Hardware Podcasts

Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook

The Circuit · 16 Jan 2024 · 40m · Episode 51

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nordic Semi, Intel, John Deere, Qualcomm, Apple, Nvidia, Microsoft, OpenAI, LG, Samsung, Lenovo, Kohler, OSIM, Blue River
Products
TiVo, Replay TV, Alexa, Google Assistant, ChatGPT, Vision Pro

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