42:00
Nvidia's Moment, and the Platformaization of GPUs
63 views • 3 weeks ago
51:50
NPUs!!!!!
1.1K views • 1 month ago
47:52
Updated thoughts on Data Center Infra, and new Silicon for Windows PCs.
806 views • 1 month ago
37:56
Lattice: Leading the Way in Small and Mid-Range FPGAs
1.2K views • 1 month ago
42:19
A Conversation with Aart de Geus on EDA and the Future of Silicon Design
2.4K views • 2 months ago
36:01
Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
1K views • 2 months ago
40:00
Episode 65: Capex to the Moon!
85 views • 2 months ago
39:46
Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
112 views • 2 months ago
47:40
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
88 views • 3 months ago
30:50
Intel Foundry Financials and CHIPS Act Strategies
653 views • 3 months ago
49:48
A Holistic Analysis of Nvidia
83 views • 3 months ago
45:30
Nvidia's keynote, Robotics and 6G
62 views • 3 months ago
43:43
Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
72 views • 4 months ago
46:11
Mobile World Congress 2024 Observations and Insights
25 views • 4 months ago
49:18
Intel Foundry event and Nvidia's earnings
198 views • 4 months ago
40:38
IFS Economics and Last Fabs Standing
146 views • 5 months ago
39:23
Supply Chain Demand Help and Dueling Mega Cycles
35 views • 5 months ago
41:44
Outsized AI Expectations
56 views • 5 months ago
37:31
Intel Earnings and Foundry Trends
171 views • 5 months ago
38:27
Semiconductor Industry Poised to Rebound in 2024? TSMC Earnings suggest that is the case.
36 views • 5 months ago
41:06
CES Highlights, and Trends in Semi's from CES
36 views • 6 months ago
40:07
The Circuit on CES 2024 Prt.1 Predictions
32 views • 6 months ago
36:23
Discussion with Arm CEO Rene Haas
496 views • 7 months ago
38:44
Silicon, Tech Exploration, and the Awkward Journey of Progress
42 views • 7 months ago
2:40
Can Generative AI Coding Tools Make it Easier to Optimize Software for Different Silicon
15 views • 11 months ago
1:23
Amazon's Strategy with Custom Silicon
18 views • 11 months ago
42:56
Challenges for the Semiconductor Industry Growth
69 views • 1 year ago
32:45
Emerging Competitive Dynamics in Silicon
43 views • 1 year ago
49:55
Talking Apple Vision Pro
32 views • 1 year ago
40:19
What's up with RISC-V?
188 views • 1 year ago
Load More
