Hardware Podcasts

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

The Circuit · 10 Feb 2025 · 44m · Episode 105

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from Qualcomm, AMD, and Arm, discussing why strong financial results failed to satisfy investor expectations in a risk-averse market. They highlight Qualcomm's solid execution in PCs and automotive, AMD's struggle to gain significant AI accelerator market share against NVIDIA, and Arm's complex IP licensing model and its role in the AI ecosystem. The hosts also examine the massive capital expenditures of hyperscalers, distinguishing between traditional cloud revenue and the emerging, yet unproven, ROI of AI workloads.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, AMD, Arm, NVIDIA, Meta, Google, Amazon, Microsoft, MediaTek, Broadcom, Marvell, NXP, TI, Apple, Huawei, Transsion, Samsung
Products
Blackwell
Chips
RISC-V

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