Hardware Podcasts

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

The Circuit · 16 Feb 2026 · 49m · Episode 155

What this episode covers

Ben Bajarin and Jay Goldberg analyze the financial sustainability of neocloud providers like Nebius and CoreWeave, highlighting the risk of relying on hyperscaler contracts and the necessity of precise economic modeling. They discuss Applied Materials' record earnings driven by memory demand and the strategic shift toward long-term agreements with customers like Samsung. The hosts also examine the networking sector, noting how Cisco, Arista, and Astera Labs face the threat of being designed out by vertical integrators like NVIDIA in AI data centers.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nebius, CoreWeave, Applied Materials, Samsung, Cisco, Arista, Astera Labs, NVIDIA, Corning, Micron, YMTC, CXMT

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