Podcast: has the memory cycle broken, plus Nvidia & Broadcom's $40B financing playbook
BenBajarin · x · 2026-10-07
A new episode of The Circuit with Ben Bajarin and Jay Goldberg covers:
- Micron earnings: has the memory market structurally changed?
- The 2028 supply question and China's CXMT fast fab buildout
- HBM vs. commodity memory and the case for trailing-edge DDR4
- Wafer trade-offs, Tesla de-specing and smartphone cycles
- HPE's investor event: Helios rack, Broadcom Tomahawk switches
- "Balance sheet as a service": Nvidia & Broadcom's $40B+ financing playbook
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