Anthropic is in talks with Samsung to develop a custom AI accelerator, a move that could reshape the chip supply chain. Lucas and Luna break down why a model company would build silicon, how this mirrors Google's TPU strategy, and what it means for Nvidia's dominance. They also examine the cost dynamics: training a GPT-4-class model now runs north of $100 million, and custom chips promise to cut that by 30-50 percent. With Samsung's memory prowess and foundry capacity, the partnership could challenge incumbents like Broadcom and Marvell. Plus: a check-in on Micron's 14 percent drop this week and what it signals about memory oversupply. This episode offers a concrete look at the vertical integration wave sweeping AI.

#Anthropic #Samsung #AIChip #CustomSilicon #AIAccelerator #Nvidia #GoogleTPU #Broadcom #Marvell #Micron #Semiconductors #AIHardware #VerticalIntegration #ModelTraining #Technology #TechPodcast #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna unpack the often-overlooked expense of running AI models in production: inference costs. While training gets the headlines, inference is where the real spending happens for most companies. They explore how inference costs can dwarf training expenses, why hyperscalers are racing to build custom inference chips, and what the recent moves by companies like AMD and Nvidia reveal about the future of AI deployment. The hosts tie in the latest market data, including AMD's 1.6% weekly gain and the broader chip selloff, to show how investors are starting to price in the inference boom. If you're building an AI product or just trying to understand where the money goes in AI, this episode gives you a concrete framework for thinking about the cost of every query.

#AIInference #InferenceCosts #AISpending #AMD #NVDA #ChipStocks #Hyperscalers #CustomSilicon #ModelDeployment #MachineLearning #AIChips #TechSpending #FexingoBusiness #BusinessPodcast #TechPodcast #AIEconomy #InferenceHardware #AICostModel

Keep every episode free: buymeacoffee.com/fexingo

On this episode of The AI Podcast, Lucas and Luna dive into Together AI's massive $800 million funding round at an $8.3 billion valuation, announced July 1, 2026. They explore what this means for the neocloud market, the economics of AI inference, and how Together AI differentiates from incumbents like AWS and Azure. With Palantir up 17% in a week and Nvidia holding steady, they connect the dots to broader AI infrastructure trends. Plus, a look at how AI model distillation is reshaping margins and why startups are betting big on open-source hardware. If you're following AI infrastructure or the neocloud race, this episode has the context you need.

#TogetherAI #Neocloud #AIFunding #AIInference #CloudEconomics #OpenSourceAI #Palantir #Nvidia #AIIndustry #MachineLearning #TechPodcast #VentureCapital #AIInfrastructure #Technology #Business #FexingoBusiness #BusinessPodcast #AIPodcast

Keep every episode free: buymeacoffee.com/fexingo

While AI chip stocks have been volatile, equipment makers like Applied Materials are surging. Lucas and Luna explore why the semiconductor capital equipment sector is outperforming, with Applied Materials up nearly 23% in the past week and ASML gaining 13%. They discuss how the shift to advanced packaging and EUV lithography is driving demand, and what this means for the broader AI supply chain. The hosts also examine the divergence between chip designers and the companies that build the factories, using recent stock moves as a lens into a structural change in the industry. A must-listen for anyone tracking the real beneficiaries of the AI buildout.

#AppliedMaterials #ASML #SemiconductorEquipment #AIHardware #ChipStocks #Investing #SupplyChain #EUVLithography #AdvancedPackaging #LamResearch #Technology #StockMarket #ArtificialIntelligence #Manufacturing #Semiconductors #FexingoBusiness #BusinessPodcast #TheAIPodcast

Keep every episode free: buymeacoffee.com/fexingo

On this episode of The AI Podcast, Lucas and Luna dig into a striking divergence in the AI sector: while big chip names like Nvidia and AMD have seen mixed performance, equipment makers ASML and Applied Materials are up double digits over the past week. Lucas explains that the market is shifting focus from chip designers to the companies that build the fabs, driven by capacity expansion and a growing recognition that the real bottleneck isn't design—it's manufacturing. He walks through ASML's 12.9% weekly gain, Applied Materials's 22.8% surge, and contrasts that with Supermicro's 9.6% decline. The hosts discuss how the CHIPS Act, geopolitical tensions, and the sheer cost of building leading-edge fabs are changing investor psychology. Luna pushes back on whether this rotation is sustainable, and Lucas argues that equipment makers offer a purer play on the AI buildout, with less risk of design obsolescence. The episode ties in recent headlines about Etched hitting a $5B valuation and Anthropic's cheaper Claude Sonnet 5—both signs that the AI market is maturing and demanding more infrastructure.

