# Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

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Text version: https://stenobird.com/podcast/the-circuit-5928182/ep-178-computex-broadcom-earnings-other-nuggets-from-the-week.md
Podcast: [The Circuit](https://stenobird.com/podcast/the-circuit-5928182)
Published: 2026-06-08T13:09:57+00:00
Episode link: https://share.transistor.fm/s/be772174
Audio file: https://media.transistor.fm/be772174/23a789ff.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-178-computex-broadcom-earnings-other-nuggets-from-the-week
Duration seconds: 2585

## Resource

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

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## Transcript

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