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 months

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

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TBPN · The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban · 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 cowas 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 to test.

Sure.

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.

NVIDIA just benefits 'cause, 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.

It's Samsung and Intel are the only thing

Uh apps that

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.

Uh yeah.

Whether it be like a mid range iPhone or uh 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,

uh product offering.

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