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September 2024 was a ridiculously eventful month in the world of semiconductors and AI. With the news cycle dominated by conjecture, rumors, and curious proposals shrouding the future of Intel after what can only be described as a unexpectedly bad quarter, the competitive landscape in the data center, GenAI supercomputing, and AI PC continues to intensify while surfacing questions of the value and impact of GenAI as OpenAI looks to reinvent itself with some funding from friends.

Karl and Leonard discuss the following happenings in the world of chips and AI:

• Fem.AI (Cadence Giving Foundation) - Diversity matters in tech & AI (2:17)
• Big news in the world of AI and chips in September 2024 (10:01)
• Making sense out of tumultuous and difficult times at Intel (11:02)
• The price Intel paid for competitive pivots (13:14)
• Intel's long roadmap to competitiveness and leadership (15:22)
• The impact of Qualcomm's Oryon CPU & Snapdragon X Series (18:30)
• OpenAI secures investment to reinvent itself (19:44)
• Cerebras files for IPO. What does it mean for GenAI supercomputing? (23.58)

Connect with Karl Freund at www.cambrian-ai.com. Hit both of us on LinkedIn and take part in our industry and tech insights.

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