Episode 117: Talking Apple in China with Patrick McGee

Episode 117: Talking Apple in China with Patr...

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EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

Key Topics:AI infrastructure evolutionServer and rack engineering innovationsAnalog components and power managementSemiconductor industry growth and GPU impactEnterprise and hyperscaler strategies for differentiationCooling technologies and hybrid solutionsNetworking and infrastr ...  Show more

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

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