Hardware Podcasts
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The Circuit in 2026

43 episodes, newest first.

  1. 2 NovWhat a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??1h 25m
  2. 26 OctMicron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery58m
  3. 19 OctWFE to the Moon (Still), Semicon West and OCP Insights54m
  4. 12 OctUnpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack1h 00m
  5. 5 OctHas the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook58m
  6. 28 SeptMemory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch50m
  7. 21 SeptConversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure50m
  8. 15 SeptEP 192Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam30m
  9. 7 SeptEp 191Agents Gone Wild: Broadcom’s ASICs and the AI Frontier51m
  10. 31 AugEP 190NVIDIA and Marvell Earnings, Hot Chips Hot Takes53m
  11. 23 AugEP 189Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt38m
  12. 17 AugEP 188The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset56m
  13. 9 AugEP 187Inside the Future of Memory Summit & AMD’s "Boring" Bullishness40m
  14. 3 AugEP 186Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch1h 04m
  15. 27 JulEP 185AMD Advancing AI, Intel Earnings and WFE Demand54m
  16. 20 JulEp 184Earnings TSMC/ASML/AEHR, State of AI Semis59m
  17. 14 JulEP 183SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors47m
  18. 6 JulEP 182AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback59m
  19. 29 JunEP 181Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia1h 02m
  20. 22 JunEP 180HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.48m
  21. 15 JunEP 179Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways53m
  22. 8 JunEp 178COMPUTEX! Broadcom Earnings, other nuggets from the Week43m
  23. 1 JunEP 176Earnings! Marvell, Synopsis, Dell and more thesis time.44m
  24. 26 MayEP 166NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs58m
  25. 18 MayEP 165Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era56m
  26. 11 MayEP 164ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints1h 01m
  27. 5 MayEP 163Breaking the Memory Wall: Micron’s Strategy for the AI Era52m
  28. 27 AprEP 162TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity49m
  29. 21 AprEP 161TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change52m
  30. 13 AprEp 160More good News for Intel, AI Model Trends, Future of Datacenter43m
  31. 6 AprEP 159MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More54m
  32. 30 MarEP 158Arm 2.0, Memory Freak Out, and AI Models48m
  33. 23 MarEP: 157 GTC! OFC! Micron Earnings (margin city)58m
  34. 16 MarEP 156Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap42m
  35. 10 MarEp 155Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!55m
  36. 2 MarEpisode 155SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!1h 01m
  37. 23 FebEpisode 154Live with GSA, the State of Semis, Key Inflection Points Coming58m
  38. 16 FebEP 153Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside49m
  39. 9 FebEP 152CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More46m
  40. 2 FebEP 151WFE Boom! Insight from the Clouds. Word of the year - constraints1h 00m
  41. 26 JanEP 150Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter44m
  42. 19 JanEp 149TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization54m
  43. 12 JanEp 148All the Happenings from CES 2026!58m