Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI

18/06/2023 33 min Episodio 24
Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI

Listen "Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI"

Episode Synopsis


Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.