Mar 16

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

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They dissect NVIDIA’s recent push into open-source models, comparing it to Intel’s hist ... Show More

42m 45s

Mar 10

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

Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and techno ... Show More

55m 3s

Mar 2

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

In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the sem ... Show More

1h 1m

Mar 2025

AI for Good: Generative AI’s Impact & Elevating Women in STEM

In this episode of the Data Science Salon Podcast, host Anna Anisin sits down with two powerhouse leaders shaping the future of AI and inclusivity in tech. First, Jennetta George, SVP of AI at AlixPartners & CEO of Artificially Intelligent, shares her expertise on leveraging Gene ... Show More

38m 25s

Aug 2024

Qlik CEO on Augmenting Data Analytics With AI

AI-fueled product innovation is likely to reset many functions and industries, and companies could look to harness the full power of their data to drive business intelligence. In this episode of the Tech Disruptors podcast, Mike Capone, CEO of Qlik, joins Sunil Rajgopal, senior s ... Show More

40m 42s

Jan 2025

Exploring the Past, Present, and Future of AI/ML

In this episode of the Data Science Salon Podcast, host Anna Anisin sits down with two influential leaders in AI and data science to discuss their experiences, challenges, and insights into the evolving landscape of the industry. First, Fatma Tarlaci, Chief Technology Officer at ... Show More

40m 47s

Oct 2024

AI Startups: The Next Big Thing

In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More

13m 28s

Aug 2024

Tech Investor Gene Munster on MegaTrends | Okay, Computer.

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More

40m 29s

Jan 2025

Semi Charmed Life Cycle with Gene Munster | Okay, Computer.

Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Sil ... Show More

28m 59s

Nov 2024

NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets

In this week’s episode of No Priors, Sarah and Elad sit down with Jensen Huang, CEO of NVIDIA, for the second time to reflect on the company’s extraordinary growth over the past year. Jensen discusses AI’s takeover of datacenters and NVIDIA’s rapid development of x.AI’s superclus ... Show More

36m 53s

Jun 2025

Architecting AI-Driven Financial Systems: Innovation at the Intersection of Fintech and Emerging Tech

In this episode of the Data Science Salon Podcast, we sit down with Sasibhushan Rao Chanthati, AVP and Senior Software Engineer at T. Rowe Price, where he’s building the future of finance through intelligent, scalable technologies. Sasi specializes in creating secure digital ecos ... Show More

29m 7s

Apr 2025

AI-Driven Retail: Transforming Operations with Innovation and Diversity with Angie Westbrock

In Episode 46 of the Data Science Salon Podcast, we explore how AI is revolutionizing the retail industry, driving operational efficiencies, and fostering innovation and diversity. This episode dives into the intersection of AI, leadership, and business strategy, featuring a disc ... Show More

30m 34s

Jul 2024

Shifts in Aviation Aftermarket Technology

Join us for an engaging conversation with David Bettenhausen, the founder and CEO of Aerotrax Technologies. David and Jim reconnect after meeting on a panel discussing digitization in the supply chain. David shares insights into his background, having launched Aerotrax from his V ... Show More

35m 46s

EP: 157 GTC! OFC! Micron Earnings (margi...