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EP: 157 GTC! OFC! Micron Earnings (margin city) | PodSearch.io

technologybusiness

EP: 157 GTC! OFC! Micron Earnings (margin city)

The Circuit·Mar 23, 2026·58:35·pending

About this Episode

Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/optical trends and Micron earnings.

Hosts & Guests

Ben Bajarin

Host

Jay Goldberg

Host

John Dvorak

Guest

Steve Wozniak

Guest

No transcript available for this episode.

EP: 157 GTC! OFC! Micron Earnings (margin city)

The Circuit

0:00

58:35

EP: 157 GTC! OFC! Micron Earnings (margin city)

About this Episode

Hosts & Guests

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