Nvidia accelerates its venture capital investments in cloud and AI software startups, taking an equity stake in Lambda Labs, a competitor to Amazon Web Services. The deal, worth potentially $300 million, signifies Nvidia's growing interest in supporting startups in the cloud and AI software market while maintaining its leadership in data center chips for AI applications. Does this move suggest that we're entering a new world of hyperscale competition?

Time Stamps:
0:00 - Welcome to the Rundown
0:31 - Lenovo Unveils New Storage Offerings
3:54 - Oort to be Acquired by Cisco
7:22 - Looking For a NUC Replacement
11:07 - Broadcom Deal to Buy VMware Expected to Clear
15:00 - NVIDIA and Lambda Labs Team Up
18:06 - China Hacks in Microsoft Through Cloud Flaw
22:12 - Hammerspace Finds Funding
25:00 - The Weeks Ahead
26:56 - Thanks for Watching

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