Go offline with the Player FM app!
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
Manage episode 495725183 series 3428472
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.
128 episodes
Manage episode 495725183 series 3428472
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.
128 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.