Cnbc. And we have a great lineup. We have our host for the hour with jim chanos, and david rosen will be here as well as carson block from muddy waters. And jim, you have had a long history here at sohn and we will go through some of the picks through the years later, and before we get to that and get to some of the thoughts on china, and get to the breaking news of john kasich leaving the president ial race, and it appear appears that though the dance floor is cleared for the trump clinton ticket. What are your thoughts . Well, scott, first of all, thank you for having me here, and it is a pleasure to be here. We are down to the twohorse race obviously, and going to be hillary versus trump, it appears, unless there is some lastminute machinations at the republican convention, but at the very least, it should be interesting august, september, ookay, and we have not seen anything like this. And it appears we will not see a contested convention at the way it looks now, and are you disapp
Nvidia's customers, which include ChatGPT creator OpenAI, Microsoft, Alphabet and Meta Platforms , have raced to snap up the dwindling supply of its chips to compete in the fast-emerging generative AI sector.
We’re seeing the chip industry’s version of the scientific aphorism: “nature hates a vacuum.” The vacuum is the short supply of – and vast demand for – AI [.]