The neXt Curve reThink Podcast

Analyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor)

In this episode of the reThink Podcast, hosts Leonard Lee, Karl Freund, and Jim McGregor discuss highlights from Hot Chips 2024, including updates on IBM Telum II, Enfabrica, and NVIDIA technologies. They also analyze AMD's acquisition of ZT Systems, the NVIDIA Blackwell…

Listen