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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-12-13
- Length: 51m
- Episode: 97
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in
- Listen: https://share.transistor.fm/s/0f411314

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in#t=5) Marvell Analyst Day and Accelerated Infrastructure
- [15:42](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in#t=942) Marvell's Custom HBM and Data Center Strategy
- [22:01](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in#t=1321) The Limits of Custom Silicon and Roadmap Control
- [28:23](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in#t=1703) Broadcom Earnings and Stock Surge
- [32:02](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in#t=1922) Broadcom's SAM and Hyper-Scaler Relationships
- [38:03](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-13-episode-97-accellerated-infrastructure-marvell-analyst-day-broadcomm-earnings-in#t=2283) Networking, Custom vs. Nvidia, and Future Outlook

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- Marvell (company)
- Broadcom (company)
- Nvidia (company)
- TSMC (company)
- MediaTek (company)
- Google (company)
- Meta (company)
- Apple (company)
- OpenAI (company)
- TikTok (company)
- Micron (company)
- SK Hynix (company)
- Samsung (company)
- AMD (company)
- Intel (company)
- HBM (product)
- TPU (product)
- XPU (product)
- SerDes (product)
- KeyBank (company)

## Related episodes from other shows

- [How Much is Enough for Hyperscale Companies?](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies) (EE Times Current)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [Nvidia buys Mellanox | Facebook snatches up Sonics | Geneva Auto Show](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-16-nvidia-buys-mellanox-facebook-snatches-up-sonics-geneva-auto-show) (EE Times Current)
- [CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?](https://hardwarepodcasts.com/podcast/ee-times-current/2020-09-18-ceo-interview-mike-henry-of-mythic-the-biggest-chip-deal-ever-do-androids-dream) (EE Times Current)

## Citing this page

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