Podcast appearances and mentions of Jay Goldberg

Greg and Phil talk with Jay Goldberg, a longtime friend of Greg for more than 40 years, about his life in retirement and his career. He reflects on the first show he ever promoted and produced, sharing stories and experiences from decades in the entertainment industry. He also previews The Texas Tenors - Live In Concert at Five Points Washington on Friday, June 19th at 8:00 PM, discussing the talented performers behind the group, why the show is fun for the whole family, and more!See omnystudio.com/listener for privacy information.

Tech stocks resumed their climb while investors wrestle with a key question: has the market come too far too fast? Brian Kersmanc of GQG Partners weighs whether stocks are approaching a top or still have room to run. Gargi Chaudhuri of BlackRock joins to discuss stock valuations, the economy and what the Federal Reserve could do next as investors navigate a changing backdrop. We get first reaction to Apple's Worldwide Developers Conference. Nilay Patel of The Verge and Jay Goldberg of Seaport analyze the company's latest announcements and what they mean for Apple's position in AI and consumer technology. Joe Mazzola of Charles Schwab discusses what retail investors are doing with their money and whether anticipation around a potential SpaceX offering is influencing investor behavior. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex is no longer just a traditional PC and motherboard showcase; it is officially the new epicenter of AI server and data center infrastructure. Alongside the hardware pivot, Ben and Jay break down Broadcom's recent earnings, discussing how a 20% post-earnings stock dip highlights a volatile market where long-term AI expectations are getting dangerously ahead of near-term deployment realities

n this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving the AI boom. Recorded slightly late ahead of the Computex frenzy in Taipei, the duo kicks things off with a surprising reading recommendation: Pope Leo XIV's balanced, 40,000-word encyclical on AI. Shifting to the markets, they analyze Marvell's solid quarter, highlighting how the transition from training to a heterogeneous inference era is shifting Wall Street's focus toward the company's robust optical and throughput networking portfolio rather than just core compute tiles. They also tackle the opacity of electronic design automation licensing to explain why Synopsys saw a 10% stock drop despite a healthy print, noting market anxiety over their massive acquisition of Ansys. Finally, Ben takes a victory lap on his bullish Dell thesis; following a monster guidance report, the hosts discuss how Dell's deep supply-chain integration, flexible financing terms, and premium enterprise support have made them the OEM of choice for both "neo-clouds" and upcoming on-prem enterprise AI factories. The episode closes with a spirited debate comparing NVIDIA's massive ecosystem value creation to Apple's App Store "economic miracle," contrasting standardizing growth with Taiwanese ODM concerns over thinning margins and a loss of differentiation.

Jerry opens the show with a morning rant about bad drivers, joined by Deepa Prashad, co‑host of Daryn & Deepa on 99.9 Virgin Radio, about pet peeves on the road. Jerry then digs into new documents showing Prime Minister Mark Carney spent $195,000 on in‑flight catering across three trips. He speaks with John Tory Jr., aviation expert, about what’s normal, what’s not, and how government travel actually works. Next, Jerry breaks down Jay Goldberg’s column, arguing it’s time for Premier Doug Ford to “stop poking the bear.” Advocates say homeless people at Union Station are being harassed by security and police. Jerry looks at the claims and the city’s response.

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report . They analyze Nvidia's impressive numbers—including $91 billion in revenue guidance and strong gross margins—and contrast that success with the stock's stagnant post-earnings performance, comparing the current market skepticism to Apple's smartphone growth cycle around 2010 . The duo breaks down Nvidia's new segment reporting structure, debating the strategic implications of blending networking into data center revenue and splitting the segment into hyperscalers and "Neo clouds" . Ben then shares his first-hand observations from Dell Tech World, highlighting emerging enterprise trends like the financial motivations driving a shift back toward on-prem AI infrastructure to curb unsustainable cloud token spend . Finally, they wrap up the episode by examining two major recent IPO filings: Elon Musk's multifaceted SpaceX S1 and the rare, high-growth prospectus of China's largest memory maker, Chongqing Memory Technologies (CXMT) .

