The Circuit
CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
46:03
The Circuit
WFE Boom! Insight from the Clouds. Word of the year - constraints
1:00:39
The Circuit
Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
44:08
The Circuit
TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization
54:29
The Circuit
All the Happenings from CES 2026!
58:32
The Circuit
Talking All Things AI with Benedict Evans
52:14
The Circuit
The State of AI Networking with Austin Lyons
49:31
The Circuit
NVIDIA Earnings! Google and Gemini TPUs FTW
46:59
The Circuit
Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
42:21
The Circuit
AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
45:38
The Circuit
EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
51:31
The Circuit
NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
53:46
The Circuit
Intel Earnings, Anthropic TPUs, Challenges for AWS
54:03
The Circuit
Datacenter GPU Depreciation Debate and OCP Takeaways
51:10
The Circuit
OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
48:13
The Circuit
We Don't have the Power
47:18
The Circuit
INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
45:50
The Circuit
Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
43:21
The Circuit
NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Neo Clouds, Another Week for Intel!
45:28
The Circuit
AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
49:49
The Circuit
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
57:59
The Circuit
Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
31:24
The Circuit
NVIDIA/AMD Back in China! TSMC Earnings and Agentic AI Causes Total Infra Upgrade
44:42
The Circuit
Marvell ASIC TAM, ASIC Challenges, More Semi 2.0
40:48
The Circuit
Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
28:35
The Circuit
NVIDIA's Identiy Crisis
41:22
The Circuit
MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
46:18
The Circuit
Nvidia's Moment, and the Platformaization of GPUs
42:00
The Circuit
NPUs!!!!!
51:50
The Circuit
Updated thoughts on Data Center Infra, and new Silicon for Windows PCs.
47:52
The Circuit
Lattice: Leading the Way in Small and Mid-Range FPGAs
37:56
The Circuit
A Conversation with Aart de Geus on EDA and the Future of Silicon Design
42:19
The Circuit
Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
36:01
The Circuit
Episode 65: Capex to the Moon!
40:00
The Circuit
Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
39:46
The Circuit
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
47:40
The Circuit
Intel Foundry Financials and CHIPS Act Strategies
30:50
The Circuit
A Holistic Analysis of Nvidia
49:48
The Circuit
Nvidia's keynote, Robotics and 6G
45:30
The Circuit
Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
43:43
The Circuit
Mobile World Congress 2024 Observations and Insights
46:11
The Circuit
Intel Foundry event and Nvidia's earnings
49:18
The Circuit
IFS Economics and Last Fabs Standing
40:38
The Circuit
Supply Chain Demand Help and Dueling Mega Cycles
39:23
The Circuit
Outsized AI Expectations
41:44
The Circuit
Intel Earnings and Foundry Trends
37:31
The Circuit
Semiconductor Industry Poised to Rebound in 2024? TSMC Earnings suggest that is the case.
38:27
The Circuit
CES Highlights, and Trends in Semi's from CES
41:06
The Circuit
The Circuit on CES 2024 Prt.1 Predictions
40:07
The Circuit
Discussion with Arm CEO Rene Haas
36:23
The Circuit
Silicon, Tech Exploration, and the Awkward Journey of Progress
38:44
The Circuit
Can Generative AI Coding Tools Make it Easier to Optimize Software for Different Silicon
2:40
The Circuit
Amazon's Strategy with Custom Silicon
1:23
The Circuit
Challenges for the Semiconductor Industry Growth
42:56
The Circuit
Emerging Competitive Dynamics in Silicon
32:45
The Circuit
Talking Apple Vision Pro
49:55
The Circuit
What's up with RISC-V?
40:19
The Circuit
Apple Has Set the Bar for Mixed Reality with Apple Vision Pro
1:22
The Circuit
How does the Mixed Reality Market Compete with Apple Vision Pro?
5:46
The Circuit
Apple's Silicon Strategy
39:20
The Circuit
The On Device AI Debate
34:09
The Circuit
Frameworks for Valuing Semiconductor Companies
37:46
The Circuit
Decoupling Car Design and Manufacturing Lead to Lower Priced EVs?
0:36
The Circuit
China Leading in Auto Industry Electric Vehicle Exports
1:00
The Circuit
The MediaTek Growth Story
41:11
The Circuit
Is AR/VR the Next Big Scale Growth Opportunity for Semiconductors or Apple?
1:41
The Circuit
Is the Semiconductor Growth Cycle Over?
40:57
The Circuit
Custom Silicon Trends in the Datacenter
5:47
The Circuit
What are the opportunities for new entrants in the data center?
9:05
The Circuit
Semiconductor Growth Opportunities in the Datacenter
43:25
The Circuit
The New Market(s) for IoT
4:54
The Circuit
The Wonderful World of Sensors
30:24
The Circuit
How will car companies differentiate their products in a world where technology overtakes cars?
3:52
The Circuit
Will Self Driving Cars Be More Expensive Than Regular Cars?
0:49
The Circuit
Why Doesn't Arm Raise Prices?
1:01
The Circuit
How Semiconductors Will Shape the Auto Industry
44:48
The Circuit
Will Apple Make a Car?
3:55
The Circuit
Arm's Business Model Shift
40:40
The Circuit
Nvidia GTC News and Analysis - The Moat Widens
35:35
The Circuit
Semiconductor Investor Mindsets
39:35
The Circuit
Semiconductor Trends and Highlights from Mobile World Congress
40:51
The Circuit
AI Infrastructure and Silicon Demands
38:28
The Circuit
Semiconductor Industry Power Players
45:43
The Circuit
Semiconductor Industry Earnings Review
49:25
The Circuit
x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
41:14
The Circuit
Semiconductor Industry De-globalization Opportunities and Challenges
43:23
The Circuit
Moore's Law and Process vs. Packaging
40:19
The Circuit
The Business of Going Vertical in Semiconductors
33:27
The Circuit
The Circuit Ep:1 - Introductions
14:01