Boom Built on Sand?’ UnHerd, FEBRUARY 22, 2024. https://unherd.com/newsroom/is-the-nvidia-boom-built-on-sand/. Vipra, Jay and Myers West, Sarah. ‘Computational Power and AI’. AI Now Institute (blog), 27 September 2023. https://ainowinstitute.org/publication/policy/compute-and-ai.