Hardware Podcasts

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

The Circuit · 2 Mar 2026 · 1h 01m · Episode 157

What this episode covers

Ben Bajarin and Jay Goldstein discuss a week of major semiconductor announcements, focusing on AMD's strategic partnership with Meta involving custom Instinct GPUs and equity, and NVIDIA's record-breaking earnings driven by Grace Blackwell and Vera Rubin architectures. They analyze how NVIDIA's massive prepayments for memory capacity create a supply chain moat that challenges custom ASIC roadmaps for competitors like Meta and Google. The conversation also covers OpenAI's $110 billion funding round, its diversified infrastructure strategy involving Amazon's Trainium chips, and the competitive pressures facing neocloud providers like CoreWeave.

Most relevant to

large enterprises

Topics

Mentioned

Companies
AMD, Meta, NVIDIA, OpenAI, Amazon, CoreWeave, Anthropic, Salesforce, Cisco, TSMC
Products
Instinct, Grace Blackwell, Vera Rubin, Trainium, Claude

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