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Jay Goldberg

Technology Analyst and Podcaster

Jay Goldberg is a technology analyst and podcaster who has worked at various tech companies and publications. He is known for his expertise in AI and machine learning, and has written extensively on these topics. Jay is also a popular speaker at tech conferences and events, and has appeared on numerous podcasts and TV shows. He is based in New York City, New York.

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Key topicstechnologybusiness

Shows & network

Associated podcasts

HostThe Circuit184 epsHostProf G Markets404 eps

Chronological feed

Recent appearances

Showing last 20 episodes
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI FrontierThe CircuitSep 7, 202651:24HostEP 190: NVIDIA and Marvell Earnings, Hot Chips Hot TakesThe CircuitAug 31, 202653:19HostEP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor DebtThe CircuitAug 23, 202638:48HostEP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable AssetThe CircuitAug 17, 202656:11HostInside Nvidia’s $500B AI Financing LoopProf G MarketsAug 12, 202631:40HostEP 187: Inside the Future of Memory Summit & AMD’s "Boring" BullishnessThe CircuitAug 9, 202640:43HostEP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute CrunchThe CircuitAug 3, 20261:04:10HostEP 185: AMD Advancing AI, Intel Earnings and WFE DemandThe CircuitJul 27, 202654:34HostEp 184: Earnings TSMC/ASML/AEHR, State of AI SemisThe CircuitJul 20, 202659:17HostEP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain RumorsThe CircuitJul 14, 202647:01HostEP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry ComebackThe CircuitJul 6, 202659:17HostEP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory MafiaThe CircuitJun 29, 20261:02:52HostEP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.The CircuitJun 22, 202648:23HostEP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip TakeawaysThe CircuitJun 15, 202653:17HostEp 178: COMPUTEX! Broadcom Earnings, other nuggets from the WeekThe CircuitJun 8, 202643:05HostEP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.The CircuitJun 1, 202644:33HostEP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOsThe CircuitMay 26, 202658:49HostEP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom EraThe CircuitMay 18, 202656:12HostEP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of ConstraintsThe CircuitMay 11, 20261:01:57HostEP 163: Breaking the Memory Wall: Micron’s Strategy for the AI EraThe CircuitMay 5, 202652:10Host