Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race. To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel’s Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia’s moat and Jensen Huang’s leadership; and the future of GPUs, mega data centers, and AI infrastructure.