Hardware Podcasts

EP 136: WE DON'T HAVE THE POWER!

The Circuit · 6 Oct 2025 · 47m · Episode 138

What this episode covers

Ben Bajarin and Jay Goldberg discuss the definition of hyperscalers versus Neo clouds, noting that companies like CoreWeave and Oracle have pivoted from Bitcoin mining to AI infrastructure by leveraging locked-in power contracts. They analyze the storage bottleneck driven by OpenAI's Sora app and Meta's acquisition of Rivos for custom silicon development, highlighting the intense competition for HBM and NAND capacity. The episode concludes with a tour of Intel's Fab 52, emphasizing the technological marvel of 18A process manufacturing and the strategic importance of keeping such production in the US.

Most relevant to

large enterprises

Topics

Mentioned

Companies
CoreWeave, Oracle, Meta, Microsoft, OpenAI, Rivos, Intel, TSMC, NVIDIA, SK Hynix, Samsung, Western Digital, NetApp, Galaxy Digital, Iron, Cipher, Nebius, Lambda, Crusoe
Products
Sora

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