Episode 47: Event Season Insights (Marvell, AMD, Intel)

The Circuit

Treść dostarczona przez Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

11M ago 42:09

MP3•Źródło odcinka

Summary

In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, and Intel's AI Everywhere event. They analyze the key takeaways from each event, including Marvell's focus on data infrastructure, AMD's new chiplet SOC and AI capabilities, and Intel's architectural advancements in client and data center products. The hosts also discuss the challenges and opportunities in the AI PC market and share their holiday wishes.

Takeaways

Marvell is a data infrastructure company with strong product roadmaps and a focus on the data center.
AMD's new chiplet SOC, Meteor Lake, represents a significant architectural advancement and could be a game-changer for the company.
Intel's AI Everywhere event showcased their advancements in client and data center products, including chiplet-based SOCs and AI integration.
The AI PC market presents challenges in terms of consumer adoption and pricing, but has potential for growth in enterprise and cloud applications.

92 odcinków

#Tech #Business #Ben Bajarin and Jay Goldberg #Ben Bajarin #Jay Goldberg #Semiconductors #Technology #Innovation #Startup #Investing #Venture Capital