Starcast
Join the waitlist
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
On this episode
About this episode
In this episode of The Circuit , Ben Bajarin and Jay Goldberg kick off a packed conference week (Semicon West, Applied Materials' EPIC Center launch, and the sold-out OCP Summit) before diving into Marvell's upbeat Analyst Day in New York. They examine how Marvell has shifted its narrative beyond Amazon custom ASIC share battles toward a broader data center infrastructure play—spanning optical interconnects, switching silicon, and a newly teased class of AI infrastructure management silicon built to work alongside traditional BMCs and FPGAs in complex, heterogeneous scale-up compute domains. Next, the hosts unpack the recent market panic over leaked OpenAI ARR figures, arguing that the…