Podcast Dives Into Broadcom Custom ASICs, 2027 Supply Bottleneck, and Nvidia's Hugging Face Deal
BenBajarin · x · 2026-09-09
An AI industry podcast episode with Ben Bajarin and Jay Goldberg covering the frontier compute landscape:
- Broadcom earnings and custom ASICs: prospects and the complexity of modeling custom silicon for hyperscalers
- Supply chain bottleneck: constraints peaking around 2027, plus debate over 2028 capacity and pricing shifts
- Nvidia's acquisition of Hugging Face and what it means for the open-source ecosystem
- AI security and the case for frontier models
- Enterprise governance as AI agents go wild
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