FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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Is Nvidia’s stock decline a sign of trouble for the AI market?
Hey Kim, how are you doing? Thank you so
much
again
for taking the time to come chat with us.
And
congratulations on the lawful launch of your business.
Yes. Thank you. I mean, it's been really gratifying. Yeah. That first day, you you never know who's going to show up. Totally. I was like maybe fifteen subscribers or twenty subscribers, but like hundreds of people showed up, tons of billionaires and tech founders. It's insanely gratifying.
Yeah, it's great. Uh incredible. So uh is it is it over for NVIDIA? They're down twenty one percent we just read since the fifty two week high. Is it doom and gloom? Is it over?
I mean I think I was o on last December and the stock is the semis and chips have gone up and now they're back down to where they were in December. Um the chip sectors Flat flat on the year and video's down ten percent. And it reminds me a lot of about a year ago. Do you guys remember Everyone's freaking out about Deep Seek, the super efficient models. We're gonna destroy uh AI compute. Uh there will be a huge compute glut. And then everyone freaked out about Trump's Tower Fours of Liberation Day. And this year seems very similar to that. Almost it's like Groundhog Day. We have fears over AI CapEx. People think that it might be the peak. And then we have the Iraq war. And uh one of these things is
boil up here. Iran. Yeah, easy to get them mixed up. They happen. So feels like the same same thing over. Yeah.
But um Sorry to
distract. We wanted to throw we wanted to we wanna show respect.
I mean it's very similar to IRA for that that's why these
views. These are great.
Uh but you know hundred dollar oil this stuff is unsustainable and oh profit subside.
Okay, so so so because way when I when I I like the deep sea canalogy and I feel like the market half digested the agentic coding uh narrative and the Citrini article, whether you thought it went too far, was too hypothetical, like clearly the markets did react and a lot of names sold off. But in in a world where you believe that narrative, you would think that NVIDIA would be going up. Up, but you're saying that there are other factors at play that are sort of uh tamping down the excitement in the market broadly? I
mean there there's no doubt. Just like tariffs a year ago Nvidia had thirty percent drawdown when their business was actually flying, yeah, actual fun belt of the business. I think the same thing's happening here with the Iran War uh
Why does inference demand from AI agents and coding assistants matter for Nvidia?
Things will eventually subside. Oil can't be hundred dollars for forever and Trump will probably backpedal in the next few weeks uh ahead of the Trump
So let's uh let's recap a few of the key stories around NVIDIA. We just came off of GTC and there's a lot going on uh at the company. I mean it's a huge company. Uh maybe it'd be good to start with just uh next generation chips, changes to strategy, what people are actually buying, maybe that means uh grace CPU standalone sales or the the development with the Grok partnership. What's sticking out just on the actual AI product side to you that you're most excited about?
Well, inference demand is exploding, driven by the AI agents and coding assistants. Um what I met with uh Ian Buck, I met with dozens of uh engineers at Meta, Google, NVIDIA, and all of them are seeing crazy uh inference demand and AI compute shortages. So across the board People are And crazy clamoring need for AI. And
we're and we're I mean we're yeah, you're seeing that from talking to engineering leaders at big tech companies, but we're also seeing it from vibe coders who are just on X and Twitter and talking about how they're hitting rate limits and they're they're subsidizing they have multiple plans and they actually shift around from one model provider to another just to make sure that they're getting the tokens they need to build whatever they're building.
And you see the tweets, like people are like um building uh bots to to pick up any kind of B two hundred GPU that can that oh yeah after waiting like weeks and months or whatever. Exactly.
I can't believe that.
Um And the the the great thing is Jensen, you know, he's very prescient.
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Chapters
8 chapters
1
Is Nvidia’s stock decline a sign of trouble for the AI market?
0:00–2:34
2
Why does inference demand from AI agents and coding assistants matter for Nvidia?
2:34–6:45
3
How is Nvidia securing supply for GPUs and memory to meet the compute shortage?
6:45–9:56
4
What impact will the Grok‑Vera Rubin partnership have on Nvidia’s AI strategy?
9:56–13:51
5
Will the upcoming AI compute glut affect Nvidia’s long‑term growth?
13:51–18:02
6
How could ARM CPU developments and new fab partnerships reshape Nvidia’s roadmap?
18:02–21:33
7
What are the prospects for AI‑driven token demand across vertical agents?
21:33–25:42
8
Can Nvidia sustain its advantage amid potential supply constraints and geopolitical risks?
25:42–29:12
Speakers
4 identifiedMore from TBPN
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