Hardware Podcasts

Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)

The Circuit · 25 Nov 2024 · 40m · Episode 95

What this episode covers

Ben Bajarin and Jay Goldberg analyze Qualcomm's Financial Investor Day, discussing their strategic pivot from mobile to compute-centric growth in automotive, IoT, and PCs, while noting the difficulty of forecasting these new markets. They then examine NVIDIA's recent earnings, arguing that the era of triple-digit growth is ending as the company faces supply constraints with the Blackwell architecture and margin pressures from TSMC's advanced packaging. The hosts debate the competitive landscape for inference workloads, highlighting the threat of hyperscaler custom ASICs and Broadcom's networking solutions challenging NVIDIA's dominance.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, NVIDIA, TSMC, Broadcom
Products
Blackwell, Snapdragon, HBM
Also
CUDA

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