POPULARITY
16 episodes with 18a
3 episodes with 18a
7 episodes with 18a
3 episodes with 18a
3 episodes with 18a
4 episodes with 18a
3 episodes with 18a
2 episodes with 18a
2 episodes with 18a
This Week's Topics: Humanoid robots stumble through football match Cloudflare creates AI crawler tollbooth Intel may skip 18A for foundry customers Episode's chat: https://britishtechnetwork.com/chat/view.php?dt=2025-07-03 Guests: Ewen Rankin, Jeff Gamet, Patrice Brend'amour, Tom […]
This Week's Topics: Humanoid robots stumble through football match Cloudflare creates AI crawler tollbooth Intel may skip 18A for foundry customers Episode's chat: https://britishtechnetwork.com/chat/view.php?dt=2025-07-03 Guests: Ewen Rankin, Jeff Gamet, Patrice Brend'amour, Tom […]
Notas del Show: • Wall Street se recupera tras la corrección del martes: Futuros al alza: $SPX +0.3%, $US100 +0.3%, $INDU +0.4%. La reforma fiscal avanza en el Senado (51-50), pero el JOLTS mostró un mercado laboral más ajustado. Hoy se esperan datos de empleo ADP y recortes de Challenger, claves para la Fed. • Grandes bancos suben dividendos tras pasar stress test: $C +7.1% ($0.60), $WFC +12.5% ($0.45) y $GS +33% ($4.00). La Fed afirmó que los bancos mantienen capital sólido incluso ante escenarios adversos. • Intel reconsidera su roadmap de chips: $INTC podría dejar de ofrecer su nodo 18A a nuevos clientes y enfocarse en 14A para atraer a $AAPL y $NVDA. El cambio podría implicar depreciaciones multimillonarias. Mantendrá 18A para uso interno y clientes existentes como $AMZN y $MSFT. • Boeing y Airbus buscan controlar operaciones de Spirit AeroSystems: $BA y $EADSY tomarían el control de la planta de Belfast si no aparece comprador. Airbus se quedaría con la producción del A220, y Bombardier evalúa participación. Autoridad de Competencia del Reino Unido definirá el caso antes del 28 de agosto. • Flujo vendedor chino impacta a techs de Hong Kong: Inversores chinos vendieron 46.4B HK$ en $TCEHY, $XIACF y $BABA en junio, presionando sus repuntes recientes. UBP atribuye el movimiento a toma de ganancias y falta de nuevos catalizadores. Un día con foco en decisiones estratégicas, recompras bancarias y señales mixtas desde Asia. ¡No te lo pierdas!
Meer dan de helft van de Nederlanders maakt inmiddels af en toe gebruik van AI. Het gebruik van kunstmatige intelligentie, bijvoorbeeld voor het verbeteren van teksten of bewerken van foto's, is in een jaar tijd met 12 procent toegenomen - zo meldt ING op basis van eigen onderzoek. Joe van Burik vertelt erover in deze Tech Update. 'Tegelijkertijd groeit de bezorgdheid over de gevolgen voor werkgelegenheid: 41 procent verwacht dat AI per saldo banen zal kosten. Toch vreest bijna niemand voor het compleet verdwijnen van zijn eigen baan', stellen de onderzoekers namens ING . Werkenden denken wel steeds vaker dat AI hun baan zal veranderen. Vier op de tien ondervraagden vrezen dat AI een gevaar voor de samenleving kan vormen. Tegelijkertijd ziet bijna de helft (48 procent) AI als kans. 'Positief of negatief, veel consumenten verwachten in elk geval dat AI hun leven verregaand zal gaan veranderen. Bijna de helft van de consumenten verwacht een grote impact van AI op hun dagelijks leven de komende vijf jaar.' Verder in deze Tech Update: Huawei ontkomt er niet aan voor de Amerikaanse rechter te moeten verschijnen, wegens een lijst met zestien (!) verschillende aantijgingen, die variëren van bedrijfsspionage tot bankfraude Intel-CEO Lip-Bu Tan wil het helemaal anders doen door het peperdure 18A-procedé nu al te verangen voor een geavanceerde productieproces van chips, namelijk 14A See omnystudio.com/listener for privacy information.
Pastor Chuck Cassise · Matthew 28:16-18A video recording of this sermon is available here.For more information about Grace Community Church of Riverside, visit us online at https://www.gccriverside.com.
Send us a textThe Ones Ready crew is back with your daily drop, and today's episode is hotter than the LRSO's payload. Jared breaks down the latest in defense news with a healthy dose of sarcasm, fury, and common sense—none of which were found in the FY26 budget. From the Navy's sixth-gen fighter dreams to Putin's never-ending land grab, the episode covers it all. We're talking U.S. evacuation plans in Bahrain, AFRICOM vs EUCOM turf wars, drone warfare budget gymnastics, and why building a micro nuke in Alaska is finally something to get excited about. Oh, and apparently we're ready to go to war over Greenland…?If you like watching bureaucratic chaos unfold in real-time while Jared dunks on generals and defends SpaceX like it's a religion, this one's for you.
TOYOTA 轟動全台 震撼獻禮！本月入主指定車款，就送Sony天空聲道劇院，再享最高80萬0利率、最高3萬舊換新圓夢金、2萬配件金及5年14萬公里延長保固，總價值最高超過16萬元！了解更多： https://fstry.pse.is/7tyqcq —— 以上為 KKBOX 與 Firstory Podcast 廣告 —— 台積電2奈米良率傳出突破90%，下半年可望如期量產，穩居晶片龍頭。反觀英特爾18A製程僅達50%良率，技術推進受阻。全球都在打晶片戰，在此中布局的還有華為。華為創辦人任正非近日受訪，坦言中國的晶片技術，仍然落後美國整整『一代』，華為努力在彌補其中的差距。而任正非受訪的時機與內容，被解讀為是在美中貿易談判進行之際，為北京向外界釋放訊號。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》
Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome's search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are: Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition. Apple's Legal Setback and Potential Criminal Charges: Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives. Major Announcements from Nvidia and IBM: Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness. Taiwan's Ruling on TSMC's Chip Production: Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains. Intel's Foundry Day and 18A Variants: Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry. Six Five Summit Announcement: Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event! For a more on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
出國上網，不用再那麼麻煩了 由 NordVPN 所推出的 Saily eSIM 服務，真的方便好用 下載 Saily eSIM 的 APP，在裡面購買並且啟用，eSIM 就可以開始作用 超過 200 個國家使用，還可以幫你追蹤網路使用量 立刻點及專屬連結下載，結帳時使用M觀點的優惠代碼 [miula]，立即享有專屬 eSIM 方案 85 折優惠！ M觀點 X Saily eSIM - https://saily.com/miula --- EP194. 特斯拉自駕大利多、英特爾 18A 進度、小編該不該加薪 | M觀點 --- (00:40) EP194 預告 (02:05) 業配時間：Saily eSIM (06:25) 閒聊時間：美股近期行情 + Bill Ackman & Kyle Bass 關稅戰看法 (10:47) 第一個話題 ：特斯拉自駕大利多 (25:40) 第二個話題 ：英特爾 18A 進度 (39:52) 第三個話題 ：小編該不該加薪 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn
This was a slightly crunchier than usual Wednesday*, for one very good reason. We're not going to tell you that reason just yet, but we cerealously believe you'll like it once you hear it
At Intel Vision 2025, CEO Lip-Bu Tan emphasized a customer-centric strategy, focusing on advancements in AI PCs, Gaudi 3 accelerators, and the 18A process node. He introduced the concept of “Physical AI,” highlighting Intel's commitment to integrating AI into hardware solutions across various sectors. Tan's leadership aims to position Intel at the forefront of AI-driven innovation by enhancing its product portfolio and foundry capabilities. This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 - Cold Open0:45 - Welcome to the Tech Field Day News Rundown2:01 - Trump Shifts Stance on NVIDIA Chip Ban7:29 - Remember Windows 11 Recall? It's Back!11:31 - Solo.io Adds MCP Gateway to API Platform14:43 - Dell Launches PowerEdge Servers with Intel Xeon 6 Chips20:27 - Google Cloud Paving the Way for AI Transformation from Google Cloud Next26:32 - Intel to Sell off 51% of Altera Chip Business to Silver Lake31:08 - Embracing Physical AI at Intel Vision 202540:50 - The Weeks Ahead42:54 - Thanks for WatchingFollow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon. #TFDRundown, #cybersecurity, #AI, @TechFieldDay, @NetworkingNerd, @SFoskett, @Intel, @IntelBusiness, @Google, @Broadcom, @VMware, @Checkpoint, @TechstrongIT,
