Hardware Podcasts

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

The Circuit · 26 Jan 2026 · 44m · Episode 152

What this episode covers

Ben Bajarin and Jay Goldberg analyze Intel's recent earnings, highlighting the disconnect between strong Q4 results and disappointing guidance caused by wafer capacity constraints and yield issues at the 18A node. They discuss the strategic implications for Intel Foundry, the competitive dynamics between x86 and Arm in the data center, and the growing role of CPUs in NVIDIA's Vera Rubin architecture. The hosts also explore the potential for edge AI to drive future client PC demand despite current supply chain headwinds.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, TSMC, AMD, Samsung, NVIDIA, Applied Materials, Arm, Mercury Research, Bernstein, Tower Semi
Products
18A, 14A, Vera Rubin, Panther Lake, Claude Code

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