Podcast Episodes
Back to SearchEpisode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
Episode 67
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on the sectors o…
1 year, 9 months ago
Episode 65: Capex to the Moon!
Episode 66
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss the skyrocketing capex by cloud hyper scalers and its implications. They explore the sig…
1 year, 10 months ago
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
Episode 65
Episode Summary
The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be …
1 year, 10 months ago
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
Episode 64
This episode of The Circuit discusses the recent trend of companies developing their own custom CPUs and accelerators for AI workloads. Google, Amazo…
1 year, 10 months ago
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
Episode 63
Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Int…
1 year, 10 months ago
Episode 61: A Holistic Analysis of Nvidia
Episode 62
In this episode, Ben Bajarin and Jay Goldberg discuss the competition faced by Nvidia in the semiconductor industry. They explore various competitors…
1 year, 11 months ago
Episode 60: Takeaways, observations, and insights from Nvidia GTC
Episode 61
Nvidia's recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and…
1 year, 11 months ago
Episode 59: Discussing All Things AI Accelerators With Austin Lyons
Episode 60
In this conversation, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the semiconductor industry and the role of AI accelerators. They cover topi…
1 year, 11 months ago
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
Episode 59
In this episode, Ben Bajarin and Jay Goldberg discuss the thermal problem faced by data centers and other electronic devices. They are joined by Carl…
1 year, 11 months ago
Episode 57: MWC 2024 Observations and Insights
Episode 58
Summary
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the infrastructure side of telecom at Mobile World Congress. They highlig…
1 year, 11 months ago