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 over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

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TBPN · FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race · 30 Mar 2026 podcast

Well, NVIDIA is in the driver's seat because Jensen goes there five, six times a year and is best friends with T S M C and speaks at their employee day.

So they're gonna get higher they are getting a higher allocation to wafers and co wast and all that stuff.

So NVIDIA will benefit.

But I agree with you that industry wide, like Google is dying to get more TPU wafer capacity.

Um all the all the hyperscalers that have ASICs are trying to get more wafer capacity.

So there is gonna be a AI compute shortage shortage uh in the years to come, uh just like you said.

And maybe it just benefits because, you know, they're the biggest dog in the house and they can uh uh prepay uh tens of billions of dollars to get the allocations they need.

Samsung and Intel are their only fabs that can possibly do it.

Uh that's the bookcase on Intel.

I mean, I suspect like Apple and NVIDIA are considering um either Intel or Samsung for um their lower end stuff.

Whether it be like a mid range iPhone or on NVIDIA side, definitely their consumer gaming GPUs still they may go back to Samsung and maybe even Intel.

I I think ARM is uh this their CPU opportunities a longer term, you know, for even they said twenty thirty, twenty thirty one.

Yeah.

It's a longer term opportunity.

I don't really expect the major hyperscalers like Amazon to switch to ARM's, you know, uh product offering.

They have their own.

And same with the same with NVIDIA, they have their own ARM CPU that they're they're gonna incorporate and sell.

So it's not that big of a

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