Hardware Podcasts

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

The Circuit · 3 Aug 2026 · 1h 04m · Episode 179

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze recent earnings from Apple, Qualcomm, ARM, and MediaTek, highlighting severe mobile supply chain bottlenecks and soft demand driven by elevated memory costs and foundry capacity constraints. They discuss skyrocketing hyperscaler CapEx from Amazon, Microsoft, and Meta, focusing on the transition from AI training to inference, the rise of behind-the-meter power solutions like Bloom Energy, and critical labor shortages in electrical trades. The episode concludes with an examination of market volatility linked to hedge fund unwinds and the increasing reliance on debt financing for data center expansion.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, Qualcomm, ARM, MediaTek, Intel, TSMC, Micron, Amazon, Microsoft, Meta, NVIDIA, Bloom Energy, Extron, OpenAI, SoftBank, Citadel, Anthropic, AMD, IBM, SAP

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