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Sanjay Mehrotra

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Dwarkesh Podcast

Episode Appearances

Dwarkesh Podcast

Dwarkesh Podcast · Apr 15, 2026

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

“Mentioned as investing in HBM memory based on Jensen's guidance five years ago”

NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecasting