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>Discussion with Josh Lipton about the resolution of companies not being locked out of China</li><li>Jensen and Lisa Su lobbying for their businesses in China</li><li>Political implications and progress in US-China trade relations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion with Josh Lipton about the resolution of companies not being locked out of ChinaJensen and Lisa Su lobbying for their businesses in ChinaPolitical implications and progress in US-China trade relationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

<ul><li>Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their business</li><li>Shift from training to inference era highlighted, with focus on customers buying Nvidia systems for inference</li><li>Competition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpu</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their businessShift from training to inference era highlighted, with focus on customers buying Nvidia systems for inferenceCompetition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

<ul><li>Semiconductor industry expected to grow by 10%</li><li>US semiconductor manufacturing expansion faces challenges</li><li>Trump and China agree to a 90-day pause on new tariffs, with uncertainty about future outcomes</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Semiconductor industry expected to grow by 10%US semiconductor manufacturing expansion faces challengesTrump and China agree to a 90-day pause on new tariffs, with uncertainty about future outcomesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

<ul><li>Discussion on the balance between custom ASICs and GPUs in the tech industry</li><li>Concerns about over-excitement towards custom ASICs and potential loss of market share for GPUs</li><li>Considerations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the balance between custom ASICs and GPUs in the tech industryConcerns about over-excitement towards custom ASICs and potential loss of market share for GPUsConsiderations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 105: Sanity Check on Custom ASICS?

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Disclaimer: Podcast does not provide investing advice</li><li>Discussion on AI, data centers, and electrification trends</li><li>Concerns about potential oversupply of data centers and energy optimization in the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Disclaimer: Podcast does not provide investing adviceDiscussion on AI, data centers, and electrification trendsConcerns about potential oversupply of data centers and energy optimization in the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

Discussion with Josh Lipton about the competition between Lisa Su and Jensen Huang to gain market share in China, amidst political implications for...

The Circuit

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...

The Circuit

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The semiconductor industry is anticipated to grow by 10%, but US manufacturing expansion faces challenges and restrictions on Chinese chip makers,...

The Circuit

Episode 105: Sanity Check on Custom ASICS?

The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...

The Circuit

SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

This podcast discusses the latest trends in the market, focusing on AI, data centers, and electrification while emphasizing the importance of...

Yet Another Value Podcast

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