Episode
EP: 157 GTC! OFC! Micron Earnings (margin city)
- Podcast
- The Circuit
- Published
- Mar 23, 2026
- Duration seconds
- 3515
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/fe801330
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Summary
Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/optical trends and Micron earnings.