Podcast Episodes
Back to SearchEP: 157 GTC! OFC! Micron Earnings (margin city)
Episode 160
Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvid…
2 months, 1 week ago
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
Episode 159
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, collo…
2 months, 2 weeks ago
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Episode 158
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs coppe…
2 months, 3 weeks ago
Episode 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…
2 months, 4 weeks 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…
3 months, 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…
3 months, 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 months, 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…
3 months, 4 weeks 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…
4 months 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…
4 months, 1 week ago