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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-06-08
- Length: 43m
- Episode: 171
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week
- Listen: https://share.transistor.fm/s/be772174

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week#t=6) Computex: The Shift to AI Data Centers
- [3:10](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week#t=190) Nvidia's RTX Spark and the PC CPU Market
- [10:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week#t=605) Edge AI, Token Costs, and Orchestration
- [18:14](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week#t=1094) Data Center Infrastructure Costs and Modular Design
- [29:48](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week#t=1788) Broadcom Earnings and Market Expectations
- [37:33](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week#t=2253) Marvell, Broadcom Rivalry, and MLCC Shortages

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Broadcom (company)
- RTX Spark (product)
- Marvell (company)
- Media Tech (company)
- Qualcomm (company)
- Apple (company)
- Google (company)
- Meta (company)
- Intel (company)
- Microsoft (company)
- Dell (company)
- Lenovo (company)
- HP (company)
- Delta (company)
- Murata (company)
- Sentech (company)
- CDK (company)
- Cyprus (company)
- Berkshire Hathaway (company)

## Related episodes from other shows

- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)
- [AI Chip Revelations | A Corporate Soap Opera | The Sounds of a Pandemic](https://hardwarepodcasts.com/podcast/ee-times-current/2020-04-17-ai-chip-revelations-a-corporate-soap-opera-the-sounds-of-a-pandemic) (EE Times Current)
- [Thousands Of Dependencies](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-06-22-thousands-of-dependencies) (The Amp Hour)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)

## Citing this page

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