Hardware Podcasts

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

The Circuit · 16 Jun 2025 · 37m · Episode 123

What this episode covers

Ben Bajarin and Jay Goldberg analyze Apple's WWDC, noting its strategic pivot to an AI platform for developers by exposing small language models and APIs, while highlighting the organizational risk of internal stalemate and OpenAI's default partnership. They discuss AMD's AI event, emphasizing Lisa Su's confirmation of the MI300/400 roadmap, the shift from evaluation to production workloads with major customers like Meta and OpenAI, and the competitive necessity of full-rack networking solutions like Helios to challenge Nvidia's dominance.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, AMD, Nvidia, OpenAI, Meta, Microsoft, xAI, Broadcom
Products
MI300, MI400, Helios, Blackwell, GB200, Vera Rubin
Tools
Xcode
Also
Hugging Face

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