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193 Folgen

1. The "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory vor 3 Tagen 50:51
2. What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum?? vor 1 Woche 1:25:33
3. Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery vor 2 Wochen 58:19
4. WFE to the Moon (Still), Semicon West and OCP Insights vor 3 Wochen 54:39
5. Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack vor 1 Monat 1:00:30
6. Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook vor 1 Monat 58:11
7. Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch vor 2 Monaten 50:51
8. Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure vor 2 Monaten 50:51
9. EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam vor 2 Monaten 30:05
10. Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier vor 2 Monaten 51:24
11. EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes vor 2 Monaten 53:19
12. EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt vor 3 Monaten 38:48
13. EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset vor 3 Monaten 56:11
14. EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness vor 3 Monaten 40:43
15. EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch vor 3 Monaten 1:04:10
16. EP 185: AMD Advancing AI, Intel Earnings and WFE Demand vor 4 Monaten 54:34
17. Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis vor 4 Monaten 59:17
18. EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors vor 4 Monaten 47:01
19. EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback vor 4 Monaten 59:17
20. EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia vor 5 Monaten 1:02:52
21. EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis. vor 5 Monaten 48:23
22. EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways vor 5 Monaten 53:17
23. Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week vor 5 Monaten 43:05
24. EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time. vor 5 Monaten 44:33
25. EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs vor 6 Monaten 58:49
26. EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era vor 6 Monaten 56:12
27. EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints vor 6 Monaten 1:01:57
28. EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era vor 6 Monaten 52:10
29. EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity vor 7 Monaten 49:10
30. EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change vor 7 Monaten 52:15
31. Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter vor 7 Monaten 43:44
32. EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More vor 7 Monaten 54:22
33. EP 158: Arm 2.0, Memory Freak Out, and AI Models vor 8 Monaten 48:54
34. EP: 157 GTC! OFC! Micron Earnings (margin city) vor 8 Monaten 58:35
35. EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap vor 8 Monaten 42:45
36. Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News! vor 8 Monaten 55:03
37. Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week! vor 9 Monaten 1:01:33
38. Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming vor 9 Monaten 58:22
39. EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside vor 9 Monaten 49:08
40. EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More vor 9 Monaten 46:05
41. EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints vor 9 Monaten 1:00:56
42. EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter vor 10 Monaten 44:22
43. Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization vor 10 Monaten 54:42
44. Ep 148: All the Happenings from CES 2026! vor 10 Monaten 58:34
45. EP 147: Talking All Things AI with Benedict Evans vor 1 Jahr 52:04
46. EP 146: The State of AI Networking with Austin Lyons vor 1 Jahr 49:41
47. EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment vor 1 Jahr 42:44
48. EP 144: AWS Tranium, Marvell Earnings, Intel EMIB! vor 1 Jahr 56:45
49. EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW vor 1 Jahr 46:54
50. Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds? vor 1 Jahr 45:38