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TBPN Prediction Open · timeframe Mar 2029
Kim: Nvidia's US-China regulatory approvals will drive billions in H200 orders
“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”
Tae Kim Mar 30, 2026 ▶ 10:08 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
TBPN Prediction Open · timeframe Mar 2029
Kim: Nvidia and hyperscalers won't switch to Arm's standalone server CPUs
“I don't really expect the major hyperscalers like Amazon to switch to ARM's, you know product offering. They have their own. And same with NVIDIA. They have their own ARM CPU that they're gonna incorporate and sell.”
Tae Kim Mar 30, 2026 ▶ 13:52 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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