EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
Ben Bajarin and Jay Goldberg discuss Google's launch of TPU v5p and v5i at Google Next, highlighting the strategic shift to disaggregated training and inference silicon, including the new 'Boardfly' networking and Axion CPU head nodes. They analyze Intel's strong earnings and 'CPU resurgence,' noting improved yields, the viability of 14A process, and Intel Foundry's growing capacity. Finally, they examine the TSMC Symposium's discussion on High-NA EUV adoption delays and the broader semiconductor bull cycle.