Show Notes
Vik and Austin unpack the Nvidia GTC keynote with fresh, top-of-mind takes while trying to breakdown key announcements, what matters and what doesn't. They discuss Groq's LPX, optics+copper for scale up, new CPU requirements, CPO for networking, and what agents means for software, and much, much, more. Check out Austin's substack: https://www.chipstrat.com Check out Vik's substack: https://www.viksnewsletter.com Chapters 00:00 Introduction and Keynote Context 03:18 Keynote Highlights and G...
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