The Circuit

Release Date

All Episodes

EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback

In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index funds might be driving market valuations ahead of actual fundamentals. The hosts also unpack the rumors s ... Show more

. 59min 17sec

EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia

This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech blogger and journalist Om Malik, who recently passed away. They then dive into Cerebras’s first earnin ... Show more

. 1h 2min

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

. 48min 23sec

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

. 53min 17sec

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

. 43min 5sec