#ASML #AppliedMaterials #SemiconductorEquipment #AIChips #Nvidia #AMD #Supermicro #Etched #Anthropic #ClaudeSonnet5 #CHIPSAct #FabExpansion #Technology #AIInfrastructure #FexingoBusiness #BusinessPodcast #MarketRotation #ChipManufacturing

Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dive into the rise of 'vibe coding' — AI-assisted coding that lets non-engineers build software by describing what they want in plain language. They explore why startup Base44 just launched its own model, what Chamath Palihapitiya's $135 million Series A for an AI coding startup means for the space, and why defensibility is the biggest question hanging over every AI coding platform. With specific data points on chip stocks like AMD up 3.8% and ASML up 5.9% in the last five days, they connect the hardware demand to the software abstraction layer. A concrete look at how AI is reshaping who gets to call themselves a developer.

#VibeCoding #Base44 #ChamathPalihapitiya #AICoding #AIStartups #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #SoftwareDevelopment #MachineLearning #StartupFunding #AIAbstraction #DeveloperTools #Coding #ArtificialIntelligence #AMD #ASML

Keep every episode free: buymeacoffee.com/fexingo

The AI chip trade used to move as one block. Not anymore. In this episode, Lucas and Luna break down the surprising divergence between chipmakers and equipment suppliers, using Applied Materials' 18.6% weekly surge and Lam Research's 10.7% gain as a lens. They explore how the market is pricing two distinct futures: one for companies that sell picks and shovels to every fab builder, and another for chip designers competing on architecture. With TSMC and Samsung racing toward 2-nanometer production and South Korea committing over $550 billion to memory supply, the equipment side is suddenly the safer bet. Lucas argues the market is finally distinguishing between execution risk and structural demand. Luna pushes back on whether this decoupling is rational or just a rotation. Together, they trace the logic from ASML's lithography monopoly to the 'RAMageddon' headlines, asking whether investors are overcorrecting or finally seeing the real picture. No fluff. Just the numbers and the reasoning behind them.

#AIHardware #Semiconductors #AppliedMaterials #LamResearch #ASML #TSMC #ChipEquipment #SOXX #AIChips #MarketDivergence #Technology #FexingoBusiness #BusinessPodcast #RAMageddon #SouthKorea #2Nanometer #Lithography #ChipStocks

Keep every episode free: buymeacoffee.com/fexingo

On June 29, 2026, the AI chip trade is in turmoil. NVIDIA is down 7.7% over five days, AMD off 5.4%, and the SOXX semiconductor index has dropped nearly 10%. Yet equipment makers like Applied Materials are only down 2.1%, and ASML fell 7% — less than the chip designers. Lucas and Luna unpack the decoupling: hyperscalers are slowing their GPU purchases, but they're still building out fabs and buying lithography tools for the next generation. They explore whether this is a rotation within AI infrastructure or the beginning of a broader capex slowdown. The conversation also covers the surprising resilience of Microsoft, which is actually up 1.5% this week, and what it signals about the changing nature of AI spending — from training to inference and from GPUs to custom silicon.

#AI #Semiconductors #NVIDIA #AMD #ASML #AppliedMaterials #Microsoft #SOXX #ChipStocks #EquipmentMakers #AIInfrastructure #CapexCycle #Technology #FexingoBusiness #BusinessPodcast #AIStocks #SemiconductorEquipment #MarketRotation

Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore a surprising paradox: Ford is rehiring veteran engineers after discovering that AI-driven design tools couldn't replicate decades of real-world manufacturing intuition. They unpack the TechCrunch report from June 28, 2026, and connect it to broader signals in the tech sector — including a 9.9% weekly drop in the SOXX semiconductor index. Is this a one-off or a warning for AI-optimism across industries? The hosts discuss the limits of AI when it meets messy physical reality and what this means for corporate R&D strategy.

#AI #Ford #GrayBeardEngineers #Manufacturing #TechCrunch #Semiconductors #SOXX #Engineering #AIOverhype #Inference #Automation #Workforce #Technology #BusinessPodcast #FexingoBusiness #AIAdoption #IndustrialAI #Podcast

Keep every episode free: buymeacoffee.com/fexingo

On this episode of The AI Podcast, Lucas and Luna break down the sharp selloff in AI chip stocks on Friday, June 26, 2026, with NVDA dropping 7.7% in five days and ARM falling 18%. They examine the divergence between soaring AI demand and falling chip stock prices, the rotation from pure-play AI to diversified industrials, and what the ASML and Applied Materials data says about real-cycle investment. Lucas argues this is a cyclical recalibration, not a bubble burst, drawing on historical analogies to the 1999 internet selloff. Luna pushes back on the narrative of a 'correction of the correction,' highlighting the Arm and Qualcomm weakness as a potential structural shift in mobile AI. The hosts also discuss the role of supply chain diversification and government CHIPS Act spending as a floor for equipment makers. The episode closes with a look at what earnings season will reveal about AI's true profitability.

#AIChips #Selloff #NVIDIA #AMD #ARM #Semiconductors #ASML #AppliedMaterials #ChipStocks #StockMarket #Investing #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #MarketAnalysis #CHIPSAct #SupplyChain

Keep every episode free: buymeacoffee.com/fexingo