Hardware Podcasts

EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs

The Circuit · 26 May 2026 · 58m · Episode 169

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze Nvidia's recent earnings, noting the stock's stagnation despite strong financials, and discuss the strategic implications of its new segment reporting structure which blends networking into data center revenue. They examine emerging enterprise trends from Dell Tech World, specifically the financial pressure of cloud token spend driving a shift toward on-prem AI infrastructure, and highlight a miniaturized quantum computer prototype. Finally, they review two major IPO filings: Elon Musk's SpaceX S1, detailing its diverse business units, and China's CXMT, discussing its rapid growth and geopolitical constraints.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Dell, SpaceX, CXMT
Products
Starlink, Vera Rubin, Quantum Computer

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