Episode 119
Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
May 19, 202532m 59s
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Show Notes
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications of recent tariff discussions, the impact on supply chains, and the ongoing investment in AI infrastructure, particularly in Saudi Arabia. The conversation also highlights the evolution of AI factories and the need for localized infrastructure to meet national security and data sovereignty concerns.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital