Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
AMD, Qualcomm, and Qualcomm's Earnings Calls
02:01 • 3min
The Uncertainty of the Data Center Trough
04:54 • 3min
The Softness of Smart Phones in China
07:45 • 4min
The Smartphone Market's Shrunk
11:34 • 2min
Qualcomm's Highlights of the Quarter
13:16 • 3min
The PC Market's Not Great
15:58 • 2min
Data Center Spending for Semis Is Down
18:21 • 2min
The Future of GPUs
20:47 • 2min
AMD's 24 Point: A Positive Narrative
22:48 • 5min
Qualcomm's MPU Is a Crucial Part of Device AI
27:56 • 3min
How Much Would You Pay Extra to Have Neural Blocks in Your PC?
30:45 • 2min
The Future of the PC Market
32:54 • 3min
The Importance of AI in the Cloud
36:08 • 3min