# EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

Page: https://stenobird.com/podcast/the-circuit-5928182/ep-153-nebius-and-neocloud-insights-wfe-memory-madness-networking-upside
Text version: https://stenobird.com/podcast/the-circuit-5928182/ep-153-nebius-and-neocloud-insights-wfe-memory-madness-networking-upside.md
Podcast: [The Circuit](https://stenobird.com/podcast/the-circuit-5928182)
Published: 2026-02-16T19:13:48+00:00
Episode link: https://share.transistor.fm/s/a96d8aff
Audio file: https://media.transistor.fm/a96d8aff/b0e57713.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-153-nebius-and-neocloud-insights-wfe-memory-madness-networking-upside
Duration seconds: 2948

## Resource

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.

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## Transcript

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