# Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-06-19
- Length: 33m
- Episode: 24
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai
- Listen: https://share.transistor.fm/s/f00b4d83

## Summary

Ben Bajarin and Jay Goldberg discuss the emerging competitive dynamics in the semiconductor industry driven by AI, debating whether AI spending is additive to data center capital expenditure or cannibalizes traditional cloud processor budgets. They analyze AMD's recent AI and Datacenter event, highlighting the MI300X chip and its modular chiplet architecture as a strategic response to NVIDIA's dominance in training workloads. The hosts also examine the shift toward Total Cost of Ownership (TCO) and performance-per-watt metrics in the 'cloud native' segment, where AMD and Intel are competing with ARM-based designs like those from Ampere and Amazon Graviton.

## Chapters

- [0:12](https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai#t=12) Introduction: AI Additive vs. Cannibalization Debate
- [5:35](https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai#t=335) Monetization Uncertainty and Heterogeneous Compute
- [11:05](https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai#t=665) Training vs. Inference: Cloud and Edge Dynamics
- [14:25](https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai#t=865) AMD Event Highlights: MI300X and Chiplet Architecture
- [22:49](https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai#t=1369) Cloud Native Segment and TCO Competition with ARM
- [31:57](https://hardwarepodcasts.com/podcast/the-circuit/2023-06-19-episode-23-emerging-competitive-dynamics-in-silicon-thanks-ai#t=1917) Power Constraints and Future Outlook

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- NVIDIA (company)
- AMD (company)
- MI300X (product)
- Qualcomm (company)
- Ampere (company)
- Amazon Graviton (product)
- Intel (company)

## Related episodes from other shows

- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [AMD's MI300 and the Future of Accelerated Compute](https://hardwarepodcasts.com/podcast/oxide-and-friends/2023-12-12-amds-mi300-and-the-future-of-accelerated-compute) (Oxide and Friends)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Can the Nvidia Monopoly on AI Chips Be Broken?](https://hardwarepodcasts.com/podcast/ee-times-current/2026-03-16-can-the-nvidia-monopoly-on-ai-chips-be-broken) (EE Times Current)
- [Designing the AI Factory from the Rack Up](https://hardwarepodcasts.com/podcast/ee-times-current/2026-08-21-designing-the-ai-factory-from-the-rack-up) (EE Times Current)

## Citing this page

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