Value in Margins: Understanding Customer Tradeoffs

In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They explore the role of custom silicon in hyperscalers' strategies and the potential for GPUs to regain market share. The conversation then shifts to the often-overlooked world of analog semiconductors, highlighting their significance in various applications, including automotive and robotics. The hosts emphasize the need for a deeper understanding of analog technology as it becomes increasingly relevant in the evolving tech landscape.