The Circuit

EP 146: The State of AI Networking with Austin Lyons

In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Austin Lyons (Chip Stratt) delve into the evolving landscape of networking, particularly in the context of AI and GPU-intensive workloads. They discuss the shift from traditional networking topologies to new paradigms like "scale up," "scale out," and "scal...

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

EP 143: AWS Tranium, Marvell Earnings, Intel EMIB!

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

Ep 144: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

EP 138: Talking GPU Depreciation, OCP Takeaways

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

EP 136: WE DON'T HAVE THE POWER!

EP 135: Talking Semiconductor Recruiting

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

In this episode of The Circuit, Ben and Jay analyze Apple's recent iPhone launch event, focusing on the new architectural changes like neural cores in the GPU and the durability of the iPhone Air. They discuss the implications of these changes for AI workloads and app development. The conversation shifts to Synopsys' d...

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs.

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings