Hardware Podcasts

Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

The Circuit · 8 Jun 2026 · 43m · Episode 171

What this episode covers

Ben Bajarin and Jay Goldberg discuss Computex, noting its shift from PC hardware to the epicenter of AI server infrastructure, including Nvidia's entry into the PC CPU market with the RTX Spark chip. They analyze Broadcom's recent earnings and stock dip, attributing it to market expectations outpacing near-term deployment realities and rising data center costs. The hosts also cover the emerging shortage of MLCC capacitors and the competitive dynamics between Broadcom and Marvell in the custom silicon space.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Broadcom, Marvell, Media Tech, Qualcomm, Apple, Google, Meta, Intel, Microsoft, Dell, Lenovo, HP, Delta, Murata, Sentech, CDK, Cyprus, Berkshire Hathaway
Products
RTX Spark

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