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Start / The Circuit / Ep 126 nvidia amd back in china tsmc earnings and agentic ai causes total infra upgrade

The Circuit

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

45 min • 21 juli 2025

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.

Senaste avsnitt

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

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EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

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EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

21 juli | 45 min

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

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Vad är en podd?

En liten tjänst av I'm With Friends. Finns även på engelska.

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