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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-09-20
- Length: 45m
- Episode: 136
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china
- Listen: https://share.transistor.fm/s/cf168593

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=5) Introduction: The Circuit and the Intel-NVIDIA Deal
- [2:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=126) NVIDIA-Intel Data Center Strategy: Grace Blackwell vs. x86
- [7:12](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=432) Client Side: Intel-NVIDIA PC Chiplets and Packaging
- [14:43](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=883) Intel Foundry Concerns and Gaudi's Future
- [24:33](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=1473) Impact on AMD and the Future of x86
- [30:53](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=1853) Meta Ray-Ban Meta Display: Features and Demo Fails
- [36:07](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=2167) Meta Ray-Ban Trade-offs: Eye Tracking and Field of View
- [42:21](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china#t=2541) Huawei's Domestic Semiconductor Supply Chain Progress

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Security & privacy](https://hardwarepodcasts.com/topic/security-and-privacy)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

large enterprises

## Mentioned

- NVIDIA (company)
- Intel (company)
- Meta Ray-Ban Meta Display (product)
- AMD (company)
- Huawei (company)
- ASML (company)
- Qualcomm (company)
- Apple (company)
- Vision Pro (product)
- Meta Orion (product)

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- [China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-22-chinas-28b-big-fund-the-cockiest-startup-sonys-ambitions) (EE Times Current)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [Nvidia buys Mellanox | Facebook snatches up Sonics | Geneva Auto Show](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-16-nvidia-buys-mellanox-facebook-snatches-up-sonics-geneva-auto-show) (EE Times Current)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)

## Citing this page

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