Hardware Podcasts

What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??

The Circuit · 2 Nov 2026 · 1h 25m · Episode 192

What this episode covers

Ben Bajarin and Jay Goldberg analyze Anthropic’s S-1, highlighting its shift from a capital-light software model to a capital-intensive infrastructure player with a multi-chip strategy involving Nvidia, AMD, Google, and Broadcom. They discuss Intel’s disappointing Q4 guidance, attributing the miss to poor capacity allocation between PC and AI server wafers and substrate constraints, which has pushed its recovery timeline to 2028. The episode concludes with speculation on a Marvell-Lumentum acquisition, arguing that optical suppliers must verticalize to defend against commoditization by networking giants like Broadcom and Nvidia.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Anthropic, Intel, Marvell, Lumentum, Broadcom, Nvidia, AMD, Google, Amazon, Meta, Credo, Cavium, Inphi, TSMC, Hugging Face, SchedMD, Grok

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