Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 520353167 series 3672166
Content provided by Kavout. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kavout or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
This podcast provide a comprehensive analysis of NVIDIA's financial outperformance in Q3 FY2026, driven almost entirely by its Data Center segment and the massive structural demand for AI infrastructure. The company achieved record revenue and possesses unparalleled forward revenue visibility, largely secured by its CUDA software ecosystem and architectural superiority in high-end AI training. However, the sources also explore critical long-term competitive threats, including the emergence of custom silicon from hyperscalers optimized for Total Cost of Ownership (TCO) in inference workloads, and the increasing push for indigenous alternatives due to geopolitical export restrictions, particularly in the Chinese market. Ultimately, the text establishes NVIDIA as the irreplaceable foundation for the current AI buildout while identifying key risks that could lead to market fragmentation.
Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.
126 episodes
