Episode
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
- Podcast
- The Circuit
- Published
- Feb 9, 2026
- Duration seconds
- 2765
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/6b3b46eb
Actions
POST https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-circuit-5928182/ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode, Ben and Jay discuss the significant surge in capital expenditure (CapEx) among major tech companies, dubbed 'CapEx Palooza.' They explore investor sentiment and market reactions to these expenditures, the implications of backlogs and demand in the tech sector, and the future of AI and cloud services. The conversation also delves into the dynamics of CapEx spending among hyperscalers, emerging trends in semiconductor mergers and acquisitions, and the impact of rising memory prices on consumer electronics. Additionally, they highlight the strategic acquisition of Silicon Labs by Texas Instruments and the potential of timing technologies in the market. The episode concludes with an announcement about their upcoming live stream.