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Ben Bajarin

Creative Strategies CEO and technology industry analyst

Every podcast episode featuring Ben Bajarin that Attunex has found — 111 featured appearances across 17 shows, each with an on-device transcript and summary. Follow Ben in Attunex to get new appearances automatically.

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Updated 2026-09-08.

  1. Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
    The Circuit
    2026-09-07
  2. EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
    The Circuit
    2026-08-31
  3. EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
    The Circuit
    2026-08-23
  4. EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
    The Circuit
    2026-08-17
  5. EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
    The Circuit
    2026-08-09
  6. The Memory Crisis with Creative Strategies' Ben Bajarin - MOSK: 08.05.2026
    Mac OS Ken
    2026-08-05
  7. EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
    The Circuit
    2026-08-03
  8. EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
    The Circuit
    2026-07-27
  9. Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
    The Circuit
    2026-07-20
  10. Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26
    Closing Bell
    2026-07-17
  11. EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
    The Circuit
    2026-07-14
  12. EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
    The Circuit
    2026-07-06
  13. EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia
    The Circuit
    2026-06-29
  14. EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
    The Circuit
    2026-06-22
  15. EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
    The Circuit
    2026-06-15
  16. Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
    The Circuit
    2026-06-08
  17. EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
    The Circuit
    2026-06-01
  18. EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs
    The Circuit
    2026-05-26
  19. EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era
    The Circuit
    2026-05-18
  20. EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
    The Circuit
    2026-05-11
  21. EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
    The Circuit
    2026-05-05
  22. EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
    The Circuit
    2026-04-27
  23. EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
    The Circuit
    2026-04-21
  24. Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
    The Circuit
    2026-04-13
  25. EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
    The Circuit
    2026-04-06
  26. EP 158: Arm 2.0, Memory Freak Out, and AI Models
    The Circuit
    2026-03-30
  27. EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
    The Circuit
    2026-03-16
  28. Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
    The Circuit
    2026-03-10
  29. Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
    The Circuit
    2026-03-02
  30. Closing Bell Overtime: John Arnold on Powering AI & the Rapid Rise of Sports Gambling; Space Capital’s Chad Anderson on SpaceX; Lauren Taylor Wolfe On Algos Impact on the Selloff 2/24/26
    Closing Bell
    2026-02-24
  31. Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
    The Circuit
    2026-02-23
  32. Faith-Driven Perspectives from Silicon Valley's AI Frontier: Conversation with Ben Bajarin
    Digical Education
    2026-02-23
  33. EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
    The Circuit
    2026-02-16
  34. EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
    The Circuit
    2026-02-09
  35. EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints
    The Circuit
    2026-02-02
  36. EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
    The Circuit
    2026-01-26
  37. Ep 148: All the Happenings from CES 2026!
    The Circuit
    2026-01-12
  38. EP 147: Talking All Things AI with Benedict Evans
    The Circuit
    2025-12-29
  39. EP 146: The State of AI Networking with Austin Lyons
    The Circuit
    2025-12-22
  40. EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
    The Circuit
    2025-12-15
  41. 3 Years of AI Conversations with Ben Bajarin
    Digical Education
    2025-12-11
  42. EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
    The Circuit
    2025-12-09
  43. EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
    The Circuit
    2025-11-24
  44. Nvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 2025
    The Information's TITV
    2025-11-20
  45. Closing Bell Overtime: Markets, AI, and Year-End Plays 11/17/25
    Closing Bell
    2025-11-17
  46. EP 138: Talking GPU Depreciation, OCP Takeaways
    The Circuit
    2025-10-20
  47. Meta’s New AR Glasses, Docusign & CLEAR Partnership, Rent the Runway’s Future | Sep 18, 2025
    The Information's TITV
    2025-09-18
  48. EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
    The Circuit
    2025-09-08
  49. EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
    The Circuit
    2025-08-31
  50. EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
    The Circuit
    2025-07-21
  51. EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
    The Circuit
    2025-06-23
  52. Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
    The Circuit
    2025-06-16
  53. Episode 119: Computex, Google I/O, Dell Tech World, and more
    The Circuit
    2025-05-27
  54. Episode 117: Talking Apple in China with Patrick McGee
    The Circuit
    2025-05-12
  55. Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
    The Circuit
    2025-04-21
  56. Episode 110: NVIDIA's Identity Crisis
    The Circuit
    2025-03-24
  57. Closing Bell Overtime: Qualcomm & Arm Earnings, Ford CEO Jim Farley, and MP Materials CEO On Export Controls 02/05/25
    Closing Bell
    2025-02-05
  58. Episode 102: Deeeeeepseeeeeeek!
    The Circuit
    2025-01-27
  59. AI, Education, & Post-CES Thoughts: Conversation with Ben Bajarin
    Digical Education
    2025-01-17
  60. Cause for concern or celebration? What an AI takeover really means
    KCBS Radio In Depth
    2025-01-03

Showing the 60 most recent of 111 featured appearances. Open Attunex for the rest.