EP: 157 GTC! OFC! Micron Earnings (margin city)

About this episode

Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and Micron earnings.

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.

People in this episode

Hosts: Ben Bajarin, Jay Goldberg

Topics covered

• Nvidia GTC
• AI infrastructure
• optical networking
• semiconductor technology
• Micron earnings

Keywords

• Nvidia
• AI
• semiconductors
• optical networking
• Micron
• GTC
• OFC

Mentioned in this episode

Organizations: Nvidia, Micron

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