Podcast Episodes
Back to SearchEpisode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
Episode 157
In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impres…
9 hours ago
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
Episode 156
In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Paul Karazuba discuss the current state of the semiconductor industry, focusing on the…
1 week ago
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
Episode 155
In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. T…
2 weeks ago
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
Episode 154
In this episode, Ben and Jay discuss the significant surge in capital expenditure (CapEx) among major tech companies, dubbed 'CapEx Palooza.' They ex…
3 weeks ago
EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints
Episode 153
This episode of The Circuit dives into the current "gold rush" of semiconductor earnings, navigating the tension between unprecedented demand and the…
1 month ago
EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
Episode 152
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting the company's strong Q4 performance but disappoint…
1 month ago
Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization
Episode 151
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs…
1 month, 1 week ago
Ep 148: All the Happenings from CES 2026!
Episode 150
In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastr…
1 month, 2 weeks ago
EP 147: Talking All Things AI with Benedict Evans
Episode 149
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context,…
2 months ago
EP 146: The State of AI Networking with Austin Lyons
Episode 148
In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons delve into the evolving landscape of networking, particularly in the context of AI and G…
2 months, 1 week ago