Hardware Podcasts

CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?

EE Times Current · 18 Sept 2020 · 45m

What this episode covers

Mythic co-founder and CEO Mike Henry explains how the company's analog AI accelerator chips use onboard flash memory to achieve best-in-class performance-per-watt for inference tasks like security video analytics and drone depth estimation, avoiding the high power and cost of digital GPUs. Nvidia analyst Kevin Krewell discusses the $40 billion acquisition of Arm by Nvidia, analyzing Jensen Huang's strategic move to control the CPU/GPU ecosystem and the significant regulatory hurdles regarding Arm's monopoly in the smartphone market.

Most relevant to

early-stage companies and large enterprises

Topics

Mentioned

Companies
Mythic, Nvidia, Arm, Soft Bank, Qualcomm, Apple
Products
YOLO V3, ResNet 50, GPT 3, HTC Dream, Android
Chips
RISC-V

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Circuit · 48m

    EP 158: Arm 2.0, Memory Freak Out, and AI Models

    Hosts Ben Bajarin and Jay Goldberg analyze ARM's strategic shift from a pure IP licensor to a merchant silicon vendor with the launch of its AGI CPU, designed for agent-native workloads. They discuss the market implications for competitors like NVIDIA, AMD, and Intel, as well as the reactions of key customers like Meta and OpenAI. The hosts also cover a recent volatility in memory stocks triggered by Google's TurboQuant announcement and speculate on Anthropic's rumored 'Mythos' model and the future of AI ROI.

    Chips, FPGAs & semiconductorsAI & machine learning
    9 chapters

  • The Circuit · 51m

    EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

    Ben Bajarin and Jay Goldberg analyze the 'boom-bust-build-out' cycle in the current AI hardware market, arguing that while speculative excesses will correct, they leave behind productive infrastructure like power grids and cheap compute. They examine ARM's strategic shift toward first-party chip design and its acquisition of Dream Big Semiconductors to enhance CPU capabilities, alongside Qualcomm's growth driven by premium Android ASPs and its entry into data center inference. The hosts also discuss supply chain dynamics, noting how Tesla and OpenAI are securing foundry capacity through aggressive negotiations, while memory and storage companies like SanDisk manage tight supply through measured capacity expansion.

    Chips, FPGAs & semiconductorsPricing, margins & unit economics
    6 chapters

  • The Next Byte Podcast · 46m

    235. Arm’s Vince Jesaitis on How AI Is Moving from the Cloud to Your Pocket

    Vince Jesaitis, Head of Global Government Affairs at Arm, explains how AI is shifting from cloud-based inference to local edge processing on devices like smartphones, earbuds, and cars. He details Arm's strategy of providing efficient CPU building blocks that enable high performance-per-watt, addressing energy and water constraints in data centers while enhancing user privacy and security. Jesaitis also discusses the critical role of government relations, including workforce development initiatives, the US Chips Act, and navigating divergent global regulations like the EU AI Act and GDPR.

    Connected products & IoTSecurity & privacy
    8 chapters

  • The Circuit · 1h 02m

    EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia

    Ben Bajarin and Jay Goldberg analyze Cerebras's first public earnings, highlighting strong AI inference demand but investor concern over low gross margins caused by expensive wafer-scale packaging and capacity rental dynamics. They then dissect Qualcomm's Investor Day, focusing on its aggressive $15 billion data center revenue guidance, the 'Dragonfly' ARM CPU roadmap, and the strategic acquisition of Modular to address software integration challenges. Finally, the hosts examine Micron's massive earnings report, noting a 60% quarter-on-quarter memory price surge that surprised buyers like Apple, and discuss the 'Game of Thrones' style market dynamics and pricing leverage among Micron, SK Hynix, and Samsung.

    Pricing, margins & unit economicsChips, FPGAs & semiconductors
    6 chapters

  • The Circuit · 47m

    Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings

    Ben Bajarin and Jay Goldberg discuss Google's recent announcements at Google I/O, specifically the Axion ARM CPU and Trillium TPU, noting Google's strategic emphasis on its own silicon over NVIDIA GPUs. They analyze Microsoft's launch of Copilot PCs powered by Qualcomm Snapdragon X Elite, highlighting massive OEM design wins driven by superior battery life and Microsoft's ecosystem control. The hosts then dissect NVIDIA's earnings, focusing on the Blackwell launch, the growth of its data center networking business, and the competitive dynamics between InfiniBand and Ethernet. Finally, they debate the implications of NVIDIA's 10-to-1 stock split, predicting increased retail investor volatility.

    Chips, FPGAs & semiconductorsConnected products & IoT
    6 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by EE Times Current. The episode itself belongs to its publisher.