Hardware Podcasts

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

The Circuit · 13 Dec 2024 · 51m · Episode 97

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Marvell, Broadcom, Nvidia, TSMC, MediaTek, Google, Meta, Apple, OpenAI, TikTok, Micron, SK Hynix, Samsung, AMD, Intel, KeyBank
Products
HBM, TPU, XPU, SerDes

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