Hardware Podcasts

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

The Circuit · 3 Feb 2025 · 55m · Episode 104

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from Microsoft, Meta, Apple, and Intel, focusing on the strategic implications for the semiconductor industry. They discuss Microsoft's continued high capital expenditure on AI despite unclear ROI for SMBs, and Meta's success in monetizing AI through ad optimization and its custom NTIA accelerator. The hosts also examine Apple's reliance on services and the potential of edge AI models like DeepSeek, while highlighting Intel's existential crisis regarding its foundry strategy, margin pressures, and the ongoing CEO search.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Microsoft, Meta, Apple, Intel, NVIDIA, AMD
Products
NTIA, Intel 18A, Falcon Shores, Jaguar Shores
Also
DeepSeek

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