The Circuit

Latest Episodes:

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!! Dec 13, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications of custom solutions in the evolving semiconductor industry. The conversation also touches on Nvidia's dominance and the future of data centers, emphasizing the need for optimization and the potential for a shift back to more affordable solutions. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent developments surrounding Broadcom, particularly its stock surge attributed to optimism in AI. They delve into the company's market position, the significance of data center design, and the distinction between Total Addressable Market (TAM) and Serviceable Addressable Market (SAM). The discussion also covers the critical role of networking in AI, the rise of million-node data centers, and Broadcom's strategy regarding M&A and custom silicon. The conversation highlights the evolving landscape of AI and the competitive dynamics between major players in the industry.

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value Dec 06, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves into the need for a growth strategy in a competitive landscape and the potential paths forward for Intel as it navigates these changes. In this conversation, Jay Goldberg and Ben Bajarin discuss the current state and future of Intel, focusing on its CPU market position, the challenges it faces with its Foundry strategy, and the implications of TSMC's market power. They explore the sentiment surrounding Intel, the role of the board in shaping its future, and the technological optimism tied to upcoming products. The discussion highlights the need for competitive foundries in the semiconductor industry and the potential consequences of TSMC's dominance.

Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over) Nov 25, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger Nov 17, 2024

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In this enlightening conversation, Ben Bajarin hosts Apple executives Tom Boger and Tim Millet to discuss the significance of Apple Silicon in the company's product ecosystem. They delve into the relentless pursuit of performance per watt, the integration of hardware and software, and Apple's unique approach to AI and on-device intelligence. The discussion also covers how Apple manages to push performance boundaries in a landscape where Moore's Law is slowing down, emphasizing the importance of architecture, design, and technology in their strategy.

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview Nov 11, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud Nov 04, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel, focusing on market expectations, performance, and the challenges faced by both companies. They analyze AMD's struggle to meet high investor expectations in the AI market and Intel's ongoing turnaround efforts under CEO Pat Gelsinger, highlighting the balance between financial prudence and technological leadership. The conversation also touches on the mixed reactions from the market regarding Intel's recent earnings and the implications for its future. In this conversation, Jay Goldberg and Ben Bajarin discuss Intel's recent financial strategies, particularly focusing on their gross margins and the implications of their decisions. They delve into the cultural challenges within Intel that may affect its future, and explore the dynamics of the mobile technology market, including the performance of companies like MediaTek, Corvo, and Qualcomm.

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit Oct 29, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending Oct 24, 2024

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In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semiconductor companies, focusing on ASML's disappointing results and TSMC's optimistic outlook. They explore the cyclical nature of the semiconductor industry, the implications of Intel and AMD's collaboration on x86 architecture, and the competitive pressures from ARM. The conversation highlights the complexities of the market and the challenges faced by these companies in navigating demand and supply dynamics. The conversation delves into the dynamics of Intel's marketing strategies, the significance of the Open Compute Platform Conference, and the emerging trend of nuclear energy in powering data centers. The speakers discuss the implications of these developments on the tech industry, particularly in relation to competition with Nvidia and the evolving landscape of energy solutions.

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI Oct 14, 2024

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In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusing on the advancements in CPU architecture, the competitive landscape with NVIDIA, and the importance of vertical integration in AI systems. They explore the role of CPUs in AI workloads, the complexities of total cost of ownership for hyperscalers, and AMD's growth projections in the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the dynamics of the AI accelerator market, the performance of AMD's stock in relation to market expectations, the future of inference and compute demands in AI, and the developments in autonomous vehicles. They explore the implications of AI advancements on semiconductor demand, the challenges of scaling autonomous technology, and the evolving landscape of AI capabilities.

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons Oct 07, 2024

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In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the rapid evolution of AI technology and its implications for hardware and software. They explore the challenges faced by AI accelerators, the role of hyperscalers, and the investment landscape in AI startups. The conversation highlights the disparity between the fast-paced development of AI software and the slower advancements in hardware, particularly in the context of GPUs and dedicated AI accelerators. The speakers also delve into the future of real-time training and inference, emphasizing the need for integrated systems over disaggregated ones.

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