Podcast: Micron's HBM roadmap, Meta's AI infra, and NVIDIA's supply chain lock-in
BenBajarin · x · 2026-10-27
A new episode of The Circuit podcast with Ben Bajarin and Jay Goldberg covers AI infrastructure and the compute supply chain:
- Micron's technology roadmap and HBM innovation; skipping 4F² as a subtle dig at CXMT
- Lam Research earnings: WFE approaching $200B
- Meta's AI infrastructure and the economics of models; open-weight models and the big tech AI race
- The gigawatt cost of personal AI agents
- NVIDIA locking down the AI supply chain; debunking the Amazon GPU staging panic
- Data center construction delays vs. demand issues; AI security threats and the blank check for cyber defense
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