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The Circuit

The Circuit
Podcast On the Business of Semiconductors
The Circuit

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17 Jul 2024 11:12Podcast

Episode 75: The AI Big $$$ Question

Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like...

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bullishNVIDIA Corp
27 Jun 2024 16:40Podcast

Episode 73: Nvidia's Moment, and The "Platformization" of GPUs

Nvidia's market valuation has surged past $3 trillion, prompting debate over the sustainability of its growth and whether it represents a new era...

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bullishApple
19 Jun 2024 10:44Podcast

Episode 72: Apple Intelligence and Closed Loop Private Computing

Apple announced Apple intelligence, bringing AI features to iPhone 15 Pro and newer models, focusing on practical, on-device learning and personal...

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04 Jun 2024 12:21Podcast

Episode 70!!! NPUs!!!!!!!!

In this podcast, Paul Karazuba discusses the importance of NPUs in chip design for efficient processing of AI workloads in battery-powered devices.

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17 Apr 2024 10:51Podcast

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,...

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