Our 204th episode with a summary and discussion of last week's big AI news! Recorded on 03/21/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: Baidu launched two new multimodal models, Ernie 4.5 and Ernie X1, boasting competitive pricing and capabilities compared to Western counterparts like GPT-4.5 and DeepSeek R1. OpenAI introduced new audio models, including impressive speech-to-text and text-to-speech systems, and added O1 Pro to their developer API at high costs, reflecting efforts for more profitability. Nvidia and Apple announced significant hardware advancements, including Nvidia's future GPU plans and Apple's new Mac Studio offering that can run DeepSeek R1. DeepSeek employees are facing travel restrictions, suggesting China is treating its AI development with increased secrecy and urgency, emphasizing a wartime footing in AI competition. Timestamps + Links: (00:00:00) Intro / Banter (00:01:36) News Preview Tools & Apps (00:02:50) Baidu launches two new versions of its AI model Ernie (00:10:46) OpenAI Unveils New Audio Models to Make AI Agents Sound More Human Than Ever (00:16:41) OpenAI's o1-pro is the company's most expensive AI model yet (00:20:53) Google brings a ‘canvas' feature to Gemini, plus Audio Overview (00:22:18) Anthropic adds web search to its Claude chatbot (00:23:55) xAI launches an API for generating images Applications & Business (00:26:28) Nvidia announces Rubin GPUs in 2026, Rubin Ultra in 2027, Feynman also added to roadmap (00:36:25) M3 Ultra Runs DeepSeek R1 With 671 Billion Parameters Using 448GB Of Unified Memory, Delivering High Bandwidth Performance At Under 200W Power Consumption, With No Need For A Multi-GPU Setup (00:40:07) Intel reaches 'exciting milestone' for 18A 1.8nm-class wafers with first run at Arizona fab (00:42:45) Elon Musk's AI company, xAI, acquires a generative AI video startup (00:44:44) Tencent Reportedly Makes Massive NVIDIA H20 Chip Purchase for WeChat's DeepSeek Integration Projects & Open Source (00:46:32) Anthropic's Not-So-Secret Weapon That's Giving Agents a Boost (00:50:50) Mistral AI drops new open-source model that outperforms GPT-4o Mini with fraction of parameters (00:53:30) EXAONE Deep: Reasoning Enhanced Language Models Research & Advancements (00:55:58) Sample, Scrutinize and Scale: Effective Inference-Time Search by Scaling Verification (01:07:44) Block Diffusion: Interpolating Between Autoregressive and Diffusion Language Models (01:12:27) Communication-Efficient Language Model Training Scales Reliably and Robustly: Scaling Laws for DiLoCo (01:18:46) Transformers without Normalization (01:19:52) Measuring AI Ability to Complete Long Tasks (01:26:12) HCAST: Human-Calibrated Autonomy Software Tasks Policy & Safety (01:26:45) Announcing Zochi, an Intology Project (01:32:46) DeepSeek, a National Treasure in China, is Now Being Closely Guarded (01:37:02) Claude Sonnet 3.7 (often) knows when it's in alignment evaluations Synthetic Media & Art (01:42:27) US appeals court rejects copyrights for AI-generated art lacking 'human' creator (01:45:10) Trump urged by Ben Stiller, Paul McCartney and hundreds of stars to protect AI copyright rules
Sunday Morning, March 23, 2025Elijah:Inspirational and Imperfect (pt2) ... 1 Kings 19:1-18A message delivered by Richard Fleming
L'émission Front Page est une revue d'actualité qui s'intéresse à tout ce qui touche le monde de la bande dessinée américaine (comics) du côté des Etats-Unis comme de la France, ainsi qu'à ses adaptations tous médias confondus. Le podcast est une série régulière chez First Print et revient au rythme de trois épisodes par mois, hors contenus spéciaux. Ce Front Page est le premier podcast consacré à l'actualité comics du mois de mars 2025.Le podcast est sponsorisé par Pulps et on vous propose un "Focus Pulps" chaque mois ! Découvrez une sélection de comics VO à prix de lancement !Le Focus Pulp's de mars 2025 : Supergirl #1/ Free Planet #1/ Sleep #1Si vous appréciez le travail fourni par l'équipe et que vous souhaitez soutenir le podcast, vous pouvez partager les émissions sur les réseaux sociaux et vous abonner à nos différents comptes, laisser des notes sur les différentes plateformes d'écoute, ou encore nous soutenir via notre page Tipeee. Très bonne écoute à vous, et à bientôt pour le prochain podcast !Le ProgrammeCOMICS - 02:18A soutenir : Den 3 chez Delirium Tiens donc : du comics chez Huginn & Muninn (Stan Lee par Tom Scioli) ?Miles Davis et la quête du son arrive chez Glénat Un réédition Deluxe du Godzilla de James Stokoe à venir chez VestronSilver Surfer Black, Conan et All-New Venom annoncés chez Panini ComicsLe plein d'omnibus pour les FF chez Panini ComicsEt surtout : IT'S JEFF !!!La SDCC s'exporte cet automne en EspagneDe premiers noms affichés pour Ignition PressMagic dévoile son set Spider-ManLe titre Emma Frost : The White Queen confirméTV - 1:08:00Matthew Lillard rejoint Daredevil : Born Again saison 2On a vu ce qu'aurait dû être le reboot des Super NanasCINEMA - 1:22:00Un documentaire Kirbyvision en développement pour le cinémaJustin Li (FF) embauché pour réaliser le film BRZRKRSoutenez First Print - Podcast Comics de Référence sur TipeeeHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Sunday Morning, March 16, 2025Elijah:Inspirational and Imperfect ... 1 Kings 19:1-18A message delivered by Richard Fleming
Markets sold off as stocks closed in the red yet again. The RUT closed down close to 3% while the NDX shed more than 2%. Nvidia (NVDA) once again led downside action, sliding 9% lower and down significantly from its all-time high. At the same time, it and Broadcom (AVGO) turned to Intel (INTC) by putting its 18A manufacturing process to the test. Bitcoin's rally off President Trump backing a strategic crypto reserve fell apart as the trading day went on. Oliver Renick runs through the day's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Two momentous events have recently rocked the computing world: First, Intel CEO Pat Gelsinger abruptly stepped down this week, less than four years after taking the company's helm, and before completing the ongoing transition to its next-generation chip fabrication, and second, Microsoft has removed the venerable WordPad from current and future versions of Windows. We convene to try to make sense of both of these unexpected happenings (and talk a lot about word processors along the way).Cling to WordPad for dear life: https://www.pcworld.com/article/2376881/how-to-get-wordpad-back-windows-11-24h2.htmlThe Microsoft Fandom wiki: https://microsoft.fandom.com/wiki/Windows_95 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod
"All this is from God, who reconciled us to himself through Christ and gave us the ministry of reconciliation" - 2 Corinthians 5:18A visual learner? Watch the stream back now! Hosted on Acast. See acast.com/privacy for more information.