Should Members of Parliament be forced to face voters again if they cross the floor?In this episode of The LeDrew Three Minute Interview, Stephen speaks with Jay Goldberg of the Consumer Choice Center about political accountability, recall elections, and the growing frustration many Canadians feel toward MPs who switch parties after being elected.The discussion comes amid renewed debate over floor crossings in Canadian politics, with some voters arguing that changing parties after an election amounts to betraying the mandate voters originally supported.Goldberg points to systems already in place in provinces like Alberta and British Columbia, where citizens can petition to trigger recall votes or by-elections. He argues Canadians should have similar powers federally — especially when MPs switch political allegiance midterm.The conversation explores:Whether MPs should automatically face by-elections after crossing the floorThe growing role of party leaders and “presidential-style” politics in CanadaWhy many voters feel disconnected from OttawaPolitical accountability and democratic reformThe difference between representing a party versus representing constituentsAnd why recall powers are gaining attention across CanadaAs public trust in politics continues to decline, this interview asks whether Canada's democratic system needs stronger mechanisms to hold politicians accountable between elections. Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semiconductor and AI industries. From the recent Cerebras IPO to the massive long-term forecast visibility in wafer fabrication equipment, they analyze whether current capital cycles align with the reality of enterprise AI demand. Finally, they debate how the "Angstrom era" and the end of Moore's law are forcing a complete reinvention of chip manufacturing from scratch.

David Zervos of Jefferies examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia's position in the global AI race and tensions surrounding Taiwan. Our Morgan Brennan reports from Alaska alongside Energy Secretary Doug Burgum to discuss energy strategy, infrastructure and domestic production priorities. Jay Goldberg of Seaport breaks down the price action in chips this week and what a possible Samsung labor strike would mean for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU renaissance" driven by agentic AI. The duo explores the "ultimate constraint" currently bottlenecking the industry, breaks down the latest earnings from ARM and AMD, and analyzes why the "Neo Cloud" players might be facing a massive strategic deficit.Key Discussion Points:The Anhydrous Hydrogen Bromine Crisis: Jay reveals the "ultimate shortage" involving a rare gas essential for EUV lithography and memory production, involving a geopolitical tangle of Japanese refining and Israeli raw materials.+4The Death of the CPU-to-GPU Ratio: Why the industry is moving away from simple hardware ratios and toward rack-level topology and workload-specific modeling.+4ARM & AMD's "Agentic" Surge: Insights into how the need to execute AI-generated code is driving massive demand for high-core-count CPUs, far exceeding previous estimates.+4Optical Networking Timing: A reality check on the "hockey stick" growth for optical interconnects, which is projected to truly inflect around 2028.+1The Neo Cloud Challenge: A critical look at CoreWeave, Nebius, and Iron, focusing on their massive CPU-install-base deficit compared to hyperscalers.+2Breaking News: Late-session discussion on the rumored foundry deal between Intel and Apple.+1

Is Canada's proposed Sovereign Wealth Fund a smart investment strategy — or a political slush fund waiting to happen?In this episode of The LeDrew Three Minute Interview, Stephen speaks with Jay Goldberg of the Consumer Choice Center about Prime Minister Mark Carney's proposed sovereign investment fund and the growing concerns surrounding government-controlled investing.Goldberg argues the plan differs fundamentally from successful sovereign wealth funds like Norway's because Canada would be borrowing money to create it — not investing surplus revenue. He also raises questions about political interference, noting that Carney has already suggested where investments should go, despite claims the fund would operate at arm's length.The conversation explores:Why borrowing to create a sovereign wealth fund is controversialComparisons between Canada's proposal and Norway's fundThe risks of governments “picking winners and losers”Ottawa's history with investment agencies and infrastructure banksCanada's growing brain drain and business flightHigh taxes, regulation, and economic competitivenessWhy critics believe Canada should focus on lowering barriers for business insteadAs economic uncertainty grows and investment leaves Canada, this interview asks whether Ottawa should be directing the economy — or getting out of the way. Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google's strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel's surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company's existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle. 

In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC's strong earnings and their strategic decision to ramp up CapEx and N3 production specifically to meet massive AI demand. The duo explores the industry-wide compute deficit impacting firms like Anthropic and the potential IPO of Cerebras, while discussing the fragmenting market for custom ASICs as Google explores design partners like Marvell and MediaTek. Finally, they weigh in on the end of an era at Apple with Tim Cook stepping down; they argue his greatest legacy was preserving the company's unique culture while handing the reins to John Ternus to lead a new hardware and AI growth cycle.

Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by Intel, and the future of AI hardware and software.

Jerry opens the show by talking about floor crossers amid today's federal by-election. Jerry then speaks with Jay Goldberg, Canadian Affairs Manager at the Consumer Choice Center, about his latest column arguing that Canada should be listening to United States' trade grievances because it could affect Canadian industries. Next, Jerry turns to today’s federal by‑election, speaking with Graham Richardson, CTV Ottawa Bureau Chief. Do you have a decompression ritual before or after work?

Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, and future trends shaping the industry.

This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models like Mythos, providing insights into the industry's next phase.

Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/optical trends and Micron earnings. 

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA's strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They dissect NVIDIA's recent push into open-source models, comparing it to Intel's historical dominance through Linux optimizations, while questioning the true intent behind NVIDIA's $26 billion "investment" in open-source R&D. The conversation shifts to the rapidly evolving world of "agentic orchestration," where AI agents collaborate across different models to maximize efficiency and token spend. Finally, the duo explores the broader hardware ecosystem, including Meta's ambitious six-month silicon cadence and the supply chain "masters" who hold leverage in a world defined by compute constraints.

Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.

In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Paul Karazuba discuss the current state of the semiconductor industry, focusing on the impact of tariffs, supply chain challenges, and the shift from copper to fiber in networking. They explore the inflection points driving demand for AI compute and the potential for mergers and acquisitions in the sector. The conversation highlights the complexities of navigating geopolitical tensions and the evolving landscape of technology and infrastructure.

This episode of The Circuit dives into the current "gold rush" of semiconductor earnings, navigating the tension between unprecedented demand and the hard physical constraints of the supply chain. Hosts Ben Bajarin and Jay Goldberg explore why the current Wafer Fab Equipment (WFE) cycle is structurally different from the past, the internal "compute wars" happening within hyperscalers like Microsoft and Meta, and the surprising volatility in the storage and analog markets.Whether it's the "AI hotel" backlog or the high-stakes memory negotiations at Apple, this discussion provides a deep look at the plumbing behind the AI revolution.

In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting the company's strong Q4 performance but disappointing guidance due to wafer capacity constraints. They explore the challenges Intel faces in scaling its foundry operations, the market's reaction to the earnings call, and the strategic decisions being made by Intel's leadership. The conversation also delves into the complexities of advanced packaging and yield issues, as well as the future opportunities for Intel in the semiconductor industry and the importance of customer relations.

Markets digest another earnings-heavy session with Seema Mody recapping the day and Pippa Stevens tracking a commodities rally led by fresh gains in natural gas. HSBC's Max Kettner weighs in on broader market positioning and global risk, before Kristina Partsinevelos and Morgan Brennan break down key earnings from Intel and Alcoa, setting the tone for cyclicals and industrials. Jay Goldberg of Seaport reacts to Intel's results after upgrading the stock into the print. Alcoa CEO William Oplinger discusses results and outlook, followed by a look at the soaring stock of Moderna. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC's recent earnings, analyzing the risks of semiconductor cyclicality, the massive CapEx requirements for the future, and the specific bottlenecks in advanced packaging (CoWoS). Later, they shift focus to OpenAI's partnership with Cerebras and the introduction of ads to fund massive compute needs. Finally, they break down the latest data on GPU pricing, highlighting the significant premiums hyperscalers charge compared to NeoClouds and the difficulty of tracking pricing for Nvidia's new Grace Blackwell chips.

In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major tech companies like NVIDIA, AMD, and Intel. They explore the themes of modularity in data centers, the evolving role of CPUs, and the challenges posed by memory supply constraints. The conversation also touches on the future of autonomous vehicles and the integration of AI in everyday technology, emphasizing the rapid pace of innovation in the tech industry.

In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the potential for an AI bubble, the importance of productization for user adoption, and the varying levels of AI integration across different industries. The conversation also touches on the comparison between Nvidia and Sun Microsystems, highlighting the challenges and opportunities in the AI landscape.

In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons delve into the evolving landscape of networking, particularly in the context of AI and GPU technologies. They discuss the transition from traditional networking methods to more complex AI-driven networking, the significance of scaling strategies, and the critical role of SerDes in modern data centers. The conversation also touches on the ongoing debate between copper and optical networking solutions, highlighting the challenges and innovations in the field.

