Perspectives From
Around the Globe

Select Category
AllPodcastsBlogVideosNoteworthyArticles & Books
Podcasts| February 18, 2026

CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
Podcasts| February 18, 2026

WFE Boom! Insight from the Clouds. Word of the year – constraints
Podcasts| December 12, 2025

AWS and More – Training and Beyond
Podcasts| September 24, 2025

Apple iPhones and Tensor Cores, Synopsis Earnings, Hock’s Comments at Goldman
Podcasts| September 6, 2025

NVIDIA Earnings + Ben’s Thesis Time and Those Lumpy ASICs
Podcasts| June 6, 2025

Stop Talking about SAM Please
Podcasts| May 6, 2025

Tariffs, AI Budget Spend, Semis and Saudi’s
Podcasts| March 13, 2025

Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
Podcasts| March 13, 2025

The Circuit 108: MWC Observations, MRVL and AVGO Earnings, Apple’s new Devices 
Display More