Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
- Author
- Ben Bajarin and Jay Goldberg
- Published
- Mon 19 Jun 2023
- Episode Link
- https://share.transistor.fm/s/f00b4d83
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.