What is truly foundational to the universe? Neil deGrasse Tyson and Chuck Nice welcome particle physicist Brian Cox for a discussion about emergence, particles, consciousness, and the very fabric of spacetime. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here: https://startalkmedia.com/show/are-we-the-universes-way-of-knowing-itself-with-brian-cox/Thanks to our Patrons Kyrie Diantonio, Brandon Zimmerman, Blane Sibille, Eva Dis, Micheal Bejarano, Z A N, Bart, Aaron Gannon, Chad McJannett, I'm here for the Knowledge Fight!, Daish, Jim, Zachary Casey, Nasry Al-Haddad, Mackrobin Bille, Rebecca, N, Tom Roughley, COrry Pogue, Matthew McNabb, Christian Kendall, Robert L Eberle, Alan Harris, Dayne Mauney, Christopher Moore, Shaq-q, David Maurice, Edmund Prieto, Dan Central Jersey Is Real Alles, Tony Isaacs, Erik Gregemar, Galaksee, Kellen, Amr Saleh, Mystery Jay, MisteryJay, Crosley Duckmann, Jim Hudson, Michael Mustillo, Tony Bacon, John Ordover, Jordan Senerth, MARK LOFTIS, CodyDon, Reader, elliott C, Andrs Larsen, San Anderson-Moxley, Nex Gen Pools LLC, Hayden Quinlan, Aaron Corn, ryan hurst, Tressa Eubank, David Heckert, Matteo ADD Ideas, JCampos Entertainment, Gavin K Chase-Dunn, Olexander Samoilenko, Alexandre Deme, Oyunokata, Natasha Johnson, Julianne Gray, Julia Whitted, Jani Jaikala, Justin Kupsick, peppertree73, chuck Kessler, Jay Goldberg, Cody Moore, Rose, Logan Kuehl, Charles Wayman, and Quantum Crusader for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Seaport Research's Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to launch a prediction market. Lastly, we get into the gender gap in venture capital with All Raise CEO Paige Hendrix Buckner.Articles discussed on this episode:https://www.theinformation.com/articles/white-house-working-executive-order-foil-state-ai-regulationshttps://www.theinformation.com/articles/next-state-ai-laws-trump-orderhttps://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshiTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

Tech bounced back after yesterday's slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company's blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm's quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat's Tom Lee on bitcoin's bounceback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.

In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs, particularly in the enterprise sector, and the implications of upcoming product launches. The conversation shifts to Intel's foundry developments, where they express optimism about new manufacturing processes and customer engagement. They also analyze the competitive landscape of AI compute infrastructure, particularly focusing on Amazon's challenges with its Tranium chips and the implications of Anthropic's partnership with Google. Finally, they delve into the future of AI agents, discussing the current limitations and potential advancements needed for these technologies to become viable.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation.  Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter. 

In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to become a hyperscaler, and the financial challenges associated with massive AI infrastructure investments. The conversation shifts to Intel's advancements showcased during a tour of their Fab 52, highlighting their competitive edge in semiconductor manufacturing. Finally, they touch on Qualcomm's acquisition of Arduino and its potential impact on the IoT sector.TakeawaysOpenAI's partnership with AMD marks a significant shift in AI compute.AMD is positioning itself as a serious player in AI GPUs.OpenAI's ambition to become a hyperscaler raises questions about funding.The demand for AI compute is concentrated among a few major players.Intel's Fab 52 showcases advanced manufacturing capabilities.Intel's 18A process is competitive but needs to prove itself in products.Qualcomm's acquisition of Arduino aims to strengthen its IoT strategy.The AI infrastructure build-out is unprecedented in scale and cost.There is uncertainty about the long-term demand for AI services.The competitive landscape in cloud computing is rapidly evolving. 

In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from Bitcoin mining to AI infrastructure. They explore the challenges posed by storage constraints in the age of AI, the implications of OpenAI's new app Sora, and Meta's acquisition of Rivos for custom silicon development. The conversation culminates in a reflection on the importance of semiconductor manufacturing and the future of technology.

In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the dynamics of the job market, and provide valuable advice for both entry-level engineers and senior directors looking to advance their careers. The discussion emphasizes the importance of soft skills, ownership in leadership roles, and the need for companies to adapt to the changing technological landscape.

