In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its operating system and the implications for developers, as well as AMD's performance and its competitive stance against Nvidia. The conversation also highlights the importance of networking in AI infrastructure and the evolving business models in the AI space.

In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conversation also highlights the increasing importance of storage solutions in AI applications and anticipates upcoming events in the tech world.