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Sources with Alex Heath
Similar topics: crunch and compute
Technology
The Circuit
by Ben Bajarin and Jay Goldberg
Today: #171 in Technology on our combined chart.
Today: #151 in Technology, Brazil on our combined chart.
Today: #175 in Technology, New Zealand on our combined chart.
Chart positions today · United States
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Mexico charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · United States
Latest daily rankings: Oct 27. New rankings will appear after the next update.
Position on the Technology combined chart over the last 14 days. Toggle platforms to compare their positions. Lower rank numbers are better.
Episode releases
View as table
| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 27 | #171 | #167 |
| Oct 21 | #179 | #174 |
| Oct 20 | #171 | #165 |
| Oct 19 | — | #198 |
| Oct 14 | #177 | #173 |
Latest episodes
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Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery
October 26, 2026 · 58 minIn this episode of The Circuit, Ben Bajarin and Jay Goldberg dissect a massive week in semiconductor earnings and infrastructure developments. The conversation opens with Micron's surprisingly transparent technology webinar, where the…
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WFE to the Moon (Still), Semicon West and OCP Insights
October 19, 2026 · 55 minIn this action-packed episode of The Circuit, Ben Bajarin and Jay Goldberg recap a hectic week in Silicon Valley, spanning Semicon West in San Francisco, the Open Compute Project (OCP) Summit in San Jose, and major analyst events. The…
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Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
October 12, 2026 · 1 hr 1 minIn this episode of The Circuit, Ben Bajarin and Jay Goldberg kick off a packed conference week (Semicon West, Applied Materials' EPIC Center launch, and the sold-out OCP Summit) before diving into Marvell's upbeat Analyst Day in New York…
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Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
October 5, 2026 · 58 minIn this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on whether the memory…
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Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
September 28, 2026 · 51 minIn this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the aggressive capacity…
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Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
September 21, 2026 · 51 minIn this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on the necessity of solving the…
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EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
September 15, 2026 · 30 minIn this episode of The Circuit, host Ben Bajarin sits down with Apple's product marketing and engineering leaders at Apple Park to unpack their latest silicon and hardware announcements. The discussion explores the benefits of Apple’s…
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Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
September 7, 2026 · 51 minIn this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market. They debate the semiconductor…
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EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
August 31, 2026 · 53 minBen Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its…
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EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
August 23, 2026 · 39 minIn this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets. Analog Devices (ADI) & The Data…
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EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
August 17, 2026 · 56 minIn this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent…
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EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
August 9, 2026 · 41 minn this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a mixed reaction to a…
About the show
A podcast about the business and market of semiconductors