Episode 49: CES Semiconductor Trends, Where w...

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semiconductor and AI industries. From the recent Cerebras IPO to the massive long-term forecast visibility in wafer fabrication equipment, ...  Afficher plus

In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU renaissance" driven by agentic AI. The duo explores the "ultimate constraint" currently bottlenecking the industry, breaks down the l ...  Afficher plus

A recent article by Daron Acemoglu and Simon Johnson painted a somewhat grim picture of AI and its implications, stirring significant controversy within the tech community. Today's episode dives deep into the ongoing debate about AI technology's potential risks and rewards. I wel ...  Afficher plus

In today's episode of Tech Talks Daily, I sit down with Trent Fitz, a seasoned veteran in the tech space with over two decades of leadership experience, especially in cloud computing, AI, and cybersecurity. As Chief Product Officer of Zenoss, Trent has been at the forefront of te ...  Afficher plus

Today's episode of the Tech Talks Daily Podcast brings a thought-provoking conversation with Andy Whitehurst, UK Chief Technology Officer, and Kevin Macnish, Digital Ethics Consulting Manager, from Sopra Steria. Sopra Steria, a powerhouse in Europe's tech sector, employs 55,000 a ...  Afficher plus

'Software is eating the world’ is a truism coined by Mark Andreesen, General Partner at Andreesen Horowitz. This was especially evident during the shift from analog mediums to digital at the turn of the century. Software companies have essentially usurped and replaced their non-d ...  Afficher plus