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Dylan Patel Explains the AI War While Cooking | In-Context Cooking

Dylan Patel Explains the AI War While Cooking | In-Context Cooking

Dylan Patel of SemiAnalysis discusses the AI arms race, highlighting the massive $200B+ hyperscaler capex, the true semiconductor bottlenecks shifting from data centers back to fabs, the geopolitical chess game surrounding Taiwan and TSMC, and Nvidia's strategic battle against vertical integration.

NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

NVIDIA CEO Jensen Huang discusses the state of AI as we begin 2026, covering rapid improvements in reasoning, the profitability of inference, why AI will increase productivity without taking jobs, the future of robotics, the importance of open source, and which sectors are poised for their 'ChatGPT moment'.