In this episode, we explore the latest developments in AI hardware, including NVIDIA's NV HBM, Astera's Leo family, Velaura's pivot to robotics and low-power design, and insights from MLPerf benchmarks. If you're a semiconductor or AI professional, join us for a discussion of the future of AI processing, communications, and industry trends. 00:00 Introduction and episode overview
01:06 NVIDIA's NV-HBM and custom memory interface
03:16 Moving memory controllers to base die and implications
06:31 Astera's second-generation CXL memory controllers
09:17 Are CPUs made for agentic AI just hype?
13:55 Is local AI worthwhile?
15:06 What is the CPU market TAM?
19:17 Having received a Series A, what is Velaura doing?
25:19 MLPerf benchmarks and AMD's performance
31:25 What's the Qualcomm-Huawei agreement about?
32:55 What's the Qualcomm-Amazon agreement about?
38:48 Arm's new CPU cores and future prospects
41:27 Closing remarks and upcoming events
Music licensed through Soundstripe.
Code: GHYB3TSCQYEN8ICL
