In this episode, Sid and Jhalak dive into the world of Nvidia, the first chipmaker on track for a trillion-dollar valuation. They discuss the company's exceptional sales forecast of $11 billion for the coming quarter, driven by the booming demand for its artificial intelligence (AI) processors. Tune in as they explore how Nvidia's success has influenced the market, including impacts on chip suppliers like TSMC and ASML and the potential shift in datacentre technology. Sid and Jhalak also delve into Nvidia's unique position in the AI industry and what this could mean for the future of the sector.

The conversation further covers the global tech industry's insatiable demand for Nvidia's powerful H100 processor and their comprehensive toolchain for AI applications. Finally, they consider Nvidia's outlook for the future and the broader implications for data centres and accelerated computing as the AI revolution continues to advance. Don't miss this episode for an insightful analysis of Nvidia's current success and the evolving semiconductor industry landscape.