Podcast Index
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The Circuit
Ben Bajarin and Jay Goldberg
DNVR Colorado Avalanche Podcast
ALLCITY Network, DNVR Sports
The Shmuz
JewishPodcasts.fm
Native Land Pod
iHeartPodcasts and Reasoned Choice
לומד קבלה #kab_heb
Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам"
Ron Paul Liberty Report
Ron Paul
Shaw Local's Bears Insider Podcast
Shaw Media
Cinema Hot Takes
Author Adidas Wilson
The Briefing
LiSTNR
Los Angeles News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Deeply Driven | Business History & Entrepreneur Stories
Deeply Driven Podcast | Insights into Business History and Entrepreneurship
CNBC Business News Update
CNBC
The Brian Craig Show
Brian Craig
Markley, van Camp and Robbins
Alpha Media
Tech Updates
Meir Tsvi
On Iowa Sports
The Gazette
Clownfish TV Podcasts
Clownfish Studios / WebReef Media
ZIB2-Podcast
ORF ZIB2
Pivot to AI
David Gerard
El Shot de la Octava Sports
Audio Centro
The Anthony Gargano Show
ALLCITY Network, PHLY Sports
THEMOVE
Lance Armstrong
Reflex — PM&R Board Review
Reflex / Z. Shumaker, MD
Defense & Aerospace Report
Defense & Aerospace Report, sponsored by Bell
Nevada Newsmakers Videocast
Sam Shad Productions
Business Daily
BBC World Service
Fox Across America w/ Jimmy Failla
FOX News Podcasts
Engadget News + Next
Engadget
Motley Fool Hidden Gems Investing
The Motley Fool
رادیو فردا
رادیوفردا
پیام محبت
راديو مژده, Radio Mojdeh
زندگی تازه
راديو مژده, Radio Mojdeh
آواز نجات
راديو مژده, Radio Mojdeh
فرزندان نور
راديو مژده, Radio Mojdeh
نان روزانۀ ما
راديو مژده, Radio Mojdeh
دورۀ شاگردسازی
رادیو مژده, Radio Mojdeh
تمام کتاب
رادیو مژده, Radio Mojdeh
Todo
Ben Bajarin and Jay Goldberg
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 prompted the move, while speculating if companies ...
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 index funds might be driving market valuations ahea...
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 pioneering tech blogger and journalist Om Malik, who rece...
Key Topics:AI infrastructure evolutionServer and rack engineering innovationsAnalog components and power managementSemiconductor industry growth and GPU impactEnterprise and hyperscaler strategies for differentiationCool...
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 embrac...
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...
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 Tai...
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 . Th...
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 l...
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 constra...
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 ...
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 v5...
In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategic decision to ramp up CapEx and N3 production specifically to meet mass...
Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by Intel, and the future of A...
Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. ...
This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CP...
Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends sh...
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They dissect NVIDIA’s recen...
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. The...
In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. The...
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