AMD, Intel and chip-equipment demand headline The Circuit’s latest AI infrastructure episode
BenBajarin · x · 2026-07-28
The Circuit’s latest episode covers major semiconductor and AI infrastructure developments across AMD, Intel, and the broader chip-equipment market.
Main topics
- AMD Advancing AI Day: discussion of Lisa Su’s presentation, Helios rack-scale architecture, and AMD’s positioning for inference with partners such as Anthropic.
- Intel earnings: the hosts say Intel beat revenue and margin estimates and saw customer traction for its 18A and 14A nodes, though investors were skeptical about its conservative CapEx outlook.
- Semicap outlook: they argue higher CapEx from key fab operators should keep demand strong for semiconductor equipment makers.
- Texas Instruments: the episode also notes signs of recovery in automotive and industrial demand.
The chapter list in the image shows the discussion also touching on rack-scale systems, networking, WFE capacity expansion, and future market trends.
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