Nvidia’s Biggest Customers Are Building a Way Out | Deirdre Bosa Live

Everyone is asking who will run Nvidia, but Deirdre Bosa says the bigger question may be who keeps buying from it, as its biggest customers design and buy chips of their own. Box CEO Aaron Levie weighs in on Nvidia after Jensen Huang, why founders matter and whether Democrats can still back AI after the midterms. Nebius chief revenue officer Marc Boroditsky explains why it is testing alternatives but sticking with Nvidia, and how customers are now funding its build-out. Silicon Data CEO Carmen Li breaks down GPU futures, and Pentagon CTO Emil Michael talks China, export controls and Washington's fight over Nvidia. Timestamps 00:00 Week one wraps 00:47 Who keeps buying from Nvidia? 01:06 Nvidia's customers build a way out 02:14 Nvidia's margins and valuation 02:36 Cathie Wood on market share 03:19 Testing the alternatives 03:41 Can CUDA be replaced? 04:31 Box CEO Aaron Levie 06:08 The risk after Jensen 07:12 Why founders matter 09:57 AI agents and the software stack 13:27 Who owns the data? 15:20 Can Democrats be pro-AI? 19:07 Nebius on life after Jensen 20:02 Nvidia's interim CEO 22:15 Testing other chips 23:59 Can AI speed up switching? 25:11 Customers fund the build-out 26:40 The New Jersey delay 28:03 Data center backlash 29:38 Going global 31:15 Nebius's $45 billion plan 32:42 Break 37:56 Silicon Data's Carmen Li on GPU futures 40:35 How AI companies buy compute 41:22 Why volatile prices squeeze margins 42:35 Washington's China chip fight 43:02 Pentagon CTO Emil Michael 43:23 Musk's petition for Jensen 44:41 Why the American stack matters 45:35 Export controls after Jensen 48:08 China's reach in an open society 49:11 The Chinese military blacklists 51:20 How Silicon Valley misread China 53:45 Does Silicon Valley have too much sway? 54:48 Coming up Monday #nvidia #ai #chips == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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