The Circuit(@T_h_e_Circuit):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

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.

Joined December 2022

19 Following 2.4K Followers

The Circuit@T_h_e_Circuit

2026.09.09 02:51

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