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Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

44 min•13 april 2026

Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by Intel, and the future of AI hardware and software.

Fler avsnitt av The Circuit

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

21 apr.•52 min

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

6 apr.•54 min

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

30 mars•49 min

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

23 mars•59 min

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

16 mars•43 min

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

10 mars•55 min

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

2 mars•1 tim 2 min

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

23 feb.•58 min

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

16 feb.•49 min

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

9 feb.•46 min

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