Hardware Podcasts

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

The Circuit · 14 Sept 2025 · 1h 03m · Episode 135

What this episode covers

Ben Bajarin and Jay Goldberg discuss Apple's recent iPhone launch, highlighting the new iPhone Air's engineering marvels and the strategic addition of neural cores (tensor cores) to the GPU for on-device AI workloads. They analyze Synopsys's disappointing earnings, attributing the stock drop to geopolitical issues in China and a canceled project with Intel, while noting the broader EDA market consolidation. The conversation concludes with Broadcom's aggressive AI custom silicon strategy under Hock Tan, Nvidia's new CPX inference system, and the complex debt financing fueling the AI infrastructure boom involving Oracle, Microsoft, and OpenAI.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, Synopsys, Intel, Broadcom, Nvidia, Oracle, OpenAI, Microsoft
Products
iPhone Air, CPX
Chips
A19
Also
Hock Tan

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