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  • Info
39. Chip Wars, New Data Architecture, AI Winners and Losers
December 8, 2023
We had a two-week break due to Thanksgiving and re:Invent, where we conducted 41 interviews on-site in Las Vegas and a few dozen more in Palo Alto. We received recognition for our coverage from the CEOs of two companies. In this podcast, we will discuss the focus on silicon chips at re:Invent, including NVIDIA's presence and Arm's recent event. The theme of data flipping the script emerged at the event, which will be the topic of our upcoming Supercloud 6 event. We also touch on Google's announcement of Gemini, AMD's recent event, Intel's upcoming event, and ... Read more
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