All Episodes
The Circuit — 189 episodes · page 1 of 2
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia
EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs
EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era
EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
EP 158: Arm 2.0, Memory Freak Out, and AI Models
EP: 157 GTC! OFC! Micron Earnings (margin city)
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints
EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization
Ep 148: All the Happenings from CES 2026!
EP 147: Talking All Things AI with Benedict Evans
EP 146: The State of AI Networking with Austin Lyons
EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
EP 138: Talking GPU Depreciation, OCP Takeaways
EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
EP 136: WE DON'T HAVE THE POWER!
EP 135: Talking Semiconductor Recruiting
EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
Episode 124: The State of The Japanese Semiconductor Industry
EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
Episode 121: Stop Talking about SAM Please
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Episode 119: Computex, Google I/O, Dell Tech World, and more
Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
Episode 117: Talking Apple in China with Patrick McGee
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
Episode 113: Talking DSPs with CEVA CEO Amir Panush
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
Episode 111: Talking Chips and Wafers with Chips and Wafers
Episode 110: NVIDIA's Identity Crisis
Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
Episode 105: Sanity Check on Custom ASICS?
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
Episode 102: Deeeeeepseeeeeeek!
Episode 101 Part 2: Digging into TSMC Earnings
Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
Episode 99: Semis Outlook for 2025 - Bullishness Remains
Episode 98: 2024 Semi Recap and Outlook Into 2025
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending