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SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots

SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots

ChinaTalk

March 26, 202528m 28s

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Show Notes

The Transistor Radio boys are back. Jon of Asianometry, Doug O'Laughlin and Dylan Patel of SemiAnalysis on the pod to talk about Google's AI push, Intel's new CEO, Chinese robots, and the rise of CoreWeave.


Here's the article rating the clouds that SemiAnalysis wrote: https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/


Outtro Music: Some Malaysian UK garage: GADISKU lucidrari, FITTO, Gard, 2023 https://www.youtube.com/watch?v=IVewUwqu1dM

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