Podcast Episodes
Back to SearchEP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
Episode 147
This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom.…
2 months, 2 weeks ago
EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
Episode 146
In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competiti…
2 months, 3 weeks ago
EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
Episode 145
In this conversation, Ben Bajarin discusses the recent innovations surrounding NanoBanana and its new feature, Notebook LM, which has significantly i…
3 months ago
Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
Episode 144
The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discuss…
3 months, 1 week ago
EP 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 infrast…
3 months, 3 weeks 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 nu…
3 months, 3 weeks 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 pre…
4 months 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 …
4 months, 1 week 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 la…
4 months, 2 weeks 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 sig…
4 months, 3 weeks ago