Hardware Podcasts

EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

The Circuit · 15 Jun 2026 · 53m · Episode 172

What this episode covers

Ben Bajarin and Jay Goldberg discuss Apple's WWDC announcements, highlighting the rebuilt Siri indexer, system-level CPU scheduling, and Apple's surprising use of Nvidia for confidential cloud compute. Ben also analyzes Nebius's 'Inflection' conference, noting their custom server racks and positioning as a neo-cloud provider, while Jay reports from China on the ineffectiveness of US entity list restrictions, Espressif's global marketing strategy via social media, and manufacturing bottlenecks in humanoid robot actuators from companies like Leader Drive and Harmonic Drive.

Most relevant to

large enterprises and companies scaling up

Topics

Mentioned

Companies
Apple, Nvidia, Nebius, Espressif, Leader Drive, Harmonic Drive
Products
Siri
Chips
ESP32

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