Hardware Podcasts

Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

The Circuit · 7 Sept 2026 · 51m · Episode 184

What this episode covers

Ben Bajarin and Jay Goldberg discuss Broadcom's recent earnings, highlighting the shift in custom ASIC customers from Google to Anthropic and OpenAI, and the increasing complexity of modeling mixed-chip programs involving competitors like MediaTek and Marvell. They debate the semiconductor supply chain, with Bajarin predicting peak constraints in 2027 and capacity relief in 2028, while Goldberg warns that this oversupply could shift pricing power and compress margins. The hosts also analyze Nvidia's $13 billion acquisition of Hugging Face, arguing it secures Nvidia's position in AI software without locking in open models, and conclude that both open and closed frontier models will coexist, with frontier models remaining essential for enterprise cybersecurity and national security.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Broadcom, Nvidia, Hugging Face, Anthropic, OpenAI, MediaTek, Marvell, TSMC
Products
TPU, Tomahawk, Creative Strategies Atlas

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