# EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-07-14
- Length: 38m
- Episode: 126
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-07-14-ep-125-whats-going-on-with-risc-v-update-on-intel-everything-is-ai
- Listen: https://share.transistor.fm/s/503c05c3

## Summary

Ben Bajarin and Jay Goldberg discuss the recent consolidation in the RISC-V ecosystem, highlighted by GlobalFoundries' acquisition of MIPS and the sale of Codasip, noting that RISC-V is shifting from an academic project to a component within larger SoCs from companies like Qualcomm and Intel. They analyze Intel's strategic pivot, specifically the decision to abandon external sales of its 18A process in favor of focusing on the upcoming 14A node, while also addressing CEO Pat Gelsinger's admission that Intel will not compete in AI training. Finally, the hosts examine the 'everything is AI' market dynamic, where massive hyperscaler capital expenditure is driving growth across unrelated sectors like energy and chemicals, creating a 'picks and shovels' environment involving Neoclouds and real estate.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-14-ep-125-whats-going-on-with-risc-v-update-on-intel-everything-is-ai#t=5) Introduction: The Circuit and RISC-V Overview
- [1:29](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-14-ep-125-whats-going-on-with-risc-v-update-on-intel-everything-is-ai#t=89) GlobalFoundries Acquires MIPS and RISC-V Ecosystem Changes
- [13:12](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-14-ep-125-whats-going-on-with-risc-v-update-on-intel-everything-is-ai#t=792) Intel's 18A and 14A Process Strategy Shift
- [25:42](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-14-ep-125-whats-going-on-with-risc-v-update-on-intel-everything-is-ai#t=1542) Intel's AI Strategy and CEO Pat Gelsinger's Comments
- [28:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-14-ep-125-whats-going-on-with-risc-v-update-on-intel-everything-is-ai#t=1686) The 'Everything is AI' Market and Neoclouds

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises

## Mentioned

- GlobalFoundries (company)
- MIPS (other)
- RISC-V (other)
- Intel (company)
- TSMC (company)
- Qualcomm (company)
- Codasip (company)
- Synopsys (company)
- Cadence (company)
- NVIDIA (company)
- AMD (company)
- AWS (other)
- Azure (other)
- GCP (other)
- Microsoft (company)
- Amazon (company)
- Google (company)
- Oracle (company)
- Neoclouds (other)

## Related episodes from other shows

- [Risking RISC-V | Engineers & the Gig Economy | Chiplets](https://hardwarepodcasts.com/podcast/ee-times-current/2019-06-14-risking-risc-v-engineers-the-gig-economy-chiplets) (EE Times Current)
- [Launch of RISC-V Special Project | MIPS vs. RISC-V | RISC-V Impact on ARM](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-18-launch-of-risc-v-special-project-mips-vs-risc-v-risc-v-impact-on-arm) (EE Times Current)
- [RISC-V Reaches Adolescence](https://hardwarepodcasts.com/podcast/ee-times-current/2021-12-17-risc-v-reaches-adolescence) (EE Times Current)
- [Back Into The Swing Of Things](https://hardwarepodcasts.com/podcast/the-amp-hour/2017-05-14-back-into-the-swing-of-things) (The Amp Hour)
- [Lip-Bu Tan's Intel](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel) (Oxide and Friends)

## Citing this page

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