Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Episode 106: Apple C1 Modem! More Intel Rumor...

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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

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