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Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

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Manage episode 507409625 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD’s competitive position, and why Intel’s silence on Foundry raises big questions. The conversation also touches on Meta’s new Ray-Ban AR glasses—demo fails and all—and Huawei’s unexpected progress in advanced chipmaking. A packed episode full of strategy, irony, and hot takes on the future of semiconductors.

  continue reading

140 episodes

Artwork
iconShare
 
Manage episode 507409625 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD’s competitive position, and why Intel’s silence on Foundry raises big questions. The conversation also touches on Meta’s new Ray-Ban AR glasses—demo fails and all—and Huawei’s unexpected progress in advanced chipmaking. A packed episode full of strategy, irony, and hot takes on the future of semiconductors.

  continue reading

140 episodes

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