Hardware Podcasts

Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)

The Circuit · 22 Apr 2024 · 39m · Episode 65

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze the recent volatility in semiconductor and AI stocks, arguing that the downturn reflects retail investor behavior and high valuations rather than a fundamental slowdown in AI progress. They discuss the disconnect between company fundamentals and stock prices, citing Nvidia, Supermicro, and Humane AI Pin as examples of market dynamics and hype cycle realities. The conversation highlights that while hardware efficiency is improving, the software and application layer has yet to deliver the expected ROI, keeping the industry in a complex transition phase.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Supermicro, Rabbit, Mobvoy, Microsoft, Sequoia, AMD, ASML, Avago, Marvell, Micron
Products
Humane AI Pin, LLaMA 3, Blackwell, H100, B200

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