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The Circuit
Podcast On the Business of Semiconductors
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bearish
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Thematic (Sector/Industry)
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17 Jul 2024 11:12
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Podcast
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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bullish
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NVIDIA Corp
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27 Jun 2024 16:40
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Podcast
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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bullish
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Apple
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19 Jun 2024 10:44
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Podcast
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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Thematic (Sector/Industry)
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04 Jun 2024 12:21
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Podcast
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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bullish
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Thematic (Sector/Industry)
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17 Apr 2024 10:51
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Podcast
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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