# How Much is Enough for Hyperscale Companies?

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2019-07-26
- Length: 29m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies
- Listen: https://podcast.show/aspencore/episode/46333936/

## Summary

Brian Santo hosts a discussion on how hyperscale companies like Google, Facebook, Amazon, and Microsoft are reshaping the semiconductor industry by demanding extreme power efficiency and designing custom AI accelerators. Experts Rick Merritt, Gary Hilson, and Dylan McGrath explain that these giants are pushing beyond standard roadmaps, collaborating directly with equipment vendors like Applied Materials, and leveraging their vast capital to drive innovation in memory and process technology. The episode concludes with Wally Rhines' insight that these companies' ultimate goal is owning the data and systems rather than just selling silicon, raising concerns about their growing societal power.

## Chapters

- [0:03](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies#t=3) Introduction: The Rise of Hyperscalers
- [2:40](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies#t=160) Power Efficiency as Core Value
- [7:06](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies#t=426) Hyperscalers Designing Custom Chips
- [13:15](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies#t=795) Memory Technology Requirements
- [18:26](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies#t=1106) Influence on Semiconductor Equipment
- [23:10](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies#t=1390) Strategic Implications and Future Outlook

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Batteries & low-power design](https://hardwarepodcasts.com/topic/batteries-and-low-power)

## Most relevant to

large enterprises

## Mentioned

- Google (company)
- Facebook (company)
- Amazon (company)
- Microsoft (company)
- Apple (company)
- Applied Materials (company)
- Broadcom (company)
- Verasilicon (company)
- AMD (company)
- Intel Optane (product)
- Tensor (product)
- Semicon West (other)
- EDA (other)

## Related episodes from other shows

- [Episode 15: Growth Drivers for Semiconductors in the Datacenter](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-17-episode-15-growth-drivers-for-semiconductors-in-the-datacenter) (The Circuit)
- [EP 136: WE DON'T HAVE THE POWER!](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-06-ep-136-we-dont-have-the-power) (The Circuit)
- [EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More](https://hardwarepodcasts.com/podcast/the-circuit/2026-02-09-ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more) (The Circuit)
- [EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!](https://hardwarepodcasts.com/podcast/the-circuit/2025-11-03-ep-140-nvidias-300b-chart-capex-to-the-moon-forever) (The Circuit)
- [Episode 28: A Whole Lot of Custom Going On](https://hardwarepodcasts.com/podcast/the-circuit/2023-08-07-episode-28-a-whole-lot-of-custom-going-on) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EE Times Current.