Episode
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
- Podcast
- The Circuit
- Published
- Feb 16, 2026
- Duration seconds
- 2948
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/a96d8aff
Actions
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Summary
In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. The conversation also covers the performance of Applied Materials and networking companies like Cisco and Arista, highlighting the challenges and opportunities in these sectors.