Hardware Podcasts

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

The Circuit · 13 Oct 2025 · 48m · Episode 139

What this episode covers

Ben Bajarin and Jay Goldberg discuss OpenAI's strategic partnership with AMD, analyzing the financial implications of OpenAI's $100 billion capex plan and its ambition to become a hyperscaler. They examine Intel's recent 'Tech Touch' event, highlighting the capabilities of its Fab 52, the 18A process node, and the architectural shifts in Panther Lake and Clearwater Forest chips. Finally, they evaluate Qualcomm's acquisition of Arduino as a move to consolidate its position in the industrial IoT ecosystem.

Most relevant to

large enterprises

Topics

Mentioned

Companies
OpenAI, AMD, NVIDIA, Intel, Qualcomm, TSMC
Products
Arduino, Panther Lake, Clearwater Forest, 18A, Lunar Lake, Zen
Also
Fab 52

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