Episode
Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
- Podcast
- The Circuit
- Published
- Jun 8, 2026
- Duration seconds
- 2585
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/be772174
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Summary
Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex is no longer just a traditional PC and motherboard showcase; it is officially the new epicenter of AI server and data center infrastructure. Alongside the hardware pivot, Ben and Jay break down Broadcom's recent earnings, discussing how a 20% post-earnings stock dip highlights a volatile market where long-term AI expectations are getting dangerously ahead of near-term deployment realities