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  • Info
71. The Big GPU Short, China Chips Reach-around, Explaining Broadcom VMware, and CrowdStrike Reset
August 23, 2024
John Furrier and Dave Vellante are discussing various topics such as the expansion of theCUBE studios across the country and recent news in the tech industry. They touch on subjects like Chinese companies working around chip bans, the acquiring of ZT Systems by AMD, and potential issues in the GPU market. They also mention the unrealized capital gains tax proposal by Kamala Harris and the changing landscape of the podcast industry. The conversation then shifts to a debate about the possibility of a crash in the GPU market, with John suggesting a scenario simi... Read more
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