Hardware Podcasts

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

The Circuit · 20 Sept 2025 · 45m · Episode 136

What this episode covers

Ben Bajarin and Jay Goldberg analyze NVIDIA's $5B investment in Intel and their joint development of CPU-GPU systems for data centers and PC chiplets, discussing the strategic implications for AMD, ARM, and Intel's Foundry business. They review Meta's new Ray-Ban Meta Display AR glasses, noting the $799 price point, the utility of the small display for translation and visual overlays, and the trade-offs regarding eye tracking and field of view. Finally, they discuss Huawei's rapid progress in building a domestic semiconductor supply chain, including non-EUV lithography capabilities, signaling a significant shift in the global chip landscape.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, Intel, AMD, Huawei, ASML, Qualcomm, Apple
Products
Meta Ray-Ban Meta Display, Vision Pro, Meta Orion

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