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EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! @benbajarin and Jay Goldberg 顾忠南 share insights from AMD earnings. Explain why AI networking will boom! And GPT-5 and OpenAI as the current center of the AI industry. share.transistor.fm/s/ddc3178c

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! @benbajarin and Jay Goldberg 顾忠南 share.transistor.fm/s/ddc3178c

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5! @benbajarin and Jay Goldberg 顾忠南 share insights from AMD earnings. Explain why AI networking will boom! And GPT-5 and OpenAI as the current center of the AI industry. Enjoy the podcast

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel! Ben Bajarin and Jay Goldberg 顾忠南 discuss last week's drama. Listen/Subscribe - share.transistor.fm/s/21011997 Topics 👇

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel! Full video podcast up on YouTube - youtu.be/W6kYc4ZOR6c Listen - share.transistor.fm/s/21011997 Trailer 👇

EP 132: Official Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview @benbajarin and Jay Goldberg 顾忠南 discuss! Listen/Subscribe - share.transistor.fm/s/fbdd5941

Teaser trailer for EP 132: Official Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview Soon live on YouTube. Listen/Subscribe - share.transistor.fm/s/fbdd5941

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs Ben Bajarin and Jay Goldberg 顾忠南 break down all the key nuances in GPU, CAPEX, Data center infra, custom ASICs + a special edition of Ben's thesis time. 👂share.transistor.fm/s/b123b08d

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs? @benbajarin and Jay Goldberg 顾忠南 discuss the nuance of $AVGO commentary and the GPU v. XPU discussion and more! Listen and Subscribe - share.transistor.fm/s/65560de3

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman @benbajarin and Jay Goldberg 顾忠南 discuss the Apple event and Apple tensor cores. What happened wiht Synopsis, and a Hock Tan experience at Goldman! share.transistor.fm/s/3358b8ac

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China Ben Bajarin and Jay Goldberg 顾忠南 DIG into the $INTC $NVDA news. Talking Ben's demo of Ray Ban Displays, and some points on China semis. Listen - share.transistor.fm/s/cf168593 Topics 👇

EP 136: WE DON'T HAVE THE POWER! Ben Bajarin and Jay Goldberg 顾忠南 discuss the power constraints facing this unprecedented moment of compute build out. And how bitcoin miners are pivoting from bitcoin mining to token mining. Subsribe- share.transistor.fm/s/231c5919

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino @benbajarin and Jay Goldberg 顾忠南 dig into All the OpenAI and AMD news, Ben's experience at @Intel Tech Tour and some @qualcomm news! Subscribe - share.transistor.fm/s/c3bc3927

EP 138: Talking GPU Depreciation, OCP Takeaways @benbajarin and Jay Goldberg 顾忠南 dig into the framework for GPU rental $$ and depreciation timeline. They also discuss OCP takeaways as compute networking is all the rage. share.transistor.fm/s/21dde9df

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER! @benbajarin and Jay Goldberg 顾忠南 discuss $NVDA $300B chart and other key takes from GTC DC. AND CAPEX TO THE MOON FOREVER! 😂 share.transistor.fm/s/f272ccfe

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality @benbajarin and Jay Goldberg 顾忠南 assess the state of the "bubble" and talk $Arm, $QCOM, and $SNDK earnings. They also discuss how long before memory and storage return to cyclical cycles.

Ep 144: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds? @benbajarin and Jay Goldberg 顾忠南 discuss AMD FA day in depth, some game theory that's postive for AMD, and Neocloud earnings. share.transistor.fm/s/17405154

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW Talking $NVDA earnings and Gemini launches showcasing $GOOG TPUs! @benbajarin and Jay Goldberg 顾忠南 share.transistor.fm/s/193a0994

NVIDIA Earnings! Google and Gemini TPUs FTW Full video and chapter time stamps 👇 (00:00) - Introduction and Nvidia’s Financial Outlook Ben and Jay open the episode on November 21st by discussing Nvidia's recent "earnings heard around the quarter. They analyze the company's