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

How you buy GPUs, it's like buying cocaine. You call up a couple people, you text a couple people, you ask, "Yo,

how much you got? What's the price?" If you're two arch nemesis suddenly team up, it's the worst possible news you can

have. I did not see this coming. I think it's amazing development. Like a Warren Buffett coming into a stock. Jensen is like the Buffett effect

for the semiconductor world. It's kind of poetic that everything's gone full circle and Intel's sort of

crawling to Nvidia.