Hardware Podcasts

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

The Circuit · 24 Nov 2025 · 46m · Episode 145

What this episode covers

Ben Bajarin and Jay Goldberg analyze NVIDIA's recent earnings, focusing on the implications of its $26 billion cloud compute pre-purchase commitment and the economic lifecycle of GPUs. They discuss the competitive landscape between NVIDIA's GPUs and custom AI ASICs from Google and Broadcom, noting Jensen Huang's claims about NVIDIA's dedicated focus. The hosts then evaluate Google's release of the Gemini 3 model and the 'Nano Banana' image creation tool, highlighting how these multimodal capabilities are driving practical adoption for non-technical users.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, Google, Core Weave, Broadcom, OpenAI, TSMC
Products
Gemini 3, Nano Banana, Notebook LM, Blackwell, Hopper
Chips
TPU, B200, H100, A100

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