Chipping away at Nvidia's chip dominance

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Recorded30 Apr 2026

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Show notes

It’s Big Tech week on Wall Street. Quarterly results from Alphabet, Meta, Microsoft, and Amazon all beat expectations. And shocker: They’re all still spending a lot on AI. One of the biggest expenses is chips. That’s made Nvidia the most valuable company in the world. Now, other Big Tech companies want to get in on that action. Then, the Trump administration has wound down funding for mRNA vaccine development. We’ll explore the impacts.

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