Podcasts about Computex

Don’t Fade and Die in AI Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ Matt Yanchyshyn, VP AWS Marketplace, Rekha Thangelapalita, Elastic GSI Leaders; Allison McFadden, Accenture AWS Leader; and James Kang of Nvidia join Ultimate Partner. In this panel discussion, leaders from Elastic, Accenture, Nvidia, and AWS dissect the urgent shifts in the ecosystem, emphasizing that partners must adapt to AI and agentic co-selling or risk fading away completely. The conversation explores the necessity of deep co-engineering, the power of multi-product solutions in the AWS marketplace, and how automated agents are now replacing traditional human sales pipeline progression. By embracing data readiness and strategic collaboration, organizations can survive the “token maxing” era, effectively scale their enterprise opportunities, and align with NVIDIA’s five-layer strategy to dominate the new cloud landscape. https://youtu.be/zUkL4Wqsa68 Key Takeaways AI agents will automate the majority of AWS partner co-selling attachments and opportunity progressions this year. Partners who fail to embrace agentic workflows and automated governance face the existential risk of fading into obsolescence. Successful multi-product offerings require a “blood to all organs” approach that benefits the client, the ISV, the GSI, and the hyperscaler simultaneously. Nvidia’s “five-layer cake” model emphasizes that successful outcomes at the application layer automatically drive growth for all underlying infrastructure. The “token maxing” phenomenon is forcing enterprises to seek cost-effective, open-model alternatives to scale their generative AI securely. Integrating GSIs and ISVs on the AWS marketplace significantly increases enterprise deal sizes and long-term customer renewal rates. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags strategic collaboration agreement, data readiness engine, agentic co-sell, semantic layer, token maxing, five layer cake, accelerated computing platform, open models, cloud consumption, multi-product solutions, partner central agents, propensity data, automated opportunity progression, generative AI governance Transcript Matt Y and Panel Audio Podcast [00:00:00] Vince Menzione: You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to Agen Co-sell, or you can fade and die. [00:00:11] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:22] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi. Own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:44] Vince Menzione: It is the strategy because [00:00:46] Vince Menzione: being in the room changes everything. Let’s start. [00:00:51] Vince Menzione: We’ve got some amazing leaders joining us. So I think probably for a little bit of context, maybe just start with Rika. You can introduce yourself, your role and, uh, what, what you’ve been doing at Elastic. Yeah. [00:01:03] Rekha Thangellapalli: Yeah, sounds great. [00:01:04] Rekha Thangellapalli: Hi everyone. I’m Reka and I lead GSI Alliances at Elastic. Um, for the past 14 years, I’ve had the pleasure of building different kinds of partner ecosystems across companies such as SAP. MuleSoft, Salesforce, Coupa, and now Elastic. Um, I wanna thank Ultimate partner and Vince for having us here today. Thank you and the panel of these incredible speakers for joining me on stage. [00:01:31] Rekha Thangellapalli: Um, very excited for the conversation today. [00:01:33] Vince Menzione: We love Elastic, and you’ve had some of your other leaders on stage at other events. As such, the quality of your leadership team is amazing. Thank you. [00:01:42] Rekha Thangellapalli: I wholeheartedly agree. [00:01:45] Allison McFadden: Excellent. Um, hello everyone. Allison McFadden. I lead our North America AWS practice at Accenture. [00:01:52] Allison McFadden: Uh, I’ve been there for five years, and truth be told, it was my first partnership role, my first formal partnership role. Uh, so I can take some tips from all of you in the room here today. Prior to that, I was 21 years with IBM, and I got into partnerships because my last role at IBM was actually trying to build. [00:02:14] Allison McFadden: Linux business on the mainframe, and I had to have partners. I had to have partners to help me with workloads to run there. So I kind of learned, uh, trial by fire. But I’m excited for the conversation today. Excited to be in this room and excited to talk about what we’re doing with, uh, elastic. Thank you. [00:02:34] James Kang: Uh, my name is James Kang. Nice to see and meet everyone here. Vince, thank you for the opportunity. Thank you [00:02:38] Vince Menzione: for being here. [00:02:39] James Kang: Um, I’m with Nvidia, so I help manage the AWS partnership at Nvidia all up. Um, I guess fun fact, I’m former AWS and so I see a lot of very familiar faces here in the front row. Uh, former colleagues and then current friends. [00:02:56] James Kang: And so, uh, looking forward to the conversation. [00:02:59] Vince Menzione: Great. Well, we’ll start with an easy tia. Matt. This is not directed to you, directed to the others. So what does a successful AWS partnership look like from your C? So we’ll start with Eureka. [00:03:09] Rekha Thangellapalli: Sure. So from an ISV perspective, I think we really are looking at three things. [00:03:15] Rekha Thangellapalli: Uh, mutual investment building together. And scaling together. So when we talk about mutual investment, elastic recently signed a five-year SCA or strategic collaboration agreement with AWS. And while that is a significant milestone in our partnership, for us, what matters more is what it represents, and that is really a long-term commitment from both companies. [00:03:39] Rekha Thangellapalli: Towards product engineering, um, and joint go to market initiatives to deliver value to customers over time. And that’s what we see is that the best partnerships really compound and they build upon each other every year. Um, they don’t necessarily kind of reset every year. Um, next we talk about building together. [00:03:59] Rekha Thangellapalli: So, um. When we talk about joint solutions, we want to deliver solutions that are better together and the customers have to see us that way. And so whether it’s search, observability, or security, we’re looking at taking to market solutions that we can’t or necessarily don’t wanna take on our own. And finally we talk about scaling together. [00:04:22] Rekha Thangellapalli: And this is where marketplace, for instance, plays a big role, um, when customers can draw down on their cloud commitments, transact online and go from, you know, pilot to enterprise scale adoption in hours, not days. Um, this is when really everyone wins. Um, and this is also where partners like Accenture play a critical role. [00:04:47] Rekha Thangellapalli: Um, you know, the incredible amount of expertise that they bring, uh, the managed services capabilities and, um, their data assets actually play a huge role in having our customers realize that value faster. And, um, like Vince mentioned, at the end of the day, best partnerships are all all about creating kind of that. [00:05:07] Rekha Thangellapalli: Self-sustaining flywheel. And so it starts with investing together, building something unique, and having the customers realize that success faster because that success is really the only thing that’s gonna keep that flywheel going for everyone involved. I [00:05:26] Vince Menzione: absolutely. [00:05:26] Allison McFadden: Okay, amazing. I’m gonna riff off a few things Ika said, but from a GSI perspective. [00:05:32] Allison McFadden: A relationship with a WSA successful relationship with AWS looks slightly different. Um, so I think the first thing that we think of in the GSI Community common thread is that the client outcome and delivering value for clients is what we, what we’re striving for. Um, and so the partnership with AWS in that case, um, um, it has to, it has to. [00:06:01] Allison McFadden: Look like one team in front of our clients. So we have to show up indistinguishable, and that’s with AWS and with an ISV partner, it has to look like one solution in front of the client, especially moments that matter. So board meetings, um, you know, the time we’re gonna sign a deal, like we have to look like one team, uh, and keep our our client outcome, um, first and foremost in mind. [00:06:24] Allison McFadden: The second thing, and this is I think where the magic of all the people in this room comes into play. We can have as many discussions at a CEO level as we want. And if our client teams on the ground are not working together, it falls apart. Falls apart directly in front of the client. Yes. And that is a really hard thing to do. [00:06:45] Allison McFadden: So I’m passionate about the alliance work because that that work is what makes it happen at the corporate level. [00:06:53] James Kang: Cool. Um. I’ll start here. So in Nvidia is a accelerated computing platform company. Um, if you asked. Anyone on the, on the street about a year ago, what is ai? A lot of times they would say AI is, is open ai, or it’s philanthropic. [00:07:12] James Kang: Um, Jensen and I’ll, I’ll reference Jensen a lot today, um, because he is our leader, um, but he also sets the strategy in the direction for Nvidia. He talks a lot about AI in the metaphor of a five layer cake. And in terms of the five layer cake, you start off with the foundational bottom layer being power and energy, which sustains. [00:07:32] James Kang: All of our data centers, you move up the stack in terms of chips. So things think of Foxconn, think of TSMC. Next you have the infrastructure layer. So obvious choice is AWS, and then you get to the models where you do have the philanthropics and the open ais. But finally in at the precipice, you have the application layer. [00:07:53] James Kang: Ultimately, the reason why I mentioned all different stacks of the layers, the five layer cake, is the fact that the application layer is the most important. And so when you think about. Partners like Elastic or ServiceNow Trend, ai, CrowdStrike. Every time you pull from the application layer and you see a success, it pulls all five different components of that layer up. [00:08:13] James Kang: And so ultimately, as I think about success, it’s it’s being able to develop these co-sell wins at the application layer and really demonstrating that through extreme co-engineering and co-design with all the different application. Infrastructure, power and energy layers in mind. Um, Jensen also likes to think of himself not only as the CEO and founder, but also as the, the chief Marketing Officer. [00:08:35] James Kang: We are a very event driven company, and so at our big events like GTC or at big industry events like CES or Computex, he likes to show up on the biggest stage, biggest stages and showcase the partnerships with not only ISVs and GSIs, but also with end customers. And so that’s what I think about when I think of SA success. [00:08:56] Vince Menzione: That’s a really good point. You talked about, Allison, you talked about having an alliance strategy, or at least you teed it up, so I thought maybe we would go there for a second. Right? Like, what does a great alliance strategy look like and why is it important to the success of the partnership? [00:09:11] Allison McFadden: Man, I, uh, I have so many opinions on this. [00:09:13] Allison McFadden: We could probably be up here all day. That’s [00:09:15] Vince Menzione: okay. [00:09:16] Allison McFadden: Um, no, I think. Uh, there, there are a couple things, and the first one that comes to mind is focus. We cannot be all things to all people. Um, so when it comes to think about some of the, the work we’re doing with Elastic, we have a very, very clear point of view on what client problem we’re solving, what clients we want to talk to. [00:09:38] Allison McFadden: It helps if, um, from an ISV perspective, if there’s a very clear fit in. The Accenture portfolio or whatever, you know, SI consulting partner. You’re working with a very clear fit in the portfolio and we know what we’re not gonna go after, what we’re not gonna spend our time on because we have, we have this tendency, there’s millions of people. [00:10:00] Allison McFadden: The ecosystem chart that, you know, Vince, you showed up there, there’s so many connections. There’s probably more connections there than there are atoms in the universe, right? So, um. Defining what we do together and what we don’t do together is the first thing that pops to my mind. [00:10:19] Vince Menzione: Reka, do you have a perspective on it since we’re gonna, we’re gonna talk next about what you’ve done together, but, and I also wanna get mass perspective as a hyperscaler partner here as well. [00:10:29] Rekha Thangellapalli: Yeah, I mean from my perspective, I, I’m gonna, you know, kinda echo what Allison said is to be just maniacally focused. Yep. Um, because, especially from my perspective, so Elastic has three different solutions, right? We’ve got search, we’ve got observability, we’ve got security that map to completely different business units within Accenture. [00:10:47] Rekha Thangellapalli: And of course Accenture does a lot of things. And so, you know, when we first came together it was like. Okay, what are we gonna focus on? What industries are we gonna go after? Which segments are we gonna go after? Which customers, you know, um, outcomes are we trying to solve? And I think that sort of maniacal focus is the number one contributing factor to, to the fact that I’m like, up here on stage today. [00:11:12] Rekha Thangellapalli: Great. [00:11:14] Vince Menzione: Matt? Perspective? [00:11:16] Matt Yanchyshyn: Yeah, I, I, I guess I was trying to. To add something, uh, additional from an AWS perspective, uh, when it comes to, you know, what does a great alliance look like? Uh, AWS is obsessed with data, you know, in data we trust. And, and so the best, um, and, and this goes sales business problem, and it’s not just the engineering teams. [00:11:34] Matt Yanchyshyn: And so, uh, you know, Accenture does a good job of this elastic, definitely. And if you can come to the table with, um, quantifiable proof of the value of customer outcomes and partnerships. Um, you’ll win all the time and it’ll be a durable relationship with AWS ’cause we really are this data obsessed company and, and even the most senior sales leaders. [00:11:54] Matt Yanchyshyn: Uh, and so what I mean by that specifically is like if you, if you can show like your a RR to land an a RR conversion ratio, like in in numerical format, it’ll light up our sales leaders and, and they’ll be all, and they will co-sell with you all day long. If you can show the, I mentioned this earlier, like the AWS service, uh, whether you’re consulting company or, um, elastic and, and how the shape of customer accounts change positively when we work together. [00:12:15] Matt Yanchyshyn: That type of sort of quantifiable data works particularly well from an alliance perspective. With AWS as a partner, we, we really are like this data in sort of results out company. Um, so I, yeah, that’s just adding to the great points that were already made. I would say specific to AWS that that’s key. [00:12:30] Matt Yanchyshyn: Yeah. And I’m gonna bring up one more thing. I want to dive in on the, the joint value proposition, but you mentioned something that made a lot of sense and resonated to me about the organizations once you get out of partner, the partner world that we all know and love. Mm-hmm. Once you get down into a field organization or account management organization. [00:12:49] Matt Yanchyshyn: Not as much understanding and really organizations do a bad job here, honestly, in terms of enabling the field organizations. Do you agree? [00:12:58] Allison McFadden: I agree because I, I agree. And, um, you know, I think that’s one of the things, and, and I, I, when I joined Accenture, what we had was a lot of wicked smart architects delivering programs to clients in the field. [00:13:15] Allison McFadden: Very smart, very deep in AWS knowledge. Um, and that was awesome for the 10 clients they were staffed on and to get that understanding of how AWS works and I dream about lar, right? Like, this is a good, you know, but that takes real effort and real work. Yeah. And it’s, it’s um, almost like being a language translator. [00:13:37] Allison McFadden: Yes. For me. Yeah. So, you know, I had to deeply learn AWS so that I could. [00:13:42] Rekha Thangellapalli: Sure. [00:13:42] Allison McFadden: Teach my account teams. My account teams are really smart. They know who they’re selling to. They know their customers. They know what their customers need. They do not know what AWS has to offer always because they’ve got 20 partners lining up to try to tell their stories. [00:13:57] Allison McFadden: Um, they don’t know how to ask of the AWS team or the elastic team or the Nvidia team. Yeah. What they need [00:14:02] Vince Menzione: this co-selling piece. Yeah. [00:14:04] Allison McFadden: And so that is where, um. We had to build that muscle even around our AWS practice, which was a huge practice at Accenture, but we didn’t necessarily surround it with that kind of enablement and um, almost deal coaching layer. [00:14:21] Vince Menzione: So Elastic and Accenture came together. I dunno which one of you wants to lead this part of the conversation, but you will, right? Yeah. So tell us about the genesis of this and why. And a lot of people dunno what Elastic does, but you do some really incredible work. Like I, somebody told me one day was like, oh, you know, Uber, like, that’s elastic, powering all that. [00:14:41] Vince Menzione: Like, we don’t think about that. That the engines that you have and the, the backend to the customers, huge customers. [00:14:48] Rekha Thangellapalli: Yeah, absolutely. Um, so when AWS launched this feature last, um, reinvent where basically it allowed, you know, channel partners such as Accenture to be able to bundle up their services, their data assets with an ISV solution and put it on marketplace, um, you know, Accenture and Elastic immediately saw an opportunity. [00:15:09] Rekha Thangellapalli: Um, at the time most customers were doing gen ai. But they were running into the same challenge, which was that their data just was not ready. And by the way, this is a problem we were solving. Outside of marketplace. I think the, the feature that you guys launched just gave us a way to package it up and to be able to create this repeatable solution, which we call data readiness engine for gen ai and put it on marketplace. [00:15:40] Rekha Thangellapalli: And, um, this to me was a success because. Each company had a clear reason to invest. Um, so for Accenture, they were able to, you know, create a very differentiated services led offering. Uh, for Elastic, we were able to expand on our AI story. And for AWS, um, you know, it drives marketplace adoption, increases cloud consumption, all of that great stuff. [00:16:07] Rekha Thangellapalli: And customers, of course get. A solution to a very real problem that, that they were having. Um, and you know, the surprising part for me going through that journey was that, um. The pitching, the idea, getting the budget, getting the executive sponsorship was actually the easy part. The hard part was getting all three companies to come together, uh, to go from idea to launch in a very ambitious timeline of six weeks. [00:16:37] Rekha Thangellapalli: Nice. And so, you know, this was very much like. Doesn’t matter your title. We’re rolling up our sleeves and we are on this outcome together. Um, and so we literally built a RACI matrix, a project plan, and you know, we had daily standup calls for six weeks where literally. At least one person from each three of these companies called in, you know, got rid of any blockers and we made sure we were on target for that timeline. [00:17:07] Rekha Thangellapalli: Um, and you know, at the end we had a successful launch. But I think my favorite part about the story is the impact that we’re having and, um. My favorite story comes from a global pharmaceutical company that, you know, had basically nine petabytes of data spread across six different continents. Wow. And by working with Accenture and Elastic, they were able to build that trusted foundation that their AI and their agents can, you know, kind of safely tap into and be accessible at scale. [00:17:41] Rekha Thangellapalli: Um, so that’s my version. Allison. [00:17:44] Allison McFadden: Yeah. Well, I don’t have a lot to add. I just, I would say this is a good example of a couple of principles, right? One is having a forcing function is never a bad idea. Sign up for a big event, sign up. I’m like, I’m here with my, you know, Nvidia guys saying, sign up for the event. [00:17:58] Allison McFadden: It’ll make you move quick, right? [00:18:00] Audience Member: Yes. [00:18:00] Allison McFadden: Um, so that is one, but two, one of my mentors once told me, when you’re designing any kind of, you know, offering go to market motion, it has to get blood to all organs. If it does not get blood to all organs, it does not go [00:18:14] Vince Menzione: nice. [00:18:14] Allison McFadden: Um, [00:18:14] Vince Menzione: I love that analogy. [00:18:15] Allison McFadden: Oh, I love it. And I can talk all day. [00:18:17] Allison McFadden: That guy was brilliant. I love him. But, um, no, and, and so Elastic did a really nice job of bringing the tech to the table. Um, our team has to trust in that technology and its ability to scale, right? Um, because at Accenture we have to be able to deploy across 700,000 consultants. Um. And yeah, so I think those are the two, two things that really worked well here is we had, uh, trust in the technology solved a customer need. [00:18:50] Allison McFadden: Um, it drives, we don’t even talk about, like, yes, it drives marketplace revenue, but it unlocks work that we do that drives even more revenue to our AWS Friends. Right. So this is a, this is a, um, product that’s getting your data ready for AG agentic. It’s a messy problem that everyone’s dealing with, and it removes blockers for clients and it unlocks more, you know, ag agentic work on top of that. [00:19:15] Allison McFadden: So, blood to all organs. [00:19:17] Vince Menzione: So, was that the proposal going forward to say we need to have, we need to have trust in the solution. We need to drive significant revenue. It needs to be something all of our, you know, seven, 700,000 people. Can be a part of and help drive? Is that how you think about? [00:19:32] Allison McFadden: Yeah, and for us right now, um, it’s an interesting time for Accenture. [00:19:36] Allison McFadden: Our clients are asking a lot of us, and what it does is it having some of these accelerators helps us deliver cheaper, better, faster to our clients, which is what they’re demanding of us right now. Um, so it’s an accelerator to client outcomes. [00:19:55] Vince Menzione: James, what is NVIDIA’s role and how do, how do you enter the equation here? [00:20:00] James Kang: Yeah, it’s, um, it’s a good question. Um, I, I would say that Nvidia is probably one of the most misunderstood organizations in the world. Um, despite the, uh, the market capitalization in the valuation of the company, we have a very tiny organization. Um, what I mean by that is, um, if you think about. [00:20:20] James Kang: Salesforces and field sales organizations. Um, we’ll take Salesforce as the account or the customer. As an example, we have one account manager at NVIDIA that no, not only covers and is responsible for the relationship with Salesforce, um, but also manages. Automation Anywhere as well as DocuSign. Whereas at AWS, in contrast, like there are full armies and teams Yeah. [00:20:45] James Kang: That are supporting the Salesforce relationship. And so as you think about partnering and working with Nvidia, the focus has to be on really. Extreme co-design, but also being very prescriptive in terms of what are the very specific customer outcomes that we are solving for. And the guidance that I would give is bring in Nvidia into that equation and that conversation as early as possible because that [00:21:10] James Kang: co-engineering and co-design needs to be part of the foundational building blocks in order for you to come out with a end solution that checks all those different requirements. [00:21:20] James Kang: And so I think. Again, like going back to Nvidia, um, we like to talk about two different types of brains. A brain one and a brain two. Uh, brain One you think about the next quarter and making sure that you’re hitting the revenue targets for the next quarter. Brain two, you think about a long-term goals and potentials looking around corners and being very strategic. [00:21:41] James Kang: The saying internally is without Brain one, there is no oxygen, but without brain two, there is no future. And everyone at NVIDIA is trained to think in that brain two mentality. [00:21:52] Vince Menzione: Wow, Matt. [00:21:54] Matt Yanchyshyn: Yeah, I, I was just thinking I love the blood doll organs. Uh, and so just on, on that note, um, and, and, you know, the multi-product solutions that, that you, you built together, uh, that is a really good example of blood do organs because like we all know, that’s how customers buy. [00:22:07] Matt Yanchyshyn: They, they buy solutions and increasingly they’re looking for combinations of ISV, sometimes multiple products from multiple ISVs with services. Uh, often they’re buying it through a resell motion. You know, and they, and, and so that from a customer perspective, they want a single place to go. And so that’s the multi-product solution. [00:22:24] Matt Yanchyshyn: They wanna find everything they need, they need Accenture, they need Elastic to solve a specific solution. And I think where that’s headed is even more specific listings, like with AI powered listing experience, like, you know, elastic Plus Accenture for, I’ll make something up like a manufacturing workload. [00:22:37] Matt Yanchyshyn: And so this solution based. Uh, sort of buying is, is very customer centric. It’s what customers want. We all know that. But that’s, that’s the customer sort of organ, I guess. Um, but then, you know, you all have SCAs and those SCAs have marketplace commits. It helps if that gets transacted through marketplace helps the AWS relationship, you know that that’s an organ. [00:22:55] Matt Yanchyshyn: It’s the relationship. It’s, it’s the commercial construct and that you have, uh, that that’s another organ. You’re marketing people. They, that’s another organ. They don’t wanna land, uh, leads on a static marketing page. They wanna land a lead on a, a storefront with a multi-product solution that can actually convert and that you can actually buy it through that. [00:23:12] Matt Yanchyshyn: So the marketing person’s happy because they, they have less churn. Uh, and then, you know, our reps are happy ’cause guess how they get paid? They retire quota when they sell Marketplace. And they, we also, Jay McMain will tell you, that’s another organ called Jay or on, on you now. Um, [00:23:27] Matt Yanchyshyn: he’ll like that. I’ll call him up and tell him that. [00:23:29] Matt Yanchyshyn: Yeah, [00:23:30] Matt Yanchyshyn: but he, he’ll tell you, you know, don’t believe me. Obviously, never believe Matt, believe, believe the, the data and, and his data shows that. Those deals will close faster and larger if you use marketplace. So that’s, that’s a lot of organs. That’s the whole body. Um, but you know, when you have your customer happy ’cause that’s how they wanna buy your field happy. [00:23:45] Matt Yanchyshyn: Um, and, you know, the relationship happy and you know, your marketing team happy. Uh, and, and Jay happy. Um, and, and you know, I think that multi-product construct and, and the way you kind of use it to model a partnership and the way buyers ultimately wanna buy is, is really powerful. And so I, I think it’s, you know, it’s really a manifestation of how. [00:24:04] Matt Yanchyshyn: We kind of intend and to go to market anyway. Uh, so I think, you know, and thanks for leading the way, by the way. You’re, you’re amongst the very first, so that’s great to see. [00:24:11] Matt Yanchyshyn: So these storefronts are really helping this drive, drive this. Well, [00:24:13] Matt Yanchyshyn: that’s the next evolution. Like we’re talking about the multiproduct solution. [00:24:16] Allison McFadden: I’m JJ Accenture storefront. [00:24:17] Vince Menzione: Yeah. Oh, there you go. I mean, j and j Accenture storefront. [00:24:20] Allison McFadden: We’re gonna talk about that. [00:24:20] Matt Yanchyshyn: Yeah. I mean, [00:24:21] Matt Yanchyshyn: Accenture also leading the way yet again with storefronts. And so I think the combination of. You know, again, I was talking a lot about conversion. Yeah. And you know, buyers know sometimes they know what they wanna buy and, but if you really wanna convert that lead, you wanna land them again, something that combines, you know, elastic Accenture’s services plus software, but in a storefront that is, you know, surrounding with just the solutions they want so they don’t need to kind of go searching. [00:24:42] Matt Yanchyshyn: So, you know, ultimately reducing that time to close, I guess, really ’cause meeting the customer where they are with what they need. [00:24:51] Matt Yanchyshyn: So we talk about co-selling a little bit. We, Jay and I talk about this all the time. We gotta keep looping Jay in here, even though he is not even in town this week, but Reko, um, what does co-sell look like inside Elastic? [00:25:02] Matt Yanchyshyn: You’ve got, we talked about an incredible leadership team. I’ve gotten meet some of your leaders. Seems like you drive, you do a good job internally driving that. Let’s talk a little bit about it. [00:25:11] Rekha Thangellapalli: Yeah, and this is something I’m, I’m personally very passionate about. Um, co-sell is. Very much a journey, not a destination. [00:25:20] Rekha Thangellapalli: And I think step one for us is recognizing the different partner types that we have. Because at Elastic we work with, you know, OEMs, MSPs, resale distributors, GSIs, um, and they all bring something very unique. To the customer lifecycle and they all contribute very differently within, you know, our own sales cycle and sales process. [00:25:45] Rekha Thangellapalli: And so, you know, figuring out what is the unique benefit they bring, how do we enable them? So training and enablement is a huge piece of it, and so is making sure we’ve got the right metrics to measure success. Um, I know a lot of companies look at partner sourced as the north star, and that’s great, right? [00:26:06] Rekha Thangellapalli: Because that is undeniable. You can say, Hey, that would not exist if it wasn’t for my partner team. Um, but we’ve also noticed that when we bring in GSIs, it actually increases renewal rates. It significantly increases. Um, a RR over time. Um, it expands deal sizes and so these are very real metrics that we can point to, um, beyond just the co-sell and the partner sourced number. [00:26:32] Rekha Thangellapalli: Um, so for us it’s looking at it from a very holistic perspective, but also catering it towards that unique partner and making sure we’re doing everything we can to set them up for success and setting up the partnership for success. [00:26:47] Vince Menzione: So clo close win ratios, deal size and renewal rates? [00:26:52] Rekha Thangellapalli: Yes. For specifically for geos size. [00:26:54] Rekha Thangellapalli: Yeah. [00:26:55] Vince Menzione: Very interesting. Allison, uh, what had to change internally to produce these co-selling? We talked a little bit about the field organization and enabling a, a group of, and, you know, account sellers that are very customer focused and enabling them on the co-sell side. What had to change internally to drive that? [00:27:13] Vince Menzione: Yeah. [00:27:14] Allison McFadden: I, I might have already alluded to this a little bit in a previous answer, but, um, creating the capacity to develop, build, and sell these solutions, um, inside of a large GSI, where billable hours is kind of the number one metric on the table. Um. Is part of the investment that we had to make within Accenture to get this done? [00:27:36] Audience Member: Yeah, [00:27:36] Allison McFadden: so expert technology time. So we have technologists that understand the elastic technology. We do similar with Nvidia, by the way, we. We released some of their time to go co-develop the solution because it has to hold technical water, right? It can’t just be a marketing pitch. It can’t just be, it has to be a real, um, what’s the there, there. [00:27:59] Allison McFadden: So in order to actually do proper co-sell, we had to release some of that time. Um, to invest in those partnerships. Um, we’ve also done similar with some industry aligned business development leaders recently, so we have freed their time up to go. Uh. Open new conversations, educate client, account teams, go to clients, have conversations. [00:28:26] Allison McFadden: Um, so that, that’s a new motion that we, uh, have just kind of recently made, um, to allow them, I love this brain one, brain two also, right? So to allow them to focus on brain two, because a lot of our time. Typically spent delivery issues, you know, getting my hours, where am I charging my time? And so just freeing up a little of that capacity to do this work, um, helps get us in this brain two mode where we’re not just living to survive. [00:28:56] Vince Menzione: I. So, Matt, you’ve removed a lot. I mean, one of the things I admire, I admire AWS for being first to market and removing the most friction in marketplace of any of the vendors. Really, truly that. You talked about some of the announcements. How does some of, how does some of this tie PC central agents propensity sales plays, MCP, how does some of this tie to how, how you’re thinking about the future? [00:29:18] Vince Menzione: And how to enable more motions like this. [00:29:20] Matt Yanchyshyn: Yeah. Well, I, I think if you know my boss, UBA Borno, uh, you’ll know that she has a maniacal focus on automation. Yeah. Um, and, uh, co-sell is increasingly automated. You know, you were asking earlier about propensity data. You can get that propensity data in addition to sales plays and, uh, opportunity scores through the partner central agents. [00:29:38] Matt Yanchyshyn: So things that used to require multiple calls to A PDM, if you’re lucky to have one. Yeah. Or a p sm. Uh, you, you can now get through, through these agents, you know, uh, tech Systems, TGS, they, they manage what, over 5,500 customer opportunities with agents that they built on top of our partner Central APIs. [00:29:55] Matt Yanchyshyn: Um, and work Span has built a whole product and business that’s right on leveraging, uh, our APIs, our capabilities to sort of tie into your CRM. So, majority of all opportunities will be progressed and managed by agents. This year at AWS, we already have a majority of all customer opportunities, all app have a partner attached and I, I took a personal goal for a majority of those partner attachments, not to happen from a human. [00:30:22] Matt Yanchyshyn: But from our solution matching engine. And how do you get recommended by that solution? Matching engine, having a healthy ACE pipeline, thanks to partner central agents and the integrations you’re doing. And in addition to being the specializations and doing things like multi-product solutions and ultimately closing opportunities, you dream of LAR and so LAR will help that. [00:30:40] Allison McFadden: It’s more like a nightmare. [00:30:41] Vince Menzione: And so, you know, [00:30:42] Allison McFadden: it’s more like a nightmare, but [00:30:44] Vince Menzione: nightmare. Well, it’s, it’s, yeah. Nightmare of Laura and, and. Nice dreams of PRM, but the, um, but that’s the loop, right? I, I think, uh, increasingly co-sell for us, and in my mind, is largely a hundred percent automated. Yeah. Except for what matters most, those most largest, most strategic, most complex deals. [00:31:01] Vince Menzione: Where our highly paid and very skilled salespeople are most effectively used. [00:31:05] Vince Menzione: Yeah. [00:31:05] Vince Menzione: You know, the days of, you know, this person with 20 years experience selling, clicking, progressing opportunities through a pipeline, uh, should be over. Uh, and, and we need those people out, out selling and, and co-selling. And so that for me. [00:31:19] Vince Menzione: Yeah. That, you know, we talk a lot about co-sell, but I, I’m obsessed with automating as much of the co-sell as possible. [00:31:24] Vince Menzione: I remember going back to the ex Excel spreadsheets and, and that, that seems to be be Viva became spreadsheet jockeys. [00:31:31] Vince Menzione: Yeah. [00:31:32] Vince Menzione: And, and they stopped selling. They forgot how to sell. [00:31:34] Vince Menzione: Yeah. And people spend all this time doing lunch and learns and things like that. [00:31:36] Vince Menzione: And then, you know. Then the salespeople rotate out after 18 months and, and it, that’s, that’s the old days. Uh, you know, the new days are, are AI powered matching algorithms, uh, ag agentic co-sell, using the partner essential agents to get your data and, and putting that data to use automatically and, and what sounded like magic. [00:31:51] Vince Menzione: 12 months ago is being done, you know, by partners at massive scale across thousands of opportunities. You can do it today. And you know, I, there’s a guy named another Mike, right? Mike another Mike who they have, there’s like a guy who’s doing all this and I’m picking on Mike ’cause I, I know their system really well and I know the guy Mike grew easily built it for them. [00:32:08] Vince Menzione: Um, but, you know, I think, yeah, again, in the days of having 10 people sort of doing lunch and learn could be replaced by one or two people, building agents, uh, managing a massive pipeline. And, and that’s the future. [00:32:18] Vince Menzione: Exactly. James, your perspective on what breaks with co-selling? [00:32:22] James Kang: Oh, what breaks co-sell? Um, I would say. [00:32:25] James Kang: It, it starts and finishes with just misalignment and a loss of trust with the customer, especially when you have multiple partners or stakeholders involved. If you’re trying to do a three-way deal with a end customer and you’re not on the same page, you’re not gonna get to a successful outcome on, on the backend. [00:32:44] James Kang: Uh, the fix is a much more complicated story. I would say that to take a step back, um. We’ve talked about the five layer cake. We’ve talked about where NVIDIA kind of fits within the equation. We are invested in the ecosystem and so as different players and application organizations win and see these outcomes for end customers, we celebrate that success. [00:33:07] James Kang: Um, and as part of that kind of ethos of where NVIDIA fits within the ecosystem, we wanna make sure that not only. Our customers, but our partners like ISVs and GSIs are set up for success. Um, we do not as Nvidia sell hardware or GPUs directly to customers We use. Hyperscalers like AWS as kind of our force multiplier. [00:33:31] James Kang: And similarly we think of ISVs and GSIs as the force multipliers in terms of our extensions of how we, we kind of leverage the relationships and build the trust with our end customers. And so going back to kind of the question, Vince, I would say that it all comes back to trust and being able to build that mutual trust. [00:33:48] James Kang: Um, a lot of what we do when we co-sell with AWS is really on the software layer. Um, we actually have more software engineers at NVIDIA than we have hardware engineers, which is a weird thing to say, um, because everyone knows us for our GPUs. But because of that fact, we are heavily invested in Cuda and making sure that Cuda becomes the foundational layer for how not only our ISVs and GSIs, but also our end customers are building. [00:34:12] Vince Menzione: Very cool. So Reiki, you and James together on this production. Versus pilot with the Gentech ai. Tell us a little bit more about that. Where, where are you in the process? [00:34:24] Rekha Thangellapalli: Yeah. So I mean, in general, what we’re seeing out in the market in, in relation to sort of AI and, and customer’s journeys is that, um, at least from an elastic perspective, um, we’re seeing people very much in production when it comes to, you know, kind of AI assistant co-pilot use cases. [00:34:42] Rekha Thangellapalli: So, you know, things like, um, software development, customer support is a big one. Um, any sort of employee productivity use cases where there’s. Still a human in the loop somewhere. Um, and there’s a very like, clear path to value. And so we see the customers being in production excelling there. Um, no problem. [00:35:01] Rekha Thangellapalli: Where we’re seeing people still kind of in the pilot phase is those fully autonomous workflows where there is no human involved. The agent is reasoning on its own. Um, accessing multiple systems and taking an action on the user’s behalf. And what we’re seeing is that it’s not the intelligence of the agent that’s holding it back. [00:35:26] Rekha Thangellapalli: It’s more about giving the right context to the agent and having the right. Security kind of governance controls in place for the company to feel comfortable in putting these fully autonomous workflows into production. And that’s really the conversation we’re having is all right, what are the controls you need in place? [00:35:47] Rekha Thangellapalli: For you to release this to your business unit. Um, and what is the context that the agent is needed before we can comfortably let the agent make the decision on the user’s behalf? Um, James, I’d be interested to hear what you’re, what you’re seeing in the market [00:36:03] James Kang: plus one on all things context. I, I would even go so far as to say, um. [00:36:09] James Kang: H how many folks in the audience have heard of token maxing? Like this new term? [00:36:13] Rekha Thangellapalli: Yeah. Yeah. [00:36:14] James Kang: Um, I’ll, I’ll give a very specific example of, of Uber that went public. With the example of Claude, like they allowed all of their employees to use as many tokens as possible, and within the span of four months, they exhausted their full budget for the year, and so they had to pull back, and now there’s a cap on every employee. [00:36:33] James Kang: I think the number that’s circulating is $1,500 per month per employee, and so I think that is at least. In this multi-phase evolution of where we’re going to be and where we’re today, cost has become kind of the prohibitive force in terms of agentic AI at scale. Um, I think we are working on some very creative solutions in-house and Nvidia. [00:36:55] James Kang: Um. And we saw some really dynamic announcements this week when it comes to all things agent core, um, where we want to focus on very nimble ways for customers to be able to execute and go to market. And one extreme example of that is our investment within our open model strategy. So Nvidia, not only, again, providing GPUs, we actually offer our own op open models, which we call our Nitron models. [00:37:21] James Kang: And through our Nitron models, we are allowing customers to really develop and fine tune their own proprietary models in a cost effective manner. So right alongside the frontier models like OpenAI and Anthropic. It’s not a if then, it’s not an either or statement. It’s a, it’s a permutation, it’s an and So we’re giving you a cost effective alternative to not only bring your AgTech applications at scale by training on Nibo tron, which is open source, but then once you’ve kind of finished and fine tuned that specific training job to be able to. [00:37:53] James Kang: Go ahead and utilize your frontier models, whether it be OpenAI or Claude. And I know there’s other partners here that are providing those kind of different model capabilities. And so I think for us it’s, it’s a matter of choice. We know that this market is dynamic. It’s gonna be evolving over the next coming months as well as the next coming years. [00:38:10] James Kang: Uh, but we believe that we are positioned for a really unique dynamic expansion of AgTech use cases over the, at least the next three to six months. [00:38:20] Vince Menzione: Allison, for the partners in the room who are glazed over right now going, what do I, what do I do over the next 12 months? [00:38:26] Allison McFadden: Should I wake everybody up by saying, yeah, please. [00:38:27] Allison McFadden: Say go hurricanes. [00:38:28] Vince Menzione: Yes. [00:38:29] Allison McFadden: Is there anyone, anybody? Everyone’s like, boo. I get to leave the parade today to go home to parade. I live in Raleigh, so we’ve got our parade on Saturday. Nice. [00:38:39] Vince Menzione: Nice. [00:38:40] Allison McFadden: All right. Wake up. Um, all right. So for the $50 million partners in the room, um. $50 million is not small. You have something that works. [00:38:50] Allison McFadden: Right. This is great. What I would be thinking about is, you know, we’ve talked about focus before, but really doubling down on, you know, what is, what is your industry, what is your client like, ideal client that you serve. And build, um, almost that kind of community. You know, the, the clients we have move from firm to firm to firm. [00:39:17] Allison McFadden: And if you’ve done good work at one, you’re gonna follow ’em to the next. Um, so build that client demand in a specific place or specific client profile that is just like really knocking it out out of the park for you. Um. Scale with marketplace, right? So if you, I, I love some of the data that you were sharing in your talk earlier, um, because it’s like no overhead scaling mechanism. [00:39:45] Allison McFadden: I mean, it’s, it’s fantastic. Um, Accenture, other GSIs like us, we are investing in marketplace. So we’re investing in resources, um, to help us. Use marketplace more with our clients and we’re gonna capture, right, those storefronts. And if you’re present on marketplace, you’re gonna be able to catch, uh, yourself in that wheel. [00:40:09] Allison McFadden: So I think those are the, the kind of couple of things I would say is focus, focus, focus to drive that client demand and use scaling mechanisms like marketplace to really kind of, uh, accelerate. [00:40:24] Vince Menzione: Matt, anything to add there on the. [00:40:26] Vince Menzione: Well just, you know, Ja, James, you, I love the token maxing reference in Uber and it reminds me, you remember when cloud came out and everyone was like, oh, all these people are, are gonna use the cloud and costs are outta control and. [00:40:39] Vince Menzione: Um, a lot of people pulled back from the cloud and, and a lot of those companies no longer exist. And it’s similar with, with, uh, token maxing, like, oh, these agents are outta control. You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to agent to co-sell, or you can fade and die. [00:40:58] Vince Menzione: And, and that’s, that’s where we’re at. Uh, is, is the, the companies sitting here today embraced the cloud years ago and won. Uh, and and there’s a set of companies here today who are gonna embrace agents in the, for both buyers and sellers, and will win. And there are those who won’t and they won’t win. And so for me, it’s like we’re, we’re at a, we’re at a crossroads. [00:41:18] Vince Menzione: And, and if you’re gonna win, you gotta leap into that, you know? I love it. And, uh, and, and, and it’s, it means the cost of experimentation is so much lower now. Development and, and even business development or software development is, is agent enabled. And so you can take risks, you can experiment and, and you have to, it’s, it’s an existential moment. [00:41:37] Vince Menzione: Agreed. We’ve got a couple minutes left over for any questions. What do you think? Sure. Are there any here. I think there are a couple. Yeah, we’ve got, we’ve got a co-sell question I’m sure coming up here. [00:41:51] Audience Member: Um, I’m Cassandra, I’m the CEO of Partner Tap. And one of the questions I had was, I think, you know, the co-selling between the sellers is where things get. Really, really hard when you’re multi-partner. And so when I was listening, um, with, you know, the Accenture and Elastic together, you talked about how you had, you, you had to get these BD business development people. [00:42:22] Audience Member: Um, is this a new team that is over the client team? And how do these teams interact like with the elastic sellers? Are you doing a lot of coaching to the field and then with if AWS sellers are, are involved, like what is that whole picture? What does look like, [00:42:43] Allison McFadden: like [00:42:44] Audience Member: on the ground? I mean, that is the hardest part, I think, and that’s what we hear. [00:42:48] Allison McFadden: It’s so, it’s so, it’s so tough. Um, and I will, I’ll just say, so our business development leaders that we now have kind of. Expanded their capacity. They have always been, they have always been there. Um, but they have not been well resourced. They haven’t, they haven’t had very clear kind of job description. [00:43:12] Allison McFadden: I’m gonna say I, in the past they have been kind of focused on partner relationship. And so like more like an alliance manager and maybe working on some of the data. Right? So when I say I have nightmares about Lars, because we’re always trying to increase the LAR for Accenture and, and they were focused like in those detailed weeds of like trying to pass ACE and trying to call the PDM and all this stuff. [00:43:39] Allison McFadden: What we are doing is really pivoting them to be proper sales, business development focused on client outcomes and focused on. Technical skills to be able to describe what this solution is to the field. So, um, and because we need, I have many, many questions about, I gotta get agents to work with Eurogen co-sell so that that part somehow goes away. [00:44:05] Allison McFadden: So that’s a, that’s the thing we gotta solve still, but, um, so we’re pivoting them to be kind of driving. More of that co-sell enablement with the field, um, and taking that message to the field rather than being there, waiting for questions to come in from the field, waiting for like our field teams to discover, oh, I saw something that we’re doing with Elastic, like on a press release on LinkedIn. [00:44:30] Allison McFadden: Right. So we’re kind of trying to pivot them to be more proactive. [00:44:33] Vince Menzione: Very cool. [00:44:34] Rekha Thangellapalli: Yeah. And uh, Cassandra, that’s an excellent question because I think. Multi-party, you know, sort of tri-party offerings. The hardest part is operationalizing it at scale, right? Yeah. And so for this particular offering, we are basically having three routes to market. [00:44:51] Rekha Thangellapalli: So one is seeing how this offering fits into our existing elastic go to market. And so I am constantly enabling our field sellers to say, okay, within our three field sales place, here’s exactly where this fits in. Here are, you know, uh. Keywords that you hear in customer conversations where you bring up this offering and here’s a process of how it works. [00:45:14] Rekha Thangellapalli: Um, exactly At what sales stage do I bring in Accenture, how, you know, what are the roles and expectations? Right? So that’s on the elastic side. We’re doing the same thing on the Accenture side. So we’re doing a ton of training enablement and lunch and learns, and we’re also looking at how do we fit into. [00:45:31] Rekha Thangellapalli: Uh, Accenture’s AI transformation projects, we are the semantic layer, right, of their enterprise brain. And so it’s a whole different sales motion, um, and, you know, having the right assets, having the right process again to make sure that that goes smoothly. And then finally, we’re going directly to the customer. [00:45:49] Rekha Thangellapalli: So we are launching multiple external campaigns where, you know, if the customer raises their hand. We will, we will line up immediately. Right. Um, and so, [00:46:01] Allison McFadden: I mean, I can’t, I can’t, I can’t say how important that third leg of the stool is. ’cause the second part, she talked about getting into our catalog is the first thing. [00:46:09] Allison McFadden: ’cause my BU business development leaders have the catalog. Right. And that’s what they’re selling. So what Elastic has done has gotten into one of those offerings and then. If we have a customer that asks for it, that is the fastest way to alignment. That is like the number one thing that we respond to [00:46:26] Vince Menzione: customer at the center. [00:46:27] Vince Menzione: This is great. Well, I think we’re up to time. This was a great session. I want to thank you. This is what a great, what a great group. [00:46:34] Vince Menzione: Thanks for listening to the Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. Subscribe where [00:46:43] Vince Menzione: you listen, and head over to the ultimate partner.com. [00:46:47] Vince Menzione: For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything [00:47:09] I.

