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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-10-13
- Length: 48m
- Episode: 139
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino
- Listen: https://share.transistor.fm/s/c3bc3927

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino#t=6) Introduction and OpenAI-AMD Deal Overview
- [5:24](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino#t=324) OpenAI's Hyperscaler Ambitions and Financial Challenges
- [23:49](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino#t=1429) Intel Fab 52 Tour and 18A Process Node
- [30:17](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino#t=1817) Intel Panther Lake and Clearwater Forest Architecture
- [44:40](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino#t=2680) Qualcomm's Acquisition of Arduino

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Direct-to-consumer & e-commerce](https://hardwarepodcasts.com/topic/direct-to-consumer)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- OpenAI (company)
- AMD (company)
- NVIDIA (company)
- Intel (company)
- Qualcomm (company)
- Arduino (product)
- TSMC (company)
- Panther Lake (product)
- Clearwater Forest (product)
- 18A (product)
- Lunar Lake (product)
- Zen (product)
- Fab 52 (other)

## Related episodes from other shows

- [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)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [Inside the emerging frontier of models, machines and manufacturing hell.](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-11-inside-the-emerging-frontier-of-models-machines-and-manufacturing-hell) (Built 2 Scale)
- [Season 5 of Moore's Lobby is Coming Soon](https://hardwarepodcasts.com/podcast/moores-lobby/2022-09-06-season-5-of-moores-lobby-is-coming-soon) (Moore's Lobby)
- [2020 Mega-Merger #3 | An AI Ecosystem (Almost) from Scratch](https://hardwarepodcasts.com/podcast/ee-times-current/2020-10-30-2020-mega-merger-3-an-ai-ecosystem-almost-from-scratch) (EE Times Current)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.