EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
In summary, Micron's focus on memory technology and collaboration with customers has allowed them to successfully support and enable advanced AI...
290 Views
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
Discussion on TSMC's PE valuation, margin business, revenue growth, and Capex raise, highlighting concerns about market dynamics and potential...
865 Views
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
The article discusses Nvidia's advancements in Nematron models and promotion of open source variants, with mixed opinions on their strategy and...
636 Views
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Overall, Hock Tan's optimistic and detailed presentation on Broadcom's strong quarterly results, future growth prospects, and focus on AI revenue...
228 Views
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
Ben discusses statistics related to Meta's deal with Corning for fiber optics, highlighting the massive amount of optical fiber involved Ben...
996 Views