AI競賽的瓶頸，正從「算得快」移向「傳得動」。卡位傳輸8年的「小輝達」Astera Labs，在輝達與博通之間走出第三條路，如今更要聯手台灣ODM，打造輝達之外的開放機櫃新生意。《天下》獨家專訪旋風訪台36小時的Astera Labs執行長莫罕，暢談與台灣ODM大廠合作的新佈局。 文：黃亦筠 製作團隊：李洛梅、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

When it comes to trade shows for the computer hardware enthusiast there are two major ones. First is the Consumer Electronics Show followed by Computex in Taiwan. While CES is not a showcase for computer hardware the Computex show puts computer hardware front and center, so much that now it has started to become a spectacle.

就在一个多月前，黄仁勋在 Computex 2026 上发布了英伟达 RTX Spark——第一个面向消费级 PC 的 AI 超算芯片，1 Petaflop 算力、128GB 统一内存，能在笔记本本地跑 120B 甚至 200B 参数的大模型。几乎同一时间，苹果 M5 系列也将端侧 AI 推到了前所未有的高度。硬件就位了，但一个老问题依然存在：如果 AI 助理不记得你是谁、不记得你三年前说过什么，再强的算力也只是个聪明的失忆者。 这期节目的嘉宾是 Clipto.AI 的创始人兼 CEO 康洪文（Henry Kang），他在做一款在端侧本地运行的多模态 AI 产品，能读懂你所有的音视频、图片和文档，并在此基础上构建个人记忆系统。我们一起聊了聊大模型做记忆（memory）的天花板在哪里，为什么端侧比云端更适合承载个人记忆；把云上成熟的 AI 架构搬到端侧，都会遇到什么挑战；以及当苹果、谷歌这样的 OS 巨头自己做记忆层（memory layer）时，一家创业公司凭什么不被碾压。 本期人物 康洪文 Henry， Clipto.AI 创始人兼 CEO Yaxian，「科技早知道」主播 时间轴 [02:12] 英伟达 RTX Spark 的突破是什么？ 算力与内存双重突破，让本地跑百亿参数模型成为可能 OpenAI 就是大型机，端侧助理就像个人PC [04:58] 大模型的万亿参数是公域知识的最大似然估计（MLE） 大模型的生态位应是存储世界共识与通识 用万亿参数去做个人知识是“杀鸡用牛刀” 生态中缺一个专门记录和存储个人记忆的 player [09:35] Clipto 在做什么：端侧多模态记忆系统 本地 100% 运行，10 个模型协同将裸数据结构化 上层构建时空对齐的知识记忆系统，支持文本和语音查找 [18:16] 大模型做记忆的三条路径与共同天花板 Context Window、RAG、LoRA 微调都在尝试让模型记住用户 共同问题：都没跳出大模型 MLE 框架，只能提供概率性记忆 无法精确定位到“三年前某天下午和谁聊了什么”这种事实记忆 [22:14] 数据不等于记忆：坐在金矿上的穷人 每个人都是 data rich 但 memory poor，数据没有被结构化就不叫记忆 只有可查找、可复用、可执行的记忆才是真正的记忆 [36:58] 云上架构搬到端侧：垂直整合怎么做？ 带着云上思维框架看端侧“完全不 work” 从芯片算子优化到算力调度到模型优化到 Agent 搭建，每一步都需要攻克 [41:48] Memory layer 苹果和 Google 能做吗？创业公司的机会在哪里？ 苹果是硬件设备公司基因，更应搭建好 macOS 生态与第三方合作 集齐“芯片+算力+模型+独立产品运营”，大公司极难发生 谷歌、Meta 诞生第一天都是应用公司，终局是 memory layer 平台 [52:06] 两年前的预判：算力涨、模型小，两件事必然发生 苹果 M1 已具备 AI 推理能力，摩尔定律指向算力指数级增长 第一个模型最复杂，后续一定有办法优化——模型变小是必然 以终局看可能只做了 1/10，但完整记忆系统已搭建起来 幕后制作 监制：Yaxian 后期：迪卡 运营：George 设计：饭团 商业合作 声动活泼商业化小队，点击链接直达声动商务会客厅，也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼正在招聘全职商务运营经理、早咖啡内容实习生和社群实习生，如果你也对播客行业的内容制作感兴趣，欢迎[点击招聘入口](https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh?from=from_copylink) 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡、声东击西、吃喝玩乐了不起、反潮流俱乐部、泡腾 VC、商业WHY酱、跳进兔子洞 、不止金钱 欢迎在即刻、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 欢迎扫码添加声小音，在节目之外和我们保持联系。Special Guest: 康洪文 Henry.

6月太精彩！月初，台灣供應鏈在Computex 展現一系列光進銅退、AIPC、先進 液冷 技術。黃仁勳和蘇姿丰也在這場盛會前後以不同的形式來到台灣共襄盛舉。 月中，SpaceX 正式在美國那斯達克掛牌上市，馬斯克 成為全球第一位兆元富翁，一般投資人終於有管道可以「支持」這間太空巨頭。同時，台灣 低軌衛星概念股也成為熱門焦點。 光進銅退真的要實現了嗎？SpaceX上市會帶來哪些變動？6月還有哪些科技大事？ 關於《胡說科技》： 今年6月，天下獨家推出《胡說科技》，這是第一份為關注產業趨勢讀者打造的科技專欄頻道。由天下總主筆陳良榕，半導體資深記者，耕耘科技報導多年，親自操刀，每週出刊。《胡說科技》結合對產業的敏感度，提供獨家、深刻的觀點與分析，不談花俏技術，不用行話堆疊，每週一篇，希望讀者在短時間掌握影響決策的科技動向。 ＊到官網看最新文章，立即訂閱： https://bit.ly/3TuL8eb -- Hosting provided by SoundOn

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Topics include the ASUS ROG Xbox Ally X20 Bundle with Xreal R1 glasses, MSI Claw 8 EX AI Plus, Acer Predator Atlas 8, Nitro Blaze, OneXPlayer X2 Mini Pro, OneXPlayer 3, Intel Arc G3 Extreme (Panther Lake), Nvidia spark & more! The group also chats handhelds they brought on the trip and the shenanigans that occurred on the trip. This episode was filmed on the rooftop of the Renaissance hotel, and the cast are visited by bees, birds and an elusive retro youtuber man named Russ.

Send us Fan MailIn this episode of Embedded Insiders, Ken sits down with Norbert Breyer, Director of Marketing & Product Management at Sciosense, to discuss the company's new UFC23 Ultrasonic Flow Converter. Next is a special segment recorded live from COMPUTEX 2026. Ken Briodagh sat down with James Huang, Chairman of TAITRA, to discuss the vision behind this year's trade show and exhibition in Taipei, Taiwan, and the trends shaping the future of technology.For more information, visit embeddedcomputing.com

週一天下零時差關注以下財經大事： 一、輝達本週舉行股東會，股價續漲關鍵是什麼？ 二、企業喊缺工、畢業生找工作，台灣5月失業率會有變化嗎？ 三、沃許時代首份PCE數據登場，市場為何特別重視？ 文：蔡娪嫣 製作團隊：錢玉紘、鄭子鴻 ＊閱讀零時差，點這看全文

¡Ni la densidad de pixeles podrá detenernos!¡Porque es lunes y SpreadShotNews Podcast ya llegó! En este episodio: Nico retoma para abandonar (temporalmente) el Fire Emblem: Awakening, nos cuenta sobre Don't Loose Aggro y continua disfrutando de 007: First Light. Maxi por su parte termina el Ace Combat X: Skies of Deception y se transforma en leyenda en Forza Horizon 6. En el Rapid-Fire, hacemos un catch-up de noticias de las semanas anteriores, con la renuncia de Kohei Ikeda, director de Tekken 8, los anuncios de NVIDIA en Computex 2026, poncle abre un estudio en Japón, Warner Bros. y Paramount formarán un monstruo corporativo aun mas grande, el futuro de los juegos de James Bond está atado a Amazon de una u otra forma y Atari sale de compras de nuevo. En las noticias de esta semana, podemos dar casi por confirmado que Nagoshi Studio no existe mas, Epic Games anuncia oficialmente Unreal Engine 6, la pelea legal entre Nintendo/The Pokémon Company y Pocket Pair se acerca a su fin y Rockstar sufre un revés legal que cubre con el anuncio de preorders para GTA 6. En el Hot Coffe, nos toca hablar por enésima vez de XBOX y ¿un nuevo cambio de estrategia? ¿El último cambio de estrategia? No se sabe, lo que sí se sabe es que el XBOX que vamos a ver a partir de Julio va a ser “irreconocible”. Para finalizar, en el Special Move, Maxi recomienda la epopeya de Jeff Gerstmann clasificando “científicamente” todos los juegos de NES lanzados oficialmente en EEUU. Nico por su parte recomienda una vez mas la serie animada de Batman y el podcast Batman TAS Podcast. Por último, recuerden que nos pueden escribir preguntas directamente a través de google forms en el siguiente link: spreadshotnews.com/preguntas

Episode 104: Upon our return from Computex, we chat about the current graphics card market, including AMD's bizarre release of the Radeon RX 9070 GRE.CHAPTERS00:00 - Chat About the Radeon RX 9070 GRE22:42 - The Current State of GPU Sales50:08 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.

The podcast is finally back!  On this weeks episode we do our Computex 2026 recap going over all of the awesome tech from the show!  We also discuss Bob's trip to China where he was able to see how memory products were made with Lexar!

The back episodes finally make it online, this is number 3 in a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is very fine, up to our usual standards.  Computex hits (and misses), the 5800X3D comeback, our RX 9070 GRE review, the ZimaCube 2 Pro and even a VS Code zero day and ZeroSpace gaming!  Enjoy!Timestamps:0:00 Intro1:09 Patreon1:38 Food with Josh (or not)3:38 Computex highlights begin - AMD was busy6:47 Ryzen 7 5800X3D returns8:57 Reviewing the RX 9070 GRE (and extended pricing discussion)22:57 NVIDIA at Computex34:00 Intel wants to build back their reputation36:36 Noctua at Computex40:11 Corsair's announcements include a pretty sweet looking case46:32 RIP 24-pin ATX connector as everything shrinks49:52 Qualcomm has potentially gone insane with the 6G stuff58:43 MSI has world's first triple mode QD-OLED gaming monitor1:01:02 A very fast NAS (just don't try to buy big HDDs right now)1:06:43 (In)Security Corner1:13:55 Gaming Quick Hit1:19:52 Picks of the Week1:32:55 Outro ★ Support this podcast on Patreon ★

Join me for episode 483 of the Mobile Tech Podcast with guest Rich Woods of XDA Developers -- brought to you by Mint Mobile. In this week's show, we dive into Computex 2026 leftovers, including the Microsoft Surface Laptop Ultra and ASUS Zenbook 14, then recap WWDC 2026. We also discuss the Moto Edge 2026 and cover news from OnePlus and iFixit.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Rich Woods: https://twitter.com/TheRichWoods- Microsoft Surface Laptop Ultra: https://www.xda-developers.com/surface-laptop-ultra-secret-port/- Rich's Dell XPS 13 hands-on: https://www.xda-developers.com/dell-xps-13-2026-hands-on/- ASUS Zenbook 14: https://www.theshortcut.com/p/new-asus-zenbook-14-wows-at-computex-2026-with-two-eye-catching-colors-and-thin-design- ASUS ROG 20th anniversary products: https://www.windowscentral.com/hardware/asus/asus-rog-computex-showcase- WWDC 2026 recap: https://www.theverge.com/tech/945693/apple-wwdc-2026-biggest-announcements-ios-27- Moto Edge 2026 review: https://www.androidcentral.com/phones/motorola/motorola-edge-2026-review- OnePlus 15 gets AirDrop support: https://www.gsmarena.com/oneplus_15_gains_support_for_airdrop_via_quick_share-news-73203.php- iFixit Trump Mobile T1 teardown: https://www.theverge.com/gadgets/948262/trump-phone-t1-ifixit-teardown-htc-u24-proAffiliate Links (If you use these links to buy something, we might earn a commission)- Moto Stylus 2026: https://amzn.to/4uFMq6n- OnePlus 15: https://amzn.to/4vIXHDF- Apple MacBook Neo: https://amzn.to/3ORAMGM- ASUS Zenbook A14: https://amzn.to/49HF1eX- Microsoft Surface Laptop: https://amzn.to/4vUmtB9

Soutenez cette chaîne pour 3€ par mois et accédez en avant-première aux VOD de cette émission : https://fr.ulule.com/canardpc/Ces gens écrivent des trucs sur le jeu vidéo ! https://www.canardpc.comTous nos magazines papiers et nos offres d'abonnement : https://boutique.canardpc.com Les derniers numéro de Canard PC : https://boutique.canardpc.com/common/categories/4Et Canard PC Hardware : https://boutique.canardpc.com/common/categories/7 Ecoutez l'émission en podcast: https://linktr.ee/canardpc Retrouvez-nous aussi:► Twitch : https://www.twitch.tv/canardpc► Twitter : https://twitter.com/Canardpcredac► Facebook : https://www.facebook.com/CanardPCmagazine► Instagram : https://www.instagram.com/canardpc/► Discord : https://discord.gg/nJJFe9r► Tiktok : @canardpcredac Replay de l'émission du 10/06/26. Crédits :Présenté par : Olivier ''ackboo'' PeronAvec la participation de : Arnaud "Caféine" Chaudron Réalisation : Jean-Ludovic " Monsieur Chat " Vignon. Musique : Stéphane "Fishbone" Hébert, alias FB-1, disponible sur BandCamp : https://fb-1.bandcamp.com/album/canardpc-tv Tous droits réservés Presse Non-Stop / Canard PC. Aucun youtubeur n'a été maltraité pendant le tournage.

