A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis


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Apr 03 2024 32 mins   158

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into:

  • Intel's process progress and rocky financial road ahead
  • Reflections out of GTC
  • Jensen's galaxy brain


Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development.

Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA

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