Sunday Morning, November 24, 2024"BE" Attitudes ... 1Thessalonians 5:16-18A message delivered by Richard Fleming
When you see the name Erik Agard in the byline, you know you're in for a good time, and the sage does not disappoint in his latest oeuvre, i.e., today's crossword, thanks to great clues like 51D, Supervocalic (we checked: it is a word) to 49D, Half a rhyming synonym of "haphazard", HELTER (
In this week's episode, we record from section 18A of Israel's national military cemetery, Mount Herzl, where Avraham "Avi" Yosef Goldberg was laid to rest. This episode is dedicated to the memory of Avi, who fell in Lebanon last week defending the State of Israel. Avi was a shining light, a Rabbi, a scholar, a teacher, a husband, a father, a musician, a warrior, and a friend.
SIN/LESS, Week 3Pastor Nathan Zickert · Philippians 2:12-18A video recording of this sermon is available here.For more information about Grace Community Church of Riverside, visit us online at https://www.gccriverside.com.
2 Peter – Dangers From The Inside, Week 16Pastor Nathan Zickert · 2 Peter 3:14-18A video recording of this sermon is available here.For more information about Grace Community Church of Riverside, visit us online at https://www.gccriverside.com.
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.
高通傳出想併購英特爾。其實本月初，就傳高通想吃下英特爾的個人電腦處理器設計業務。外媒分析，即使收購能談成，英特爾代工業務還是很可能被切割出售。資深分析師補刀，18A能否在2027年大量出貨都很難說。 文：張詠晴 製作團隊：李洛梅、張雅媛 ＊立即下載天下雜誌App，享受更好的閱聽體驗：https://bit.ly/3PqHlNc ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn
听众朋友们大家好，欢迎收听雪球出品的追基零距离，雪球，国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫美国降息，香港最受益，其中18A公司是前锋。来自王朝雄。拥抱刚刚启动的香港市场，拥抱香港市场中的18A公司的龙头，忍耐性持有1到2年时间，回报5到10倍左右，所以重仓持有就是最好的策略。美国在2024年9月19号宣布降息50个基点，结束了2022年3月开启以来的加息周期，进入了降息周期，大家预期在2024年还有一次50个基点降息并在2025-2026年初一降息周期中。那么美国降息，对中国是无一害而有百利，但是不是非常直接和明星，真正直接和明星就是香港市场，原因如下：（1）因为香港市场的估值非常低，市盈率大概在8.76倍左右，处于近10年来11.3%历史分位水平，现金红利率超过5%的非常多；（2）香港市场的盈利开始恢复：尽管宏观经济仍然面临种种挑战，但自下而上的企业盈利在2024年出现恢复。相比A股公司，港股企业少一些地产产业链，多一些互联网成分，2024上半年恒生指数营业收入、归母净利润同比增速分别为负0.5%和正3.1%，相较2023全年增速（营收同比负4.0%、归母净利润同比正0.8%）明显改善。美联储降息会使得企业融资成本降低，对经济活动形成刺激作用。另一方面，美元利率下行也有望打开国内经济刺激政策空间，加速基本面复苏节奏；（3）香港市场已走出底部，随着流动性改善会越来越好：从技术形态来看，香港市场系列指数似乎都走出了三重或者四重底部。如果观察成交金额、盈利增速，结合美元进入降息周期，诸多指标指向：香港股票市场指数走出底部；在证券交易层面，股票成交换手率的低点往往和股票价格低点高度重合。在滚动12个月时间范围内，观察港股换手率，短期低点已经过去，预示港股价格也已经度过低点。港股最近一次“地量和地价”参考案例是2022年。彼时，港股换手率下跌至2022年三季度后反弹，股价也随之反弹。近三个月，恒生指数日成交金额低点在8月，约为300亿元，换手率约为0.25%，接近2022年三季度低点水平0.21%，之后换手率缓慢回升，股价也随之反弹；（4）香港创新药行业：美国降息周期开启，港股创新药投资正当时！直接借用巴总的文章，非常好：美联储降息利好港股创新药逻辑！创新药在前期研发阶段依赖外部资金支持。当利率高企，意味着低风险投资收益较高，资金不愿意冒更大的风险投资创新药等重研发的权益类资产。随着利率回落，创新药企的融资难度相对降低，利好创新药板块。从中证香港创新药指数与美国联邦基金利率走势可以看出，两者呈现一定程度的负相关性。随着美联储降息周期开启，港股创新药板块的投资价值将值得关注，预计会翻倍以上大行情，龙头个股要涨20倍以上！ 2019年7月至2021年美国降息周期：美联储在2019年进行了三次降息，然后在2020年3月，由于新冠疫情的影响，紧急降息50个基点，之后2020年底又将利率降至接近零的水平。2019-2021年美国降息周期，中国资本市场持续上行，为行业带来巨量的社会资源和狂热的乐观情绪，一批企业在无限憧憬中开启了激进的扩张进程；回溯接近二十家港股18A的市值变化图像可以得出结论，绝大多数港股18A的市值的峰值在2021年6到7月。相关专业研究机构统计了港股18A公司可持续业务的营收变化，其中的大头由创新药企贡献，过去3年多时间内保持了非常高速的增长。此外，该机构统计的45家2024年前通过18A通道上市的港股创新药企合计净利。从2021年近600亿亏损和超-200%的亏损率，到2024H1接近100亿亏损额和不到-35%的亏损率，扭亏气势十足！从2022到2024年，美国开始加息周期，资本市场持续下行，在透骨的寒气中，18A创新药公司一方面基本面大幅改善，但是股价和市值却大幅下挫，从2023年下半年以来，大量的Biotech被市场投资者用脚投票，市值缩水至早前的十分之一甚至几十分之一。虽然有一部分是地缘政治原因，但是香港资本市场的涨跌与美国利率绝对正相关，特别是利率敏感的创新药行业。这两年港股18A中，百济和信达比其他绝大多数的Biotech都跑得更快，目前已经是初步成熟的Biopharma。随着中秋假期康方生物和亚盛医药股价创了近几年新高，港股创新药公司再次引起市场更多投资人的关注。美国再次开启新一轮降息周期，预计本次降息周期持续到2026年底，连续三年100基点的幅度最终至2%利率。预计港股创新药行业将迎来翻倍行情。即使按照美股估值的一半进行计算，这一涨幅也仅仅是初步显现。此外，该涨幅将显著超越许多高股息的个股。创新药行业具备增长潜力、合理估值、政策支持，并且面向6亿老龄人群的国内市场和广阔的海外市场。在国资介入之前，能否展现出更强的市场表现和自信？康方、亚盛或已高位，而石药、远大、丽珠等转型股及复星，预计未来3年两位数增长配高息，适合保守投资者。药明生物、微创医疗等潜力股，以及乐普生物、和誉等低位股，未来或有显著增值，预计1年翻倍，3年5倍增长。
Send us a texthttps://youtu.be/nbpWEe-nKGYTry VectorVest Risk-Free ➥➥➥ https://www.vectorvest.com/YTIntel and Amazon Web Services (AWS) entered into a multi-year, multi-billion-dollarchip deal aimed at boosting AI and cloud computing capabilities. This deal strengthens Intel's foundry business by having it produce custom chips for AWS, including an AI fabric chip using Intel's advanced 18A process node and a custom Xeon 6 chip on Intel 3 technology. This marks a significant expansion of the companies' long-term partnership, which began in 2006. This deal helps Intel gain traction in the AI chip market and reinforces AWS's leadership in cloud infrastructure by enabling more specialized hardware for its customers. Is the news worth the Investment?
