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The State of Intel via Innovation Summit
Below a summary of topics covered in the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Last week, Intel held its annual Innovation event where it provided updates on its product roadmap and manufacturing progress. While there were no major surprises, the event gave some insights into Intel’s strategic direction. Here are…
Copilot: Microsoft’s Foray into Integrating AI in Everyday Life
In a recent event in New York, Microsoft unveiled Microsoft Copilot, an AI companion that creates a unified experience across various Microsoft platforms apps and services. Microsoft Copilot promises a unique blend of web intelligence, work data context, and real-time PC activity to enhance user assistance, with a strong emphasis on privacy and security. The…
Thinking about AI
A few weeks ago, I gave a presentation summarizing my current thoughts and observations related to this AI moment we are observing. The most important caveat here is we are in one of those moments where there are more questions than answers, and all we can do is rely on our experience and historical observations…
Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China’s Ambitions
This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initial public offering (IPO) on September 13,…
The Land of IoT
This is a summary of the most recent episode of the Circuit with Ben Bajarin and Jay Goldberg. On this episode, guest Stacey Higginbotham shared her excellent insights into the land of IoT. The Internet of Things (IoT) refers broadly to adding computing power and connectivity to everyday objects and devices, representing a major…
Nvidia and the AI Raging Bull
Ben Bajarin and Jay Goldberg discussed Nvidia’s latest earnings report and the state of the AI market on a recent episode of their podcast, The Circuit. Key points from the podcast: – Nvidia reported very strong Q2 earnings, crushing expectations. Demand was unprecedented despite pre-quarter debates over whether they would miss. – Some questions remain…
