Episode 70: Not Your Grandfathers Data Center

This podcast episode delves into the complexities of the semiconductor market, emphasizing the dichotomy between the growth potential driven by AI and the current market uncertainties. Ben and Jay highlight the transformative impact of AI on data center architecture, power consumption, and the automotive semiconductor sector, while also discussing investor behavior and market sentiment. They analyze the implications of NVIDIA's recent product delays and the dynamics of supply and demand, ultimately concluding that the semiconductor landscape is in a fundamental state of change that warrants close observation.