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,...
162 Views
How Electric Utilities Will Handle Booming AI Datacenter Demand
The Odd Lots podcast delves into the issue of energy consumption in AI data centers and the potential impact on the environment, with guest speaker...
218 Views
Chipping Away at the Semiconductor Market
The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...
179 Views
The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI
Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...
239 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...
217 Views