n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a mixed reaction to a quarter that demonstrated solid, reliable execution and surprisingly bullish signals for data center CPU demand.
Ben then reports back from the Future of Memory Summit, where the convention center was completely packed—a clear sign of the times for the booming memory industry. He explains why the ecosystem around CXL (Compute Express Link) is finally maturing, driven by the rise of rack-scale AI architectures and the urgent need for hyperscalers to reuse vast amounts of legacy DDR4 memory for inference workloads. Finally, the duo debates the trajectory of the current memory supercycle—touching on the durability of long-term agreements (LTAs)—and highlights why SiTime is perfectly positioned to benefit from the growing need for precision timing and synchronization in AI data centers