Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel’s Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia’s moat and Jensen Huang’s leadership; and the future of GPUs, mega data centers, and AI infrastructure. Resources: Find Dylan on X: <a href="https://x.com/dylan522p">https://x.com/dylan522p</a>Find Sarah on X: <a href="https://x.com/sarahdingwang">https://x.com/sarahdingwang</a>Find Guido on X: <a href="https://x.com/appenz">https://x.com/appenz</a>Learn more about SemiAnalysis: <a href="https://semianalysis.com/dylan-patel/">https://semianalysis.com/dylan-patel/</a> Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: <a href="https://x.com/a16z">https://x.com/a16z</a>Find a16z on LinkedIn: <a href="https://www.linkedin.com/company/a16z">https://www.linkedin.com/company/a16z</a>Listen to the a16z Podcast on Spotify: <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=70ca2d87cf9342d9">https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX</a>Listen to the a16z Podcast on Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711</a>Follow our host: <a href="https://x.com/eriktorenberg">https://x.com/eriktorenberg</a>Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Stay Updated:Find a16z on <a href="https://x.com/a16z">X</a>Find a16z on<a href="https://www.linkedin.com/company/a16z"> LinkedIn</a>Listen to the a16z Podcast on <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg">Spotify</a>Listen to the a16z Podcast on <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">Apple Podcasts</a>Follow our host: https://twitter.com/eriktorenberg&nbsp;Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

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