52 min
Data Centers, Crypto Miners, and Gamers Are All Battling for Semiconductors Odd Lots
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- Investing
These days, there's a shortage of chips everywhere you look. Some of it is related to idiosyncratic events specifically related to logistics. Some of it is related to production challenges relating to long, pre-existing trends. And other aspects are simply related to the fierce battle for chips among a range of players. On this episode, we speak with Brian Venturo, the CTO of CoreWeave, a cloud services provider about serving his clients, the role of crypto mining in tightening the chip market, and other players, like gamers, who are looking for more computing power.
See omnystudio.com/listener for privacy information.
These days, there's a shortage of chips everywhere you look. Some of it is related to idiosyncratic events specifically related to logistics. Some of it is related to production challenges relating to long, pre-existing trends. And other aspects are simply related to the fierce battle for chips among a range of players. On this episode, we speak with Brian Venturo, the CTO of CoreWeave, a cloud services provider about serving his clients, the role of crypto mining in tightening the chip market, and other players, like gamers, who are looking for more computing power.
See omnystudio.com/listener for privacy information.
52 min