← Mike Shepard
What podcasts say about Mike Shepard
Every statement, with the speaker, the exact quote and the moment it was said.
What Mike Shepard has said on podcasts
2 statements · 2 positive
AI servers with Nvidia chips generate higher margins for Hon Hai
“the margins for those AI servers containing Nvidia's chips are much higher and much more lucrative for them”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 4:15
Qualcomm licensing signals Huawei's logic-folding bet may succeed
“this is certainly a signal and a vindication for Huawei that its bet on this logic folding technique could actually pay off”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 5:43
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