EP 138: Talking GPU Depreciation, OCP Takeaways

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The Circuit

Ben Bajarin and Jay Goldberg

142 episodes

2 days ago

A podcast about the business and market of semiconductors

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All content for The Circuit is the property of Ben Bajarin and Jay Goldberg and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

A podcast about the business and market of semiconductors

Show more...

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EP 138: Talking GPU Depreciation, OCP Takeaways

The Circuit

51 minutes

2 weeks ago

EP 138: Talking GPU Depreciation, OCP Takeaways

In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation. Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter.

The Circuit

A podcast about the business and market of semiconductors