Tae Kim
speaker
1,575 appearances
6 recordings
1 series
first heard Dec 2025
last heard 29 Jul
Tae Kim’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
So every year we go through this cycle, the last three years during this whole upswing up, everyone says peak is here, right?
NVIDIA can't grow anymore.
And NVIDIA keeps growing at some ridiculous growth rate.
So the skepticism, the only reason why
it's trading at below market multiple is that the AI skeptics believe that the peak year is near, right?
There's going to be a no growth.
That too.
They believe competition is coming and they're going to gain market share.
I kind of laugh at that.
And the numbers that people put out there for the competition, it's like a rounding error.
It's like a small, low single digit number compared to what NVIDIA is going to grow the next few years.
What people keep forgetting is, if you actually look at the numbers, NVIDIA has a trillion dollars in orders.
They're the ones that have locked down all the memory.
I met a guy at GTC, he's an optical startup, and NVIDIA locked up all the capacity for lasers and optical.
NVIDIA has the supply components with memory, wafers, optical.
They're pretty much the only game in town if you want to actually buy AI GPU capacity.
TPU gets headlines, but $5 billion is nothing when you're comparing it to $1 trillion.
So they have the volume, they have the great power per watt numbers and metrics that basically, if you're doing inference, NVIDIA GPUs, even though they cost a lot more upfront, when you actually do the inference, performance per watt is excellent.
okay obviously it's not a car i would have loved to i would have loved to be in the room with you while you saw that segment you're just like taking your computer i think i was tweeting about it i think i wrote a piece on it i wrote like you know four or five hundred words about that sure i don't know if we want to go into that but uh
You know, they're going to be 80, 90 percent of the market.
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