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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-06-16
- Length: 37m
- Episode: 123
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0
- Listen: https://share.transistor.fm/s/2ce9c534

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0#t=6) Introduction: Apple WWDC and AMD AI Event Overview
- [2:26](https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0#t=146) Apple's AI Platform Strategy and Small Language Models
- [8:56](https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0#t=536) Apple's Organizational Risks and OpenAI Partnership
- [19:09](https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0#t=1149) AMD's MI300 Roadmap and Customer Traction
- [24:33](https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0#t=1473) AMD vs. Nvidia: Full-Rack Systems and Networking
- [34:12](https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0#t=2052) The Critical Role of Networking in AI Infrastructure

## Topics

- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- Apple (company)
- AMD (company)
- Nvidia (company)
- OpenAI (company)
- MI300 (product)
- MI400 (product)
- Helios (product)
- Blackwell (product)
- GB200 (product)
- Vera Rubin (product)
- Meta (company)
- Microsoft (company)
- xAI (company)
- Broadcom (company)
- Xcode (tool)
- Hugging Face (other)

## Related episodes from other shows

- [Inside the emerging frontier of models, machines and manufacturing hell.](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-11-inside-the-emerging-frontier-of-models-machines-and-manufacturing-hell) (Built 2 Scale)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [AI NEWS | Episode 32](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-15-ai-news-episode-32) (Built 2 Scale)
- [AMD's MI300 and the Future of Accelerated Compute](https://hardwarepodcasts.com/podcast/oxide-and-friends/2023-12-12-amds-mi300-and-the-future-of-accelerated-compute) (Oxide and Friends)
- [Claude Opus 4.5 Coding Revolution, Apple Partners With Google Gemini & Meta Acquires Manus for $5B](https://hardwarepodcasts.com/podcast/built-2-scale/2026-01-15-claude-opus-4-5-coding-revolution-apple-partners-with-google-gemini-meta-acquire) (Built 2 Scale)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2025-06-16-episode-122-apples-wwdc-amd-ai-event-semiconductors-2-0. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.