Paul is back from Berlin! Mikah Sargent subs in for Leo, while Richard brings a glass of Einar's whisky to the show! They talk about the latest from IFA 2024, including the state of Intel, AMD, and Qualcomm. Later, tune in for intriguing updates about Parallels Desktop, Windows 10's Photos app, and Apple's lineup of (currently) AI-less devices. IFA Part Deux More perspective from industry insiders on where Intel, AMD and Qualcomm are at now Why did Qualcomm launch lower-end Snapdragon X chips now? Intel bails on 20A manufacturing process to focus on 18A - making lemonade Intel lands a punch with Lunar Lake. Is it enough for a comeback? Qualcomm has reportedly been trying to buy Intel's chip design business for months Lenovo launches new PCs with Intel, AMD, and Qualcomm chips - Photo gallery Copilot+ PC-class PCs with AMD and Intel chips come with 24H2e Windows Patch Tuesday arrives - 22H2/23H2 and 24H2 all get updates - same as last month's preview updates, of course Microsoft still doesn't list 24H2 in Windows 11 Update History on the Support sit Parallels Desktop 20 will benefit from Microsoft's Prism emulator too Microsoft is updating Photos app in Windows 10 too It's not just macOS Sequoia, ChromeOS is copying Windows's Snap feature too Apple launches new devices but AI is not ready Apple launches iPhone 16 series without AI, plus new Apple Watch and AirPods 4 also without AI... and confirms next software updates, also without AI - AI is for later, sometimes much later This was a lackluster launch by any measure. But AI might make things more interesting in time Dashlane recommends skipping out on Apple Passwords Microsoft 365, AI, more Microsoft opens up Ignite 2024 registration Windows App set to replace various RDP apps Xbox Sony tips PS5 Pro for a November 7 launch at $699 Xbox Game Pass Standard launches Netflix allegedly saw 210 million game downloads Tips and Picks Tip of the week: Lose the bookmarks, gain a (free) New tab page Tip of the week #2: Amazon Prime Games has free games too RunAs Radio this week: Microsoft 365 and PowerShell with Tony Redmond Brown liquor pick of the week: Einar's Great Skua Single Malt Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: veeam.com bigid.com/windowsweekly 1password.com/windowsweekly cachefly.com/twit
Paul is back from Berlin! Mikah Sargent subs in for Leo, while Richard brings a glass of Einar's whisky to the show! They talk about the latest from IFA 2024, including the state of Intel, AMD, and Qualcomm. Later, tune in for intriguing updates about Parallels Desktop, Windows 10's Photos app, and Apple's lineup of (currently) AI-less devices. IFA Part Deux More perspective from industry insiders on where Intel, AMD and Qualcomm are at now Why did Qualcomm launch lower-end Snapdragon X chips now? Intel bails on 20A manufacturing process to focus on 18A - making lemonade Intel lands a punch with Lunar Lake. Is it enough for a comeback? Qualcomm has reportedly been trying to buy Intel's chip design business for months Lenovo launches new PCs with Intel, AMD, and Qualcomm chips - Photo gallery Copilot+ PC-class PCs with AMD and Intel chips come with 24H2e Windows Patch Tuesday arrives - 22H2/23H2 and 24H2 all get updates - same as last month's preview updates, of course Microsoft still doesn't list 24H2 in Windows 11 Update History on the Support sit Parallels Desktop 20 will benefit from Microsoft's Prism emulator too Microsoft is updating Photos app in Windows 10 too It's not just macOS Sequoia, ChromeOS is copying Windows's Snap feature too Apple launches new devices but AI is not ready Apple launches iPhone 16 series without AI, plus new Apple Watch and AirPods 4 also without AI... and confirms next software updates, also without AI - AI is for later, sometimes much later This was a lackluster launch by any measure. But AI might make things more interesting in time Dashlane recommends skipping out on Apple Passwords Microsoft 365, AI, more Microsoft opens up Ignite 2024 registration Windows App set to replace various RDP apps Xbox Sony tips PS5 Pro for a November 7 launch at $699 Xbox Game Pass Standard launches Netflix allegedly saw 210 million game downloads Tips and Picks Tip of the week: Lose the bookmarks, gain a (free) New tab page Tip of the week #2: Amazon Prime Games has free games too RunAs Radio this week: Microsoft 365 and PowerShell with Tony Redmond Brown liquor pick of the week: Einar's Great Skua Single Malt Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: veeam.com bigid.com/windowsweekly 1password.com/windowsweekly cachefly.com/twit
Paul is back from Berlin! Mikah Sargent subs in for Leo, while Richard brings a glass of Einar's whisky to the show! They talk about the latest from IFA 2024, including the state of Intel, AMD, and Qualcomm. Later, tune in for intriguing updates about Parallels Desktop, Windows 10's Photos app, and Apple's lineup of (currently) AI-less devices. IFA Part Deux More perspective from industry insiders on where Intel, AMD and Qualcomm are at now Why did Qualcomm launch lower-end Snapdragon X chips now? Intel bails on 20A manufacturing process to focus on 18A - making lemonade Intel lands a punch with Lunar Lake. Is it enough for a comeback? Qualcomm has reportedly been trying to buy Intel's chip design business for months Lenovo launches new PCs with Intel, AMD, and Qualcomm chips - Photo gallery Copilot+ PC-class PCs with AMD and Intel chips come with 24H2e Windows Patch Tuesday arrives - 22H2/23H2 and 24H2 all get updates - same as last month's preview updates, of course Microsoft still doesn't list 24H2 in Windows 11 Update History on the Support sit Parallels Desktop 20 will benefit from Microsoft's Prism emulator too Microsoft is updating Photos app in Windows 10 too It's not just macOS Sequoia, ChromeOS is copying Windows's Snap feature too Apple launches new devices but AI is not ready Apple launches iPhone 16 series without AI, plus new Apple Watch and AirPods 4 also without AI... and confirms next software updates, also without AI - AI is for later, sometimes much later This was a lackluster launch by any measure. But AI might make things more interesting in time Dashlane recommends skipping out on Apple Passwords Microsoft 365, AI, more Microsoft opens up Ignite 2024 registration Windows App set to replace various RDP apps Xbox Sony tips PS5 Pro for a November 7 launch at $699 Xbox Game Pass Standard launches Netflix allegedly saw 210 million game downloads Tips and Picks Tip of the week: Lose the bookmarks, gain a (free) New tab page Tip of the week #2: Amazon Prime Games has free games too RunAs Radio this week: Microsoft 365 and PowerShell with Tony Redmond Brown liquor pick of the week: Einar's Great Skua Single Malt Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: veeam.com bigid.com/windowsweekly 1password.com/windowsweekly cachefly.com/twit
