Hardware Podcasts

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

The Circuit · 27 Oct 2025 · 54m · Episode 141

What this episode covers

Ben Bajarin and Jay Goldberg analyze Intel's recent earnings, highlighting a transitionary phase where strong demand for legacy CPUs masks the slow ramp of 18A process technology and improving foundry customer engagement. They discuss the competitive landscape of AI compute, noting that Anthropic's decision to book 1 million TPUs from Google underscores the limitations of Amazon's Tranium chips and its struggle to secure GPU allocations from Nvidia. The hosts conclude by examining the current limitations of AI agents, citing Anthropic co-founder Dario Amodei's assertion that significant architectural improvements are still needed before agents can function reliably at scale.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, Anthropic, Google, Amazon, Nvidia, Broadcom, AMD, TSMC
Chips
TPU, Tranium

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