COMPUTEX 2026上週剛落幕，輝達執行長黃仁勳直言，AI現在已真正派上用場。短短兩年內，AI從生成式邁向代理式，為這世界掀起前所未見的變化。在這股浪潮下，什麼才是"不被淘汰"的關鍵能力？如何學習？如何培養？如何與AI協作？來聽臺大資工系教授陳縕儂如何解答。

Au programme:Summer Games Fest: rodé et efficaceXbox: timide retour des exclus, Game Pass en forceNintendo Direct: c'est toujours pas çaLes nouveautés du ComputexNotre jeu du moment: Crushed in TimeLe reste de l'actualité---Infos :Animé par Patrick Beja (Bluesky, Instagram, Twitter, TikTok)Co-animé par JK Lauret (Bluesky).Co-animé par Cassim Montilla (Bluesky).Co-animé par Sébastien Bénard (Bluesky).Produit par Patrick Beja (LinkedIn) et Fanny Cohen MoreauMusique par Daniel Beja.Le Rendez-vous Jeux épisode 51 – L'E3 c'est le marathon du jeu vidéo – Summer Games Fest, Xbox Showcase, Nintendo Direct, Computex, Crushed in TimeLiens :

En direct du salon Computex 2026, Carl-Edwin Michel revient sur trois tendances marquantes de l'événement. D'abord, Qualcomm attaque le marché des ordinateurs abordables avec sa nouvelle puce Snapdragon C, destinée à des portables Windows à faible coût et à grande autonomie. Du côté du jeu vidéo, Intel dévoile sa nouvelle architecture graphique Arc G3, déjà intégrée dans plusieurs consoles portables de fabricants comme MSI et Acer. Enfin, ASUS célèbre les 20 ans de sa marque ROG avec une nouvelle version de la ROG Ally dotée d'un écran OLED, d'une autonomie accrue et de lunettes de réalité augmentée capables de projeter un écran virtuel géant. Un signe que l'innovation matérielle demeure très active malgré l'omniprésence de l'intelligence artificielle dans l'industrie.

Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang unpacks the ramifications of the ARM news coming out of Computex, and what we can expect for the next 12 months of PC building based off what was shown. And of course we answer questions live! Timecodes: 00:00:00 - Intro 00:16:06 - The ARM Revolution 00:52:48 - Next 12 Months 01:24:55- Q&A Links: - TAP interview: https://www.pcworld.com/article/3159455/watch-intels-tom-petersen-talks-arc-g3-and-handheld-gaming-at-computex.html - RTX Spark: https://www.pcworld.com/article/3157185/nvidias-rtx-spark-just-turned-arm-into-a-real-pc-threat.html - 5800X3D returns: https://www.pcworld.com/article/3151734/amd-brought-the-ryzen-7-5800x3d-back-because-am4-refuses-to-die.html Podcast feeds: - Apple Podcast: https://podcasts.apple.com/us/podcast/the-full-nerd-podcast/id1113193062 - Spotify: https://open.spotify.com/show/71KPlf1jOh1Z0KHZrHjir2?si=5fab3e7943ec4214 - Pocket Casts: https://pca.st/ggAZ - YouTube: https://youtube.com/playlist?list=PLiZwoK8DQiwyP-kiDdsO3PD2_dmEkVKeT&si=7306D5CMDC2rU-aO - RSS: https://feeds.megaphone.fm/IDG8935300959 Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup ============= Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Next Portable Console, Brendon and Federico have spent more time with the Anbernic RG Rotate and along with John have more thoughts about it and the handheld news coming out of Computex. Also available on YouTube here. Links and Show Notes More RG Rotate Experiments Anbernic RG Rotate Apps We're Using Apple Music Musicolet Moon+ Reader Pro Amazon Kindle YouTube VLC Niagara Launcher Cocoon The Latest Portable Gaming News The Ally X Gets OLED and a Bigger Screen Asus just announced the OLED Xbox Ally X of my dreams​ Asus ROG Xbox Ally X20 Bundle adds OLED display and AR glasses New Intel Chips for Handheld Gmaing Intel's first handheld gaming chip is the Arc G3, and this Acer is using it I held the next-gen handheld MSI Claw 8 EX AI+ MSI Claw 8 EX AI+ is an 8-inch handheld powered by Intel Arc G3 Extreme Subscribe to NPC XL NPC XL is a weekly members-only version of NPC with extra content, available exclusively through our new Patreon for $5/month. Each week on NPC XL, Federico, Brendon, and John record a special segment or deep dive about a particular topic that is released alongside the "regular" NPC episodes. You can subscribe here: https://www.patreon.com/c/NextPortableConsole Leave Feedback for John, Federico, and Brendon NPC Feedback Form Credits Show Art: Brendon Bigley Music: Will LaPorte Follow Us Online On the Web MacStories.net Wavelengths.online Follow us on Mastodon NPC Federico John Brendon Follow us on Bluesky NPC MacStories Federico Viticci John Voorhees Brendon Bigley Affiliate Linking Policy

Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex is no longer just a traditional PC and motherboard showcase; it is officially the new epicenter of AI server and data center infrastructure. Alongside the hardware pivot, Ben and Jay break down Broadcom's recent earnings, discussing how a 20% post-earnings stock dip highlights a volatile market where long-term AI expectations are getting dangerously ahead of near-term deployment realities

It's time for episode 482 of the Mobile Tech Podcast with guests Don McGuire (Qualcomm) and Domenico Lamberti (TechTechPotato) -- brought to you by Qualcomm. This episode comes in two parts. First, we discuss Qualcomm's Computex 2026 announcements, including Snapdragon C and Dragonfly. Second (15:24), we share our thoughts on Qualcomm's Snapdragon C, Intel's Wildcat Lake, and NVIDIA's RTX Spark. We also cover hot new computers like Acer's Aspire Go 15 and Swift Air 14, ASUS' Ascent QN10, Dell's XPS 13, and more... Fun!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Qualcomm: https://www.qualcomm.com/ (sponsor)- Qualcomm at Computex 2026: https://www.qualcomm.com/news/press-kits/computex-2026-press-kit- Don McGuire: https://www.linkedin.com/in/donnymac/- Domenico Lamberti: https://www.threads.com/@mobile_dom- Qualcomm Snapdragon C: https://www.xda-developers.com/snapdragon-c-specs/- Intel Wildcat Lake: https://hothardware.com/news/intel-launches-core-series-3-wildcat-lake- NVIDIA RTX Spark: https://hothardware.com/news/nvidia-announces-rtx-spark-at-computex-2026- Acer Aspire Go 15: https://www.tomshardware.com/laptops/we-went-hands-on-with-qualcomms-new-usd300-and-up-arm-laptop-platform-mystery-eight-core-cpu-in-active-cooled-snapdragon-c-laptop-surfaces-in-acer-aspire-go-15- Acer Swift Air 14: https://www.windowscentral.com/hardware/laptops/acer-swift-air-14-2026-hands-on- ASUS Ascent QN10: https://www.xda-developers.com/snapdragon-x2-elite-is-finally-coming-to-a-mini-pc/- Dell XPS 13: https://www.xda-developers.com/dell-xps-13-2026-hands-on/Affiliate Links (If you use these links to buy something, we might earn a commission)- Apple MacBook Neo: https://amzn.to/3ORAMGM- Apple Mac mini: https://amzn.to/43SxwhV- ASUS Zenbook A14: https://amzn.to/49HF1eX- Acer Swift 14: https://amzn.to/4uUGVkV- Microsoft Surface Laptop: https://amzn.to/4vUmtB9

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Computex happened this week, and there was enough to talk about to devote this week's episode to rounding up the high points, including Nvidia's attempt to dominate the consumer Windows market with RTX Spark, the first RGB mini-LED monitors, 8GB laptops becoming common again, PC hardware production shifting back to DDR4 and old CPU sockets, Intel's entry into the handheld gaming market, the (unsurprising) absence of any news about Zen 6 and Nova Lake, and other stuff! Show notes and links: https://tinyurl.com/techpod-342-computex-26 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

کامپیوتکس ۲۰۲۶: از هیولای RTX Spark تا بازگشت کنسول‌های استیم!

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看準球路，揮出全壘打，如同主動選股掌握戰鬥力！00994A 第一金台股趨勢優選主動式 ETF，不受限台股市值前 50 大天花板，從 500 強精選 40 至 50 檔台股，打造主動式 ETF 高成長戰鬥力組合。單一持股最高 30%，集中重砲型選手，用護國群山挺台股！6/17前買進持有，即可參與首次配息！立刻搜尋00994A 第一金台股趨勢優選主動式ETFhttps://www.fsitc.com.tw/act/202512_994AETF/index.html＊投資一定有風險，基金投資有賺有賠，申購前請詳閱公開說明書—— 以上廣告由九八新聞台製播 ——主持人：阮慕驊 主題：COMPUTEX 2026 的AI發展趨勢觀察節目時間：週一至週五 5:00pm-7:00pm本集播出日期：2026.06.05

Listen Now to 012 WTFuture Crazy enough to  Actually Watch this ‘AI Slop’ 012 WTFuture — The Intelligence Age: From Hyper Local Agents to Long Distance Relationships  It appears we are now leaving the information age and diving headfirst into an “intelligence age” . But what powers this transition? Chips? Beliefs? Noble Gas?  And hyperlocal? WTF AL!”  In this jam-packed podcast episode, the hosts geek out over Nvidia’s massive announcements at Computex, highlighting how new hardware like the Vera Rubin data centers and Jetson Thor chips are bringing agentic AI and supercomputing power right to our laptops and home robots. Soon you too will likely have loads of intelligence agents doing your bidding, should you want such powers.  Having these personal AI buddies run locally instead of in the cloud not only keeps your private secrets safe from getting sold or hacked on the dark web, but it also stops the our species from burning up gigawatts of electricity just to answer our nick nack reality questions or generate click bait. The answer?  Check out what Bobby has to say about new local AI buddies! Thanks to a video submission by Dr. Jabir, our crew marveled at a mysterious giant potato-shaped heavenly body eclipsing the sun, as captured by NASA’s Perseverance rover.. “What body is it,?” you might ask. Think about it for a second and you’ll likely get this one right..still, it’s amazing to see! We also debuts a video short, humorously recounting a 59,000-year-old Neanderthal root canal successfully performed with an ancient stone routing tool! Thanks to the powers given to us by our humble AI servants, we have brought this scientific research to life! Some say the ending is  a little kitch, but Al likes it, and thinks you will to. Let us know, one way or the other. And was it fun for you to watch? The conversation then  blasts off into the quantum realm, debating Mrs. Future’s speculative theory that particles are actually micro black holes—surprisingly an idea even the AI Grok seemingly approved of!  The hosts further bend notions of reality by exploring the idea that human consciousness literally arises from quantum computations happening inside tiny carbon “microtubules” in our brain’s neurons. This quantum connection might even explain wild, Matrix-style phenomena like time dilation during life-or-death car crashes.  Finally, things get delightfully mythic as the episode wraps up with Sun’s   “Brief HerStory of Time,” exploring how the spring months got their names from powerful mythological figures, such as the starry Pleiades sisters bringing in May, and the fiercely accountable, peacock-wielding Roman goddess Juno reigning over June. btw, Happy June!  