Paul is back from Berlin! Mikah Sargent subs in for Leo, while Richard brings a glass of Einar's whisky to the show! They talk about the latest from IFA 2024, including the state of Intel, AMD, and Qualcomm. Later, tune in for intriguing updates about Parallels Desktop, Windows 10's Photos app, and Apple's lineup of (currently) AI-less devices. IFA Part Deux More perspective from industry insiders on where Intel, AMD and Qualcomm are at now Why did Qualcomm launch lower-end Snapdragon X chips now? Intel bails on 20A manufacturing process to focus on 18A - making lemonade Intel lands a punch with Lunar Lake. Is it enough for a comeback? Qualcomm has reportedly been trying to buy Intel's chip design business for months Lenovo launches new PCs with Intel, AMD, and Qualcomm chips - Photo gallery Copilot+ PC-class PCs with AMD and Intel chips come with 24H2e Windows Patch Tuesday arrives - 22H2/23H2 and 24H2 all get updates - same as last month's preview updates, of course Microsoft still doesn't list 24H2 in Windows 11 Update History on the Support sit Parallels Desktop 20 will benefit from Microsoft's Prism emulator too Microsoft is updating Photos app in Windows 10 too It's not just macOS Sequoia, ChromeOS is copying Windows's Snap feature too Apple launches new devices but AI is not ready Apple launches iPhone 16 series without AI, plus new Apple Watch and AirPods 4 also without AI... and confirms next software updates, also without AI - AI is for later, sometimes much later This was a lackluster launch by any measure. But AI might make things more interesting in time Dashlane recommends skipping out on Apple Passwords Microsoft 365, AI, more Microsoft opens up Ignite 2024 registration Windows App set to replace various RDP apps Xbox Sony tips PS5 Pro for a November 7 launch at $699 Xbox Game Pass Standard launches Netflix allegedly saw 210 million game downloads Tips and Picks Tip of the week: Lose the bookmarks, gain a (free) New tab page Tip of the week #2: Amazon Prime Games has free games too RunAs Radio this week: Microsoft 365 and PowerShell with Tony Redmond Brown liquor pick of the week: Einar's Great Skua Single Malt Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: veeam.com bigid.com/windowsweekly 1password.com/windowsweekly cachefly.com/twit
Paul is back from Berlin! Mikah Sargent subs in for Leo, while Richard brings a glass of Einar's whisky to the show! They talk about the latest from IFA 2024, including the state of Intel, AMD, and Qualcomm. Later, tune in for intriguing updates about Parallels Desktop, Windows 10's Photos app, and Apple's lineup of (currently) AI-less devices. IFA Part Deux More perspective from industry insiders on where Intel, AMD and Qualcomm are at now Why did Qualcomm launch lower-end Snapdragon X chips now? Intel bails on 20A manufacturing process to focus on 18A - making lemonade Intel lands a punch with Lunar Lake. Is it enough for a comeback? Qualcomm has reportedly been trying to buy Intel's chip design business for months Lenovo launches new PCs with Intel, AMD, and Qualcomm chips - Photo gallery Copilot+ PC-class PCs with AMD and Intel chips come with 24H2e Windows Patch Tuesday arrives - 22H2/23H2 and 24H2 all get updates - same as last month's preview updates, of course Microsoft still doesn't list 24H2 in Windows 11 Update History on the Support sit Parallels Desktop 20 will benefit from Microsoft's Prism emulator too Microsoft is updating Photos app in Windows 10 too It's not just macOS Sequoia, ChromeOS is copying Windows's Snap feature too Apple launches new devices but AI is not ready Apple launches iPhone 16 series without AI, plus new Apple Watch and AirPods 4 also without AI... and confirms next software updates, also without AI - AI is for later, sometimes much later This was a lackluster launch by any measure. But AI might make things more interesting in time Dashlane recommends skipping out on Apple Passwords Microsoft 365, AI, more Microsoft opens up Ignite 2024 registration Windows App set to replace various RDP apps Xbox Sony tips PS5 Pro for a November 7 launch at $699 Xbox Game Pass Standard launches Netflix allegedly saw 210 million game downloads Tips and Picks Tip of the week: Lose the bookmarks, gain a (free) New tab page Tip of the week #2: Amazon Prime Games has free games too RunAs Radio this week: Microsoft 365 and PowerShell with Tony Redmond Brown liquor pick of the week: Einar's Great Skua Single Malt Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: veeam.com bigid.com/windowsweekly 1password.com/windowsweekly cachefly.com/twit
Paul is back from Berlin! Mikah Sargent subs in for Leo, while Richard brings a glass of Einar's whisky to the show! They talk about the latest from IFA 2024, including the state of Intel, AMD, and Qualcomm. Later, tune in for intriguing updates about Parallels Desktop, Windows 10's Photos app, and Apple's lineup of (currently) AI-less devices. IFA Part Deux More perspective from industry insiders on where Intel, AMD and Qualcomm are at now Why did Qualcomm launch lower-end Snapdragon X chips now? Intel bails on 20A manufacturing process to focus on 18A - making lemonade Intel lands a punch with Lunar Lake. Is it enough for a comeback? Qualcomm has reportedly been trying to buy Intel's chip design business for months Lenovo launches new PCs with Intel, AMD, and Qualcomm chips - Photo gallery Copilot+ PC-class PCs with AMD and Intel chips come with 24H2e Windows Patch Tuesday arrives - 22H2/23H2 and 24H2 all get updates - same as last month's preview updates, of course Microsoft still doesn't list 24H2 in Windows 11 Update History on the Support sit Parallels Desktop 20 will benefit from Microsoft's Prism emulator too Microsoft is updating Photos app in Windows 10 too It's not just macOS Sequoia, ChromeOS is copying Windows's Snap feature too Apple launches new devices but AI is not ready Apple launches iPhone 16 series without AI, plus new Apple Watch and AirPods 4 also without AI... and confirms next software updates, also without AI - AI is for later, sometimes much later This was a lackluster launch by any measure. But AI might make things more interesting in time Dashlane recommends skipping out on Apple Passwords Microsoft 365, AI, more Microsoft opens up Ignite 2024 registration Windows App set to replace various RDP apps Xbox Sony tips PS5 Pro for a November 7 launch at $699 Xbox Game Pass Standard launches Netflix allegedly saw 210 million game downloads Tips and Picks Tip of the week: Lose the bookmarks, gain a (free) New tab page Tip of the week #2: Amazon Prime Games has free games too RunAs Radio this week: Microsoft 365 and PowerShell with Tony Redmond Brown liquor pick of the week: Einar's Great Skua Single Malt Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: veeam.com bigid.com/windowsweekly 1password.com/windowsweekly cachefly.com/twit
