Hardware Podcasts

Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery

The Circuit · 26 Oct 2026 · 58m · Episode 191

What this episode covers

Ben Bajarin and Jay Goldberg analyze Micron's transparent HBM roadmap, which dismisses 4F-squared memory in favor of vertical stacking to maintain a technology lead over Chinese competitors like CXMT. They discuss Meta's strategic advantage in owning massive AI infrastructure, enabling them to train and distill models like Muse at superior unit economics compared to API-dependent rivals. The hosts also examine NVIDIA's aggressive supply chain lock-up, debunking concerns about idle GPUs as standard staged integration, and warn of surging AI-powered cybersecurity threats.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Micron, CXMT, Lam Research, Meta, NVIDIA, Broadcom, Arista, Open AI, Anthropic, Amazon, Google, Crowd Strike
Products
HBM, Muse, TPU
Also
WFE, GTC Berlin, OCP

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