A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
April 4, 202433m 10s
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Show Notes
Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into:
- Intel's process progress and rocky financial road ahead
- Reflections out of GTC
- Jensen's galaxy brain
Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development.
Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA
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