Hardware Podcasts

EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.

The Circuit · 1 Jun 2026 · 44m · Episode 170

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze recent earnings from Marvell, Synopsys, and Dell, discussing the shift in AI infrastructure from training to heterogeneous inference. They highlight Marvell's growing role in optical networking, Synopsys's challenges with its Ansys acquisition and opaque business model, and Dell's strategic advantage as an OEM partner for NVIDIA and neo-clouds. The episode concludes with a debate on whether NVIDIA creates ecosystem value similar to Apple's App Store.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Marvell, Synopsys, Dell, NVIDIA, Apple, Ansys, Cadence, Supermicro, MediaTek, Qualcomm, Broadcom, HPE, Juniper, Intel, Google, Amazon, GUC, Arm, SAS
Also
Computex

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