Hardware Podcasts

Episode 83: The Earnings Heard Round the World (NVDA)

The Circuit · 3 Sept 2024 · 47m · Episode 83

What this episode covers

Ben Bajarin and Jay Goldberg analyze NVIDIA's recent earnings, discussing the stock's volatility driven by 'whisper numbers' and the difficulty of managing investor expectations after triple-digit growth. They evaluate NVIDIA's competitive moat, citing its superior Total Cost of Ownership (TCO) and integrated hardware-software stack against competitors like AMD and Google TPU, while noting concerns about gross margin normalization. The hosts also examine Intel's strategic options, specifically the feasibility of spinning off its Foundry division, concluding that the business is too intertwined and capital-intensive to stand alone without a 'white knight' investor.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, Intel, AMD, Qualcomm, Broadcom, OpenAI, Apple, TSMC
Products
Blackwell, Google TPU, Hopper, CUDA, NIM, DGX, Omniverse
Also
Chips Act

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