Episode 63: The Continued March of Custom Silicon, is it Sustainable?
In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...
151 Views
Episode 60: Takeaways, observations, and insights from Nvidia GTC
Jensen presented Nvidia's new Blackwell architecture at an AI semiconductor conference, showcasing the company's dominance in the data center space...
216 Views
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...
195 Views
Episode 55: Intel IFS Economics and Last Fabs Standing
TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation
175 Views
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
213 Views
No more insights