EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
The Circuit
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AI Networking: Trends and Competition
This chapter examines the increasing interest and earnings of AI networking companies as they pivot from traditional semiconductor investments. It highlights key players like Estera Labs, Cisco, Broadcom, and NVIDIA, analyzing their strategies and competitive dynamics in the evolving landscape of data center networking. The discussion also touches on the impact of AI on major tech companies and the ongoing debates around open-source practices in AI development.
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