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The Circuit
NäringslivTeknologi

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

49 min•16 februari 2026

In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. The conversation also covers the performance of Applied Materials and networking companies like Cisco and Arista, highlighting the challenges and opportunities in these sectors.

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EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
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Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
•44 min
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
•54 min
EP 158: Arm 2.0, Memory Freak Out, and AI Models
•49 min
EP: 157 GTC! OFC! Micron Earnings (margin city)
•59 min
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
•43 min
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
•55 min
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
•1 tim 2 min
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
•58 min
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
•46 min

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