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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-10-27
- Length: 54m
- Episode: 141
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws
- Listen: https://share.transistor.fm/s/acc297c8

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=5) Introduction: Intel Earnings and Market Stability
- [1:46](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=106) Intel Product Roadmap: Client Strength and Server CPU Growth
- [5:41](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=341) The Role of CPUs in AI Inference and Agent Infrastructure
- [13:18](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=798) Intel Foundry: 14A Progress, 18A Yields, and Culture Change
- [32:51](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=1971) Anthropic's 1 Million TPUs and Google's Competitive Advantage
- [40:44](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=2444) Amazon's AWS Challenges: Tranium, Nvidia Allocation, and Neo-clouds
- [48:59](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-27-ep-139-intel-earnings-anthropic-tpus-challenges-for-aws#t=2939) The Future of AI Agents: Limitations and Timeline

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Retail, wholesale & distribution](https://hardwarepodcasts.com/topic/retail-and-distribution)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Anthropic (company)
- Google (company)
- TPU (chip)
- Amazon (company)
- Tranium (chip)
- Nvidia (company)
- Broadcom (company)
- AMD (company)
- TSMC (company)

## Related episodes from other shows

- [Google TPU vs Nvidia GPUs: Token Per Watt Dominance, or the Era of Scaling Is Over?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-11-26-google-tpu-vs-nvidia-gpus-token-per-watt-dominance-or-the-era-of-scaling-is-over) (Built 2 Scale)
- [2025 Finale: Yann LeCun Raises $3B, Domain Addiction Confessions & Built 2 Scale Year Wrap](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-22-2025-finale-yann-lecun-raises-3b-domain-addiction-confessions-built-2-scale-year) (Built 2 Scale)
- [AI NEWS | Episode 31](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-03-ai-news-episode-31) (Built 2 Scale)
- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)
- [Amazon Moves In, Dave Says Run](https://hardwarepodcasts.com/podcast/the-amp-hour/2015-10-16-amazon-moves-in-dave-says-run) (The Amp Hour)

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