The Circuit - A Podcast Dedicated to the Business of the Semiconductor Industry. With @jaygoldberg and @BenBajarin https://t.co/XVZVfGHAkm Apple Podcasts: https://t.co/LdoiJJ7MOw Spotify: https://t.co/IIqUBpCttY Overcast: https://t.co/rpZE8Maw6h

EP 138: Talking GPU Depreciation, OCP Takeaways @benbajarin and @jaygoldberg dig into the framework for GPU rental $$ and depreciation timeline. They also discuss OCP takeaways as compute networking is all the rage. https://t.co/cm6f9pS01U

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino @benbajarin and @jaygoldberg dig into All the OpenAI and @AMD news, Ben's experience at @Intel Tech Tour and some @qualcomm news! Subscribe - https://t.co/s12udO18rf

EP 136: WE DON'T HAVE THE POWER! @BenBajarin and @jaygoldberg discuss the power constraints facing this unprecedented moment of compute build out. And how bitcoin miners are pivoting from bitcoin mining to token mining. Subsribe- https://t.co/PfdvaEf9hl

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China @BenBajarin and @jaygoldberg DIG into the $INTC $NVDA news. Talking Ben's demo of Ray Ban Displays, and some points on China semis. Listen - https://t.co/lAY0Z9ODaj Topics 👇

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman @benbajarin and @jaygoldberg discuss the Apple event and Apple tensor cores. What happened wiht Synopsis, and a Hock Tan experience at Goldman! https://t.co/HyAsZqXhRH

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs? @benbajarin and @jaygoldberg discuss the nuance of $AVGO commentary and the GPU v. XPU discussion and more! Listen and Subscribe -

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs @BenBajarin and @jaygoldberg break down all the key nuances in GPU, CAPEX, Data center infra, custom ASICs + a special edition of Ben's thesis time. 👂 https://t.co/YlzKUlHNaY

Teaser trailer for EP 132: Official Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview Soon live on YouTube. Listen/Subscribe - https://t.co/tOYTKf58uG

EP 132: Official Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview @benbajarin and @jaygoldberg discuss! Listen/Subscribe - https://t.co/tOYTKf4AF8

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel! Full video podcast up on YouTube - https://t.co/kAqtLIgmHc Listen - https://t.co/UFyVwKdoXW Trailer 👇

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel! @BenBajarin and @jaygoldberg discuss last week's drama. Listen/Subscribe - https://t.co/UFyVwKcR8o Topics 👇

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! @benbajarin and @jaygoldberg share insights from @AMD earnings. Explain why AI networking will boom! And GPT-5 and OpenAI as the current center of the AI industry. Enjoy the podcast

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! @benbajarin and @jaygoldberg https://t.co/S0dTT4lS66

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! @benbajarin and @jaygoldberg share insights from @AMD earnings. Explain why AI networking will boom! And GPT-5 and OpenAI as the current center of the AI industry. https://t.co/S0dTT4lS66

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings @benbajarin and @jaygoldberg - AI infrastructure spending patterns, GPU allocation dynamics, and semiconductor earnings as hyperscalers race to build the next digital backbone https://t.co/IKD2ux7b6S

EP 129: Capex to the Moon 2.0! Bubble Debate, QCOM, and Arm Earnings @benbajarin and @jaygoldberg update the discussion on capex to the moon. Debate bubble dynamics (most are wrong) and analyze $QCOM and $Arm earnings. Listen/Subscribe - https://t.co/IKD2ux7IWq

In this clip, @jaygoldberg explains why everyone needs to wrestle with the market reality of a TSMC monopoly.

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly @benbajarin and @jaygoldberg discuss Intel earnings and the overall view on @intel foundry. For the sake of game theory, they also explore what a TSMC monopoly would mean for the industry.

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade @benbajarin & @jaygoldberg talk China, TSMC Earnings, and why agents make it clear every bit of compute infrastructure needs an upgrade. https://t.co/igx61WVcWg