Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
That makes sense.
podcast-host
This is this is why I I had to give myself permission to this article.
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I'm not being a stock analyst here.
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I'm just like I I think the the this, you know, and I wanted to tie it into you know the age of
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genetic inference idea, this idea that there's just gonna be a lot of compute that everything we think about how compute has to look today, I'm not sure is exactly what compute's gonna look like in ten, twenty years.
podcast-host
And part of that is certainly the thesis here.
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But yes, it's a fair point, Adam, and I don't care.
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is there a definitive way how to pronounce this?
podcast-host
Uh so
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so just to be clear, AC is ACIE, which is AI Clouds, Industrial and Enterprise.
podcast-host
Basically, it's all of NVIDIA's sales to non-hyperscalers.
podcast-host
Right.
podcast-host
So exclude Google, exclude Microsoft, exclude Amazon, exclude Facebook.
podcast-host
Um, is that the is that all of them?
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Uh it's hard to keep straight.
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So we're we're talking like it's not hard to keep straight.
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There's not very many of them.
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No, so core weave is
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In the AC category.
podcast-host
Right.
podcast-host
Showing 3241–3260 of 42,103 · page 163 of 2106
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