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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-07-27
- Length: 54m
- Episode: 178
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand
- Listen: https://share.transistor.fm/s/5063e072

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=5) Introduction: The Circuit and AMD Advancing AI Day
- [1:39](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=99) AMD Keynote Analysis: Lisa Su, Helios, and Anthropic Partnership
- [10:20](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=620) Inference Economics: Heterogeneous Hardware and Routing
- [16:03](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=963) Helios Rack Scale Design: Physical Challenges and CPU Differentiation
- [27:39](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=1659) Intel Earnings: Financial Beat, 18A/14A Traction, and CapEx
- [39:43](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=2383) Semiconductor Capital Equipment (WFE) Demand and Fab Expansion
- [49:56](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand#t=2996) Texas Instruments: Power Semiconductors and 800V Transition

## Topics

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

## Most relevant to

large enterprises

## Mentioned

- AMD (company)
- Lisa Su (other)
- Helios (product)
- Anthropic (company)
- Nvidia (company)
- Intel (company)
- 18A (product)
- 14A (product)
- Texas Instruments (company)
- TSMC (company)
- Broadcom (company)
- Cerebras (company)
- ZT Systems (company)
- Applied Materials (company)
- ASML (company)
- Terra Fab (other)

## Related episodes from other shows

- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?](https://hardwarepodcasts.com/podcast/ee-times-current/2020-09-18-ceo-interview-mike-henry-of-mythic-the-biggest-chip-deal-ever-do-androids-dream) (EE Times Current)
- [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)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [How Much is Enough for Hyperscale Companies?](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies) (EE Times Current)

## Citing this page

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