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Have you been keeping up with the news? AMD and OpenAI did a deal, and Intel launched some information about 18A and upcoming Panther Lake and Clearwater Forest. Timestamps: [00:00] - Pre-show [02:03] - Jumping into AMD and OpenAI [09:41] - George gets to test an MI355X box! [10:40] - Back to AMD and OpenAI [13:08] - The Power! (of these datacenters) [19:03] - Q : Mr.Viptis - What is TSMC's output of wafers/chips in terms of gigawatts per year? [20:34] - Q : Owen Hilyard - won't we get to a point where A100s and H100s are rotated out as legacy hardware? [21:27] - Part of the reason this deal happened is AMD's acquisitions [22:13] - Don't be this PR person [26:02] - Back to AMD [27:50] - What would be a Sponsor spot [28:25] - George did another interview, Stephen Robinson of Intel [32:37] - Q: Karehaqt - All this money wasted on AI just to generate slop [34:55] - Ian side tangent on AI [36:46] - Intel Tech Tour happened [37:24] - Q: Circuit Rewind - 2000 Chuck-E-Cheese tokens per second? That's a lot of games you can play! [37:46] - Back to ITT 2025 [38:05] - George's first fab tour [48:30] - Foundry updates [49:03] - 18A updates [52:00] - Panther Lake news! [54:49] - Panther Lake SKUs are confusing [01:01:08] - Clarifying Panther Lake SKUs [01:03:40] - Panther Lake Power figures [01:05:38] - Superchat: J: Do I correctly remember that they might be abandoning putting P and E cores into the same package? [01:06:10] - AVX10 and Hyperthreading, other ISA changes [01:09:15] - NPU5 news [01:11:35] - Q: Monstercameron - why can't orgs just scale up NPUs as an AIC? [01:12:49] - Q: Tech left behind - Intel made NPU as an AIC then abandoned it when they went with Gaudi (NNP-I). [01:13:36] - Back to Panther Lake news [01:14:26] - AMD and Qualcomm comparisons, or lack thereof. [01:15:12] - Clearwater Forrest, Intel Xeon 6+ [01:19:40] - Xeon history and explainer lesson with George [01:28:20] - Intel Xeon P-core product news, or lack thereof [01:30:19] - George crashes out a little at Intel [01:30:51] - Ian takes the reigns and brings it back to product [01:32:40] - Tech Boxers! [01:33:00] - Qualcomm purchases Arduino [01:37:46] - SiPearl announces the next-gen Chip, Athena1 [01:43:13] - Wrapping up! [01:43:44] - SC Henry Abanto: Will Tesla be able to remove their Robotaxi safety driver before the end of the year?