A podcast about the business and market of semiconductors
In this episode of The Circuit, Ben Bajarin and Jay Goldberg host Benedict Evans to discuss the current state and future of AI. They explore analogies to past technology cycles like the internet and smartphones, debating whether AI is in a bubble and how its adoption compares. The conversation covers the need for produ...
In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Austin Lyons (Chip Stratt) delve into the evolving landscape of networking, particularly in the context of AI and GPU-intensive workloads. They discuss the shift from traditional networking topologies to new paradigms like "scale up," "scale out," and "scal...
In this episode of The Circuit, Ben and Jay analyze Apple's recent iPhone launch event, focusing on the new architectural changes like neural cores in the GPU and the durability of the iPhone Air. They discuss the implications of these changes for AI workloads and app development. The conversation shifts to Synopsys' d...
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