Joe and Bob discuss the latest advancements in semiconductor technology, including IBM’s sub-1 nanometer process, Intel’s new milestones, Qualcomm’s data center strategy, Etched, OpenAI, and Oxmiq, interconnect companies/technologies such as CXL and Upscale, and memory company Micron Technology.. They explore how these innovations are shaping the future of chip design and data center infrastructure. Available on YouTube and on your podcast client.
00:00 Introduction and Weather Banter
01:11 IBM’s Sub-1 Nanometer Technology Announcement
05:37 Intel’s 18A-P Process Updates
08:58 Qualcomm’s Investor Day Highlights
13:35 Modular AI Software Stack Discussion
15:42 Qualcomm’s C1000 CPU Roadmap
19:36 Qualcomm ASIC Business Growth
22:07 MediaTek’s AI Data Center Revenue
24:07 Emerging Startups in the XPU Space: Etched
26:19 OpenAI/Broadcom’s Jalapeno ASIC Announcement
29:25 Upscale Secures Funding
30:16 Micron’s Earnings and Business Model
31:58 Oxmiq Labs and GPU Innovations
32:59 CXL Technology Resurgence: Meta and Panmnesia