We discuss the mountain of recent Intel developments, New AMD X3D CPUs, and Arrow Lake! [SPON: Thanks to Perplexity for sponsoring this video! Uber One members can head to https://perplexity.yt.link/4HLF7am to redeem one free year of Perplexity Pro through October 31st, 2024. Not an Uber One member? Sign up now to get in on this deal and all the perks that come with it!] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] ***RECORDED 9/8/24*** 0:00 AMD's Damaged their Brand 7:12 Intel Smartphone CPUs, Hardware Unboxed Testing (Corrections) 13:47 Lunar Lake & Arrow Lake Unaffected by Ring Bus Flaw 20:00 Intel Lunar Lake Delayed, but impresses on Paper 26:25 Lunar Lake's Battery Life vs Cost Dilemma 35:49 Intel Arrow Lake Performance Leaked 47:48 Jim Keller's (Cancelled) Royal Core Project Leaked 55:34 Intel Kills 20A Node, 18A has Issues, Emergency Cuts Incoming 1:11:12 R5 7600X3D Released & Tested, R7 9800X3D Thoughts 1:18:35 AnandTech Closes, Nvidia Q2 Earnings, 7800M, Z2 Extreme (Wrap-Up) 1:23:49 RADEON's New Strategy, PS5 Pro Confirmed 1:28:50 XBOX Series S Performance Issues, Windows 11 Sucks, Trying Linux (Final RM) https://www.anandtech.com/show/6536/arm-vs-x86-the-real-showdown https://community.intel.com/t5/Processors/Intel-Core-13-14th-Gen-Instability-Update-Future-Products/m-p/1627440/highlight/true#M77071 https://www.anandtech.com/show/21494/intel-to-launch-lunar-lake-core-ultra-chips-on-september-3rd https://www.intel.com/content/www/us/en/newsroom/news/core-ultra-200v-series-mobile.html#gs.e42zdu https://blogs.windows.com/windowsexperience/2024/09/03/copilot-pcs-expand-availability-with-new-amd-and-intel-silicon/ https://www.lowyat.net/2024/330747/msi-claw-8-ai-plus-bigger-battery/ https://blogs.windows.com/windowsexperience/2024/09/03/copilot-pcs-expand-availability-with-new-amd-and-intel-silicon/ https://www.theverge.com/2024/9/4/24235329/acer-ifa-2024-new-swift-ai-laptops-specs https://www.tomsguide.com/computing/laptops/intel-lunar-lake-laptops-have-arrived-heres-5-launching-now https://youtu.be/rHmWt4l41n4 https://youtu.be/yzimFlRJbAM https://www.reuters.com/technology/intel-ceo-pitch-board-plans-shed-assets-cut-costs-source-says-2024-09-01/ https://www.tomshardware.com/tech-industry/intel-ceo-will-reportedly-present-plans-to-cut-assets-at-an-emergency-board-meeting-chipmaker-may-put-dollar32b-magdeburg-plant-on-hold-and-sell-off-altera https://www.reuters.com/technology/intel-manufacturing-business-suffers-setback-broadcom-tests-disappoint-sources-2024-09-04/ https://www.tomshardware.com/pc-components/cpus/intel-scraps-18a-process-for-arrow-lake-goes-with-external-nodes-likely-tsmc https://www.reuters.com/technology/qualcomm-has-explored-acquiring-pieces-intel-chip-design-business-sources-say-2024-09-06/ https://www.tomshardware.com/pc-components/cpus/amd-launches-ryzen-5-7600x3d-microcenter-exclusive-six-core-zen-4-cpu-with-game-boosting-3d-v-cache https://www.tomshardware.com/pc-components/cpus/the-zen-5-gaming-postmortem-larger-generational-gains-than-many-reported-game-boosting-windows-update-tested-ryzen-5-7600x3d-gaming-benchmarks-too https://overclock3d.net/news/cpu_mainboard/amds-ryzen-5-7600x3d-is-now-available-in-germany-as-a-mindfactory-exclusive/ https://www.anandtech.com/show/21542/end-of-the-road-an-anandtech-farewell https://www.tomshardware.com/pc-components/gpus/amd-deprioritizing-flagship-gaming-gpus-jack-hyunh-talks-new-strategy-for-gaming-market https://www.dealabs.com/magazine/voici-le-nom-le-design-de-la-nouvelle-console-de-playstation-avec-plein-dautres-details-inedits-59094 https://videocardz.com/newz/sony-officially-teases-playstation-5-pro https://youtu.be/abXKDUESFKs?si=LsPsx-cDbUUTadu6
- Copyright law, Fair Use doctrine, and AI's appetite for data - TSMC's CoWoS capacity - Intel's 18A fab - DOE's $23 million RFP re future of HPC [audio mp3="https://orionx.net/wp-content/uploads/2024/09/HPCNB_20240909.mp3"][/audio] The post HPC News Bytes – 20240909 appeared first on OrionX.net.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Latest NVIDIA DOJ Antitrust Conversations https://twitter.com/PatrickMoorhead/status/1831331194761261266 https://twitter.com/PatrickMoorhead/status/1831083609869963483 https://twitter.com/danielnewmanUV/status/1831271181774725292 https://www.cnbc.com/2024/09/04/nvidia-says-it-didnt-receive-antitrust-subpoena-from-doj.html https://fortune.com/2024/09/04/nvidia-stock-market-value-antitrust-doj/ Intel Lunar Lake Copilot+ Chip Announcement https://twitter.com/PatrickMoorhead/status/1830995081140060264 https://twitter.com/danielnewmanUV/status/1831010656461459683 https://twitter.com/danielnewmanUV/status/1831009962547650782 https://twitter.com/danielnewmanUV/status/1831006376287473761 https://twitter.com/danielnewmanUV/status/1831007316189057293 https://www.theverge.com/2024/9/3/24233957/intel-lunar-lake-core-ultra-200v-launch Qualcomm 8-Core Copilot+ Chip Announcement https://twitter.com/PatrickMoorhead/status/1831291079464763500 https://twitter.com/PatrickMoorhead/status/1831294309368266790 https://twitter.com/PatrickMoorhead/status/1831297439870996939 https://twitter.com/danielnewmanUV/status/1831287991731634407 https://twitter.com/danielnewmanUV/status/1831296565207773212 https://twitter.com/danielnewmanUV/status/1831292181535223868 https://www.qualcomm.com/news/releases/2024/09/qualcomm-expands-performance-leadership-to-more-copilot--pc-user https://www.business-standard.com/technology/tech-news/qualcomm-snapdragon-x-plus-8-core-arm-chip-to-make-copilot-pcs-affordable-124090500360_1.html Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan) https://twitter.com/danielnewmanUV/status/1831264995394421014 https://twitter.com/danielnewmanUV/status/1831000797481771165 https://www.yahoo.com/tech/intel-signals-arrow-lake-desktop-174503128.html https://www.tomshardware.com/pc-components/cpus/intel-announces-cancellation-of-20a-process-node-for-arrow-lake-goes-with-external-nodes-instead-likely-tsmc Broadcom Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1831648744179220626 https://twitter.com/PatrickMoorhead/status/1831798095635447913 https://investors.broadcom.com/node/62441 https://finance.yahoo.com/video/broadcom-earnings-beat-q4-revenue-202642315.html HPE Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1831429333577028091 https://twitter.com/danielnewmanUV/status/1831425492219822402 https://www.hpe.com/us/en/newsroom/press-release/2024/09/hewlett-packard-enterprise-reports-fiscal-2024-third-quarter-results.html#:~:text=Third%20Quarter%20Fiscal%202024%20Segment%20Results&text=Financial%20Services%20revenue%20was%20%24879,from%20the%20prior%2Dyear%20period Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
Verse by Verse – Gospel of John, Week 1Pastor Nathan Zickert · John 1:1-18A video recording of this sermon is available here.For more information about Grace Community Church of Riverside, visit us online at https://www.gccriverside.com.
