Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings

The Circuit

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Google I/O event and the introduction of new TPUs and CPUs. They also explore the ARM architecture in the data center and the potential for switching between different ARM CPUs. Additionally, they touch on Qualcomm's launch of Windows on ARM and the significant adoption of Qualcomm SKUs by major OEMs. The conversation covers various topics including the dynamics in the PC space, Nvidia's earnings, and the 10-to-1 stock split. The main takeaways include the strong position of Windows in the PC ecosystem, the growth of Nvidia's data center networking business, and the potential impact of a dedicated inference chip. The conversation also discusses the competition in different parts of Nvidia's stack and the volatility that may come with the stock split.