What podcasts say about Chris Miller
Every statement, with the speaker, the exact quote and the moment it was said.
What Chris Miller has said on podcasts
7 statements · 5 negative · 2 neutral
The scandal has clearly damaged NVIDIA
“for Nvidia, the damage is clear.”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 41:15
Washington will impose tougher controls on NVIDIA and enforce existing rules
“the response in washington it's going to be to put tougher controls on nvidia and tougher controls in the Trump administration to make them enforce the rules that are actually on the book.”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 43:30
NVIDIA must reset its relationship with Congress to stop investigations
“NVIDIA needs a big reset with Congress. Otherwise, investigations are going to keep rolling.”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 45:24
Physically smuggled and Southeast Asian chips represent a small share of NVIDIA revenue
“You're talking a couple percentage points of Nvidia revenue for both.”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 48:39
NVIDIA will refocus on the U.S. and write off Southeast Asia and China
“Refocus in the U.S. market. That's where the money is anyway. And Southeast Asia and China are going to be written off.”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 50:00
The scandal will force NVIDIA to recognize its chips’ strategic significance
“this is going to be the final data point that forces NVIDIA to realize that everyone else around them thinks that their chips are strategically significant”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 52:04
Data centers outside China serving Chinese customers will face second-order effects
“The second order impact on data centers outside of China serving Chinese customers.”
Open the episode · The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher KercherListen at 55:35
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.