Hardware Podcasts

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

The Circuit · 21 Jul 2025 · 45m · Episode 127

What this episode covers

Ben Bajarin and Jay Goldberg discuss Nvidia and AMD receiving US approval to sell modified chips to China, analyzing the competitive threat from Huawei and the role of lobbying. They analyze TSMC's strong earnings and massive expansion plans in Arizona, while noting the emerging foundry competition from Intel's 18A and 14A nodes. The hosts also explore how agentic AI is driving a need for general-purpose infrastructure upgrades and discuss Synopsys' acquisition of Ansys to enhance physical modeling capabilities.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, AMD, Huawei, TSMC, Intel, ASML, Synopsys, Ansys, Marvell
Products
Blackwell, Hopper, Ascend 910C, N2, 18A, 14A, CUDA, DeepSeek, Airbnb, GPT Operator

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