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The Circuit
The Circuit

Episode 8: AI Infrastructure and Silicon Demands

38 min•27 februari 2023

Om avsnittet

Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon.  They also discuss how Nvidia remains best positioned as AI computing demands increase. 

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

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

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

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

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

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

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

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

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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.