Hardware Podcasts

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

The Circuit · 27 Apr 2026 · 49m · Episode 165

What this episode covers

Ben Bajarin and Jay Goldberg discuss Google's launch of TPU v5p and v5i at Google Next, highlighting the strategic shift to disaggregated training and inference silicon, including the new 'Boardfly' networking and Axion CPU head nodes. They analyze Intel's strong earnings and 'CPU resurgence,' noting improved yields, the viability of 14A process, and Intel Foundry's growing capacity. Finally, they examine the TSMC Symposium's discussion on High-NA EUV adoption delays and the broader semiconductor bull cycle.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Google, Intel, TSMC, ASML, NVIDIA, AMD
Products
TPU v5p, TPU v5i, Axion, Gemini
Chips
HBM
Tools
High-NA EUV
Also
14A, 18A

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