Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
Ben Bajarin and Jay Goldberg analyze CES 2024, noting a muted presence of AI in major vendor booths compared to the hype-filled Eureka Park. They discuss how semiconductor companies like Nordic Semi and Intel are re-architecting roadmaps for on-device AI and sensor fusion, while John Deere demonstrates advanced autonomous compute without marketing it as AI. The hosts conclude that 2024 will be a cyclically good year for semiconductors, but significant consumer AI hardware shifts are delayed until 2025-2026 due to long silicon design cycles.