Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI

Sharp Tech with Ben Thompson

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An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemini.

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Nvidia Unveils Latest Chips at ‘AI Woodstock’ — Wall Street Journal

Nvidia Looks to Extend AI Dominance With New Blackwell Chips — Bloomberg

Nvidia Waves and Moats — Stratechery

Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t — Stratechery Update

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