The Startups Building on Nvidia Compute

A part of Nvidia CEO Jensen Huang's latest message to investors is that Nvidia isn't just selling chips to Big Tech anymore: it's supplying the picks and shovels for an AI gold rush, where startups are building everything from AI agents to humanoid robots and robotaxis on Nvidia compute. One of the key backers of that ecosystem is Sarah Guo, founder of AI-native venture firm Conviction. She joins Ed Ludlow on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg   Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ   Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X: https://twitter.com/technology Facebook: https://www.facebook.com/BloombergTechnology Instagram: https://www.instagram.com/bloombergbusiness/   Follow Ed Ludlow on X here: https://twitter.com/EdLudlow Follow Caroline Hyde on X here: https://twitter.com/CarolineHydeTV   Listen to the daily Bloomberg Technology podcast here: https://www.bloomberg.com/podcasts/series/bloomberg-technology   More from Bloomberg Business Connect with us on... X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ TikTok: https://www.tiktok.com/@bloombergbusiness