Hardware Podcasts
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The Circuit in 2025

51 episodes, newest first.

  1. 29 DecEP 147Talking All Things AI with Benedict Evans52m
  2. 22 DecEP 146The State of AI Networking with Austin Lyons49m
  3. 15 DecEP 145Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment42m
  4. 9 DecEP 144AWS Tranium, Marvell Earnings, Intel EMIB!56m
  5. 24 NovEP 143NVIDIA Earnings! Google and Gemini TPUs FTW46m
  6. 18 NovEp 142AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?45m
  7. 9 NovEP 141Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality51m
  8. 3 NovEP 140NVIDIA's $300B chart, CAPEX to the MOON FOREVER!53m
  9. 27 OctEP 139Intel Earnings, Anthropic TPUs, Challenges for AWS54m
  10. 20 OctEP 138Talking GPU Depreciation, OCP Takeaways51m
  11. 13 OctEP 137OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino48m
  12. 6 OctEP 136WE DON'T HAVE THE POWER!47m
  13. 29 SeptEP 135Talking Semiconductor Recruiting42m
  14. 20 SeptEP 135INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China45m
  15. 14 SeptEP 134Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman1h 03m
  16. 8 SeptEP 133Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?43m
  17. 31 AugEP 132NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs54m
  18. 24 AugEP 132Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview47m
  19. 17 AugEP 131NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!45m
  20. 11 AugEP 130AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!50m
  21. 4 AugEP 129Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings57m
  22. 28 JulEP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly31m
  23. 21 JulEP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade45m
  24. 14 JulEP 125What's Going on with RISC-V? Update on Intel, Everything is AI!38m
  25. 1 JulEpisode 124The State of The Japanese Semiconductor Industry43m
  26. 23 JunEP 123Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.040m
  27. 16 JunEpisode 122Apple's WWDC, AMD AI Event, Semiconductors 2.037m
  28. 9 JunEpisode 121Stop Talking about SAM Please30m
  29. 2 JunEpisode 120NVIDIA Earnings, The Future of AI inference, China AI and more43m
  30. 27 MayEpisode 119Computex, Google I/O, Dell Tech World, and more37m
  31. 19 MayEpisode 118Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's32m
  32. 12 MayEpisode 117Talking Apple in China with Patrick McGee46m
  33. 6 MayEpisode 116Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis52m
  34. 28 AprEpisode 115Intel Earnings, TSMC Symposium, Tariff Updates...38m
  35. 21 AprEpisode 114More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings45m
  36. 14 AprEpisode 113Talking DSPs with CEVA CEO Amir Panush38m
  37. 7 AprEpisode 112Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston28m
  38. 31 MarEpisode 111Talking Chips and Wafers with Chips and Wafers55m
  39. 24 MarEpisode 110NVIDIA's Identity Crisis41m
  40. 16 MarEpisode 109Unpacking the Nuances of Deep Seek with Austin Lyons48m
  41. 10 MarEpisode 108MWC Observations, MRVL and AVGO Earnings, Apple's new Devices46m
  42. 2 MarEpisode 107NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)37m
  43. 24 FebEpisode 106Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings42m
  44. 17 FebEpisode 105Sanity Check on Custom ASICS?41m
  45. 10 FebEpisode 104Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady44m
  46. 3 FebEpisode 103Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!55m
  47. 27 JanEpisode 102Deeeeeepseeeeeeek!42m
  48. 20 JanEpisode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations43m
  49. 20 JanEpisode 101 Part 2: Digging into TSMC Earnings30m
  50. 14 JanEpisode 100CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point42m
  51. 5 JanEpisode 99Semis Outlook for 2025 - Bullishness Remains42m