# EP: 157 GTC! OFC! Micron Earnings (margin city)

Page: https://stenobird.com/podcast/the-circuit-5928182/ep-157-gtc-ofc-micron-earnings-margin-city
Text version: https://stenobird.com/podcast/the-circuit-5928182/ep-157-gtc-ofc-micron-earnings-margin-city.md
Podcast: [The Circuit](https://stenobird.com/podcast/the-circuit-5928182)
Published: 2026-03-23T18:08:35+00:00
Episode link: https://share.transistor.fm/s/fe801330
Audio file: https://media.transistor.fm/fe801330/67861bd0.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-157-gtc-ofc-micron-earnings-margin-city
Duration seconds: 3515

## Resource

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.

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## Transcript

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