Fortune 500 companies are showing caution in adopting generative AI, with a focus on risks rather than benefits. A recent survey reveals that AI tools are impacting workers' productivity and workload, highlighting the challenges of balancing human talent with AI implementation. CompTIA identifies critical areas for skills building as AI adoption grows, emphasizing strategic planning to mitigate costs and enhance cybersecurity.Intel faces setbacks with its 18A chipmaking process, raising doubts about its role in U.S. industrial policy goals. Despite financial struggles and layoffs, Intel remains optimistic about the 18A process, aiming for production next year. The company introduces new chips, such as the Intel Core Ultra 200V, focusing on power efficiency and performance improvements. However, Intel's challenges may hinder its access to investment dollars and impact the government's industrial policy goals.ConnectWise revamps its marketplace with a unified interface, offering over 400 vendor integrations to enhance user experience and promote innovation. Auvik enhances its network management solution with new features, aiming to optimize network monitoring and management efficiency for IT teams. These tactical upgrades reflect the ongoing evolution of ecosystem strategies among platform players in the tech industry. Three things to know today 00:00 Fortune 500 Companies Highlight Generative AI Risks Over Benefits, Reflecting Caution in Adoption04:02 Intel Faces Setback with 18A Chipmaking Process, Raises Doubts About Its Role in U.S. Industrial Policy Goals06:31 ConnectWise Revamps Marketplace with Unified Interface and Auvik Enhances Network Management Supported by: https://www.huntress.com/mspradio/ Pulseway Event: https://www.pulseway.com/v2/land/webinar-nexus-msp?rfid=vendor/?partnerref=vendor All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessoftech.bsky.social
Devotional Theme – "Honoring the Hands That Serve: A Christian Devotional for Labor Day"Scripture reference - Proverbs 14:23 NIV- “All hard work brings a profit, but mere talk leads only to poverty.”Intro and Outro Song - "We Give Thanks To Thee" by Marlene Jenkins CooperClosing Song - " Glory Glory Hallelujah "Scriptures mentioned in the podcast - Colossians 4:14 , Exodus 1:15-21, Mark 6:3 NIV , Deuteronomy 8:18A, Proverbs 21:20 NIV, Mark 6:3 NIV
PASTOR RANDYWHY PRAISE AND WORSHIP GOD (CHANGES) 2 CHRONICLES 20-1-4, 13-18A real Word from God by Pastor Randy.Hear the passion and the plea to receive Jesus as Savior and Lord before it is too late.You will be challenged and blessed. HOLD THE LINEBlessings Abound!
June 30, 2024 GRAND PARKWAY BAPTIST CHURCHNeil McClendon, Lead PastorGospel Modeling BehaviorsActs 18:18-281. Vows, v. 18A vow is an informed expression of understanding that one submitsthemselves to in order to express gratitude, need or understanding.“Guard your steps when you go to the house of God. To draw near tolisten is better than to offer the sacrifice of fools, for they do not knowthat they are doing evil. 2 Be not rash with your mouth, nor let yourheart be hasty to utter a word before God, for God is in heaven andyou are on earth. Therefore let your words be few. 3 For a dreamcomes with much business, and a fool's voice with many words. 4When you vow a vow to God, do not delay paying it, for he has nopleasure in fools. Pay what you vow. 5 It is better that you should notvow than that you should vow and not pay. 6 Let not your mouth leadyou into sin, and do not say before the messenger that it was amistake. Why should God be angry at your voice and destroy the workof your hands? 7 For when dreams increase and words grow many,there is vanity; but God is the one you must fear.”-Ecclesiastes 5:1-72. If God wills, v. 21“Come now, you who say, “Today or tomorrow we will go into suchand such a town and spend a year there and trade and make a profit”— 14 yet you do not know what tomorrow will bring. What is your life?For you are a mist that appears for a little time and then vanishes. 15Instead you ought to say, “If the Lord wills, we will live and do this orthat.” 16 As it is, you boast in your arrogance. All such boasting is evil.17 So whoever knows the right thing to do and fails to do it, for him itis sin.”- James 4:13-173. A teachable spirit, v. 24-28Four things that will help you become a more teachable person…a) Seek honest feedback by asking honest questions of honest peopleb) Get better at listening- Hearing is the auditory function of the ear.Listening is an emotional commitment to the person talking.c) Get thicker skin- seek to be convicted more than offended.d) Ingest and implement- people come to see you as teachable whenthey see things they have shared with you show up in your life.Mental worship…1. Is there a vow you need to make or want to make, for the nextmonth, that would communicate gratitude, need or understanding?2. If you wanted to change something about your life, what questionwould you ask and who would you ask?3. How do you express your dependence on God in decisionmaking?4. Are you better at hearing or listening? How would your spouse/significant other answer?5. What is one thing you want to better understand aboutChristianity?6. Can you learn from anybody? If not, what type of person is it hardforyou to learn from.
Podcast: Error Code (LS 25 · TOP 10% what is this?)Episode: EP 39: Hacking Water Systems and the OT Skills GapPub date: 2024-06-18A critical skills gap in Operational Technology security could have a real effect on your water supply and other areas of the critical infrastructures. Christopher Walcutt from DirectDefense explains how the IT OT convergence, and the lack of understanding of what OT systems are, might be contributing to the spate of water systems attacks in 2024. The podcast and artwork embedded on this page are from Robert Vamosi, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Error Code (LS 25 · TOP 10% what is this?)Episode: EP 39: Hacking Water Systems and the OT Skills GapPub date: 2024-06-18A critical skills gap in Operational Technology security could have a real effect on your water supply and other areas of the critical infrastructures. Christopher Walcutt from DirectDefense explains how the IT OT convergence, and the lack of understanding of what OT systems are, might be contributing to the spate of water systems attacks in 2024. The podcast and artwork embedded on this page are from Robert Vamosi, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
#Where there is no vision, the people perish." Pr 29:18A pastor writes: "The second law of thermodynamics states this physical truth: If left to their own devices, everything in the universe moves toward disorder and decay.Cars rust. Food rots...It's also called the law of entropy. And the only way to prevent entropy is to introduce an outside energy source to counteract it. The technical term for this is negentropy. And the refrigerator is a good example. You plug it into an electrical outlet, and it produces cold air that keeps food from rotting. If the refrigerator gets disconnected from its energy source, entropy will take over again. And things will get smelly. Isn't that what happens when we get disconnected from God? Life moves toward decay and disorder. So how do we overcome our entropic tendencies?.. [Solomon answers,] 'Where there is no vision, the people perish. If sin is entropy, then investing our energies in a God-sized vision is negentropy. The word perish comes from the Hebrew word para, and 'entropy' is a fair translation." Perhaps many church problems don't come from an abundance of sin but rather from a lack of vision? We're not suggesting that there aren't sin problems or that those problems don't need to be dealt with. But in too many instances, there isn't enough vision to keep churches busy. Our vision isn't big enough to demand all our energies, so we focus on petty problems to keep us busy. The same is true on a personal level. If we had a larger vision of what God wanted to accomplish in us and through us, our problems would diminish because we are consumed by a cause greater than ourselves."Support the Show.Changing Lives | Building Strong Family | Impacting Our Community For Jesus Christ!
A celebration of Earth Day and a word ladder, who could ask for more? We love word ladders, so today's crossword, by David J. Kahn (his 189th!!), hit the sweet spot. There were also several Earth Day related clues not tied to the word ladder -- 18A, Sustainably produced electricity, GREENPOWER; 54A, Carbon-based energy source, FOSSILFUEL; and in between, 36A, One symptom of climate change, GLOBALWARMING. All in all, a timely and enjoyable Monday puzzler. Show note imagery: The San Gorgonio Pass wind farmContact Info:We love listener mail! Drop us a line, crosswordpodcast@icloud.com.Also, we're on FaceBook, so feel free to drop by there and strike up a conversation!
Today's crossword has it all! A unique theme / drink recipe, a nice piece of grid art, and as a reward for the intrepid solver, a flash color to celebrate its successful completion. Several clues we thought worthy of note: 54A, Derby participants in July, BATTERS; 44A, Gave a red card, informally, DQED; 49A, Betting recklessly, in poker, ONTILT; and 34A, Certain soccer kick, TOEPOKE; and the hilarious 18A, What Scott Joplin might yell after a spill?, RAGTIME.
