Hardware Podcasts

Episode 98: 2024 Semi Recap and Outlook Into 2025

The Circuit · 21 Dec 2024 · 36m · Episode 98

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze the 2024 semiconductor market, highlighting Nvidia's dominant 174.95% stock gain and the contrasting underperformance of AMD and Intel. They debate whether custom ASICs from hyperscalers like Amazon (Trainium) and Microsoft (Maia) can challenge Nvidia's GPU ecosystem, concluding that Nvidia's software stickiness remains superior. The discussion extends to cloud software, predicting that Microsoft, Google, and Amazon will not see significant AI-driven revenue growth until 2026, with Meta potentially being the exception.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, AMD, Intel, Broadcom, Apple, TSMC, Qualcomm, Arm, Amazon, Microsoft, Google, Meta, Anthropic
Products
Blackwell, MI300, Trainium, Maia, TPU, CUDA

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