Podcast Episodes
Back to SearchEP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
Episode 134
Ben and Jay unpack why Broadcom’s “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in …
Published on 1 day, 5 hours ago
EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
Episode 133
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical f…
Published on 1 week, 2 days ago
EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview
Episode 132
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new te…
Published on 2 weeks, 1 day ago
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
Episode 131
In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the ch…
Published on 3 weeks, 1 day ago
EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
Episode 130
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings from AMD, highlighting their strong performance amidst market fluctuations and concerns about competition in the AI space. Th…
Published on 4 weeks, 1 day ago
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
Episode 129
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, investment in AI, and the implications of CapEx spend…
Published on 1 month ago
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
Episode 128
The conversation explores the implications of a potential TSMC monopoly in the semiconductor industry, discussing the risks it poses to pricing, innovation, and competition. The speakers emphasize th…
Published on 1 month, 1 week ago
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
Episode 127
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the pol…
Published on 1 month, 2 weeks ago
EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
Episode 126
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor indus…
Published on 1 month, 3 weeks ago
Episode 124: The State of The Japanese Semiconductor Industry
Episode 125
In this conversation, Jay Goldberg and Professor John Metzler discuss the current state and future prospects of the Japanese semiconductor industry, focusing on key players like TSMC and Rapidus. The…
Published on 2 months, 1 week ago