Hardware Podcasts

Nvidia buys Mellanox | Facebook snatches up Sonics | Geneva Auto Show

EE Times Current · 16 Mar 2019 · 13m

What this episode covers

Dylan McGrath reports that Nvidia agreed to acquire Mellanox for $6.9 billion, outbidding Intel to bolster its data center interconnect solutions, while Junko Yoshida details Facebook's acquisition of Sonics to secure on-chip network IP for its custom SoCs. The episode also covers the Linus Foundation's Open Source Leaders Summit, highlighting the Chips Alliance's push for open-source RISC-V IP, and Balaji Ojo's observations from the Geneva Auto Show regarding the industry's focus on autonomous driving electronics.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Mellanox, Intel, Facebook, Sonics, Linus Foundation
Chips
RISC-V
Also
Chips Alliance

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Circuit · 45m

    EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

    Ben Bajarin and Jay Goldberg analyze NVIDIA's $5B investment in Intel and their joint development of CPU-GPU systems for data centers and PC chiplets, discussing the strategic implications for AMD, ARM, and Intel's Foundry business. They review Meta's new Ray-Ban Meta Display AR glasses, noting the $799 price point, the utility of the small display for translation and visual overlays, and the trade-offs regarding eye tracking and field of view. Finally, they discuss Huawei's rapid progress in building a domestic semiconductor supply chain, including non-EUV lithography capabilities, signaling a significant shift in the global chip landscape.

    Chips, FPGAs & semiconductorsIndustrial & consumer product design
    8 chapters

  • The Circuit · 48m

    EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

    Ben Bajarin and Jay Goldberg discuss OpenAI's strategic partnership with AMD, analyzing the financial implications of OpenAI's $100 billion capex plan and its ambition to become a hyperscaler. They examine Intel's recent 'Tech Touch' event, highlighting the capabilities of its Fab 52, the 18A process node, and the architectural shifts in Panther Lake and Clearwater Forest chips. Finally, they evaluate Qualcomm's acquisition of Arduino as a move to consolidate its position in the industrial IoT ecosystem.

    Chips, FPGAs & semiconductorsPricing, margins & unit economics
    5 chapters

  • The Circuit · 47m

    EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

    Ben Bajarin and Jay Goldberg discuss the U.S. government's 10% equity stake in Intel, analyzing the $89 billion deal, the dilution of existing shareholders, and the strategic implications for Intel Foundry's future, including potential splits and the need for a specialized board. They then examine Nvidia's announcement of Spectrum XGS Ethernet, which enables distributed GPU clusters across locations, deepening Nvidia's moat against competitors like Broadcom and Huawei. Finally, they review Analog Devices' mixed earnings signals, noting strength in industrial manufacturing but uncertainty in automotive, while highlighting robotics as an emerging growth area.

    Policy, trade & tariffsChips, FPGAs & semiconductors
    8 chapters

  • The Circuit · 51m

    Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

    Ben Bajarin and Jay Goldberg analyze Marvell's recent analyst day, highlighting their pivot to a coherent 'data center' identity and the strategic importance of custom HBM and accelerated infrastructure. They then examine Broadcom's earnings surge, discussing its $60-90 billion serviceable addressable market (SAM) with hyper-scalers like Google, Meta, and TikTok, and its role as a key enabler of custom AI silicon alongside Nvidia. The hosts debate the competitive dynamics between Broadcom, Marvell, and foundries like TSMC and MediaTek in the evolving landscape of custom vs. general-purpose AI hardware.

    Chips, FPGAs & semiconductorsScaling production
    6 chapters

  • The Circuit · 43m

    Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

    Ben Bajarin and Jay Goldberg discuss Computex, noting its shift from PC hardware to the epicenter of AI server infrastructure, including Nvidia's entry into the PC CPU market with the RTX Spark chip. They analyze Broadcom's recent earnings and stock dip, attributing it to market expectations outpacing near-term deployment realities and rising data center costs. The hosts also cover the emerging shortage of MLCC capacitors and the competitive dynamics between Broadcom and Marvell in the custom silicon space.

    Chips, FPGAs & semiconductorsEnergy & climate tech
    6 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by EE Times Current. The episode itself belongs to its publisher.