The Circuit
The Circuit
Ben Bajarin and Jay Goldberg
EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
48 minutes Posted Jun 22, 2026 at 3:46 pm.
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Key Topics:

AI infrastructure evolution
Server and rack engineering innovations
Analog components and power management
Semiconductor industry growth and GPU impact
Enterprise and hyperscaler strategies for differentiation
Cooling technologies and hybrid solutions
Networking and infrastructure for AI workloads
Multi-cloud and on-prem AI deployment trends