TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity Ben Bajarin and Jay Goldberg 顾忠南 discuss: 00:00 - Ben and Jay introduce an action-packed episode covering a massive week of semiconductor announcements. 00:10 - Ben recaps his experience at Google Next, highlighting the launch of the new TPU v5p and... v5i accelerators. 02:35 - The hosts discuss the physical design of the new inference chips and how they differ from training hardware. 03:04 - A deep dive into memory architecture explores the use of HBM and the "Boardfly" networking innovation. 04:15 - Jay notes reports of Google working on SRAM-based inference chips to solve the HBM supply bottleneck. 07:22 - Google's leadership draws a historical parallel between today's AI training costs and their early days of indexing the web. 11:11 - The duo critiques the enterprise focus of the Google Next keynote and the current productivity gap in Gemini. 15:24 - Intel's recent earnings report shows a significant beat on revenue and guidance driven by a "CPU resurgence". 18:31 - Ben and Jay debate the strategic advantage of Intel owning its own fabs during a global capacity shortage. 25:51 - The conversation shifts to Intel's manufacturing roadmap and the potential for Tesla to become a 14A customer. 33:23 - An analysis of Intel's new financial reporting structure reveals the massive internal scale of their foundry business. 40:27 - Recent drama at the TSMC Symposium is discussed, specifically regarding the high cost of ASML's High-NA EUV tools. 44:23 - Growing demand for AI and memory is driving Wafer Fabrication Equipment (WFE) forecasts to record highs. 47:06 - Ben and Jay conclude by debating the long-term durability of the current semiconductor bull cycleshow more

The Circuit

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