Sam Fenwick

speaker

1,068 appearances 10 recordings 2 series first heard Feb 2026 last heard 5d ago

Sam Fenwick’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 4.

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Business Daily · Follow the money: The chips powering AI · 22 Jun 2026 podcast

And the chip doing all the hard work started life running video games.

Follow that chip and you follow the money behind AI.

So let's start at the top of the chain with the company whose name you've probably heard of already.

NVIDIA, the most valuable company on earth right now.

But here's the strange part.

NVIDIA doesn't own a single factory that makes its chips.

It designs them for someone else to build.

Carl Freund is the founder of Cambrian AI Research, an independent firm whose clients, like many in the sector, include NVIDIA.

He's spent years inside the industry at companies like AMD.

So what does NVIDIA actually do?

So NVIDIA is the architect.

It draws the chip.

People call NVIDIA the tollbooth for AI, the idea being that you have to go through them to get there.

There are other lanes now.

So Google is building its own chips.

So is Amazon and Microsoft.

But NVIDIA still owns the main road.

And here's why nobody will be able to catch them up.

So every year there's a new, more advanced chip.

And rivals like AMD and Google, well, they're running to catch a train that has already left the station.

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