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

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

Up next

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

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

Recommended Episodes

2474: Debunking AI Myths and Harnessing AI's Potential
Tech Talks Daily

A recent article by Daron Acemoglu and Simon Johnson painted a somewhat grim picture of AI and its implications, stirring significant controversy within the tech community. Today's episode dives deep into the ongoing debate about AI technology's potential risks and rewards. I wel ...  Show more

2481: Zenoss - From Cloud to AI: The Evolution of IT Infrastructure
Tech Talks Daily

In today's episode of Tech Talks Daily, I sit down with Trent Fitz, a seasoned veteran in the tech space with over two decades of leadership experience, especially in cloud computing, AI, and cybersecurity. As Chief Product Officer of Zenoss, Trent has been at the forefront of te ...  Show more

2613: Sopra Steria: Shaping a Responsible Future With Ethical AI
Tech Talks Daily

Today's episode of the Tech Talks Daily Podcast brings a thought-provoking conversation with Andy Whitehurst, UK Chief Technology Officer, and Kevin Macnish, Digital Ethics Consulting Manager, from Sopra Steria. Sopra Steria, a powerhouse in Europe's tech sector, employs 55,000 a ...  Show more

#148 Why AI is Eating the World with Daniel Jeffries, Managing Director at AI Infrastructure Alliance
DataFramed

'Software is eating the world’ is a truism coined by Mark Andreesen, General Partner at Andreesen Horowitz. This was especially evident during the shift from analog mediums to digital at the turn of the century. Software companies have essentially usurped and replaced their non-d ...  Show more