EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

The Circuit

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new technology. They explore the future of Intel, the challenges it faces in securing customers, and the significance of Nvidia's Spectrum XGS Ethernet announcement. The discussion also touches on the state of the analog devices market and anticipates Nvidia's upcoming earnings call, highlighting key areas of interest and potential impacts on the industry.

Takeaways

The U.S. government now owns 10% of Intel, signaling confidence in the company.
The investment is part of a broader strategy to support semiconductor manufacturing in the U.S.
Intel's future hinges on securing customers and government support.
Nvidia's Spectrum XGS Ethernet allows for distributed GPU clusters across locations.
The competitive landscape is shifting, with Nvidia targeting Broadcom and Huawei.
Analog devices are seeing mixed signals in the market, particularly in automotive.
Robotics is an emerging area for analog devices, but still faces challenges.
Nvidia's upcoming earnings call is highly anticipated, with expectations of strong demand.
The relationship between the U.S. and China is affecting tech investments and sales.
The need for a strong board and expertise in manufacturing is crucial for Intel's success.