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72. Nvidia Antitrust Scrutiny, Is the PC Dead, Kingmaking in AI, CUBEd Awards | theCUBE Pod
September 6, 2024
John Furry and Dave Vellante discuss recent developments in the tech industry, focusing on antitrust scrutiny surrounding Nvidia and its impact on the AI hype cycle. They also talk about companies investing in custom silicon, with a focus on personal computers. Qualcomm's potential acquisition of parts of Intel's chip design business leads to a discussion about the future of personal computing. The hosts predict a renaissance in personal computing driven by AI and custom silicon, emphasizing the importance of devices that can handle AI workloads. They foresee... Read more
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