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The Circuit

The Circuit

Por: Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

148 episodios disponibles

Latest episodes of the podcast The Circuit

EP 146: The State of AI Networking with Austin Lyons 22/12/2025

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment 15/12/2025

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB! 08/12/2025

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW 24/11/2025

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds? 18/11/2025

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality 09/11/2025

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER! 03/11/2025

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS 27/10/2025

EP 138: Talking GPU Depreciation, OCP Takeaways 20/10/2025

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino 13/10/2025

EP 136: WE DON'T HAVE THE POWER! 06/10/2025

EP 135: Talking Semiconductor Recruiting 28/09/2025

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China 19/09/2025

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman 14/09/2025

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs? 08/09/2025

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs 31/08/2025

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview 24/08/2025

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel! 17/08/2025

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! 11/08/2025

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings 04/08/2025

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