The Circuit

EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors

EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback

EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia

EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.

EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs

EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era

EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

EP 158: Arm 2.0, Memory Freak Out, and AI Models

EP: 157 GTC! OFC! Micron Earnings (margin city)

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

Ep 148: All the Happenings from CES 2026!

EP 147: Talking All Things AI with Benedict Evans

EP 146: The State of AI Networking with Austin Lyons

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

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

Ep 142: 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

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