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60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats
May 24, 2024
John Furrier and Dave Vellante discuss the current state of AI and its impact on the technology industry. They highlight the growing importance of AI in various sectors and the rise of companies like Nvidia in the market. The hosts also discuss the potential disruption that AI is causing in the chip industry, with companies like TSMC and Arm gaining prominence over traditional players like Intel. They predict that AI PCs will become mainstream, driven by advancements in hardware and software, and that the x86 architecture may be replaced by Arm designs in the...Read more