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The Circuit

Näringsliv Teknologi

Episode 11: Nvidia's GTC News: The Moat Widens

36 min•22 mars 2023

Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They also outline how several of the announcements represent strategic advantages to Nvidia and keep them well positioned to capitalize on the AI boom we are seeing in the market.

Fler avsnitt av The Circuit

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

21 apr.•52 min

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

13 apr.•44 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

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