{"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: 157 GTC! OFC! Micron Earnings (margin city)","slug":"ep-157-gtc-ofc-micron-earnings-margin-city","published_at":"2026-03-23T18:08:35+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-157-gtc-ofc-micron-earnings-margin-city","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/fe801330","audio_url":"https://media.transistor.fm/fe801330/67861bd0.mp3","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.","meta_description":"Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3515,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-157-gtc-ofc-micron-earnings-margin-city/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-157-gtc-ofc-micron-earnings-margin-city.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}