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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-06-11
- Length: 44m
- Episode: 72
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging
- Listen: https://share.transistor.fm/s/e514eaac

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=5) Introduction: Computex 2024 Overview and Shift to Semiconductors
- [9:28](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=568) AI PC Landscape: Qualcomm, AMD, and Intel Competition
- [17:36](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=1056) Product Truth and Battery Life Challenges in Client Compute
- [20:12](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=1212) Data Center Shift: AI Servers vs. General Purpose Servers
- [25:13](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=1513) Market Sizing Challenges and the Tier 2/3 Cloud Provider Opportunity
- [33:58](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=2038) Networking: InfiniBand, Ethernet, and Nvidia's Ecosystem
- [40:18](https://hardwarepodcasts.com/podcast/the-circuit/2024-06-11-episode-71-computex-2024-main-takeaways-and-key-debates-emerging#t=2418) Arm's CSS Service Expansion into Mobile and Client Markets

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Marketing & brand](https://hardwarepodcasts.com/topic/marketing-and-brand)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)

## Most relevant to

large enterprises

## Mentioned

- Computex (other)
- AMD (company)
- Intel (company)
- Qualcomm (company)
- Nvidia (company)
- TSMC (company)
- Microsoft (company)
- Arm (company)
- Snapdragon Elite (product)
- Ryzen 300 (product)
- Lunar Lake (product)
- Copilot+ PC (product)
- CSS (product)
- DGX (product)
- MGX (product)
- HGX (product)
- InfiniBand (other)
- Broadcom (company)
- Marvell (company)
- Ampere (company)
- Google (company)
- Meta (company)
- Amazon (company)
- Graphcore (company)
- Gartner (other)
- IDC (other)
- Dell (company)
- HP (company)
- Asus (company)
- Acer (company)
- Xiaomi (company)
- Oppo (company)

## Related episodes from other shows

- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [Interview: Ampere CEO Renee James | Arm-ing Data Centers](https://hardwarepodcasts.com/podcast/ee-times-current/2020-05-08-interview-ampere-ceo-renee-james-arm-ing-data-centers) (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)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Get Ready For Season 4 of Moore's Lobby](https://hardwarepodcasts.com/podcast/moores-lobby/2022-03-01-get-ready-for-season-4-of-moores-lobby) (Moore's Lobby)

## Citing this page

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