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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-01-26
- Length: 44m
- Episode: 152
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter
- Listen: https://share.transistor.fm/s/225129d3

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter#t=6) Intel Earnings and Wafer Constraints
- [6:09](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter#t=369) Foundry Strategy and Capex Caution
- [14:22](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter#t=862) Yield Issues and Advanced Packaging
- [22:58](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter#t=1378) Intel Foundry Customer Relations
- [24:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter#t=1445) Arm vs. x86 in Data Center
- [34:11](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter#t=2051) Edge AI and Client PC Outlook

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- TSMC (company)
- AMD (company)
- Samsung (company)
- NVIDIA (company)
- Applied Materials (company)
- 18A (product)
- 14A (product)
- Vera Rubin (product)
- Panther Lake (product)
- Claude Code (product)
- Arm (company)
- Mercury Research (company)
- Bernstein (company)
- Tower Semi (company)

## Related episodes from other shows

- [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)
- [Interview: Ampere CEO Renee James | Arm-ing Data Centers](https://hardwarepodcasts.com/podcast/ee-times-current/2020-05-08-interview-ampere-ceo-renee-james-arm-ing-data-centers) (EE Times Current)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [Data Provenance in the Home, Server, and Fab](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-12-23-data-provenance-in-the-home-server-and-fab) (The Amp Hour)
- [Fear & Loathing on the M&A Trail](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail) (EE Times Current)

## Citing this page

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