Hardware Podcasts

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The Circuit · 19 May 2025 · 32m · Episode 119

What this episode covers

Ben Bajarin and Jay Goldberg discuss the semiconductor industry's response to a 90-day tariff pause between the US and China, noting that while the market reacted positively, the long-term impact remains uncertain and supply chains are becoming more complex. They analyze Broadcom's third-generation co-packaged optical switch as a key technology for reducing power consumption in AI servers, contrasting it with traditional optical DSPs. The hosts also cover Saudi Arabia's massive investment in sovereign AI infrastructure, partnering with Nvidia, AMD, and Cisco, and debate the viability of nation-state-owned AI data centers versus public cloud models.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Broadcom, Nvidia, AMD, Cisco, Qualcomm, Intel, TSMC, AWS, Azure

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