The Circuit @T_h_e_Circuit
The Circuit - a show dedicated to the business of the semiconductor industry featuring Jay Goldberg and Ben Bajarin thecircuit.fm Joined December 2022-
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Episode 65: Capex to the Moon! @BenBajarin and @jaygoldberg discuss the increase in silicon TAM tied to increase in big tech capex all driven by AI. Subsribe 👇 Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over) @BenBajarin and @jaygoldberg discuss the potential readjusting of expectations around AI semi companies and the AI space as a whole. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn……
The Continued March of Custom Silicon, is it Sustainable? @BenBajarin and @jaygoldberg discuss the opportunity and challenges within custom silicon in the data center and why its the biggest thread to @nvidia. Chapters to skip below: 00:00 Introduction and Overview 09:05…
Episode 63: The Continued March of Custom Silicon, is it Sustainable? @BenBajarin and @jaygoldberg discuss the continued strategic efforts of custom silicon by the hyperscalers and discuss if Nvidia is threatened and if the strategy is sustainable. Apple Podcasts:…
A Holistic Analysis of Nvidia. How deep is the moat? Are they more susceptible to competition than many realize? @BenBajarin and @jaygoldberg dive into a full bull and bear case for @nvidia. Chapters 👇 (00:30) Competition (06:32) From Intel and AMD (12:51) From Startups…
Episode 62: A Holistic Analysis of Nvidia @BenBajarin and @jaygoldberg test the bull and bear thesis for @nvidia. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
Episode 60: Takeaways, observations, and insights from Nvidia GTC @BenBajarin and @jaygoldberg dig into all their most interesting insights and takeaways from GTC Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
Episode 59: Discussing All Things AI Accelerators With Austin Lyons @BenBajarin and @jaygoldberg and joined by @theaustinlyons to discuss all things AI accelerators and real world implementations. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn……
Episode 58: A Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling @BenBajarin and @jaygoldberg discuss cooling/thermal challenges with Ventiva CEO Carl Schlachte. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast:…
Episode 57: MWC 2024 Observations and Insights @BenBajarin and @jaygoldberg discuss broad semi trends in telecom and networking infrastructure from MWC 2024. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
Full Video Podcast: Intel Connect Takeaways and Insights - Nvidia Earnings as the new King of Semis @benbajarind and @jaygoldberg dig in. Chapters (click to skip around) (00:00) Introduction and Background (00:40) Intel Foundry Services and Nvidia Earnings (02:11) Intel's…
Episode 56: IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King @BenBajarin and @jaygoldberg dig into @intel's foundry ambition in the shift to chipsets as main designs for AI and @nvidia earnings as the most valued semiconductor company ever. Apple Podcasts:…
Full Video Podcast: Intel IFS Economics and Last Fabs Standing @BenBajarin and @jaygoldberg Chapters: Click to skip around by topic. (00:36) The Puzzle of Intel Foundries (02:05) Historical Economics Data Points (03:34) The Exit Zone for Leading Edge Fabs (05:00) TSMC,…
Episode 55: Intel IFS Economics and Last Fabs Standing Inte's big IFS day is this week. @BenBajarin and @jaygoldberg discuss IFS economics as a stand lone entity, and the long view of Intel's foundry ambitions. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify:…
Full Video of Ep 53: Supply Chain Demand Help and Dueling Mega Cycles @BenBajarin and @jaygoldberg discuss whether the supply chain needs outside help and the cusp of dueling computing mega cycles. Chapter Links: (00:39) Sam Altman's $7 Trillion Plan (03:05) Is Altman…
Episode 53: Does the Supply Chain Need Help? On the Cusp of Dueling Computing Mega Cycles? @BenBajarin and @jaygoldberg discuss on the latest EP of The Circuit. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify:open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
Interview with @Arm CEO @renehaas237 @BenBajarin and @jaygoldberg discuss all things Arm with Rene Haas. (00:00) Introduction and Company Overview (02:05) ARM's Role as the Brain of Electronic Devices (03:02) ARM's Business Model (04:02) Value Capture and Increasing Share…
Outsized AI Expectations - Full Video With @BenBajarin and @jaygoldberg Key Chapters: (01:15) Outsized AI Expectations (03:09) The Difficulty of Writing about AI (04:33) The Impact of AI on Stock Market Reactions (05:33) Overcorrection of AI Expectations (07:56) The…
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@BenBajarin @SamanthaLaDuc Enjoyed the episode on a lunchtime walk today! $NVDA x.com/t_h_e_circuit/… I always appreciate the technicality of y'all's discussions, and think that the "forecasts" for Cloud/AI tech were nuanced and interesting. I'll add a couple thoughts below.
Episode 32: Nvidia and the AI Raging Bull @BenBajarin and @jaygoldberg discuss Nvidia's recent quarter. The unprecedented GPU demand and some pf the key questions. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
@T_h_e_Circuit @jaygoldberg Jay, this was a great episode. Please keep doing these.
@sj_xxxxxxx @ChairliftCap Same. ILTB isn't far off an infomercial these days. Have been enjoying @T_h_e_Circuit recently though fairly nerdy/niche, and thought this was also worth a listen: podcasts.google.com/feed/aHR0cHM6L…
@BenBajarin @zzbar That’s what I was thinking. I’d be more much more interested in Mac Boyle Heights Mac Oakland
Designing a chip is the easy part - actually selling it to a hyperscaler is hard and can take years. digitstodollars.com/2023/04/11/how…
@T_h_e_Circuit @jaygoldberg @BenBajarin nice overview! subscribed.
Been enjoying the first couple of episodes of @T_h_e_Circuit podcasts. With the Google layoffs in the news and a lot of the associated cheerleading I thought this nugget was interesting. Full article from @jaygoldberg here: digitstodollars.com/2021/05/11/goo…
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