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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-05-28
- Length: 47m
- Episode: 70
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings
- Listen: https://share.transistor.fm/s/b8c38942

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings#t=6) Introduction: Google I/O, Microsoft Build, and NVIDIA Earnings
- [1:38](https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings#t=98) Google Axion CPU and Trillium TPU Strategy
- [7:34](https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings#t=454) ARM in the Data Center: Google, AWS, and Microsoft Cobalt
- [17:52](https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings#t=1072) Microsoft Copilot PCs and Qualcomm Snapdragon X Elite Adoption
- [28:46](https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings#t=1726) NVIDIA Earnings: Blackwell, Inference, and Networking
- [42:21](https://hardwarepodcasts.com/podcast/the-circuit/2024-05-28-episode-69-google-silicon-microsoft-build-npus-and-nvda-earnings#t=2541) NVIDIA 10-to-1 Stock Split and Retail Volatility

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Marketing & brand](https://hardwarepodcasts.com/topic/marketing-and-brand)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- Google (company)
- Axion (chip)
- Trillium (chip)
- NVIDIA (company)
- Microsoft (company)
- Qualcomm (company)
- Snapdragon X Elite (chip)
- Copilot PCs (product)
- AWS (company)
- Graviton (chip)
- AMD (company)
- Intel (company)
- Blackwell (chip)
- H100 (chip)
- InfiniBand (other)
- Spectrum X (other)
- Arista (company)
- Cisco (company)

## Related episodes from other shows

- [2025 Finale: Yann LeCun Raises $3B, Domain Addiction Confessions & Built 2 Scale Year Wrap](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-22-2025-finale-yann-lecun-raises-3b-domain-addiction-confessions-built-2-scale-year) (Built 2 Scale)
- [CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?](https://hardwarepodcasts.com/podcast/ee-times-current/2020-09-18-ceo-interview-mike-henry-of-mythic-the-biggest-chip-deal-ever-do-androids-dream) (EE Times Current)
- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)
- [Google TPU vs Nvidia GPUs: Token Per Watt Dominance, or the Era of Scaling Is Over?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-11-26-google-tpu-vs-nvidia-gpus-token-per-watt-dominance-or-the-era-of-scaling-is-over) (Built 2 Scale)
- [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)

## Citing this page

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