Episode 20: Apple's Silicon Strategy

Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its balance sheet to support the ecosystem. Marvel ...  عرض المزيد

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets.Analog Devices (ADI) & The Data Center Wave: ADI reports a strong quarter, driv ...  عرض المزيد

Bonus episode! Jason and Myke interview Apple's Tim Millet and Tom Boger about the new iPad Air and Apple silicon. Afterward, it's time to fearlessly predict what will happen at Tuesday's Apple media event in the only way Upgrade knows how--via a competitive draft. 

With the M3 Max chip, Apple is finally pitching how they're going to compete in AI. Also on this episode, a preview of the AI Safety Summit in the UK. Today's Sponsors: Listen to the chart-topping podcast 'web3 with a16z crypto' wherever you get your podcasts or here:  https://l ...  عرض المزيد

In today's episode we talk about smartwatches, wireless earphones and Apple's place in all of this.

In this episode, we delve into Apple's recent experiments with a ChatGPT-like AI chatbot, exploring its capabilities, potential applications, and the broader implications for user interaction within Apple's ecosystem. Discover how this groundbreaking technology could revolutioniz ...  عرض المزيد