Podcast Episodes
Back to SearchEP 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 $…
1 year 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'…
1 year 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…
1 year 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…
1 year 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…
1 year, 1 month 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…
1 year, 1 month ago
EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
Episode 130
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings from AMD, highlighting their strong performance amidst market fluctuations …
1 year, 1 month ago
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
Episode 129
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, inv…
1 year, 1 month ago
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
Episode 128
The conversation explores the implications of a potential TSMC monopoly in the semiconductor industry, discussing the risks it poses to pricing, inno…
1 year, 1 month ago
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
Episode 127
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's ap…
1 year, 2 months ago