Hardware Podcasts

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

The Circuit · 8 Sept 2025 · 43m · Episode 134

What this episode covers

Ben Bajarin and Jay Goldberg analyze Broadcom’s recent earnings, highlighting the significance of its fourth custom-ASIC customer, widely reported to be OpenAI, which represents a ~$10B opportunity. They discuss the strategic battle between NVIDIA’s proprietary NVLink ecosystem and Broadcom’s Ethernet-based approach, arguing that networking is the true battleground for AI infrastructure. The hosts also evaluate the competitive landscape for AMD and Google’s potential strategy regarding TPU capacity, concluding that TSMC remains the primary beneficiary of this spending surge.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Broadcom, NVIDIA, OpenAI, AMD, TSMC, Intel Foundry, Google
Products
NVLink, Blackwell, TPU, Cranium, Vera Rubin, Helios, MI400, MI350

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