Hardware Podcasts

EP: 157 GTC! OFC! Micron Earnings (margin city)

The Circuit · 23 Mar 2026 · 58m · Episode 160

What this episode covers

Ben Bajarin and Jay Goldberg discuss the massive scale of Nvidia's GTC conference, where the company positioned itself as a complete 'AI factory' provider through its Grace Blackwell, Vera Rubin, and Grock product stack. They analyze the industry's shift from copper to optical networking at the OFC conference, highlighting Co-Packaged Optics (CPO) and Meta's reliability trials, while also examining Micron's record-breaking earnings and the debate over the durability of the current memory market cycle.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, CoreWeave, Nebius, Micron, AMD, Broadcom, Meta, Google, AWS, HPE, Dell, Samsung, SK Hynix
Products
Grace Blackwell, Vera Rubin, Grock Rack, Jetson, Nemo Claw, Dynamo, Feynman
Also
Jensen Huang, CPO, OFC, GTC

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