Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
The a16z Show
- Published
- July 15, 2026
- Duration
- 1h 5m
- Summary source
- description
- Last updated
- Jul 22, 2026
Discusses ai.
Summary
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for co…
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Show notes
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for compute. The conversation explores NVIDIA's competitive advantages, the rise of custom chips from Google, Amazon, and Meta, the economics of fron
Themes
- ai