Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

Episode 109: Unpacking the Nuances of Deep Se...

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EP: 157 GTC! OFC! Micron Earnings (margin city)

Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/o ...  Show more

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

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