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Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
Manage episode 451882495 series 3428472
Conteúdo fornecido por Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.
95 episódios
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Manage episode 451882495 series 3428472
Conteúdo fornecido por Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.
95 episódios
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Parecido com The Circuit
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them as a founder, operator, or investor.
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Welcome to Catalyst, the Launch by NTT DATA Podcast. Catalyst is an ongoing discussion for digital leaders dissatisfied with the status quo and optimistic about what’s possible through smart technology and great people. In this studio we believe in shipping software over slideware, that fast will follow smooth, and aiming to create digital experiences that move millions is a worthy pursuit.
…
continue reading
We help founders make something people want.
…
continue reading
"web3 with a16z" is a show about the next generation of the internet, and about how builders and users -- whether artists, coders, creators, developers, companies, organizations, or communities -- now have the ability to not just "read" (web1) + "write" (web2) but "own" (web3) pieces of the internet, unlocking a new wave of creativity and entrepreneurship. Brought to you by a16z crypto, this show is the definitive resource for understanding and going deeper on all things crypto and web3. Fro ...
…
continue reading
Welcome to Hands-On Tech, where host Mikah Sargent turns tech troubles into tech triumphs. Each episode zooms in on a specific theme, unpacking listener questions with expert analysis and easy-to-follow advice. From decoding the latest gadgets to simplifying everyday tech, Mikah's got you covered. Submit your tech queries through email at HOT@twit.tv or via TWiT's social media. You might hear your question answered on air! And keep an ear out for guest experts who drop by to share their spec ...
…
continue reading
Get the most out of your home theater with the latest advances, product reviews, and all things audio and video. Every Thursday, Scott Wilkinson shares his expertise, energy, and enthusiasm about how to make your A/V system sound and look its best. In this short-format podcast, Scott brings you news, reviews, interviews, and commentary, and answers your questions. You can join Club TWiT for $7 a month and get ad-free audio and video feeds for all our shows plus everything else the club offer ...
…
continue reading
A podcast featuring panelists of engineers from Netflix, Twitch, & Atlassian talking over drinks about all things software engineering.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
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