E131 - EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
Published: August 17, 2025
Duration: 45:31
In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the challenges faced by cloud computing providers, the market dynamics affecting Applied Materials, and the potential government involvement in Intel's future. They explore the complexities of profitability, market competition, and the evolving landscape of technology and regulation.
Takeaways
New regulations on semiconductors may be unconstitutional but are unlikely to be challenged.
Profitability concerns overshadow the earnings of cloud computing companies.
Demand for GPU compute is...