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The Circuit
NäringslivTeknologi

EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

48 min•22 juni 2026

Key Topics:

AI infrastructure evolution
Server and rack engineering innovations
Analog components and power management
Semiconductor industry growth and GPU impact
Enterprise and hyperscaler strategies for differentiation
Cooling technologies and hybrid solutions
Networking and infrastructure for AI workloads
Multi-cloud and on-prem AI deployment trends

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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
Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
•59 min
EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
•47 min
EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
•59 min
EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia
•1 tim 3 min
EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
•53 min
Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
•43 min
EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
•45 min

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