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The Circuit | Wave AI Podcast Notes
The Circuit
A podcast about the business and market of semiconductors
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158 episodes
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Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
00:55:03
3/10/2026
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Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
01:01:33
3/2/2026
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Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
00:58:22
2/23/2026
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EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
00:49:08
2/16/2026
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EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
00:46:05
2/9/2026
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EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints
01:00:56
2/2/2026
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EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
00:44:22
1/26/2026
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Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization
00:54:42
1/19/2026
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Ep 148: All the Happenings from CES 2026!
00:58:34
1/12/2026
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EP 147: Talking All Things AI with Benedict Evans
00:52:04
12/29/2025
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