Hardware Podcasts

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

The Circuit · 17 Aug 2025 · 45m · Episode 131

What this episode covers

Hosts Ben Bajarin and Jay Goldberg discuss the constitutional and economic implications of new US export taxes on NVIDIA and AMD sales to China, noting the market's reluctance to challenge the policy. They analyze the financial viability of 'NeoCloud' providers like CoreWeave and Nebius, highlighting concerns over high leverage and electricity constraints despite strong demand. The conversation also covers Applied Materials' vague guidance due to China uncertainty and Intel's potential government stake, debating the risks of state involvement in a free market.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, AMD, CoreWeave, Nebius, Applied Materials, Intel, ASML, Huawei, TSMC

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