Ambarella Inc.
Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, security cameras, consumer cameras, and industrial and robotic applications. The company's system-on-a-chip designs, based on its proprietary technology platform, are configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.www.ambarella.com
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Search complete. 7 mentions across 4 episodes found for "Ambarella Inc.".
Sep 25, 2026
Matthew TuttleGUEST
There are a couple private companies I'm really interested in, but you know, robotics is a tough one.
Matthew TuttleGUEST
You know, one of our ETFs, we bought Ambarella.
Matthew TuttleGUEST
They do some vision stuff for robots.
Matthew TuttleGUEST
It's not pure play.
Brent SlavaHOST
Let's look at...
Brent SlavaHOST
Here are a few Ambarella releases.
Dennis DickHOST
There's some big names on here, but-
Brent SlavaHOST
I know
Dennis DickHOST
... is there anything market moving?
Brent SlavaHOST
Not, doesn't appear yet right now.
Brent SlavaHOST
Ambarella, a few press releases.
Brent SlavaHOST
Fortinet expands its US presence with a new company-owned innovation hub in New York City.
MehulGUEST
And we also did not have the right chip available.
MehulGUEST
So initially we started working on Abarella, which is one of the chip that GoPros and NAS cameras used.
MehulGUEST
And it had somewhat computes and we're like, maybe we'll be able to pull it off.
MehulGUEST
And in 2023, it was very obvious that we had to switch to NVIDIA, partly because an Orion platform for the first time started sharing memories between GPU and CPU.
Brian EngelmanHOST
This concept seems like a no-brainer.
Brian EngelmanHOST
I don't know if that's the right company or not, but Ambarella, the brain inside the robot, chip small enough to run AI on the machine itself, no data center needed.
Brian EngelmanHOST
What? What? Ambarella.
Brian EngelmanHOST
Cognex.
Brian EngelmanHOST
They make the vision system.