Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure

NVIDIA is going to have better networking than you.

It goes beyond the title with direct discussion of like, right, think, including: They're going to have better HBM.

1. 01They're going to have better negotiations with whether it's TSMC or SK Hynix and the memory and silicon side or all the rack people or like copper cables, everything
2. 02The AI race isn't just about models It's also about the infrastructure underneath them Chips, data centers, power, networking And the economics that determine who can keep scaling
3. 03If you're just using GPT-5 and before you were $20 or $200 a month subscriber, you no longer have access to 4.5, which in my opinion is still a better pre-trained model for certain