Patel: NVIDIA's primary differentiation comes from deep supply chain integration
Dylan Patel · AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod · Dec 23, 2024 · at 11:07
Dylan Patel (SemiAnalysis founder) explains to Bill Gurley and Brad Gerstner why NVIDIA's hands-on supply chain collaboration creates its main competitive edge.
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“I would say for differentiating, NVIDIA has primarily focused on supply chain things, which, you know, might sound like, oh, well like, yeah, they're just like ordering stuff. No, no, no, no. You have to work deeply with the supply chain to build the next generation technology so that you can bring it to market before anyone else does, right?”
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