Podcast On the Business of Semiconductors, The Circuit

The Circuit

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

Podcast On the Business of Semiconductors

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<ul><li>Discussion on NEO clouds and AI infrastructure landlords</li><li>Differentiation between hyperscalers and Neo clouds in terms of business models and focus on AI workloads</li><li>Consideration of critical software in DevOps and AI API software as a factor in defining a hyperscaler's offerings and differentiation from Neo clouds</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Discussion on NEO clouds and AI infrastructure landlordsDifferentiation between hyperscalers and Neo clouds in terms of business models and focus on AI workloadsConsideration of critical software in DevOps and AI API software as a factor in defining a hyperscaler's offerings and differentiation from Neo cloudsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 136: WE DON'T HAVE THE POWER!