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The Circuit

Ben Bajarin and Jay Goldberg
The Circuit
Dernier épisode

161 épisodes

  • The Circuit

    EP 158: Arm 2.0, Memory Freak Out, and AI Models

    30/03/2026 | 48 min
    This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models like Mythos, providing insights into the industry's next phase.
  • The Circuit

    EP: 157 GTC! OFC! Micron Earnings (margin city)

    23/03/2026 | 58 min
    Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/optical trends and Micron earnings.
  • The Circuit

    EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

    16/03/2026 | 42 min
    In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They dissect NVIDIA’s recent push into open-source models, comparing it to Intel’s historical dominance through Linux optimizations, while questioning the true intent behind NVIDIA’s $26 billion "investment" in open-source R&D. The conversation shifts to the rapidly evolving world of "agentic orchestration," where AI agents collaborate across different models to maximize efficiency and token spend. Finally, the duo explores the broader hardware ecosystem, including Meta’s ambitious six-month silicon cadence and the supply chain "masters" who hold leverage in a world defined by compute constraints.
  • The Circuit

    Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

    10/03/2026 | 55 min
    Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.
  • The Circuit

    Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

    02/03/2026 | 1 h 1 min
    In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the semiconductor market, the rise of AI agents, and the future of SaaS. The conversation highlights the importance of profitability, strategic partnerships, and the evolving competitive landscape in the tech sector.

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A podcast about the business and market of semiconductors
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