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  • Info
87. CES Insanity, NVIDIA as Wintel, NYSE Expansion
January 10, 2025
Dave Vellante
Co-Founder & Co-CEO SiliconANGLE Media, Inc.
HOST
John Furrier and Dave Vellante discuss the chaos in LA due to wildfires and the impact of the tech community. They praise NVIDIA for its focus on AI and dominance in the market, comparing it to Wintel. They touch on AMD's role and the potential for on-premise computing. The market dynamics, competitive advantages, and the Dell AI factory are also addressed. Mainframes are making a comeback in the era of Big Iron computing. NVIDIA's CEO, Jensen Huang, is noted for innovative product launches. Anthropic raised $2 billion with a $60 billion valuation, highlighti... Read more
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