Hardware Podcasts

Episode 121: Stop Talking about SAM Please

The Circuit · 9 Jun 2025 · 30m · Episode 122

What this episode covers

Ben Bajarin and Jay Goldberg analyze Broadcom's recent earnings, highlighting a 60% year-over-year growth in its semiconductor segment driven by AI demand, while noting the stock's muted reaction due to high expectations. They discuss the complexities of custom ASIC development, emphasizing the 2-2.5 year timeline from tape-out to revenue and the risk that projects may be discontinued if they fail to outperform Nvidia GPUs on price-to-performance. The hosts also cover the launch of Broadcom's Tomahawk 6 networking chip, which supports ultra Ethernet and competes with Nvidia's InfiniBand, and explore the growing importance of enterprise storage solutions like NetApp for on-premises AI inference.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Broadcom, Avago, Nvidia, NetApp, Google, AMD, Dell
Chips
Tomahawk 6
Also
InfiniBand, Ultra Ethernet

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