OpenAI is buying Nvidia chips with Nvidia’s cashflow... Which comes from the hyperscalers... and using Nvidia’s cash to turn AMD into an Nvidia competitor, and pay Broadcom to make its own chips...

2 days ago · In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions.

1 day ago · An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more

6 days ago · The mind-blowing AI tools of today will become tomorrow's boring infrastructure that nobody thinks about. And by then, innovators will already be tinkering with the next "stupid toy" that …

1 day ago · An interview with analyst Benedict Evans on the position of productization in AI adoption, AI bubble, OpenAI, evaluating Nvidia to Solar Microsystems, and extra (The Circuit on YouTube)

In this episode of The Circuit, Ben Bajarin and Jay Goldberg host Benedict Evans to discuss the current state and future of AI. They explore analogies to past technology cycles like the internet and …

US data center construction is overtaking offices, but Nvidia and TSMC are unable to meet demand, and US power backlogs are becoming a major issue.

9 hours ago · An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more X:

Dec 13, 2025 · In this episode, technology analyst and former a16z partner Benedict Evans joins General Partner Erik Torenberg to break down what is real, what is hype, and how much history can …

Nov 25, 2025 · Over the weekend, I sat with Benedict Evans’ Autumn 2025 deck, “AI Eats the World” – 90 slides on where AI is actually going versus where the hype thinks it’s going.