{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Circuit","title":"EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/adea90d2\"></iframe>","width":"100%","height":180,"duration":3529,"description":"In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report . They analyze Nvidia's impressive numbers—including $91 billion in revenue guidance and strong gross margins—and contrast that success with the stock's stagnant post-earnings performance, comparing the current market skepticism to Apple’s smartphone growth cycle around 2010 . The duo breaks down Nvidia's new segment reporting structure, debating the strategic implications of blending networking into data center revenue and splitting the segment into hyperscalers and \"Neo clouds\" . Ben then shares his first-hand observations from Dell Tech World, highlighting emerging enterprise trends like the financial motivations driving a shift back toward on-prem AI infrastructure to curb unsustainable cloud token spend . Finally, they wrap up the episode by examining two major recent IPO filings: Elon Musk's multifaceted SpaceX S1 and the rare, high-growth prospectus of China’s largest memory maker, Chongqing Memory Technologies (CXMT) .","thumbnail_url":"https://img.transistorcdn.com/fYACcTX9lHJQV5HMEqnPC2MCPLH1nc-KdhtAT0N5lV4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM3MjEyLzE2NzQz/MTg3MzAtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}