Stratechery

Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

Mar 18, 2026

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.

This episode hasn't been transcribed yet

Use STT.ai to transcribe this episode with AI. Get accurate text with speaker detection, timestamps, and export in multiple formats.

Speaker detection Word-level timestamps Export as SRT, TXT, JSON

More Episodes