Episode 99: Semis Outlook for 2025 - Bullishness Remains

Episode 99: Semis Outlook for 2025 - Bullishn...

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

In this episode of The Circuit, Ben and Jay dive deep into Apple's WWDC announcements, unpacking the "applied AI" strategy behind the newly indexed Siri, system-level CPU scheduling updates, and Apple's surprising embrace of Nvidia for private cloud compute. Ben also shares his t ...  Show more

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

Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex is no longer just a traditiona ...  Show more

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