Podcast: AI Model Wars and Chip Supply Chains
BenBajarin · x · 2026-07-16
This podcast episode discusses SK Hynix's plans for a US IPO, AI model competition, and NVIDIA supply chain rumors.
Episode chapters also cover:
- How to assess the cyclicality of memory chips
- Whether MediaTek will be the next company to list in the US
- How to evaluate AI models for knowledge work
- The future "orchestration layer" of AI and data lock-in
- Communication issues around ON Semi's acquisition of Synaptics
- Why the supply chain matters more than the visible NVIDIA roadmap delays
More from Infra
- Gavin Baker argues Nvidia may be one of open source AI’s biggest supporters — GavinSBaker · 2026-07-22
- AI Power Demand Exposes US Energy Gap, Urging Shift from Scarcity to Abundance — bradneuberg · 2026-07-22
- Gavin Baker says Nvidia’s $630B figure would be system revenue, not all Nvidia’s — GavinSBaker · 2026-07-22
- A Firecracker-based platform says it can host 6,000 AI agents on one 256 GB server — maritime_sh · 2026-07-22
- Report says Nvidia could build 1,000 Vera Rubin racks a day, implying $630B quarterly at system level — GavinSBaker · 2026-07-22
- oMLX 0.5.2 adds Mac menu-bar stats, low-bit decode kernels, and faster downloads — awnihannun · 2026-07-22