Hardware Podcasts

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

The Circuit · 9 Dec 2025 · 56m · Episode 146

What this episode covers

Ben Bajarin and Jay Goldberg discuss Amazon's AWS Tranium 3, noting its cluster-scale performance parity with Google TPU but skepticism regarding third-party adoption and its role as a bridge to Tranium 4. They analyze Marvell's earnings, highlighting its reliance on Amazon's custom silicon business, the acquisition of Celestial for optical networking, and the competitive threat from Alchip and Broadcom. The hosts also cover Nvidia's investment in Synopsys to secure custom tooling, Intel's resurgence in advanced packaging via EMIB as an alternative to TSMC's CoWoS, and the leadership transition challenges at Apple amid AI strategy uncertainties.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Amazon, Nvidia, Google, Anthropic, Core Weave, Marvell, Celestial, Alchip, Broadcom, Synopsys, Intel, TSMC, Apple
Products
AWS, EMIB, CoWoS, DPU
Chips
Tranium, TPU, Graviton
Also
Tim Cook

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