EP: 157 GTC! OFC! Micron Earnings (margin city)
Podcast: The CircuitPublished On: Mon Mar 23 2026
Description: 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.
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