Hardware Podcasts

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

The Circuit · 9 Feb 2026 · 46m · Episode 154

What this episode covers

Ben Bajarin and Jay Goldberg discuss the surge in hyperscaler capital expenditure, dubbed 'CapEx Palooza,' driven by massive backlogs from Microsoft, Google, and Amazon, and the resulting investor skepticism regarding returns on this spend. They analyze the competitive dynamics between AWS, Azure, and GCP, noting that spending is largely driven by market share battles rather than immediate AI revenue, while also covering the impact of rising memory prices on consumer electronics from Qualcomm and MediaTek. The hosts highlight strategic M&A activity, specifically Texas Instruments' acquisition of Silicon Labs and SiTime's purchase of Renesas's timing division, as key shifts in the semiconductor landscape.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Microsoft, Google, Amazon, NVIDIA, Broadcom, Qualcomm, MediaTek, ARM, SiTime, Renesas, Texas Instruments, Silicon Labs, AMD, Apple, TSMC

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