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All Episodes

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

55:03 Mar 10, 2026

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

1:01:33 Mar 2, 2026

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

58:22 Feb 23, 2026

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

49:08 Feb 16, 2026

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

46:05 Feb 9, 2026

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

1:00:56 Feb 2, 2026

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

44:22 Jan 26, 2026

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

54:42 Jan 19, 2026

Ep 148: All the Happenings from CES 2026!

58:34 Jan 12, 2026

EP 147: Talking All Things AI with Benedict Evans

52:04 Dec 29, 2025

EP 146: The State of AI Networking with Austin Lyons

49:41 Dec 22, 2025

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

42:44 Dec 15, 2025

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

56:45 Dec 9, 2025

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

46:54 Nov 24, 2025

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

45:38 Nov 18, 2025

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

51:35 Nov 9, 2025

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

53:44 Nov 3, 2025

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

54:03 Oct 27, 2025

EP 138: Talking GPU Depreciation, OCP Takeaways

51:24 Oct 20, 2025

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

48:20 Oct 13, 2025

EP 136: WE DON'T HAVE THE POWER!

47:34 Oct 6, 2025

EP 135: Talking Semiconductor Recruiting

42:08 Sep 29, 2025

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

45:39 Sep 20, 2025

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

1:03:34 Sep 14, 2025

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

43:46 Sep 8, 2025

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs

54:59 Aug 31, 2025

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

47:33 Aug 24, 2025

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

45:31 Aug 17, 2025

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

50:22 Aug 11, 2025

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

57:55 Aug 4, 2025

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

31:20 Jul 28, 2025

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

45:10 Jul 21, 2025

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

38:47 Jul 14, 2025

Episode 124: The State of The Japanese Semiconductor Industry

43:42 Jul 1, 2025

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

40:37 Jun 23, 2025

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

37:34 Jun 16, 2025

Episode 121: Stop Talking about SAM Please

30:33 Jun 9, 2025

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

43:07 Jun 2, 2025

Episode 119: Computex, Google I/O, Dell Tech World, and more

37:15 May 27, 2025

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

32:59 May 19, 2025

Episode 117: Talking Apple in China with Patrick McGee

46:53 May 12, 2025

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

52:03 May 6, 2025

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

38:04 Apr 28, 2025

Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

45:11 Apr 21, 2025

Episode 113: Talking DSPs with CEVA CEO Amir Panush

38:11 Apr 14, 2025

Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

28:51 Apr 7, 2025

Episode 111: Talking Chips and Wafers with Chips and Wafers

55:06 Mar 31, 2025

Episode 110: NVIDIA's Identity Crisis

41:45 Mar 24, 2025

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

48:17 Mar 16, 2025

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

46:07 Mar 10, 2025