Nvidia

2 teardowns of the decisions behind Nvidia. Covered from both sides — the engineering read and the boardroom read.

Both lenses

EP 11· Jul 7, 2026

Starcloud Built a Data Center in Space. POWER Is Why.

A working AI chip is now training models in low orbit — and the reason why lands on the power grid you depend on. Three stories the press filed separately — an Nvidia accelerator in orbit, a launch giant pitching orbital data centers, a state-run satellite program — share one move underneath.

Nvidia's Consumer PC Pivot Just TOLD on the AI Boom

Nvidia's Consumer PC Pivot Just TOLD on the AI Boom. When the most successful infrastructure company on earth decides it needs a consumer business.

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