The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climactic's Raj Kapoor. Lastly, we get into AI consulting and their recent $1.8 billion valuation with Distyl AI CEO Arjun Prakash.Articles discussed on this episode: https://www.theinformation.com/articles/ai-data-center-lenders-watchTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD's competitive position, and why Intel's silence on Foundry raises big questions. The conversation also touches on Meta's new Ray-Ban AR glasses—demo fails and all—and Huawei's unexpected progress in advanced chipmaking. A packed episode full of strategy, irony, and hot takes on the future of semiconductors.

Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk's data center ambitions. We discuss NVIDIA's monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple's hardware talent with our Reporter Aaron Tilley.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-introduces-new-smart-glasses-displayhttps://www.theinformation.com/articles/metas-ar-presencehttps://www.theinformation.com/briefings/nvidia-hire-networking-startup-enfabricas-ceo-license-technologyhttps://www.theinformation.com/projects/the-information-50https://www.theinformation.com/articles/openai-raids-apple-hardware-talent-manufacturing-partnersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation also covers Nvidia's new CPX system and the implications for the market, concluding with a discussion on the funding of the AI boom and the financial strategies of major players like Oracle and OpenAI.

Nuro Cofounder Dave Ferguson talks with TITV Host Akash Pasricha about the Uber robo-taxi partnership. We also break down NVIDIA's Q2 earnings with SemiAnalysis' Doug O'Laughlin, Seaport Research Partners' Jay Goldberg and The Information's Anissa Gardizy , and we get into Google's potential AdTech spinoff with our reporter Cathy Perloff.TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical factors, particularly regarding China. They analyze Nvidia's growth projections, the complexities of ASICs, and the competitive landscape for AI servers, particularly highlighting Dell's position in the market. The discussion also touches on the nuances of CapEx spending and the importance of clear communication from companies to investors.

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new technology. They explore the future of Intel, the challenges it faces in securing customers, and the significance of Nvidia's Spectrum XGS Ethernet announcement. The discussion also touches on the state of the analog devices market and anticipates Nvidia's upcoming earnings call, highlighting key areas of interest and potential impacts on the industry.TakeawaysThe U.S. government now owns 10% of Intel, signaling confidence in the company.The investment is part of a broader strategy to support semiconductor manufacturing in the U.S.Intel's future hinges on securing customers and government support.Nvidia's Spectrum XGS Ethernet allows for distributed GPU clusters across locations.The competitive landscape is shifting, with Nvidia targeting Broadcom and Huawei.Analog devices are seeing mixed signals in the market, particularly in automotive.Robotics is an emerging area for analog devices, but still faces challenges.Nvidia's upcoming earnings call is highly anticipated, with expectations of strong demand.The relationship between the U.S. and China is affecting tech investments and sales.The need for a strong board and expertise in manufacturing is crucial for Intel's success.

In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the challenges faced by cloud computing providers, the market dynamics affecting Applied Materials, and the potential government involvement in Intel's future. They explore the complexities of profitability, market competition, and the evolving landscape of technology and regulation.TakeawaysNew regulations on semiconductors may be unconstitutional but are unlikely to be challenged.Profitability concerns overshadow the earnings of cloud computing companies.Demand for GPU compute is high, but electricity constraints limit growth.Applied Materials faces uncertainty due to vague guidance and market dynamics.Government involvement in Intel could complicate the free market.The distinction between ownership and governance is crucial in state-owned enterprises.The future of AI and cloud computing is tied to infrastructure and capacity.Investors are skeptical about the viability of Neo cloud models.The semiconductor industry is navigating a complex regulatory environment.

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings from AMD, highlighting their strong performance amidst market fluctuations and concerns about competition in the AI space. They delve into the growing importance of AI networking solutions and the recent release of OpenAI's open-source models, including GPT-5, which introduces a more collaborative approach to AI interactions. The conversation also touches on the uncertain future of AI and the challenges faced by Intel, concluding with a reflection on the evolving landscape of technology and its implications for the market.

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, investment in AI, and the implications of CapEx spending. They delve into the concept of whether we are in a bubble, the challenges of monetizing AI, and the competitive landscape among tech giants like Google, Meta, and Amazon. The conversation also touches on the potential disruption from Apple in the search market, the role of Nvidia in AI, and the future of companies like Qualcomm and Arm in a rapidly evolving tech environment.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.