Podcast Episodes
Back to SearchEP 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 …
7 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…
7 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…
7 months, 3 weeks 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 …
8 months 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 $…
8 months, 1 week 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'…
8 months, 2 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…
8 months, 3 weeks ago
EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
Episode 133
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI…
9 months ago
EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview
Episode 132
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry…
9 months, 1 week ago
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
Episode 131
In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new re…
9 months, 2 weeks ago