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The Circuit

The Circuit
Podcast On the Business of Semiconductors
The Circuit

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bullishDeepSeek
29 Jan 2025 15:07Podcast

Episode 102: Deeeeeepseeeeeeek!

Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...

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426 Views
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22 Jan 2025 14:17Podcast

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Jordan Schneider discusses the new AI technology restrictions in China, including the tightening controls on semiconductor manufacturing equipment...

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317 Views
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07 Jan 2025 13:42Podcast

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...

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23 Dec 2024 14:18Podcast

Episode 98: 2024 Semi Recap and Outlook Into 2025

The discussion focused on the semiconductor industry, particularly Nvidia's performance, with questions raised about its future growth and...

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16 Dec 2024 13:49Podcast

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...

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