Doug O'Laughlin, Founder of Fabricated Knowledge, discusses semiconductors in AI, emphasizing the importance of understanding the semiconductor level for projecting AI trends. Topics include inference chips (Groq & Cerebras), HBM's importance, Nvidia's strategy, ASICs, Broadcom, and other semis trends. Doug's insights have led to significant gains in Nvidia and Intel. The podcast also explores model stabilization, GPU evolution, networking technologies, investment strategies, and anticipation for technological events.

Doug O'Laughlin of the Fabricated Knowledge substack and I discuss: NVIDIA's corporate history and how it arrived at such a dominant position today What makes it so irreplacable in the coming AI revolution The national competitiveness implications of NVIDIA in a US-China context Outtro music: 邓典果DDG/李尔新 -《帅到没朋友》 https://www.youtube.com/watch?v=-CqvpDd1xK0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Doug O’Laughlin is the Founder of Fabricated Knowledge, one of the largest technology newsletters on Substack, covering the semiconductor industry. Many may know Doug from his anonymous Twitter. He joins us today to dive deep into the semiconductor industry. Doug takes an immensely complex industry in semis and distills everything down into digestible analogies regarding semiconductor manufacturing and the actual chips themselves. Doug specifically addresses how certain semi industry areas have significant moats, how the rise of LLMs is all linked to more chips being used, what public companies are well-positioned for the future of semis. Simply put, this is the best explainer I’ve ever heard or read about the semiconductor industry to understand what’s powering all the applications and devices we use daily under the hood.Where to Find Doug:* LinkedIn: https://www.linkedin.com/in/dougolaughlin/* Twitter: https://twitter.com/FoolAllTheTime* Semiconductor Blog: https://www.fabricatedknowledge.com* Personal Blog: https://mulesmusings.substack.comWhere to Find Shomik:* Twitter: https://twitter.com/shomikghosh21* LinkedIn: https://www.linkedin.com/in/shomik-ghosh-a5a71319/* Software Snack Bites Newsletter: https://www.shomik.substack.com* Software Snack Bites Podcast: Apple Podcasts, Spotify, Google.In this episode, we cover:(01:05) - Doug’s Background(03:08) - How to Build Sector Expertise from Scratch(04:37) - Why Moore’s Law is Dead and It’s Effect on the Semi Industry(08:03) - Heterogenous Compute is the Next Paradigm Shift No One Is Talking About(09:34) - Why Chip Specialization is Increasing(13:12) - Understanding the Whole Semiconductor Supply Chain with a Restaurant Analogy(20:51) - Where are Company Moats in the Semi Supply Chain(26:54) - What are the Different Types of Chips (ASICs, CPUs, GPUs, FPGAs) and Why Do They Exist(32:08) - The “DevOpsification” of Chips (i.e. specialized micro services)(36:09) - LLMs (AI) and Semis Role in Powering the Tech Forward(40:49) - Potential Reasons (Bear Case) for why Chip Usage May Slow(43:05) - Tying Specialized Software to Chips - Nvidia’s Vertical Strategy(47:45) - Favorite Technology/App(49:09) - Favorite SnackAdditional Show Notes:* Heterogenous Compute: The Paradigm Shift No One is Talking About* Tech Monopolies Go Vertical* The Rising Tide of Semiconductor Cost* Semiconductor Blog: https://www.fabricatedknowledge.comHow to Subscribe:Available on Apple Podcasts, Spotify, or Google. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit shomik.substack.com

Experts from SemiAnalysis, Fabricated Knowledge, and Asianometry discuss Intel's challenges, GTC reflections, and the importance of Dr. Ann Kelleher. They explore AI strategies of Nvidia and TSMC, leadership styles in the tech industry, and the potential funding sources for Intel's foundry business.

Subscribe to my newsletter! https://www.chinatalk.media/ Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis go through our most important semis stories of 2022. We get into: Samsung and Intel's stumbles Arm taking on Qualcomm Risc-V's rise The politicization of semiconductors Outtro music: ChatGPT + PG One https://www.youtube.com/watch?v=mDvFGLSIU2c Learn more about your ad choices. Visit megaphone.fm/adchoices