Podcast Episodes
Back to SearchEpisode 113: Talking DSPs with CEVA CEO Amir Panush
Episode 114
In this conversation, Jay Goldberg interviews Amir Panoush, CEO of CEVA, discussing the evolution of the company, its role in the semiconductor industry, and the importance of digital signal processi…
Published on 4 months, 3 weeks ago
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
Episode 113
In this episode, Ben Bajarin and Jay Goldberg are joined by special guest Michelle Johnston, CEO of Intel products. They discuss the new culture shift at Intel, how Intel can use this new approach t…
Published on 5 months ago
Episode 111: Talking Chips and Wafers with Chips and Wafers
Episode 112
In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the semiconductor industry. They discuss the importance …
Published on 5 months, 1 week ago
Episode 110: NVIDIA's Identity Crisis
Episode 111
In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robotics. They share their emotional responses to the …
Published on 5 months, 2 weeks ago
Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
Episode 110
In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative models and unique approach to AI development. They di…
Published on 5 months, 3 weeks ago
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
Episode 109
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and s…
Published on 5 months, 4 weeks ago
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
Episode 108
In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI and the company's stock performance. They analyze th…
Published on 6 months, 1 week ago
Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
Episode 107
In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the p…
Published on 6 months, 2 weeks ago
Episode 105: Sanity Check on Custom ASICS?
Episode 106
In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They exp…
Published on 6 months, 3 weeks ago
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
Episode 105
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualc…
Published on 6 months, 4 weeks ago