Jay Goldberg

Technology Analyst and Podcaster

New York City, New York

About Jay

Jay Goldberg is a technology analyst and podcaster who has worked at various tech companies and publications. He is known for his expertise in AI and machine learning, and has written extensively on these topics. Jay is also a popular speaker at tech conferences and events, and has appeared on numerous podcasts and TV shows. He is based in New York City, New York.

Associated Podcasts

The Circuit

Host

Connect

Recent Appearances

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

The Circuit•May 5, 2026•52:10•host

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

The Circuit•Apr 27, 2026•49:10•host

Jay Goldberg

About Jay

Associated Podcasts

The Circuit

Connect

Recent Appearances

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

Key Topics

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

EP 158: Arm 2.0, Memory Freak Out, and AI Models

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

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

Ep 148: All the Happenings from CES 2026!

EP 147: Talking All Things AI with Benedict Evans

EP 146: The State of AI Networking with Austin Lyons

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment