The Circuit
@T_h_e_Circuit
The Circuit - a show dedicated to the business of the semiconductor industry featuring Jay Goldberg and Ben Bajarin. Top 50 in Tech on Apple Podcasts.
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Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
With @benbajarin and @jaygoldberg
00:00) Introduction and Atlas Launch
(04:02) Broadcom Earnings and Custom ASICs
(14:14) The Complexity of Modeling Custom Silicon (22:04) The Supply Chain Bottleneck and 2027 Peak Constraints
(28:13) Debating 2028 Capacity and Pricing Shifts (37:41) Nvidia's Acquisition of Hugging Face
(42:55) AI Security and the Case for Frontier Models (49:35) AI Agents Gone Wild and Enterprise Governance
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