The Circuit

Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of

EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silico

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s lates

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updat

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where the

Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chi

EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors

In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools

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 i

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 pioneer

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

Key Topics: AI infrastructure evolution Server and rack engineering innovations Analog components and power management Semiconductor industry growth and GPU impact Enter

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

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 —t

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

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 d

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 industr

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

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 st

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 G