It's developer conference season, and one of the themes so far has been big swings at AI apps. We've seen Gemini Spark, Microsoft Scout, and so many other attempts to figure out what people, and companies, actually want their AI to do. Nilay and David discuss their experiences with the apps, before turning to Nvidia CEO Jensen Huang's vision for the AI-filled laptop of the future. Finally, in the lightning round, it's time for the Hype Desk, Brendan Carr is a Dummy, a deeply dumb Meta hack, and the future of a favorite VR game. Further reading: ⁠Testing Google's Gemini Spark AI agent: it's incredible, and creepy ⁠ ⁠Gemini's new AI agent is about as good as Google's demo ⁠ ⁠Microsoft Scout is a new AI personal assistant built on OpenClaw ⁠ ⁠Microsoft's Project Solara is an OS for AI agent gadgets ⁠ ⁠As AI gets better, it reveals an empty promise ⁠ ⁠Let us filter AI slop, you cowards⁠ ⁠Microsoft and OpenAI broke up — now they're ready to fight ⁠ ⁠These are the first Nvidia RTX Spark laptops ⁠ ⁠This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark ⁠ ⁠A first look at Microsoft's Surface Laptop Ultra and Surface Dev Box⁠⁠ ⁠ ⁠Nvidia is already planning N2X and N3X chips — the goal is the Star Trek computer ⁠ ⁠This could be Windows' M1 moment — but expect it to cost a ton ⁠ ⁠Computex 2026: All the news and announcements ⁠ ⁠Meta's own AI was exploited to hijack Instagram accounts⁠ ⁠Apple's strategy for smart glasses is the same as for smart watches ⁠ ⁠It sure seems like the Vision Pro isn't getting upgraded for a while — if ever.⁠ Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:01:00 Intro 00:03:00 New Verge Merch Drop 00:09:00 Gemini Spark Test Drive 00:13:00 Privacy Tradeoffs Debate 00:21:00 Software Brain Pushback 00:36:00 Jensen Huang Computer Future 00:39:00 Microsoft Build Reality Check 00:41:00 Nvidia Spark Recall 00:42:00 Microsoft Badge Agents 00:54:00 Escaping Apple Tax 00:57:00 Wearables Walled Gardens 01:05:00 Hype Desk 01:06:00 Bond Game Streaming 01:09:00 Summer Games Fest 01:11:00 State of Play Highlights 01:11:00 God of War 01:14:00 Wolverine Gore Talk 01:15:00 Widows Bay 01:17:00 Lightning Round 01:17:00 Brendan Carr is a Dummy 01:26:00 Apple Glasses Rumors 01:36:00 Privacy Backlash Risk 01:38:00 Meta AI Hack Fiasco 01:43:00 Supernatural Returns 01:47:00 Wrap and Next Week Learn more about your ad choices. Visit podcastchoices.com/adchoices

Join The Full Nerd gang as they talk about the latest PC building news. In this episode Adam is joined by special guest Nick from @GearSeekers to talk about everything new at Computex 2026 and award best of show. And of course we answer questions live! Timecodes: 00:00:00 - Intro 00:02:53 - News 00:31:40 - Best of show Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup ============= Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony: -Sony State of Play: https://blog.playstation.com/2026/06/02/state-of-play-june-2026-all-announcements-trailers/ -MSI Claw 8AI: https://videocardz.com/newz/msi-claw-8-ex-ai-with-intel-arc-g3-extreme-listed-at-best-buy-for-1699 -AMD Computex news: https://www.digitalfoundry.net/news/2026/06/amd-at-computex-am5-until-2029-ryzen-7700x3d-and-5800x3d-anniversary-edition-radeon-rx-9070-gre-announced Jarron:  -Steam Deck prices skyrocket: https://www.engadget.com/2182286/valve-jacks-up-steam-deck-prices-by-as-much-as-300/ -Asus XBOX Ally X20: https://press.asus.com/news/press-releases/rog-xbox-ally-x20-bundle-20th-anniversary-oled-ar-glasses/ -OneXplayer 3 looks amaaaaaaazing: https://onexplayerstore.com/blogs/news/why-the-onexplayer-3-may-be-the-most-powerful-handheld-gaming-pc-of-2026 -OLED Monitors get more glorious: https://www.digitalfoundry.net/news/2026/05/msi-has-the-worlds-first-triple-mode-gaming-monitor-offering-4k-360hz-1440p-520hz-and-1080p-680hz-in-one-model -New Witcher 3 expansion: https://www.theverge.com/entertainment/937970/the-witcher-3-songs-of-the-past-expansion -UE 6 unveiled…kind of https://www.engadget.com/2180662/epic-games-reveals-first-look-at-unreal-engine-6-with-rocket-league-makeover/ -Fable is delayed: https://www.theverge.com/games/939991/microsoft-fable-xbox-delay-gta-vi Owen: -Fireteam Raven Halo: Fireteam Raven is now playable on PC — but it's not quite as simple as it sounds | Windows Central 

AMD最新Helios AI平台，一個專為進階AI工作設計的超級系統！專為訓練兆級參數的AI模型而生，不僅提供最大頻寬，還兼顧能源效率。開放的ROCm軟體，部署更簡單，為您帶來可擴充且創新的AI解決方案。 https://fstry.pse.is/95rpq5 點選連結到AMD 官網了解更多 —— 以上為 Firstory Podcast 廣告 —— 吉時保共享汽車加碼險： https://fstry.pse.is/974fjg給付項目與限制請詳閱保單條款。商品字號：114年03月03日新安東京海上114商字第0020號函備查新安東京海上產險｜0800-369-168｜104台北市中山區南京東路三段130號8-13樓 —— 以上為 Firstory Podcast 廣告 —— 一年一度的 COMPUTEX 盛大開展，眾星雲集，黃仁勳再度颳引起旋風。馬斯克也直言，得台灣者得天下。在 AI 的賽道上，台灣已經是不可取代的關鍵角色。 歡迎成為《各節重點》 ＊ 黃仁勳炫風再起 ＊ 馬斯克說 得台灣者得天下 ＊ 台商紛紛撤回台灣 ＊ AI 賽道上 台灣無可取代 ★ 商業合作請洽 ad@wealth.com.tw，或撥專線 (02)25512561轉249。 製作｜財訊雙週刊 攝影｜吳匡庭 吳雨軒 剪輯｜蔡克承 後製｜吳匡庭 錄影日期｜2026.6.3留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments

Tony: -Carbonation Station: C4 Jolly Ranchers -Asus ProArt P16 (Timely): https://press.asus.com/news/press-releases/asus-proart-p16-p14-mini-pc-nvidia-rtx-spark-computex-2026/ -Nvidia consumer SoC breaks cover (Timely): https://www.engadget.com/2184558/nvidia-rtx-spark-chip-windows-pcs/ -Bambu A2L (lightning): https://3dprintingindustry.com/news/new-bambu-lab-a2l-3d-printer-technical-specifications-and-pricing-252057/ Jarron:  -A single-dose drug can drastically lower your cholesterol:⚡ https://arstechnica.com/health/2026/05/one-dose-of-gene-editing-drug-cut-bad-cholesterol-62-for-months-in-small-trial/ -Timely-AMD socket support is unparalleled:⚡ https://arstechnica.com/gadgets/2026/06/amd-extends-socket-am5-support-through-at-least-2029-am4-refuses-to-die/ -But also, their output is just pretty sad lately:⚡ https://www.theverge.com/tech/940524/amd-computex-am5-promise-2029-rx9070gre-7700x3d-5800x3d -Timely-Slate truck goes up for preorder on June 24th:⚡ https://www.engadget.com/2183143/slate-ev-truck-pre-orders-will-open-on-june-24/ Owen: -The risks of building on Open Source technology https://arstechnica.com/gadgets/2026/05/inside-the-fight-to-force-vizio-to-share-linux-based-source-code-for-its-tvs-os/ Lando: -Distributed Data Center! SPAN wants to use your home to host AI Servers! https://arstechnica.com/ai/2026/05/the-newest-ai-boom-pitch-host-a-mini-data-center-at-your-home/

Au programme:Les annonces Playstation au 2 juin 2026 avec Wolverine, God of War Laufey et des annonces dans l'ADN de PlaystationQuelques mentions des consoles au Computex, les procès de ValveNos jeux du momentRune DiceParticulitixCrimson Desert007 First LightMina The HollowayLe reste de l'actualité---Infos :Animé par Guillaume Vendé (Bluesky).Co-animé par Maïté “Eskarina” (Bluesky).Co-animé par Patrick Beja (Bluesky, Instagram, Twitter, TikTok)Produit par Patrick Beja (LinkedIn) et Fanny Cohen MoreauMusique par Daniel Beja.Le Rendez-vous Jeux épisode 450 – Le MEILLEUR State of Play de la PS5 (promis)BookLiens :

Jason Howell and Jeff Jarvis open on the biggest week in AI yet: Anthropic closed a $65 billion round at a $965 billion valuation, passing OpenAI, right as OpenAI crossed 1 billion monthly users and SpaceX, Anthropic, and OpenAI all line up to go public. They get into what a $4 trillion IPO wave means for the market, plus Claude Opus 4.8 and Anthropic's Mythos expansion. Also in this episode: Google lets publishers opt out of AI search, Microsoft floods Build 2026 with seven new models and an always-on agent, Nvidia's RTX Spark aims to reinvent the PC, companies start rationing AI as costs explode, ElevenLabs ships emotion-preserving dubbing, plus math, robots, a Meta chatbot hack, MiniMax M3, and Trump's scaled-back AI order. Find every episode at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. 0:00 - Start 0:03:48 - Anthropic raises $65B Series H at a $965B valuation, overtaking OpenAI 0:15:50 - ChatGPT app hits 1 billion monthly active users in record time, data shows 0:17:09 - Anthropic launches Claude Opus 4.8, its most honest model yet 0:21:46 - Anthropic expands Mythos to 150 additional organizations in more than 15 countries 0:29:48 - Microsoft Build 2026 keynote: seven AI models, MAI-Thinking-1, Project Solara, and a Copilot super app 0:31:17 - Inside Microsoft's Project Solara: A new platform for devices that run AI agents instead of apps 0:40:54 - Nvidia announces the RTX Spark Arm chip at Computex 2026 0:47:05 - Amazon kills internal AI leaderboard after employees gamed it with pointless tasks 0:48:18 - Uber caps monthly employee AI spending at $1,500 per tool amid soaring costs 0:50:32 - ElevenLabs launches Dubbing v2, preserving emotion across 90+ languages 0:56:27 - AI startup Shift offers free NYC home cleaning to collect robot training data 0:59:31 - As A.I. Makes Strides in Mathematics, Mathematicians Urge Caution 1:01:00 - Hackers used Meta's AI support chatbot to hijack high-profile Instagram accounts 1:03:23 - China's MiniMax launches M3, rivaling Claude Opus 4.7 at $0.12 per million tokens 1:04:19 - Trump signs a scaled-back AI executive order Hosts: Jason Howell and Jeff Jarvis  Download and subscribe to AI Inside in audio and video: https://aiinside.show/  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidias neues Spark-SoC stiehlt auf der Computex 2026 allen die Show! Der revolutionäre Chip verbindet erstmals eine starke Arm-CPU mit Blackwell-Grafik und bricht mit alten PC-Standards. Da geraten AMDs neue RX 9070 GRE und die fünf frischen Handhelds fast zur Nebensache. Im GameStar-Talk klären die Experten, ob das die Zukunft des Gaming-PCs ist. Alle Links zum GameStar Podcast und unseren Werbepartnern: https://linktr.ee/gamestarpodcast

In a secluded hotel room somewhere in Taipei, Jon and Tim discuss the most interesting and promising products they've seen at Computex, plus some of the week's other major news stories.

If you aren't a tech nerd like us, you probably didn't even know Computex and Microsoft Build were happening. And that's alright. Everyone besides Apple is trying to get their announcements out there before WWDC kicks off next week. Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) WWDC next Monday at 10! (03:30) MAIN TOPIC: NVIDIA, Microsoft, and More drop their news before Apple (04:45) Computex 2026: All the news and announcements What we learned at Microsoft Build: Autopilots, MAI-Thinking-1, and Nvidia RTX Spark Dell stock skyrockets 32% for its best day ever as AI server revenue soars Microsoft is killing Office 2019 for Mac and iPhone, and you can't do much about it DAVE'S PRO-TIP OF THE WEEK: Rule of Thirds! (19:55) JUST THE HEADLINES: (27:20) Perfect randomness realized for the first time A fundamental principle of aeronautical engineering has been overturned Meta AI support bot helped hackers hijack Instagram accounts Roku updates its UI for the first time in a decade Something made Earth's molten core reverse direction in 2010 YouTube to automatically detect, label AI-generated videos Google requests permission to release 32 million mosquitoes in California and Florida LISTENER MAIL: From Hey Grandma - The Year 2038 problem (31:05) WITHIN REACH! Dave 8-6, Round 14, Nate goes first (35:25) TAKES:  Facebook Plus, Instagram Plus subscriptions launch for $3.99/month (42:15) Nintendo's new Pictonico iOS game turns your photos into minigames (46:45) Not news: iOS 28 will reportedly be 'far more significant' than iOS 27 (48:20) BONUS ODD TAKE: Magnified Sand (50:15) PICKS OF THE WEEK:  Dave:  PUGG Wall clock, stainless steel, 12 ½" (54:25) Nate: Upgraded 67mm Phone Lens Filter Adapter Mount for iPhone 17 16 15 14 Pro Pro Max Plus Air, Double-Sided Magnetic Phone Lens Filter Ring with 1/4-20" & Cold Shoe Pull-Out to fit 17 Pro Max (No Filters (58:20)

Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with the Computex trade show and Microsoft's Build developer conference happening simultaneously, The Verge's Sean Hollister explains what's inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world's most valuable company has a shot at reinventing the personal computer. Without costing a fortune. Nvidia announces RTX Spark as ‘the most efficient PC chip ever built' This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark These are the first Nvidia RTX Spark laptops AMD's new pitch: our old tech is so good you should just keep using it We're also on video! Check us out on YouTube. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Au programme :Tout ce qu'il faut retenir du ComputexEncore trois évolutions majeures dans l'IALe reste de l'actu: Waymo fait ses voitures, la fin du « tokenmaxxing », explosion de la fusée New Glenn, abonnement Facebook…Infos :Animé par Patrick Beja (Bluesky, Instagram, Twitter, TikTok).Co-animé par Cédric de Luca (Bluesky).Produit par Patrick Beja (LinkedIn) et Fanny Cohen Moreau (LinkedIn).Musique libre de droit par Daniel BejaLe Rendez-vous Tech épisode 668 – Le plateau de l'IA n'est pas encore en vue – Computex, Nvidia RTX Spark, Eleven Labs, Reactor---Liens :

Computex in Taiwan is putting the spotlight on the companies building the hardware behind the AI boom. One of those companies is Perplexity, which took the stage with Intel to unveil the world's first "hybrid local/server agentic inference orchestrator." Perplexity CEO Aravind Srinivas joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

SUMMARY DEL SHOW Mercado en modo cautela tras máximos históricos. Irán sigue nublando el tape, mientras hoy manda JOLTS y los yields aflojan un poco. $HPE se dispara por resultados récord y demanda fuerte en data centers AI. $MRVL vuela por el respaldo público de $NVDA en Computex. $INTC intenta relanzar su narrativa de infraestructura AI. $HIMS cierra Eucalyptus y acelera expansión internacional.

