{"podcast":{"title":"The Circuit","slug":"the-circuit-5928182","podcast_index_feed_id":5928182,"rss_url":"https://feeds.transistor.fm/the-circuit","website_url":"http://thecircuit.fm","image_url":"https://img.transistorcdn.com/dmuVod8heI1BTzCMRQjiKKaN5iBLqIety_mvK5g9ruc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM3MjEyLzE2NzQz/MTg3MzAtYXJ0d29y/ay5qcGc.jpg","author":"Ben Bajarin and Jay Goldberg","episode_count":177,"summary":"A podcast about the business and market of semiconductors","last_synced_at":"2026-07-20T06:21:06.127243+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182"},"episode":{"title":"EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!","slug":"ep-144-aws-tranium-marvell-earnings-intel-emib","published_at":"2025-12-09T00:49:56+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-144-aws-tranium-marvell-earnings-intel-emib","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/74ef18af","audio_url":"https://media.transistor.fm/74ef18af/95c81911.mp3","summary":"In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competitive landscape with Nvidia and Google, Marvell's earnings and challenges in custom silicon, networking innovations with DPUs, Marvell's acquisition of Celestial, Nvidia's investment in Synopsys, Intel's resurgence in advanced packaging, and the leadership changes at Apple. The conversation highlights the evolving dynamics in the tech industry, particularly in AI and cloud computing.","meta_description":"In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competitive la…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3405,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-144-aws-tranium-marvell-earnings-intel-emib/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-144-aws-tranium-marvell-earnings-intel-emib.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}