Podcast Breaks Down AI Chip Bottlenecks: Substrates and Packaging Loom by 2027

A Circuit podcast episode featuring Ben Bajarin and Jay Goldberg discussed Broadcom earnings, custom ASICs, and Nvidia's reported Hugging Face acquisition. The key takeaway: adding GPUs alone won't help—substrates and packaging will be the hard constraint on AI compute supply by 2027.

2026-09-09 ~ 2026-09-09 · 2 related posts

• Podcast Dives Into Broadcom Custom ASICs, 2027 Supply Bottleneck, and Nvidia's Hugging Face Deal — BenBajarin · 2026-09-09
• Broadcom ASICs podcast: GPU supply means little when substrates and MLCCs bottleneck output — BenBajarin · 2026-09-09