The Circuit Episode 98: 2024 Semi Recap and Outlook Into 2025
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Dec 21, 2024 The podcast dives into the shifting dynamics of the semiconductor market as it heads into 2025. It highlights Nvidia's impressive growth and contrasts it with the struggles of AMD and Intel. The hosts explore the growing significance of AI in shaping market trends, including the rise of custom ASICs. Insights on Google's TPU technology reveal its cost advantages in AI workloads. The conversation also touches on the broader implications of these changes for tech investment strategies and the evolving landscape of corporate partnerships.
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Semiconductor Slowdown and Nvidia's Future
- Nvidia's stock growth has slowed, prompting questions about its future trajectory.
- The semiconductor market is experiencing a slowdown, causing uncertainty about a potential slump.
Nvidia's Growth in 2025
- Nvidia's year-over-year growth in 2025 is unlikely to match the exceptional performance of 2024.
- The question is whether this indicates a plateau or just a temporary pause before further growth.
Nvidia's Growth Scenarios
- Nvidia's substantial growth makes it mathematically impossible to sustain triple-digit growth indefinitely.
- Two scenarios exist: continued but normalized growth or another surge driven by the Blackwell platform.