48:54 Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside The Circuit 63 views - 2 days ago
58:04 Live with GSA, the State of Semis, Key Inflection Points Coming The Circuit 61 views - 2 days ago
46:03 CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More The Circuit 231 views - 2 weeks ago
1:00:39 WFE Boom! Insight from the Clouds. Word of the year - constraints The Circuit 151 views - 3 weeks ago
44:08 Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter The Circuit 181 views - 1 month ago
54:29 TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization The Circuit 198 views - 1 month ago
42:21 Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment The Circuit 188 views - 2 months ago
45:38 AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds? The Circuit 119 views - 3 months ago
51:31 EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality The Circuit 114 views - 3 months ago
45:50 INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China The Circuit 126 views - 4 months ago
43:21 Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs? The Circuit 260 views - 5 months ago
45:28 NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Neo Clouds, Another Week for Intel! The Circuit 114 views - 6 months ago
49:49 AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! The Circuit 142 views - 6 months ago
57:59 EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings The Circuit 85 views - 6 months ago
31:24 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly The Circuit 190 views - 6 months ago
44:42 NVIDIA/AMD Back in China! TSMC Earnings and Agentic AI Causes Total Infra Upgrade The Circuit 117 views - 7 months ago
28:35 Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston The Circuit 54.7K views - 10 months ago
46:18 MWC Observations, MRVL and AVGO Earnings, Apple's new Devices The Circuit 48.7K views - 10 months ago
47:52 Updated thoughts on Data Center Infra, and new Silicon for Windows PCs. The Circuit 826 views - 1 year ago
42:19 A Conversation with Aart de Geus on EDA and the Future of Silicon Design The Circuit 2.6K views - 1 year ago
36:01 Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial) The Circuit 1.1K views - 1 year ago
47:40 Episode 63: The Continued March of Custom Silicon, is it Sustainable? The Circuit 121 views - 1 year ago
43:43 Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling The Circuit 621 views - 1 year ago
38:27 Semiconductor Industry Poised to Rebound in 2024? TSMC Earnings suggest that is the case. The Circuit 44 views - 2 years ago
38:44 Silicon, Tech Exploration, and the Awkward Journey of Progress The Circuit 45 views - 2 years ago
2:40 Can Generative AI Coding Tools Make it Easier to Optimize Software for Different Silicon The Circuit 21 views - 2 years ago
1:22 Apple Has Set the Bar for Mixed Reality with Apple Vision Pro The Circuit 33 views - 2 years ago