Hardware Podcasts

EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

The Circuit · 31 Aug 2026 · 53m · Episode 183

What this episode covers

Ben Bajarin and Jay Goldberg analyze NVIDIA’s earnings, highlighting a 70% revenue growth guide driven by supply constraints and TSMC capacity, while noting margin pressure from rising memory and component costs. They discuss Marvell’s strategic focus on XPU-attached silicon and its $1.2 billion Google deal, contrasting its 60% growth with NVIDIA’s aggressive outlook. The hosts also cover the Hot Chips conference, describing an 'era of ferment' with competing inference architectures, custom HBM base dies, and workload-specific silicon from companies like Waymo and AMD.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, Marvell, TSMC, Intel, Google, AMD, Waymo, Samsung, SK Hynix, Micron, DMatrix, SambaNova, Talos
Products
TPU, HBM
Also
CXL

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