The Circuit

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!

Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.

Episode 85: OpenAI leaves AI Silicon in the Dust

This podcast episode delves into the complexities of AI advancements, particularly focusing on OpenAI's O1 model and the pressing need for silicon architectures to evolve in tandem with rapid software improvements. As AI software demands for inference compute soar, the episode highlights the challenges faced by semicon...

Episode 84: Apple's Technology and AI

Episode 83: The Earnings Heard Round the World (NVDA)

This podcast episode provides an in-depth analysis of NVIDIA's recent earnings and the volatile market reactions that ensued, emphasizing the complexities of investor expectations shaped by unofficial "whisper numbers" and the challenges in managing these for a high-growth company. It investigates NVIDIA's slowing grow...

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design

Episode 70: Not Your Grandfathers Data Center

This podcast episode delves into the complexities of the semiconductor market, emphasizing the dichotomy between the growth potential driven by AI and the current market uncertainties. Ben and Jay highlight the transformative impact of AI on data center architecture, power consumption, and the automotive semiconductor ...

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Episode 77: Asia Semis Tour

Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition

Episode 75: The AI Big $$$ Question

Episode 74: Deep in the Weeds in Cryptography (not crypto)

Episode 73: Nvidia's Moment, and The "Platformization" of GPUs

Episode 72: Apple Intelligence and Closed Loop Private Computing

Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging

Episode 70!!! NPUs!!!!!!!!

Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings

Episode 68: The Wide World of FPGAs