Podcast Episodes
Back to SearchEP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
Episode 143
This episode argues that today’s AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit t…
Published on 11 hours ago
EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
Episode 142
The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the impl…
Published on 6 days, 11 hours ago
EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
Episode 141
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs,…
Published on 1 week, 6 days ago
EP 138: Talking GPU Depreciation, OCP Takeaways
Episode 140
In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation. Jay Goldberg was also at OCP this week and they disucss takeaways from the netw…
Published on 2 weeks, 6 days ago
EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
Episode 139
In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics …
Published on 3 weeks, 6 days ago
EP 136: WE DON'T HAVE THE POWER!
Episode 138
In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from B…
Published on 1 month ago
EP 135: Talking Semiconductor Recruiting
Episode 137
In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manu…
Published on 1 month, 1 week ago
EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
Episode 136
On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU s…
Published on 1 month, 3 weeks ago
EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
Episode 135
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys…
Published on 1 month, 3 weeks ago
EP 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 2 months ago