Podcast Episodes
Back to SearchEpisode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
Episode 87
In this episode, Ben Bajarin and Jay Goldberg discuss the recent announcements from Meta at MetaConnect, particularly focusing on their new AR glasse…
1 year, 5 months ago
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
Episode 86
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of…
1 year, 5 months ago
Episode 85: OpenAI leaves AI Silicon in the Dust
Episode 85
In this episode, Ben Bajarin and Jay Goldberg discuss the recent advancements in AI software, particularly focusing on OpenAI's new model and its imp…
1 year, 5 months ago
Episode 84: Apple's Technology and AI
Episode 84
The conversation covers various topics related to Apple's recent product announcements, including the iPhone, wearables, Apple Silicon, and AI featur…
1 year, 5 months ago
Episode 83: The Earnings Heard Round the World (NVDA)
Episode 83
In this episode, Ben Bajarin and Jay Goldberg discuss NVIDIA's recent earnings and the challenges of managing expectations in the stock market. They …
1 year, 6 months ago
Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
Episode 82
This week Ben and Jay are joined by AMD's EVP of Datacenter Solutions Forrest Norrod. AMD's acquisition of ZT Systems is a strategic move to enhance …
1 year, 6 months ago
Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design
Episode 81
In this episode, Ben Bajarin and Jay Goldberg discuss the tectonic shift happening in the semiconductor industry due to the rise of AI. They highligh…
1 year, 6 months ago
Episode 79: Not Your Grandfathers Data Center
Episode 80
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the stock market and the semiconductor industry. They explore the factors …
1 year, 6 months ago
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Episode 79
This episode of The Circuit covers the recent earnings reports of semiconductor companies, including AMD, Arm, Qualcomm, and Intel. The hosts discuss…
1 year, 7 months ago
Episode 77: Asia Semis Tour
Episode 78
In this episode, Ben Bajarin and Jay Goldberg discuss their observations and insights from their recent trip to China. They cover topics such as the …
1 year, 7 months ago