The Circuit

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Episodis

193 episodis

1. The "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory fa 2 dies 50:51
2. What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum?? fa 1 setmana 1:25:33
3. Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery fa 2 setmanes 58:19
4. WFE to the Moon (Still), Semicon West and OCP Insights fa 3 setmanes 54:39
5. Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack fa 1 mes 1:00:30
6. Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook fa 1 mes 58:11
7. Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch fa 1 mes 50:51
8. Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure fa 2 mesos 50:51
9. EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam fa 2 mesos 30:05
10. Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier fa 2 mesos 51:24
11. EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes fa 2 mesos 53:19
12. EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt fa 3 mesos 38:48
13. EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset fa 3 mesos 56:11
14. EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness fa 3 mesos 40:43
15. EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch fa 3 mesos 1:04:10
16. EP 185: AMD Advancing AI, Intel Earnings and WFE Demand fa 4 mesos 54:34
17. Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis fa 4 mesos 59:17
18. EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors fa 4 mesos 47:01
19. EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback fa 4 mesos 59:17
20. EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia fa 4 mesos 1:02:52
21. EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis. fa 5 mesos 48:23
22. EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways fa 5 mesos 53:17
23. Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week fa 5 mesos 43:05
24. EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time. fa 5 mesos 44:33
25. EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs fa 6 mesos 58:49
26. EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era fa 6 mesos 56:12
27. EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints fa 6 mesos 1:01:57
28. EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era fa 6 mesos 52:10
29. EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity fa 7 mesos 49:10
30. EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change fa 7 mesos 52:15
31. Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter fa 7 mesos 43:44
32. EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More fa 7 mesos 54:22
33. EP 158: Arm 2.0, Memory Freak Out, and AI Models fa 8 mesos 48:54
34. EP: 157 GTC! OFC! Micron Earnings (margin city) fa 8 mesos 58:35
35. EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap fa 8 mesos 42:45
36. Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News! fa 8 mesos 55:03
37. Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week! fa 8 mesos 1:01:33
38. Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming fa 9 mesos 58:22
39. EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside fa 9 mesos 49:08
40. EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More fa 9 mesos 46:05
41. EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints fa 9 mesos 1:00:56
42. EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter fa 10 mesos 44:22
43. Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization fa 10 mesos 54:42
44. Ep 148: All the Happenings from CES 2026! fa 10 mesos 58:34
45. EP 147: Talking All Things AI with Benedict Evans fa 1 any 52:04
46. EP 146: The State of AI Networking with Austin Lyons fa 1 any 49:41
47. EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment fa 1 any 42:44
48. EP 144: AWS Tranium, Marvell Earnings, Intel EMIB! fa 1 any 56:45
49. EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW fa 1 any 46:54
50. Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds? fa 1 any 45:38