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The Circuit
Podcast On the Business of Semiconductors
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The Circuit
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bullish
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Thematic (Sector/Industry)
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17 Oct 2024 13:36
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Podcast
Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
AMD is making strides in CPU architecture and market share, with a focus on AI accelerators and data center solutions, showing competitiveness with...
The Circuit
696 Views
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bullish
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Thematic (Sector/Industry)
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10 Oct 2024 13:41
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Podcast
Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...
The Circuit
729 Views
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bullish
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Meta Platforms (Facebook)
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03 Oct 2024 13:50
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Podcast
Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
Facebook showcased impressive technology at their demo, with similarities to Apple's vision, costing around $10,000 and aiming to lower it to...
The Circuit
608 Views
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bullish
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Intel Corp
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26 Sep 2024 15:22
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Podcast
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
Intel is spinning off its foundry business, announcing a strategic deal with Amazon, facing activist issues, and handling potential offers,...
The Circuit
298 Views
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bullish
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OpenAI
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18 Sep 2024 17:28
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Podcast
Episode 85: OpenAI leaves AI Silicon in the Dust
The Transformer model is emerging as a groundbreaking advancement in AI that demands a significant amount of inference and computational power,...
The Circuit
265 Views
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