{"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 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs","slug":"ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos","published_at":"2026-05-26T03:33:42+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/adea90d2","audio_url":"https://media.transistor.fm/adea90d2/cd29c6eb.mp3","summary":"In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report . They analyze Nvidia's impressive numbers—including $91 billion in revenue guidance and strong gross margins—and contrast that success with the stock's stagnant post-earnings performance, comparing the current market skepticism to Apple’s smartphone growth cycle around 2010 . The duo breaks down Nvidia's new segment reporting structure, debating the strategic implications of blending networking into data center revenue and splitting the segment into hyperscalers and \"Neo clouds\" . Ben then shares his first-hand observations from Dell Tech World, highlighting emerging enterprise trends like the financial motivations driving a shift back toward on-prem AI infrastructure to curb unsustainable cloud token spend . Finally, they wrap up the episode by examining two major recent IPO filings: Elon Musk's multifaceted SpaceX S1 and the rare, high-growth prospectus of China’s largest memory maker, Chongqing Memory Technologies (CXMT) .","meta_description":"In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3529,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos/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-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}