Podcast Episodes
Back to SearchEpisode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
Episode 70
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Google I/O event and the introduction of new TPUs and CPUs. They also explore the AR…
2 years ago
Episode 68: The Wide World of FPGAs
Episode 69
In this episode of The Circuit, Ben Bajarin interviews Esam Elashmawi, Chief Strategy and Marketing Officer of Lattice, about the world of Field-Prog…
2 years ago
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
Episode 68
In this episode of The Circuit, Ben Bajarin and Jay Goldberg interview Aart de Geus, the executive chair and co-founder of Synopsys, about the semico…
2 years ago
Episode 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…
2 years 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…
2 years, 1 month 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 …
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 2 months ago