Hardware Podcasts

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

The Circuit · 15 Dec 2025 · 42m · Episode 147

What this episode covers

Ben Bajarin and Jay Goldberg analyze Marvell's strategic pivot toward networking and optical interconnects, contrasting Google's proprietary all-optical infrastructure with the broader industry's reliance on copper. They dissect Broadcom's recent earnings, highlighting market skepticism regarding CEO Hock Tan's low energy, the threat of MediaTek to Google, and the complexities of modeling AI revenue given Broadcom's shift to server-level sales. The hosts conclude with a year-end review of AI stock performance, noting heightened capital sensitivity and skepticism about the sustainability of massive infrastructure spending.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Marvell, Broadcom, Google, Nvidia, MediaTek, Celestial, Anthropic, Oracle
Products
HBM, TPU
Also
Hawk Tan, Ben Bajarin, Jay Goldberg

Related episodes from other shows

Other shows on the same ground, closest first.

  • EE Times Current · 38m

    AI Chip Revelations | A Corporate Soap Opera | The Sounds of a Pandemic

    EE Times editors discuss the corporate turmoil at Imagination Technologies, where CEO Ron Black was removed following a dispute with Chinese-backed owner Canyon Bridge over board control and IP security. Analyst Kevin Krewell reports on the Spring Linley Conference, highlighting new AI chip architectures from Groq, Cerebras, and Flex Logi, while noting that software complexity remains the primary challenge. The episode concludes with a global audio essay, 'The Sounds of the Pandemic,' featuring personal accounts of life during lockdown from Italy, Taiwan, the UK, France, and China.

    Chips, FPGAs & semiconductorsPolicy, trade & tariffs
    6 chapters

  • Built 2 Scale · 59m

    Let the Browser Wars Begin

    Hosts Matt Perrott and Scott Wilcox discuss the convergence of AI and hardware, highlighting Grok-4's rapid integration into Tesla vehicles and the emerging browser wars involving Perplexity, OpenAI, and Google. They analyze the collapse of the Windsurf acquisition, attributing it to a talent poaching war where Google acquired key personnel, and explore how Chinese factories are using AI glasses to train humanoid robots. The episode concludes with a philosophical debate on leadership strategies, contrasting Mark Zuckerberg's talent acquisition model with Elon Musk's mission-driven culture.

    Leadership, teams & cultureAI & machine learning
    10 chapters

  • Oxide and Friends · 2h 01m

    Predictions 2025

    Bryan Cantrill and Adam Leventhal of Oxide Computer Company host a panel with Simon Willison, Steve Klabnik, Steve Tuck, and Mike Cafarella to review past predictions and forecast trends for 2025, 2028, and 2031. The group discusses the failure of agentic AI, the rise of AI efficiency and open weights models like DeepSeek, and the potential for a chip crisis due to geopolitical tensions and Intel's struggles. They also predict shifts in hardware markets, including NVIDIA's Blackwell struggles, AMD's software acquisitions, and the resurgence of manufacturing as a VC focus.

    AI & machine learningChips, FPGAs & semiconductors
    8 chapters

  • EE Times Current · 58m

    Fixing AI’s Bottlenecks: Memory, Scale, and Sparsity

    A panel of neuromorphic engineering experts, including Dr. Damien Querlioz, Dr. Julian Büchel, Professor Tamalika Banerjee, Dr. Maxence Ernoult, and Professor Steve Furber, discusses the bottlenecks in AI hardware at the Atoms to Bits conference. They debate the shift from scale-based emergence to engineered approaches, highlighting memory, connectivity, and sparsity as critical challenges. The discussion also covers the viability of emerging technologies, the role of public funding, and the potential for an AI market bubble.

    Chips, FPGAs & semiconductorsAI & machine learning
    9 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by The Circuit. The episode itself belongs to its publisher.