# EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

Page: https://stenobird.com/podcast/the-circuit-5928182/ep-144-aws-tranium-marvell-earnings-intel-emib
Text version: https://stenobird.com/podcast/the-circuit-5928182/ep-144-aws-tranium-marvell-earnings-intel-emib.md
Podcast: [The Circuit](https://stenobird.com/podcast/the-circuit-5928182)
Published: 2025-12-09T00:49:56+00:00
Episode link: https://share.transistor.fm/s/74ef18af
Audio file: https://media.transistor.fm/74ef18af/95c81911.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-144-aws-tranium-marvell-earnings-intel-emib
Duration seconds: 3405

## Resource

In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competitive landscape with Nvidia and Google, Marvell's earnings and challenges in custom silicon, networking innovations with DPUs, Marvell's acquisition of Celestial, Nvidia's investment in Synopsys, Intel's resurgence in advanced packaging, and the leadership changes at Apple. The conversation highlights the evolving dynamics in the tech industry, particularly in AI and cloud computing.

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## Transcript

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