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Nvidia's $81B Quarter, Intel 18A Yields & AMD Venice on TSMC 2nm
Audio is available on Spreaker — see link below.
Nvidia posts $81.6B in quarterly revenue while Intel reports 7% monthly yield gains on 18A and AMD ramps Venice on TSMC's 2nm node — the CPU renaissance thesis is gaining traction. Today's briefing covers the datacenter silicon shake-up, EU Chips Act supplier rules, and the China approval gap threatening Nvidia's guidance.
Audio is available on Spreaker — see link below.
Intel's CEO is now claiming that agentic AI is flipping the datacenter silicon equation, and the numbers he's putting on it are specific enough to take seriously. Lip-Bu Tan says inference workloads are shifting CPU-to-GPU ratios from one-to-eight all the way to four-to-one.
What makes this more than a marketing claim is the foundry progress sitting behind it. Tan is reporting seven percent monthly yield gains on Intel's eighteen-A process.
Against that backdrop, Nvidia posted quarterly revenue of eighty-one point six billion dollars, up eighty-five percent year-over-year. Datacenter alone hit seventy-five point two billion.
AMD is moving on a different axis. The Venice processor, sixth-generation EPYC, is now in production ramp on TSMC two-nanometre.
Europe is hardening its position on chip supply chains. The European Commission is moving toward binding requirements for automakers to source chips from multiple suppliers.
Two things are worth tracking closely from here. First, whether Intel can convert foundry momentum into named customers with visible revenue.
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