Hardware Podcasts

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

The Circuit · 28 May 2024 · 47m · Episode 70

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Google, NVIDIA, Microsoft, Qualcomm, AWS, AMD, Intel, Arista, Cisco
Products
Copilot PCs
Chips
Axion, Trillium, Snapdragon X Elite, Graviton, Blackwell, H100
Also
InfiniBand, Spectrum X

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