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 Software and services / Thematic (Sector/Industry)

<ul><li>Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.</li><li>Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.</li><li>Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.</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>

Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!