Hardware Podcasts

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

The Circuit · 24 Aug 2025 · 47m · Episode 132

What this episode covers

Ben Bajarin and Jay Goldberg discuss the U.S. government's 10% equity stake in Intel, analyzing the $89 billion deal, the dilution of existing shareholders, and the strategic implications for Intel Foundry's future, including potential splits and the need for a specialized board. They then examine Nvidia's announcement of Spectrum XGS Ethernet, which enables distributed GPU clusters across locations, deepening Nvidia's moat against competitors like Broadcom and Huawei. Finally, they review Analog Devices' mixed earnings signals, noting strength in industrial manufacturing but uncertainty in automotive, while highlighting robotics as an emerging growth area.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, Nvidia, Broadcom, Huawei, Analog Devices, AMD, Cisco, TSMC
Products
Spectrum XGS, Blackwell, H100

Related episodes from other shows

Other shows on the same ground, closest first.

  • EE Times Current · 4m

    EE Times Weekly Briefing: Friday, February 1, 2019

    Rick Merritt, Silicon Valley Bureau Chief for EE Times, outlines key industry developments including Intel's appointment of Bob Swan as CEO and the company's turnaround challenges. He details the FTC's antitrust case against Qualcomm, focusing on allegations of monopoly abuse in CDMA and LTE chip markets and the potential for lower patent royalties. The briefing also covers Uber's hardware engineering stance on deep learning accelerators and Japan's government plan to hack 200 million IoT devices for the 2020 Tokyo Olympics.

    Policy, trade & tariffsChips, FPGAs & semiconductors
    5 chapters

  • EE Times Current · 32m

    Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound

    Kevin Krewell of Tirias Research discusses the potential acquisition of Arm by Nvidia, analyzing executive connections and the strategic implications for Arm's licensees like Qualcomm and Apple. Dan Hutcheson of VLSI Research, James Lewis of CSIS, and Jeff Rittener of Intel discuss US legislation to boost domestic semiconductor manufacturing, highlighting Intel's need for grants to compete with lower-cost Asian production and the geopolitical focus on TSMC and SMIC.

    Policy, trade & tariffsChips, FPGAs & semiconductors
    7 chapters

  • EE Times Current · 13m

    Nvidia buys Mellanox | Facebook snatches up Sonics | Geneva Auto Show

    Dylan McGrath reports that Nvidia agreed to acquire Mellanox for $6.9 billion, outbidding Intel to bolster its data center interconnect solutions, while Junko Yoshida details Facebook's acquisition of Sonics to secure on-chip network IP for its custom SoCs. The episode also covers the Linus Foundation's Open Source Leaders Summit, highlighting the Chips Alliance's push for open-source RISC-V IP, and Balaji Ojo's observations from the Geneva Auto Show regarding the industry's focus on autonomous driving electronics.

    Chips, FPGAs & semiconductorsManufacturing partners & offshoring
    5 chapters

  • EE Times Current · 15m

    Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift

    Phil Williams hosts an EE Times briefing covering four major industry developments. Dylan McGrath analyzes how Intel's CPU shortage is allowing AMD to capture market share in the PC sector. Editor-in-Chief Brian Santo critiques AT&T and Verizon's premature 5G fixed wireless rollout, citing poor business cases and technical shortcomings. The episode also features Junko Yoshida and Rick Merritt discussing the competitive AI silicon landscape, highlighting NVIDIA's dominance and emerging players, before concluding with a report on management turmoil at SMIC and its implications for China's domestic DRAM strategy.

    Chips, FPGAs & semiconductorsWireless & RF
    4 chapters

  • EE Times Current · 26m

    China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions

    Brian Santo and Junko Yoshida discuss three major developments in the tech industry: the launch of Nuvia, a startup founded by former Apple and Google chip architects aiming to challenge Intel's data center dominance with a new System-on-Chip; Sony's creation of an independent AI research hub focused on gaming, sensors, and robotics; and China's announcement of its $28 billion Big Fund Phase 2 to build a self-sufficient semiconductor supply chain. The hosts analyze the feasibility of Nuvia's ambitious goals, Sony's strategic pivot in AI, and the long-term implications of China's state-backed semiconductor investments.

    Chips, FPGAs & semiconductorsAI & machine learning
    8 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by The Circuit. The episode itself belongs to its publisher.