The Circuit

Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

  1. HACE 4 DÍAS

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

    The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.

    54 min

  2. 27 OCT

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

    In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs, particularly in the enterprise sector, and the implications of upcoming product launches. The conversation shifts to Intel's foundry developments, where they express optimism about new manufacturing processes and customer engagement. They also analyze the competitive landscape of AI compute infrastructure, particularly focusing on Amazon's challenges with its Tranium chips and the implications of Anthropic's partnership with Google. Finally, they delve into the future of AI agents, discussing the current limitations and potential advancements needed for these technologies to become viable.

    54 min

  3. 20 OCT

    EP 138: Talking GPU Depreciation, OCP Takeaways

    In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation.  Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter.

    51 min

  4. 13 OCT

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

    In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to become a hyperscaler, and the financial challenges associated with massive AI infrastructure investments. The conversation shifts to Intel's advancements showcased during a tour of their Fab 52, highlighting their competitive edge in semiconductor manufacturing. Finally, they touch on Qualcomm's acquisition of Arduino and its potential impact on the IoT sector. Takeaways OpenAI's partnership with AMD marks a significant shift in AI compute.AMD is positioning itself as a serious player in AI GPUs.OpenAI's ambition to become a hyperscaler raises questions about funding.The demand for AI compute is concentrated among a few major players.Intel's Fab 52 showcases advanced manufacturing capabilities.Intel's 18A process is competitive but needs to prove itself in products.Qualcomm's acquisition of Arduino aims to strengthen its IoT strategy.The AI infrastructure build-out is unprecedented in scale and cost.There is uncertainty about the long-term demand for AI services.The competitive landscape in cloud computing is rapidly evolving.

    48 min

  5. 6 OCT

    EP 136: WE DON'T HAVE THE POWER!

    In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from Bitcoin mining to AI infrastructure. They explore the challenges posed by storage constraints in the age of AI, the implications of OpenAI's new app Sora, and Meta's acquisition of Rivos for custom silicon development. The conversation culminates in a reflection on the importance of semiconductor manufacturing and the future of technology.

    48 min

  6. 29 SEP

    EP 135: Talking Semiconductor Recruiting

    In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the dynamics of the job market, and provide valuable advice for both entry-level engineers and senior directors looking to advance their careers. The discussion emphasizes the importance of soft skills, ownership in leadership roles, and the need for companies to adapt to the changing technological landscape.

    42 min

  7. 20 SEP

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

    On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD’s competitive position, and why Intel’s silence on Foundry raises big questions. The conversation also touches on Meta’s new Ray-Ban AR glasses—demo fails and all—and Huawei’s unexpected progress in advanced chipmaking. A packed episode full of strategy, irony, and hot takes on the future of semiconductors.

    46 min

  8. 14 SEP

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

    In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation also covers Nvidia's new CPX system and the implications for the market, concluding with a discussion on the funding of the AI boom and the financial strategies of major players like Oracle and OpenAI.

    1 h y 4 min
Ver todo (142)

Acerca de

A podcast about the business and market of semiconductors

Información

  • Creador
    Ben Bajarin and Jay Goldberg
  • Años de actividad
    2022 - 2025
  • Episodios
    142
  • Clasificación
    Apto
  • Copyright
    © 2025 Ben Bajarin and Jay Goldberg
  • Mostrar sitio web
    The Circuit

También te podría interesar