Transistor Radio Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave
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Mar 26, 2025 The hosts dive into the latest Nvidia GTC event, sharing hilarious networking tales and highlighting groundbreaking innovations like the NBL 576 system. They reflect on their personal experiences with LASIK eye surgery and the humorous side of outpatient procedures. Discussions on Intel's competitive struggles in the semiconductor space reveal both challenges and advancements. With playful banter, they explore the implications of Gemini 2.5 for AI technology while shedding light on Malaysia's role in the chip industry and the evolving landscape of robotics.
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GTC Meetings
- Dylan Patel had a packed schedule at GTC, including an hour-long meeting with Jensen Huang.
- He also met Michael Dell and representatives from major cloud providers.
Recruiting Hackathon Winner
- SemiAnalysis should interview and potentially hire the GTC hackathon winner.
- They recognize his talent and see him as a valuable addition to their team.
CPO Adoption Challenges
- Co-packaged optics (CPO) is promising but faces adoption challenges.
- Hyperscalers are hesitant due to potential catastrophic failures and the need for more field data.