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

The podcast explores the surprising collaboration between Nvidia and Intel, examining the implications for the semiconductor industry and competitors like AMD and ARM. Dylan Patel provides insights into Nvidia's $5 billion investment in Intel, viewing it as a strategic move to secure customer buy-in and potentially create the best integrated PC product. Guido Appenzeller assesses the deal's impact, predicting challenges for AMD and ARM, while also speculating on Intel's internal graphics and AI product strategies. The conversation shifts to Huawei's AI roadmap and China's efforts to build a domestic chip supply chain, with Patel analyzing Huawei's capabilities and the potential impact of US sanctions on Nvidia's business in China. The discussion further covers Nvidia's historical strategies, Jensen Huang's leadership, and future investment opportunities given Nvidia's substantial cash flow.