EP 136: WE DON'T HAVE THE POWER!

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In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from Bitcoin mining to AI infrastructure. They explore the challenges posed by storage constraints in the age of AI, the implications of OpenAI's new app Sora, and Meta's acquisition of Rivos for custom silicon development. The conversation culminates in a reflection on the importance of semiconductor manufacturing and the future of technology.

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EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam

Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand