Company mentioned on podcasts
NVIDIA
Mentioned on 69 episodes by 6 guests across our covered podcasts.
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Who mentioned it
“If TSMC supplied all latent demand, NVIDIA could potentially sell $2-3 trillion in GPUs in 2026-27, likely triggering oversupply.”
Mentioned on: Invest Like the Best with Patrick O'Shaughnessy, a16z Podcast“the case for photonic computing as NVIDIA's long-term successor”
Mentioned on: a16z Podcast“what happens to your support system if this takes 20 years, like Jensen Huang at NVIDIA?”
Mentioned on: Venture Stories“Lenovo combines proprietary agent development, device telemetry insights from their hardware business, and partnerships with NVIDIA and ServiceNow to deliver customized agentic solutions.”
Mentioned on: Eye on AI“The controls forced DeepSeek to build a vertically integrated stack on Huawei hardware with innovations in KV cache efficiency and attention layers — potentially producing a more memory-efficient architecture that could disrupt NVIDIA-dependent U.S. infrastructure at scale.”
Mentioned on: 20VC (20 Minute VC)“Every AI startup pays a tax to Nvidia, a hyperscaler, and potentially a foundation model provider”
Mentioned on: 20VC (20 Minute VC)