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 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

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Equities opened down, with futures showing a decline across various markets</li><li>January saw significant gains in gold and Bitcoin, outperforming equities</li><li>European stocks surged 8.2% in a month, surprising many investors and challenging traditional market outlooks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Equities opened down, with futures showing a decline across various marketsJanuary saw significant gains in gold and Bitcoin, outperforming equitiesEuropean stocks surged 8.2% in a month, surprising many investors and challenging traditional market outlooksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006

Private Capital Markets

<ul>
<li>Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community</li>
<li>Their recent paper on transformer LLM models has sparked interest and confusion, particularly regarding training and inference costs</li>
<li>Despite claims of training on a small pool of GPUs, it is speculated that Deep Seq has access to tens of thousands of GPUs, challenging traditional notions of cost and capabilities in AI research.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community
Their recent paper on transformer LLM models has sparked interest and confusion, particularly regarding training and inference costs
Despite claims of training on a small pool of GPUs, it is speculated that Deep Seq has access to tens of thousands of GPUs, challenging traditional notions of cost and capabilities in AI research.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Jordan Schneider joins Ben Beharon and Jay Goldberg on the podcast Moments to discuss China restrictions drama and semiconductor manufacturing equipment controls</li><li>They discuss the impact of the new rules on companies like Nvidia and the potential unintended consequences, such as increased regulation for startups and new challenges for cybersecurity</li><li>Schneider also highlights the importance of the US government's export control regime in shaping the future of AI innovation and competition between the US and China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jordan Schneider joins Ben Beharon and Jay Goldberg on the podcast Moments to discuss China restrictions drama and semiconductor manufacturing equipment controlsThey discuss the impact of the new rules on companies like Nvidia and the potential unintended consequences, such as increased regulation for startups and new challenges for cybersecuritySchneider also highlights the importance of the US government's export control regime in shaping the future of AI innovation and competition between the US and ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

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)

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

The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006

In January, equities were down while gold, Bitcoin, and European stocks saw positive gains, mirroring economic trends from the 1970s and signaling...

William Mann

Episode 102: Deeeeeepseeeeeeek!

Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...

The Circuit

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Jordan Schneider discusses the new AI technology restrictions in China, including the tightening controls on semiconductor manufacturing equipment...

The Circuit

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