Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook

Episode 49: CES Semiconductor Trends, Where w...

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

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report . They analyze Nvidia's impressive numbers—including $91 billion ...  Show more

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

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semiconductor and AI industries. From the recent Cerebras IPO to the massive long-term forecast visibility in wafer fabrication equipment, ...  Show more

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