Two Veteran Chip Builders Have a Plan to Take On Nvidia
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 1 August 2024
⏱️ 58 minutes
🧾️ Download transcript
Summary
When it comes to chips for artificial intelligence, obviously the name that automatically comes to mind is Nvidia. The company is making a fortune selling semiconductors used for hot AI applications like large language models, and stock investors have rewarded it handsomely for doing so. But of course, Nvidia's GPUs can be used for more than just AI. They're also used for video games, graphics, cryptocurrency mining and more. But a new startup called MatX is aiming to build the ultimate chip just for LLMs. Co-founders Reiner Pope and Mike Gunter spent years at Alphabet, which has its own internal semiconductor operations, and now they've stalked out on their own to create a new chip company from scratch. We talk about how they're going about their job, what it takes to actually design and build a chip, and what it will take to get customers to switch over from the industry leader.
For more episodes on this topic:
Coreweave's CSO on What It Really Takes to Build an AI Datacenter
Inside the Battle for Chips That Will Power Artificial Intelligence
Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe here:
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Ecolab water for climate, less water, more growth. |
| 0:04.0 | Results will vary. |
| 0:06.0 | Learn more at Ecolab.com slash Ewc. |
| 0:09.0 | Ecolab water for climate, transforming the way the world thinks about water. |
| 0:16.3 | What could you do if your data was working for you and not against you? |
| 0:21.2 | With Bloomberg delivering enterprise data directly to your systems, you get easy access to the details you want, |
| 0:28.0 | optimized for higher level analysis, and financial data experts committed to helping you maximize your every move. |
| 0:36.0 | Our data is made for more. |
| 0:38.0 | So you can show the world what you're made of. |
| 0:41.0 | Visit Bloomberg.com |
| 0:42.8 | slash enterprise data to learn more. |
| 0:45.0 | Bloomberg Audio Studios. |
| 0:50.0 | Podcasts, radio news. Hello and I'm Tracy Allaway. |
| 1:09.0 | Hello and welcome to another episode of the Odd Lots Podcast. I'm Jill Weisenthong. |
| 1:10.0 | And I'm Tracy Allaway. |
| 1:12.0 | Tracy, here's something I know about AI. |
| 1:15.0 | I don't know much, but here's something I do know. |
| 1:17.0 | How to log in to chat Jupiter? |
| 1:19.0 | No, I'm good at, I'm good at that. |
| 1:21.0 | I'm good at logging in to chat Jupiter and Claude, and I'm reasonably good at |
| 1:25.0 | asking questions. Now here's actually something about the business |
| 1:28.0 | about the business of AI that I know. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.