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.

加入 December 2022

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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