The neXt Curve reThink Podcast
The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector.
Topics we cover include:
-> Artificial Intelligence
-> Cloud & Edge Computing
-> Semiconductor Tech & Industry Trends
-> Digital Transformation
-> Consumer Electronics
-> New Media & Communications
-> Consumer & Industrial IoT
-> Telecommunications (5G, Open RAN, 6G)
-> Security, Privacy & Trust
-> Immersive Reality & XR
-> Emerging & Advanced ICT Technologies
Check out our research at www.next-curve.com.
The neXt Curve reThink Podcast
The Great Custom AI Chip Trend (with Karl Freund)
In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the emerging trend of custom AI chips that is starting to get a lot of attention in the semiconductor industry. Why is this happening and what is driving the interest and the economics of going with ASICs for AI and accelerated computing?
The duo talk and debate about:
(1:37) The custom AI chip trend
(2:34) Chiplets are changing the game
(4:37) The AI silicon premium and hyperscalers
(6:30) NVIDIA's play and motivations for custom chips
(7:51) NVIDIA's general-purpose accelerated computing
(8:45) The ASIC inflection point for Generative AI
(10:45) The expanding chip design ecosystem and options
(14:05) Is NVIDIA becoming a heterogeneous computing company?
(16:44) NVIDIA, the systems company
(17:34) Custom designs & IP to support growing need for application specific features
(19:39) The thinking behind that $30 billion TAM for custom chips
(21:24) CUDA - the software-defined FPGA based on GPU
(23:40) Follow the custom chip money!
Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.
Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.
