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- The Circuit
17 episodes
The Circuit
by Ben Bajarin and Jay Goldberg · English
A podcast about the business and market of semiconductors
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Jensen Huang Resigns: NVIDIA's Succession Crisis and the Fate of the AI Supply Chain
NVIDIA CEO Jensen Huang’s resignation amid allegations of an affair (including claims involving a direct report) and possible political/China-related entanglements; discussion of how leadership…
13 Nov 2026 · 54m · 19 chaptersThe "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory
The episode mixes two themes: a “semi-apocalypse” stock selloff in semiconductors/AI infrastructure and a bullish counter-argument that enterprise AI (especially agentic AI) is still ramping despite…
9 Nov 2026 · 51m · 15 chaptersWhat a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??
The hosts recap a busy week in AI and semiconductors, anchored by Anthropic’s S-1 filing, major hyperscaler earnings, and Intel’s mixed results (strong Q3, weak Q4 guidance).
2 Nov 2026 · 1h 26m · 26 chaptersMicron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery
The episode covers three main themes: Micron’s memory roadmap and why it argues HBM will remain critical and constrained; LAM’s WFE (wafer fab equipment) results and what supply constraints mean for…
26 Oct 2026 · 58m · 16 chaptersWFE to the Moon (Still), Semicon West and OCP Insights
The Circuit episode “WFE to the Moon (Still), Semicon West and OCP Insights” covers two conference weeks: Semicon West (wafer fabrication equipment) and OCP (data center infrastructure).
19 Oct 2026 · 55m · 22 chaptersUnpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
Semiconductor conference roundup (Semicon West, Applied Materials Epic Center, OCP Summit) plus deep dives on Marvell’s Analyst Day, OpenAI revenue-accounting rumors, and the move toward…
12 Oct 2026 · 1h 1m · 19 chaptersHas the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
Memory industry outlook (Micron earnings; whether the memory cycle is structurally changing), plus AI data-center financing (“balance sheet as a service”) involving Nvidia/Broadcom/Anthropic, and…
5 Oct 2026 · 58m · 18 chaptersMemory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
Memory pricing pressures (especially DRAM/NAND), Meta’s Muse AI agent, and rising “agentic” CPU demand; includes discussion of Chinese memory capacity ramping, consumer vs data-center pricing…
28 Sep 2026 · 51m · 11 chaptersConversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
IR Labs’ approach to removing the “interconnect wall” in large-scale AI data centers by replacing electrical chip-to-chip links with optical connectivity inside co-packaged optics / next-gen AI…
21 Sep 2026 · 51m · 20 chaptersEP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
Apple Silicon and Apple’s vertical integration—how 2nm process tech, chip architecture, packaging, thermals, and security enable better performance-per-watt and on-device AI across iPhone, Mac, and…
15 Sep 2026 · 30m · 15 chaptersEp 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
The hosts discuss (1) building an AI “knowledge agent” product using a firm’s research corpus (token usage, no hallucinations), and (2) Broadcom’s earnings and the custom ASIC/AI compute…
7 Sep 2026 · 51m · 13 chaptersEP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
The Circuit episode 190 covers NVIDIA and Marvell earnings, then “Hot Chips” technical takeaways on inference hardware, memory, and custom accelerators.
31 Aug 2026 · 53m · 22 chaptersEP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
The Circuit episode 189 covers (1) Analog Devices’ earnings and its quantified AI/data-center opportunity for analog, (2) pharma news about Moderna’s melanoma vaccine and what it implies about “AI…
23 Aug 2026 · 39m · 13 chaptersEP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
Optical networking’s “wild west” (LPO/NPO/CPO), how wafer economics and standards uncertainty affect adoption; Cisco’s AI-driven security sales using Anthropic’s “Mythos”; Applied Materials’ strong…
17 Aug 2026 · 56m · 23 chaptersEP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
The hosts discuss AMD’s earnings reaction (execution vs “excitement,” timing of CPU ramps, capacity constraints, and rising CapEx) and then shift to the Future of Memory Summit, focusing on why…
9 Aug 2026 · 41m · 15 chaptersEP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
Earnings roundup on “compute crunch” and AI-driven supply constraints, starting with mobile (Arm, Qualcomm, Apple) and expanding to data center/AI CapEx (hyperscalers, chip suppliers, power/BTM),…
3 Aug 2026 · 1h 4m · 19 chaptersEP 185: AMD Advancing AI, Intel Earnings and WFE Demand
AMD’s “Advancing AI Day” (Helios rack-scale systems, CPU/GPU positioning, DPU and memory fabric), plus Intel earnings (18A/14A traction, CapEx, stock reaction), and knock-on effects for wafer fab…
27 Jul 2026 · 55m · 21 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy