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The Circuit
The Circuit

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

54 min•3 november 2025

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The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.

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EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam

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Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

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EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

53 min

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

39 min

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

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EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

41 min

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

1 tim 4 min

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

55 min

The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.