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Dina Bass

👤 Person
24 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Sure.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And we've been talking about NVIDIA a lot.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And last week, we were talking a lot about the Google TPU.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

The TPU is one of these kind of custom chips.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

It's not one that Marvell does.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

It's one that Google works with Marvell's main competitor, Broadcom, on.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Broadcom has had a lot of significant wins lately.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

But that kind of got people excited.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And maybe Marvell is also benefiting from this interest in companies making their own chip designs for AI, not just using the NVIDIA ones, even though in most cases, those companies also use a significant amount of NVIDIA.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

it's basically a new technology, which, you know, it uses light to move data more rapidly.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Now, this is a technology that's been in the works for a little while and seems to always be kind of on the cusp of really, you know, taking off.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

There are other startups in this area as well, like Light Matter.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

But the idea is that you can use light to move data more quickly through chips and networking.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And that's

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

I'm Barry Ritholtz, inviting you to join me for the Masters in Business podcast.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Every week, we bring you fascinating conversations with the people who shape markets, investing, and business.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

CEOs, fund managers, billionaires, Nobel laureates, traders, analysts, economists, everybody that affects what's going on in the market, whether you own stocks, bonds, real estate, commodities, crypto,

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

You really need to hear these conversations.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Sometimes it's behaviorists like Dick Thaler or Bob Schiller.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Sometimes it's fund managers like Peter Lynch, Bill Miller, Ray Dalio.

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