Analyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor)

The neXt Curve reThink Podcast

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In this August installation of the reThink Podcast Silicon Futures analyst corner, neXt Curve's Leonard Lee and Karl Freund of Cambrian AI Research are joined by Jim McGregor of Tirias Research to talk about the hot topics of the month and Hot Chips 2024.
Karl, Jim, and I cover the following agenda:

🎱 Hot Chips 2024 overture by Jim (2:44)
🎱 Hot Chips 2024 Take - Less of the new and more of the details (5:00)
🎱 Hot Chips 2024 Take - Deep dive on Oryon and Gerard Williams III's design philosophy (6:05)
🎱 Hot Chips 2024 Take - Balance (8:21)
🎱 Hot Chips 2024 Take - IBM Telum II bringing GenAI to the mainframe (9:48)
🎱 Hot Chips 2024 Take - Enfabrica: for resilient AI training? (13:30)
🎱 Hot Chips 2024 Take - Co-packaged optics for AI interconnect and networking (15:45)
🎱 Hot Chips 2024 Take - Where should AI be used in chip design? (16:25)
🎱 Hot Chips 2024 Take - The case for liquid-cooled data centers (17:02)
🎱 Hot Chips 2024 Take - NVIDIA Quasar Quantization System (19:03)
🎱 Demystifying AMD's acquisition of ZT Systems (24:20)
🎱 NVIDIA's Blackwell "Delay" takes from Jim and Karl (29:35)
🎱 Intel Gaudi 3 lands in IBM Cloud (32:44)
Hit both Leonard, Jim, and Karl up on LinkedIn and take part in their industry and tech insights.
Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.
Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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1. Analyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor) (00:00:00)

2. Hot Chips 2024 overture by Jim (00:02:44)

3. Hot Chips 2024 Take - Less of the new and more of the details (00:05:00)

4. Hot Chips 2024 Take - Deep dive on Oryon and Gerard Williams III's design philosophy (00:06:05)

5. Hot Chips 2024 Take - Balance (00:08:21)

6. Hot Chips 2024 Take - IBM Telum II bringing GenAI to the mainframe (00:09:48)

7. Hot Chips 2024 Take - Enfabrica: for resilient AI training? (00:13:30)

8. Hot Chips 2024 Take - Co-packaged optics for AI interconnect and networking (00:15:45)

9. Hot Chips 2024 Take - Where should AI be used in chip design? (00:16:25)

10. Hot Chips 2024 Take - The case for liquid-cooled data centers (00:17:02)

11. Hot Chips 2024 Take - NVIDIA Quasar Quantization System (00:19:03)

12. Demystifying AMD's acquisition of ZT Systems (00:24:20)

13. NVIDIA's Blackwell "Delay" takes from Jim and Karl (00:29:35)

14. Intel Gaudi 3 lands in IBM Cloud (00:32:44)