台積電亞利桑那廠進度延宕，建造過程一堆問題在吵時，日本熊本廠默默蓋好了？美國廠不願「勤能補拙」才卡關？日本職人精神反成阻礙？重建晶圓製造有兩大難題？台積電人力、文化優勢「難複製」？ 英特爾18A技術超車台積？ 中芯國際競爭力並不差！發展「中國特色」N奈米晶片不是問題？ 本集【阿姨想知道】邀請前台積電全球研發處處長 楊光磊 ，第一線「老台積人」來剖析台積電的強項，以及美中日半導體的各自優勢。 btw因為這集太精彩我們拆成兩集，下週會聊聊台積電的企業文化，大家常講「十萬青年十萬肝，GG輪班救台灣」，真的只能用這方式才有競爭力嗎？ ＊本集錄影時間為 24/03/05 Timecode： 00:22 Open -值班小道士：路易莎莎 03:13 熊本廠是日本秀肌肉？ 美國不願「勤能補拙」才卡關？ 06:36 職人精神反成日本阻礙？重建晶圓製造有兩大難題？ 10:18 人力、文化優勢「難複製」？ 晶圓製造光抄台積電一定死？ 14:24 重語言、創意不重製造！ 科學應用美國人不愛？ 17:33 英特爾18A技術超車台積？代工競爭關鍵是客戶服務？ 20:42 美禁令首重封鎖晶片應用？ 中國內需大產業能存活？ 23:56 中芯國際競爭力並不差！ 「中國特色」N奈米晶片？ 28:12 國際挖角台積怎麼應對？ 減少推力沒人會想走？ 32:45 Takeaway 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckoh7hg5k053b0888d62mkdtq/comments 想看不一樣的斐姨團隊IG追蹤起來
2021年，Intel CEO Pat Gelsinger宣示要在2025年趕超台積，現在距離他的目標只剩一年。原本不被看好的Intel在推出7奈米的Intel 4之後，Gelsinger最近甚至說原定2025上半年量產的18A將會提前到2024下半年。如果真的被他做到，等於就超越台積了！但事情真的會那麼順利嗎？ 場景轉到中國，華為在美中科技戰的重重封鎖之下，竟推出搭載中芯7奈米晶片的智慧型手機，引發拜登政府關注，而這背後的英雄正是梁孟松。梁孟松是誰？他究竟怎麼做到的？中芯還能繼續攻下5奈米、3奈米製程嗎？此外，台積電董事長劉德音今年將退休，由魏哲家接下董事長兼總裁的職位完全執政，第三代接班團隊會在此時浮出檯面嗎？ 主持人：天下雜誌總主筆 陳良榕 來賓： 前台積電研發處長 楊光磊 、達盈管理顧問公司創辦人 方頌仁 製作團隊：李洛梅、劉駿逸 ＊【首月免費｜天下每日報APP】用最短時間接軌全球，立即體驗：https://bit.ly/3O7xgEV ＊訂閱阿榕伯科技電子報：https://bit.ly/42A6BWj ＊阿榕伯聽眾購書專屬優惠：https://bit.ly/3ZUW72e ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw
Today, I'm sharing a panel discussion dedicated to the art of perfect pizza. With me are Chef RobertAndreozzi from Marvin Pizza in Providence, RI, Chef Derrick Tung from Paulie Gee's in Logan Square in Chicago, and Chef Demetri Mechelis from Martha Dear in Washington DC.You'll hear how they first became interested in pizza-making, and they each share the individual paths that led them to the pizza business.You'll learn the secrets they employ to stay relevant and keep innovating in a popular culinary genre, and some of the unique toppings they incorporate.They discuss finding balance between what they want to sell and what customers want to eat, and share some choice advice about running a restaurant. What you'll learn from this panel discussion on perfect pizza First memories of a perfect pizza 2:45Making the decision to open up a pizzeria 5:13The story behind the name of Martha Dear 6:48Falling in love with the pizza-making process 7:17The struggle of naming your business 9:39Going from fine dining to opening a pizzeria 10:57Taking pride in local sourcing 13:39The popularity of traditional pizzas 14:31Leveraging the power of social media 15:54The effect of water quality on pizza dough 16:49Finding creative inspiration for new flavors 18:32Standing out in a competitive market 22:43Exploring heritage through pizza 23:19Identifying what makes you successful 24:31Knowing your audience and managing the interactions 25:38What people are looking for in a restaurant experience 26:50The line between what the customer wants and what you want to serve 27:27Focusing on simplicity 28:57Lessons on running a restaurant post-pandemic 30:18A hot tip if you're going into hospitality 32:20Defying bad advice about business hours 34:03Recognizing wins for everyone in the restaurant 35:19Ingredients you shouldn't live without 36:13Late night topping combos 36:53Toppings that need to be blacklisted 37:25Operations considerations when running a perfect pizza joint 39:04 I'd like to share a potential educational resource, "Conversations Behind the Kitchen Door", my new book that features dialogues with accomplished culinary leaders from various backgrounds and cultures. It delves into the future of culinary creativity and the hospitality industry, drawing from insights of a restaurant-industry-focused podcast, ‘flavors unknown”. It includes perspectives from renowned chefs and local professionals, making it a valuable resource for those interested in building a career in the culinary industry.Get the book here! Links to most downloaded episodes (click on any picture to listen to the episode) Chef Sheldon Simeon Chef Andy Doubrava Chef Chris Kajioka Chef Jacques Pepin Click to tweet Marvin's ability to integrate into the community largely hinges on the aspects that complement our pizza. This includes our selection of cocktails, various appetizers, the events we organize, and our merchandise. By presenting these elements as cultural contributions to the neighborhood, we have significantly contributed to our success. - Robert Andreozzi Click To Tweet The specials are not as profitable. If we focused solely on selling cheese pizzas, we might all become millionaires within a few years. - Derrick Tung Click To Tweet I don't believe water plays a significant role in the quality. While having good water is beneficial, and New York might have the best water I'm aware of, for us, it's really about our passion and our dough starter. - Demetri Mechelis Click To Tweet Social media Pizza Marvin Instagram
We get asked about how to be a good candidate, good cone, or a good operator in the AFSPECWAR career fields. Well, we have covered that before- but we thought that getting you all the traits of a bad teammate so you can avoid those things in the future. This one is for all you cones and quitters that may do some of the stuff in this episode- time to realize it and stop before it bites you! 00:00 The intro and Peaches immediately shames Aaron02:15 What are we talking about?03:40 Peaches has regret about the intro, not asking questions 04:45 Acronyms and 9A's08:40 Aaron hates fat people10:30 Injured vs lazy14:50 Walk past trash17:28 What are you here for?18:00 22STS new bldg20:56 Treating SWMS like crap 26:50 Check out 18A and Hoist!!! 31:30 Making Excuses34:30 Accountability or lack thereof36:30 Jared on mistakes44:20 EPR's being broken example46:40 Not putting the team first 52:30 Lying / IntegrityCollabs:18A Fitness - Promo Code: 1ReadyAlpha Brew Coffee Company - Promo Code: ONESREADYATAC Fitness - Promo Code: ONESREADY10CardoMax - Promo Code: ONESREADYEberlestock - Promo Code: OR10Hoist - Promo Code: ONESREADYStrike Force Energy - Promo Code: ONESREADYTrench Coffee Company - Promo Code: ONESREADYGrey Man Gear - Promo Code: ONESREADY The content provided is for informational purposes only and does not constitute legal advice. The host, guests, and affiliated entities do not guarantee the accuracy or completeness of the information provided. The use of this podcast does not create an attorney-client relationship, and the podcast is not liable for any damages resulting from its use. Any mention of products or individuals does not constitute an endorsement. All content is protected by intellectual property laws. By accessing or using this you agree to these terms and conditions.
© 2020-2025 Ivy Podcast Discovery LLC
