EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

Thematic (Sector/Industry)

766 Views17 Sep 2025 01:05

Podcast

The Circuit

SUMMARY

Apple launched new AirPods, new watch, and new iPhone lineup with expected upgrades
New neural cores in the GPU for AI workloads and vapor chamber in the Pro for higher sustained throughput
Apple's fundamental architecture change to bring neural accelerators to the GPU for on-device processing, hinting at future developments in chip design and performance.

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