Hardware Podcasts

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

The Circuit · 27 Jul 2026 · 54m · Episode 178

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze AMD's Advancing AI Day, focusing on CEO Lisa Su's Helios rack-scale architecture, the strategic partnership with Anthropic, and the competitive dynamics against Nvidia in inference workloads. They then review Intel's strong quarterly earnings, highlighting customer traction for 18A and 14A nodes and increased CapEx, which signals sustained demand for semiconductor capital equipment (WFE). Finally, they discuss Texas Instruments' solid performance, noting recovery in automotive and industrial markets alongside surging demand for power semiconductors in AI data centers.

Most relevant to

large enterprises

Topics

Mentioned

Companies
AMD, Anthropic, Nvidia, Intel, Texas Instruments, TSMC, Broadcom, Cerebras, ZT Systems, Applied Materials, ASML
Products
Helios, 18A, 14A
Also
Lisa Su, Terra Fab

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