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The Circuit: Daily Summaries Delivered
by Ben Bajarin and Jay Goldberg
A podcast about the business and market of semiconductors
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- Yesterday53 min
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 takeaways from the Nebius conference in San Francisco, analyzing their unique custom server racks and their positioning as a highly capable neo-cloud infrastructure provider. Finally, Jay reports back from his recent trip to China, sharing ground-level observations on why US entity list restrictions are losing their impact, how IoT chipmaker Espressif creatively markets globally via Reddit and YouTube despite domestic blocks, and the real-world manufacturing bottlenecks facing humanoid robot actuators.
- 1 weeks ago43 min
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 traditional PC and motherboard showcase; it is officially the new epicenter of AI server and data center infrastructure. Alongside the hardware pivot, Ben and Jay break down Broadcom's recent earnings, discussing how a 20% post-earnings stock dip highlights a volatile market where long-term AI expectations are getting dangerously ahead of near-term deployment realities
- 2 weeks ago44 min
EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
n this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving the AI boom. Recorded slightly late ahead of the Computex frenzy in Taipei, the duo kicks things off with a surprising reading recommendation: Pope Leo XIV’s balanced, 40,000-word encyclical on AI. Shifting to the markets, they analyze Marvell's solid quarter, highlighting how the transition from training to a heterogeneous inference era is shifting Wall Street's focus toward the company's robust optical and throughput networking portfolio rather than just core compute tiles. They also tackle the opacity of electronic design automation licensing to explain why Synopsys saw a 10% stock drop despite a healthy print, noting market anxiety over their massive acquisition of Ansys. Finally, Ben takes a victory lap on his bullish Dell thesis; following a monster guidance report, the hosts discuss how Dell’s deep supply-chain integration, flexible financing terms, and premium enterprise support have made them the OEM of choice for both "neo-clouds" and upcoming on-prem enterprise AI factories. The episode closes with a spirited debate comparing NVIDIA's massive ecosystem value creation to Apple’s App Store "economic miracle," contrasting standardizing growth with Taiwanese ODM concerns over thinning margins and a loss of differentiation.
- 3 weeks ago58 min
EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report . They analyze Nvidia's impressive numbers—including $91 billion in revenue guidance and strong gross margins—and contrast that success with the stock's stagnant post-earnings performance, comparing the current market skepticism to Apple’s smartphone growth cycle around 2010 . The duo breaks down Nvidia's new segment reporting structure, debating the strategic implications of blending networking into data center revenue and splitting the segment into hyperscalers and "Neo clouds" . Ben then shares his first-hand observations from Dell Tech World, highlighting emerging enterprise trends like the financial motivations driving a shift back toward on-prem AI infrastructure to curb unsustainable cloud token spend . Finally, they wrap up the episode by examining two major recent IPO filings: Elon Musk's multifaceted SpaceX S1 and the rare, high-growth prospectus of China’s largest memory maker, Chongqing Memory Technologies (CXMT) .
- 4 weeks ago56 min
EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semiconductor and AI industries. From the recent Cerebras IPO to the massive long-term forecast visibility in wafer fabrication equipment, they analyze whether current capital cycles align with the reality of enterprise AI demand. Finally, they debate how the "Angstrom era" and the end of Moore’s law are forcing a complete reinvention of chip manufacturing from scratch.
- May 11, 20261h 1m
EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU renaissance" driven by agentic AI. The duo explores the "ultimate constraint" currently bottlenecking the industry, breaks down the latest earnings from ARM and AMD, and analyzes why the "Neo Cloud" players might be facing a massive strategic deficit.Key Discussion Points:The Anhydrous Hydrogen Bromine Crisis: Jay reveals the "ultimate shortage" involving a rare gas essential for EUV lithography and memory production, involving a geopolitical tangle of Japanese refining and Israeli raw materials.+4The Death of the CPU-to-GPU Ratio: Why the industry is moving away from simple hardware ratios and toward rack-level topology and workload-specific modeling.+4ARM & AMD’s "Agentic" Surge: Insights into how the need to execute AI-generated code is driving massive demand for high-core-count CPUs, far exceeding previous estimates.+4Optical Networking Timing: A reality check on the "hockey stick" growth for optical interconnects, which is projected to truly inflect around 2028.+1The Neo Cloud Challenge: A critical look at CoreWeave, Nebius, and Iron, focusing on their massive CPU-install-base deficit compared to hyperscalers.+2Breaking News: Late-session discussion on the rumored foundry deal between Intel and Apple.+1
- May 5, 202652 min
EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
This episode of The Circuit features Jeremy Werner, SVP and GM of Micron’s Core Data Center Business Unit, discussing the transformative impact of AI on the memory and storage industry. Werner explains that the industry has shifted from a traditional cyclical model to a period of sustainable growth, driven by the unique demands of AI training and inference. He highlights the emergence of a "memory wall" in inference, where massive amounts of high-speed memory and storage are required to manage expanding context windows and avoid redundant recomputation. The conversation also covers Micron's efforts to innovate across the memory hierarchy—including HBM4 and ultra-high-capacity SSDs—to solve the data center's critical bottlenecks of power and physical space.
- Apr 27, 202649 min
EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google’s strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel’s surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company’s existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle.
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About The Circuit
A podcast about the business and market of semiconductors
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