Catalyst, a Launch by NTT DATA podcast, puts humans at the front and center of digital transformation. Each week, we feature thought leaders who share their insights on reinventing digital experiences, enhancing customer journeys, and driving innovation in the enterprise. From platform transformation to the latest advancements in AI, our guests delve into the challenges and triumphs of digital transformation, emphasizing the critical role of human ingenuity and leadership.
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内容由Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Show notes are at https://stevelitchfield.com/sshow/chat.html
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Player FM -播客应用
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Episode 101 Part 2: Digging into TSMC Earnings
Manage episode 462128051 series 3428472
内容由Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touches on Intel's relationship with TSMC, the impact of edge AI, and ongoing acquisition rumors in the semiconductor industry.
102集单集
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Manage episode 462128051 series 3428472
内容由Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touches on Intel's relationship with TSMC, the impact of edge AI, and ongoing acquisition rumors in the semiconductor industry.
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类似 The Circuit 的节目
Catalyst, a Launch by NTT DATA podcast, puts humans at the front and center of digital transformation. Each week, we feature thought leaders who share their insights on reinventing digital experiences, enhancing customer journeys, and driving innovation in the enterprise. From platform transformation to the latest advancements in AI, our guests delve into the challenges and triumphs of digital transformation, emphasizing the critical role of human ingenuity and leadership.
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Welcome to Hands-On Tech, where host Mikah Sargent turns tech troubles into tech triumphs. Each episode zooms in on a specific theme, unpacking listener questions with expert analysis and easy-to-follow advice. From decoding the latest gadgets to simplifying everyday tech, Mikah's got you covered. Submit your tech queries through email at HOT@twit.tv or via TWiT's social media. You might hear your question answered on air! And keep an ear out for guest experts who drop by to share their spec ...
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
Get the most out of your home theater with the latest advances, product reviews, and all things audio and video. Every Thursday, Scott Wilkinson shares his expertise, energy, and enthusiasm about how to make your A/V system sound and look its best. In this short-format podcast, Scott brings you news, reviews, interviews, and commentary, and answers your questions. You can join Club TWiT for $7 a month and get ad-free audio and video feeds for all our shows plus everything else the club offer ...
…
continue reading
We help founders make something people want.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Redefining AI is the 2024 New York Digital Award winning tech podcast! Discover a whole new take on Artificial Intelligence in joining host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Player FM -播客应用
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使用Player FM应用程序离线！
