title: 'TPUs Advance on Nvidia'
type: newsletter
date: 2026-05-05
-modified: 2026-05-05
+modified: 2026-05-07
description: What happens when AI accelerator demand is no longer synonymous with "Nvidia GPUs"?
publication:
name: Inference Draft
On last week's podcast, Matt and I go in-depth on the power struggle underway at the Fed, the UAE withdrawing from OPEC and its implications for the global dollar system, and round out the episode with a discussion of recent Chinese and American sovereign power plays within the AI space.
<YouTube
- title="The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game"
- videoURL="https://www.youtube.com/watch?v=RtN3Ww7RiDQ"
+ title="Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition"
+ videoURL="https://www.youtube.com/watch?v=91hx1VCcKRM"
/>
---