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Marvell Industry Analyst Day 2024 Recap (with Prakash Sangam)
Manage episode 455860701 series 3556820
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Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to recap Marvell's Industry Analyst Day 2024 event, which took place in Santa Clara at the Marvell HQ. Marvell brings together many of the leading tech industry analyst from around the world toward the end of the year for a reunion that turns out to be a great recap and temperature check of the semiconductor industry given the diversity of Marvell's business. This year was the year of generative AI and accelerated infrastructure. It looks like next year will be as well, but custom and optimized.
We parse through the key announcements and insights that mattered at Marvell Industry Analyst Day 2024:
➡️ Overview of Marvell Industry Analyst Day 2024 (2:35)
➡️ Marvell's Accelerated Infrastructure opportunity (5:00)
➡️ Prakash's key impressions of Marvell Industry Analyst Day (7:21)
➡️ Marvell brings the system level perspective to custom AI supercomputing (11:00)
➡️ Sandeep "Mr. BLT" Bharathi and his custom accelerated infrastructure sandwich (13:17)
➡️ Custom accelerated infrastructure - the next big thing in AI supercomputing (14:40)
➡️ What can we expect at Marvell Industry Analyst Day 2025? (20:10)
➡️ The nuances of operational Gen AI supercomputing versus experimental (23:09)
➡️ What did Marvell say about telco, automotive, and enterprise? (25:50)
Hit both Leonard, and Prakash on LinkedIn and take part in their industry and tech insights.
Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.com.
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Chapters
1. Marvell Industry Analyst Day 2024 Recap (with Prakash Sangam) (00:00:00)
2. Overview of Marvell Industry Analyst Day 2024 (00:02:35)
3. Marvell's Accelerated Infrastructure opportunity (00:05:00)
4. Prakash's key impressions of Marvell Industry Analyst Day (00:07:21)
5. Marvell brings the system level perspective to custom AI supercomputing (00:11:00)
6. Sandeep "Mr. BLT" Bharathi and his custom accelerated infrastructure sandwich (00:13:17)
7. Custom accelerated infrastructure - the next big thing in AI supercomputing (00:14:40)
8. What can we expect at Marvell Industry Analyst Day 2025? (00:20:10)
9. The nuances of operational Gen AI supercomputing versus experimental (00:23:09)
10. What did Marvell say about telco, automotive, and enterprise? (00:25:50)
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