The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

Lucas and Luna explore a quiet shift in the semiconductor world: chipmakers are using generative AI to design next-generation processors in-house, reducing reliance on TSMC's advanced nodes. They anchor the conversation on AMD's recent 6 percent weekly gain and SMCI's 7.8 percent jump, then unpack how AI-driven electronic design automation is changing the economics of chip fabbing. A concrete look...

ARM Holdings shares surged more than 40% in five trading days while Apple and Nvidia drifted. Lucas and Luna dig into what actually drove the move: a leaked Qualcomm licensing deal, server chip roadmap changes, and the broader rotation toward semiconductor IP plays. They also contrast ARM's gain with Nvidia's dip and Intel's recovery, asking whether this is a one-time re-rating or the start of a s...

Nvidia CEO Jensen Huang just announced a new $200 billion market opportunity that isn't gaming, data center, or automotive. On this episode of The AI Podcast, Lucas and Luna break down what this 'brand new' market actually is: physical AI and robotics. They dig into Huang's keynote from the Computex conference, the specific new hardware and software platforms Nvidia is building, and what it means...

Lucas and Luna dive into Google's Gemini 3.5 Flash launch on May 19, 2026, and why it signals a shift from chatbots to AI agents. They unpack how Google's new information agents — including Gmail integrations and a Genie world model that simulates real streets — change what search means. Lucas points out that Microsoft's stock is up 3.4% this week despite the AI narrative shift, while AMD and Inte...