Discover how Microsoft's new Surface Laptop Ultra and Nvidia's RTX Spark chip are set to revolutionise AI-powered computing, plus Ira's Build AI programme returns with exciting opportunities for blind and low vision users to test real-world AI applications. In this episode, Steven Scott and Shaun Preece share a series of apologies, from mix-ups with listener audio to missed events, and give updates on upcoming content featuring Roger's impressive Giga Ecovision glasses demo. They dive deep into the launch of the Surface Laptop Ultra unveiled at Computex, powered by Nvidia's groundbreaking RTX Spark chip designed to handle AI workloads locally. The discussion explores how this could be the PC industry's “M1 moment,” the implications for Windows on ARM, and what it means for assistive technology users. Later, Aira's Jenine Stanley and Alicia Omoigui join the conversation to detail the return of the Build AI programme and the Trusted Tester initiative. They explain how blind and low vision users can contribute to refining AI for everyday tasks while maintaining human-in-the-loop safety, and they share insight into how AI can complement, not replace, human visual interpreters. Relevant Links Trusted Tester Application: https://aira.io/ai/ Build Program FAQ: https://aira.io/build-ai-faq/ Build Program Terms Of Service: https://aira.io/tos-build-ai/ ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NVIDIA puts out a CPU meant for Windows machines, while Dell joins the laptops gunning for the MacBook Neo. And its chips, chips, chips as Computex kicks off.Starring Tom Merritt and Robb Dunewood.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

June is here so guess what? It's officially Hot AI Summer.

n this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving the AI boom. Recorded slightly late ahead of the Computex frenzy in Taipei, the duo kicks things off with a surprising reading recommendation: Pope Leo XIV's balanced, 40,000-word encyclical on AI. Shifting to the markets, they analyze Marvell's solid quarter, highlighting how the transition from training to a heterogeneous inference era is shifting Wall Street's focus toward the company's robust optical and throughput networking portfolio rather than just core compute tiles. They also tackle the opacity of electronic design automation licensing to explain why Synopsys saw a 10% stock drop despite a healthy print, noting market anxiety over their massive acquisition of Ansys. Finally, Ben takes a victory lap on his bullish Dell thesis; following a monster guidance report, the hosts discuss how Dell's deep supply-chain integration, flexible financing terms, and premium enterprise support have made them the OEM of choice for both "neo-clouds" and upcoming on-prem enterprise AI factories. The episode closes with a spirited debate comparing NVIDIA's massive ecosystem value creation to Apple's App Store "economic miracle," contrasting standardizing growth with Taiwanese ODM concerns over thinning margins and a loss of differentiation.

黃仁勳旋風來台，參加Computex 也帶來新的AI技術跟訂單，台灣150家廠商供應鏈成黃仁勳最強後盾，AI經濟蓬勃，台灣經濟成長超越南韓，卻被南韓形容，台灣有不少乞丐超人，盯著便利商店打折品，人均所得低於南韓，落差真有這麼大嗎？AI旋風帶來經濟成長與出口成長，是否也造就台灣K型經濟，貧富差距拉大？歡迎加入《尖鋒對話》，一起深度探討。

È ancora aperta la partita sul futuro degli sconti sulle accise. A pochi giorni dalla scadenza del 6 giugno, nel governo si moltiplicano le valutazioni su costi e benefici di un nuovo eventuale intervento sui carburanti, senza che sia ancora maturata una decisione definitiva. Dalla primavera a oggi il taglio delle accise ha cambiato più volte intensità: si è partiti da uno sconto consistente, attorno ai 24 centesimi al litro, per arrivare a una progressiva riduzione. Nell'ultimo decreto il governo ha dimezzato lo sconto sul gasolio, portandolo a circa 12 centesimi al litro, mentre per la benzina il taglio è rimasto più contenuto, attorno ai 6 centesimi. Una modulazione dettata dall'esigenza di contenere l'impatto sui conti pubblici: il conto complessivo dell'operazione sfiora i 2 miliardi di euro, una cifra che rende difficile immaginare ulteriori proroghe senza coperture solide.OSPITE: Davide Tabarelli, presidente Nomisma EnergiaSoftBank investe 75 miliardi in Francia per costruire il più grande hub IA d EuropaSoftBank scommette sulla Francia per accelerare la corsa europea all'intelligenza artificiale (IA). Il gruppo giapponese guidato da Masayoshi Son ha annunciato, secondo quanto rivelato dal Financial Times, un impegno fino a 75 miliardi di euro per sviluppare una vasta rete di infrastrutture dedicate al calcolo avanzato, un progetto che, se completato, diventerebbe il più grande complesso di data center per l IA del continente. L investimento rappresenta il più importante impegno nel settore dell'intelligenza artificiale assunto da SoftBank al di fuori degli Stati Uniti e offre un importante successo politico al presidente francese Emmanuel Macron alla vigilia dell'edizione 2026 di Choose France , l evento con cui Parigi cerca ogni anno di attirare capitali e investimenti internazionali.La decisione - secondo il quotidiano britannico - è maturata rapidamente dopo una cena tra Macron e Son svoltasi a Tokyo all inizio di aprile. In quell'occasione il presidente francese avrebbe illustrato i punti di forza del Paese per ospitare infrastrutture ad alta intensità energetica, puntando in particolare sulla disponibilità di energia nucleare e su procedure autorizzative accelerate per gli impianti legati all'intelligenza artificiale. «SoftBank è orgogliosa di assumere questo importante impegno nei confronti della Francia», ha dichiarato Son. Secondo il fondatore e amministratore delegato del gruppo, le capacità industriali francesi, la disponibilità di competenze specializzate e l ambizione nazionale nel settore tecnologico rendono il Paese uno dei candidati più credibili a diventare un polo europeo dell'intelligenza artificiale. Uno dei principali poli sorgerà a Dunkerque, dove SoftBank collaborerà con Schneider Electric per creare un hub dedicato sia alle infrastrutture per l'intelligenza artificiale sia alla produzione di tecnologie robotiche. La posizione geografica del sito, affacciato sul Mare del Nord e vicino a importanti mercati come Londra, Bruxelles e Amsterdam, è considerata uno degli elementi strategici dell'iniziativa.OSPITE: Danilo Ceccarelli, collaboratore del Sole 24 ore da Parigi Easyjet vola in Borsa sulla manifestazione di interesse di CastlelakeEasyjet bolla come "altamente opportunistica la tempistica" con cui la società di investimento Castlelake sta valutando un'offerta per il vettore britannico e afferma di "non aver avuto alcuna discussione, né di aver ricevuto alcun approccio o proposta" dal potenziale acquirente. Venerdì scorso, a Borsa chiusa, Castlelake aveva reso noto di disporre di una quota del 2,1% nel vettore britannico e di valutare un'offerta a non meno di 403,23 pence ad azione. Sul listino di Londra Easyjet balza stamattina dell'11,6% a 444,1 pence. Il board di Easyjet, si legge nella risposta del vettore britannico, pubblicata poco prima dell'apertura di Borsa, "ha chiaro il proprio dovere di massimizzare il valore per gli azionisti e prenderà in considerazione qualsiasi proposta" ponendo attenzione "in particolare alla valutazione e alla fattibilità" dell'operazione. Con riguardo al primo punto il board rileva "il timing altamente opportunistico" di un'offerta nel momento in cui "il prezzo delle azioni è temporaneamente depresso a causa dell'attuale situazione in Medio Oriente e del suo impatto sulla fiducia dei clienti e sui prezzi del carburante". In tema di fattibilità il cda "rileva le considerevoli sfide normative, finanziarie e operative associate a una potenziale acquisizione di easyJet". Andrea Giuricin, Docente di Economia dei Trasporti all'Università Bicocca di Milano, autore di "Alitalia La privatizzazione infinita" Nvidia sfida Intel e Apple con un nuovo superchip per PcNvidia entra nel mercato dei chip per pc con il nuovo RTX Spark Superchip, che debutterà nei pc fissi e portatili delle principali marche dal prossimo autunno. L'annuncio, riferiscono i media internazionali, è stato fatto dal ceo di Nvidia, Jensen Huang, alla fiera Computex a Taipei. Il 'superchip' di Nvidia rappresenta una sfida diretta a gruppi come Intel, Qualcomm, Amd e Apple, aprendo una nuova linea di business per il colosso da 5,1 trilioni di dollari di capitalizzazione. "Il più efficiente chip per pc mai costruito", come lo ha definito Huang, sarà utilizzato da Dell, Asus, Hp, Lenovo, Microsoft, Acer e Msi.Il superchip di Nvidia, che lavorerà con il software Windows di Microsoft, è una combinazione di un microprocessore e di un chip grafico, realizzato con la collaborazione di MediaTek, e consentirà di eseguire applicazioni e modelli di intelligenza artificiale. La sua fabbricazione aumenta la competizione nel settore dei chip per pc e segnala come Nvidia, che occupa una posizione dominante nel settore dei semiconduttori per le infrastrutture di intelligenza artificiale, stia ampliando la sua offerta, sviluppando chip integrati che alimentano l'intero computer, con l'obiettivo di intercettare i flussi di spesa dei consumatori per sostituire pc datati, messi a dura prova dalle nuove applicazioni di intelligenza artificiale, con laptop più performanti.OSPITE: Alessandro Plateroti, Direttore editoriale Ucapital.com

週一天下零時差關注以下財經大事： 一、輝達執行長黃仁勳在GTC與Computex將為台廠帶來什麼利多？ 二、聯準會公布最新褐皮書，美伊戰爭如何影響美國經濟情勢？ 三、國際油價高漲，為何台灣通膨這麼低？ 文：郭家宏 製作團隊：錢玉紘、鄭子鴻 ＊閱讀零時差，點這看全文

科技浪潮持續推進，投資機會不只在科技巨頭，也延伸至全球供應鏈。野村全球科技多重資產策略，聚焦美國創新、亞洲製造與關鍵供應鏈，搭配全天候債券策略，迎向下一波成長動能。投資一定有風險，基金投資有賺有賠，申購前應詳閱開說明書。*搶占科技先機看這裡： https://fstry.pse.is/95rpes ——以上廣告由 Firstory 與【月城南廣告】共同執行—— 【98有聲書房】開張，訂閱收藏News98精選有聲書：https://apple.co/44KcuRo主持人：阮慕驊 來賓：智璞產業趨勢研究所 所長 楊勝帆 主題：從COMPUTEX看門道節目時間：週一至週五 5:00pm-7:00pm 本集播出日期：2026.05.26