Head out of the cloud: Nvidia’s personal-computer shift
Economist Podcasts
The Economist
4.3 • 5K Ratings
🗓️ 2 June 2026
⏱️ 21 minutes
🧾️ Download transcript
Summary
The AI world’s go-to chipmaker is blazing a trail toward your personal computer. We ask what moving out of the cloud indicates about the future of computing. The three candidates for mayor of Los Angeles could not be more different, and they are running neck and neck. And updating generic filler text for the business-jargon era.
Guests and host:
- Shailesh Chitnis, global business writer
- Aryn Braun, West Coast correspondent
- Andrew Palmer, executive editor and “Bartleby” columnist
- Jason Palmer (no relation), co-host of “The Intelligence”
Topics covered:
- Nvidia, AI, technology
- Los Angeles, American politics
- corporate jargon
Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
Hosted on Acast. See acast.com/privacy for more information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The Economist. |
| 0:09.6 | Hello and welcome to the intelligence from The Economist. |
| 0:12.8 | I'm Jason Palmer. |
| 0:19.1 | Today on the show, the wildly different contenders for Los Angeles mayor and Loram Ipsum text for the corporate world. |
| 0:31.7 | First up, though. |
| 0:42.3 | Thank you. First up, though. The world's most valuable listed company is having a hell of a year, again. |
| 0:48.3 | In March, NVIDIA announced new chips in AI models and ambitions for space-based data centers, even self-driving |
| 0:56.4 | cars. But yesterday, Jensen Huang, the firm's leather jacketed boss, shared what he said |
| 1:02.2 | was far bigger news. |
| 1:03.6 | There is no question this reinvention of the computer is as big of a deal as the reinvention |
| 1:10.1 | of the phone into what we now know as the smartphone. |
| 1:13.9 | Our global business writer, Shailash Chitnes, was in the room. |
| 1:17.9 | I'm in Taipei this week attending the CompuTech Conference, which is a big conference for AI and |
| 1:23.3 | semiconductors in Taiwan. During a keynote speech, Jensen Huang brought out two laptops in his |
| 1:29.4 | hand. And basically that signified that in partnership with Microsoft, they have developed chips |
| 1:34.8 | specifically for the personal computer. So it's a big break for Nvidia from what they're known for, |
| 1:39.7 | which is making chips for AI in the data center. This is now getting into the personal computer. |
| 1:44.9 | So I think it was a big announcement in terms of what it signals for Nvidia's ambitions. |
| 1:51.1 | Well, let's start with why they want to do that in the first place. |
| 1:54.7 | I mean, most people experience AI as essentially as a cloud service. |
| 1:59.5 | What is the point of putting it on a computer and having |
| 2:02.6 | it local? I would say there are two reasons for this. The first is the rise of agentic AI, which is |
... |
Transcript will be available on the free plan in 26 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from The Economist, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Economist and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.