Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Transition from the Internet era of servers to the AI era of backend</li><li>Software advancements are outpacing silicon capabilities</li><li>Question raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitiveness</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Transition from the Internet era of servers to the AI era of backendSoftware advancements are outpacing silicon capabilitiesQuestion raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitivenessThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalry</li><li>Discussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AI</li><li>Interview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalryDiscussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AIInterview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Here's Who's Winning the Global Fight for AI Talent

<ul><li>Google introduces Axion, their new CPU designed for cloud-based workloads</li><li>Facebook unveils second version of RiSC-V based processor for AI workloads</li><li>Marvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloads</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Google introduces Axion, their new CPU designed for cloud-based workloadsFacebook unveils second version of RiSC-V based processor for AI workloadsMarvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloadsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

<ul><li>The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trend</li><li>Tech companies are facing the challenge of balancing their energy needs with their sustainability commitments</li><li>Brian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trendTech companies are facing the challenge of balancing their energy needs with their sustainability commitmentsBrian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Electric Utilities Will Handle Booming AI Datacenter Demand

Equity Bottom-Up

<ul><li>Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.</li><li>Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.</li><li>The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta (META US)

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...

The Circuit

Here's Who's Winning the Global Fight for AI Talent

Flexible financing program available at netsuite.com, Odd Lots podcast on US-China tech rivalry, intensifying AI talent war with high demand and...

Odd Lots

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...

The Circuit

How Electric Utilities Will Handle Booming AI Datacenter Demand

The Odd Lots podcast delves into the issue of energy consumption in AI data centers and the potential impact on the environment, with guest speaker...

Odd Lots

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Nvidia and Intel announced a $5 billion stock investment and collaboration to jointly design CPU GPU systems for data centers and AI networking,...

The Circuit

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