Hardware Podcasts

Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging

The Circuit · 11 Jun 2024 · 44m · Episode 72

What this episode covers

Ben Bajarin and Jay Goldberg analyze Computex 2024, highlighting the shift from a gaming-focused show to a semiconductor hub dominated by AI server announcements. They discuss the competitive landscape for AI PCs, noting Qualcomm's Snapdragon Elite performance lead over AMD and Intel, while AMD's Ryzen 300 and Intel's Lunar Lake aim to meet Microsoft's Copilot+ PC requirements. In the data center, they examine the massive growth of AI servers, the difficulty in market sizing, and Nvidia's dominance, which leaves limited room for new entrants outside of hyperscalers. The episode concludes with Arm's expansion of its Compute Subsystem (CSS) service into mobile and client markets, lowering barriers for custom silicon development.

Most relevant to

large enterprises

Topics

Mentioned

Companies
AMD, Intel, Qualcomm, Nvidia, TSMC, Microsoft, Arm, Broadcom, Marvell, Ampere, Google, Meta, Amazon, Graphcore, Dell, HP, Asus, Acer, Xiaomi, Oppo
Products
Snapdragon Elite, Ryzen 300, Lunar Lake, Copilot+ PC, CSS, DGX, MGX, HGX
Also
Computex, InfiniBand, Gartner, IDC

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