technologybusiness

Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI

The Circuit·Jun 19, 2023·33:09·pending

About this Episode

Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.

Hosts & Guests

B

Ben Bajarin

Host

Jay Goldberg

Host

No transcript available for this episode.

More from The Circuit

View all episodes →

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and Mo...

The Circuit

Apr 6, 202654:22failed

EP 158: Arm 2.0, Memory Freak Out, and AI Models

The Circuit

Mar 30, 202648:54pending

EP: 157 GTC! OFC! Micron Earnings (margin city)

The Circuit

Mar 23, 202658:35pending

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC...

The Circuit

Mar 16, 202642:45pending