Nvidia's Global Ambition Meets Trump's Political Play

Resources

Resources & Recommendations

Books

• "In This Economy" by Kyla Scanlin - This book is mentioned as written by the guest expert, Kyla Scanlin, who is an educator and commentator on the economy.

Articles & Papers

• "The Joyless Tech Revolution" (Wall Street Journal) by Greg Ip - This article discusses how artificial intelligence, despite powering the stock market to records, might be detrimentally affecting Americans' sense of well-being.
• Chart on AI's Impact (FT) - This chart illustrates the broad conversation around AI's potential impacts, ranging from ending scarcity to adding a small percentage to GDP.
• Outdoor-friendly meals that taste best at a Nevada campground (Eater, presented in part by Travel Nevada) - This article provides recommendations for meals suitable for outdoor enjoyment in Nevada.

People Mentioned

• Jensen Huang (Co-founder and CEO of Nvidia) - The central figure of the episode, discussed for his role in Nvidia's success and his relationship with former President Donald Trump.
• Donald Trump (Former US President) - Discussed in the context of his relationship with Jensen Huang and his administration's policies regarding chip sales to China.
• Robbie Whelan (Wall Street Journal) - Guest on the podcast, providing insights into Nvidia and Jensen Huang.
• Kyla Scanlin (Educator, commentator, and author) - Guest on the podcast, discussing Nvidia's economic impact and the AI bubble.
• Greg Ip (Wall Street Journal) - Author of the article "The Joyless Tech Revolution," which was referenced in the discussion.

Organizations & Institutions

• Nvidia - The company that is the main subject of the episode, discussed for its dominance in GPU manufacturing and its impact on the global economy and AI development.
• March of Dimes - An organization focused on improving the health of mothers and babies through research, education, advocacy, and programs.
• US Commerce Department - Mentioned in the context of rolling out regulations restricting the sale of semiconductors and chip-making equipment to Chinese customers.
• Cyberspace Administration of China (CAC) - Mentioned for directing Chinese companies to halt testing and cancel orders of Nvidia's rtx pro 6000d chip due to security concerns.
• Microsoft - Mentioned as a tech firm that has based future plans around Nvidia's technology.
• Meta - Mentioned as a tech firm that has based future plans around Nvidia's technology.
• Amazon - Mentioned as a tech firm that has based future plans around Nvidia's technology.
• BLS (Bureau of Labor Statistics) - Mentioned as the source for jobs reports, drawing a comparison to Nvidia's earnings reports as a macro variable.
• Google - Mentioned for building new data centers.
• Walmart - Used as a comparison point against Nvidia's market influence.
• Chevron - Used as a comparison point against Nvidia's market influence.
• OpenAI - Mentioned as a company that will benefit if the AI trade works out.
• Anthropic - Mentioned as a company that will benefit if the AI trade works out.
• Federal Reserve - Mentioned as an entity that might need to intervene with emergency funding if the stock market collapses due to an Nvidia implosion.

Websites & Online Resources

• marchofdimes.org/vox - Website for donating to the March of Dimes.