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▶ 14:40 · $NVDA · Everything You Need to Know About Apple's iPhone Duo
episode briefing
Bloomberg Tech

Everything You Need to Know About Apple's iPhone Duo

2026-09-10 · 2 company · 2 thematic
sentiment
2 bull0 bear0 neu
speakers
jensen huang

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

mtesh agrawal

Mitesh Agrawal is the CEO of Positron, focusing on inference silicon and memory-first architecture for AI.

quote
“THERE IS NO QUESTION WE ARE GROWING SHARE. ACROSS THE ENTIRE AI OPPORTUNITY. WE ARE NOT INTIMIDATED BY THIS. WE ARE WELCOMING IT. OPENING OUR PLATFORM SO WE COULD CONNECT INTO IT.”
—jensen huang
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$NVDA···bullish· highjensen huang
Jensen Huang sees NVIDIA gaining share across AI opportunity
NVIDIA is gaining share across the entire AI opportunity and welcomes custom chips, indicating strong growth prospects.
$POSITRONbullish· mediummtesh agrawal
Positron CEO sees memory-first inference chip ramping in 2025
Positron is focusing on memory-first architecture for inference, planning to tape out next-gen silicon by year-end and begin production in second half of next year, aiming to solv…