Hardware Podcasts

Episode 53: Supply Chain Demand Help and Dueling Mega Cycles

The Circuit · 12 Feb 2024 · 38m · Episode 55

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze Sam Altman's reported plan to raise $7 trillion for semiconductor infrastructure, interpreting it as a public negotiation tactic with Nvidia and TSMC rather than a serious fundraising effort. They discuss the simultaneous 'dueling mega cycles' of AI compute demand and spatial computing (Apple Vision Pro), noting how hardware constraints are slowing software innovation. The conversation shifts to Intel's Foundry Services (IFS) strategy, debating the economic viability of its heavy investment in high-NA EUV technology versus the need for efficient, competitive manufacturing to capture wafer scale customers.

Most relevant to

large enterprises

Topics

Mentioned

Companies
OpenAI, Nvidia, TSMC, Intel, Samsung, Intel Foundry Services
Products
Apple Vision Pro, Quest Pro
Chips
H100, B100
Tools
high-NA EUV
Also
Sam Altman

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