ChatGPT and Beyond with Fexingo · 2026-07-13 · 10 min
NVIDIA stock is up nearly 8% in a week, Broadcom is surging, and a new wave of custom AI chips is rewriting the economics of the data center. In this episode, Lucas and Luna dig into what's driving the chip boom - and why the real story isn't just about silicon. They break down the numbers: NVIDIA at $210, Broadcom at $400, and the quiet shift from off-the-shelf GPUs to purpose-built inference chips. Plus, a look at how big tech's internal chip projects are starting to reshape supplier relationships and cloud margins. If you've been watching the AI trade and wondering what's next, this episode gives you the concrete trends to track. #AI #ArtificialIntelligence #NVIDIA #Broadcom #CustomChips #DataCenter #Inference #Semiconductors #Technology #Business #Podcast #FexingoBusiness #BusinessPodcast #TechStocks #ChipDesign #Hyperscalers #AIInfrastructure #MachineLearning Keep every episode free: buymeacoffee.com/fexingo
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
Cracking the AI Power Problem: Vertical Power, Industry Alliances & Game-Changing StrategiesMasters in Marketing Agency · on AI chips70 / 100
T-Mobile’s 33% Upside Despite Dip! 04/13/26Rapid Money Radio · on AI chips33 / 100
How Nvidia Kept Its Edge After the AI Chip BoomThe CEO Diary with Fexingo · on AI chips
How VCs Are Investing in Inference Infrastructure in 2026The Venture Capital Podcast with Fexingo · on AI chips
Cerebras is disrupting the market with Fast InferenceThe Enterprise AI Show · on AI chips
Why AI Companies Are Buying Presentation Software74 / 100
Why Palantir Stock Is Surging While AI Peers Decline72 / 100How AI Model Marketplaces Are Becoming the New Operating Systems68 / 100Why AI Model Marketplaces Are Becoming the New Operating Systems70 / 100Neoclouds Are the New AI Infrastructure Battlefield72 / 100