About this episode

Ben and Jay discuss the transition in the hardware industry post-Computex and analyze Broadcom's recent earnings amidst market volatility.

Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex is no longer just a traditional PC and motherboard showcase; it is officially the new epicenter of AI server and data center infrastructure. Alongside the hardware pivot, Ben and Jay break down Broadcom's recent earnings, discussing how a 20% post-earnings stock dip highlights a volatile market where long-term AI expectations are getting dangerously ahead of near-term deployment realities

People in this episode

Hosts: Ben Bajarin, Jay Goldberg

Topics covered

• hardware industry
• AI server
• data center infrastructure
• Broadcom earnings
• stock market volatility

Keywords

• Computex
• Broadcom
• AI
• data center
• hardware transition
• stock dip
• earnings report

Mentioned in this episode

Organizations: Broadcom

Places: Asia

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