{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Stewart Squared","title":"Episode #94: ARM Wrestling: NVIDIA's Quiet Coup Against Intel","html":"","width":"100%","height":180,"duration":3109,"description":"In this episode of the Stewart Squared podcast, host Stewart Alsop speaks with his father Stewart Alsop II, who joins from Tokyo while Stewart broadcasts from Buenos Aires at 5 AM his time. The conversation covers NVIDIA's new Spark chip announcement and its partnership with Microsoft to bring ARM-based processors to Windows PCs, finally allowing Windows to compete with Apple's performance gains from five years ago when they switched to their own ARM-based M-series and A-series chips. They discuss the competitive dynamics between chip manufacturers, the token apocalypse affecting AI coding assistants like Claude and Codex, and how companies like Anthropic are struggling with inference costs while renting data center capacity from SpaceX's underutilized X AI facilities. The discussion also touches on the rise of small models for on-device AI, the dominance of Chinese models in developing markets, SoftBank's ownership of ARM and history of big bets, and how attention and access to insider deals have shaped the AI investment landscape. For more context on Microsoft's strategy, Stewart Alsop II references a Ben Thompson Stratechery interview with Microsoft CEO Satya Nadella that helped clarify how Windows now runs on ARM architecture.\nTimestamps\n00:00 Stewart Alsop welcomes listeners, explains recording at 5 AM his time, 5 PM in Tokyo Japan, discusses NVIDIA's new announcement about processors and chips for Windows computers\n05:00 Discussion of ARM architecture versus Intel chips, Apple's competitive advantage using ARM-based M-series processors, how Windows has fallen behind Macintosh in performance capabilities\n10:00 NVIDIA positioning new chip as AI-focused but actually ARM-based architecture, Microsoft modifying Windows to run on ARM, multiple manufacturers producing laptops with NVIDIA chips instead of Intel\n15:00 Deep dive into ARM licensing model, SoftBank ownership of ARM, how NVIDIA's CPU competes with Intel while Microsoft adapts Windows for ARM...","thumbnail_url":"https://img.transistorcdn.com/QlC48R1fevmul8S_Y7L1P2WUMnEKqwNUR7TBsNqFHaE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84NDMx/NWQ0MWQ1Y2NkNjhk/ZDI1NWE0MTUyN2Q5/Zjg0NS53ZWJw.webp","thumbnail_width":300,"thumbnail_height":300}