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What the Booming AI Industry Could Mean for the Bay Area

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SANTA CLARA, CALIFORNIA - MAY 30: An exterior view of the NVIDIA headquarters on May 30, 2023 in Santa Clara, California.  (Photo by Justin Sullivan/Getty Images)

For most of its history, Santa Clara based company Nvidia has been known primarily as a designer of computer parts meant for video games. But in recent years, those parts have become a crucial part of artificial intelligence programs. Now, Nvidia dominates the market of graphics processing units, or GPUs, meant for AI at a time when interest in AI is exploding. Skyrocketing demand for these GPUs have raised stock prices for Nvidia, giving the company a rare market valuation of more than$1 trillion, a distinction shared by only four other U.S. companies: Apple, Amazon, Microsoft and Alphabet. We’ll talk about Nvidia’s history in Silicon Valley, its recent climb to elite status, and what the rise of AI might mean for the Bay Area.


Cade Metz, technology reporter, the New York Times; author, “Genius Makers: The Mavericks Who Brought A.I. to Google, Facebook, and The World”

Margaret O'Mara, Scott and Dorothy Bullitt professor of American History, the University of Washington; author, "The Code: Silicon Valley and the Remaking of America"

Max A. Cherney, senior tech reporter, the Silicon Valley Business Journal


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