Podcasts about Computex

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.

Deze week praten Wout Funnekotter, Arnoud Wokke, Jelle Stuip en Willem de Moor over hardwarebeurs Computex, de bal van het WK-voetbal voor mannen, een game in het Amsterdam van 1666, Steve Jobs in de tijd van de NeXT en alle AI-aankondigingen van Apple. 0:00 Intro0:19 Opening1:47 .post6:30 Ramageddon of niet, Computex blijft leuk28:02 Specs achterhalen van de WK-bal37:59 Rondlopen in Amsterdam met verkeerde klinkers43:38 Geoffrey Cain over Steve Jobs in de tijd van NeXT50:08 Apple maakt inhaalslag op gebied van AI1:07:42 Sneakpeek Link:Specs van de WK-balSee omnystudio.com/listener for privacy information.

A Computex 2026 trouxe uma série de anúncios importantes para o mercado de tecnologia, mas poucos chamaram tanta atenção quanto o RTX Spark, a nova plataforma da NVIDIA voltada para computação acelerada por IA em dispositivos locais. Neste episódio do Diocast, discutimos o que exatamente é o RTX Spark, quais problemas ele pretende resolver e como ele se posiciona em um mercado que já conta com soluções como Snapdragon X Elite, Ryzen AI e os novos processadores Intel com aceleração dedicada para inteligência artificial.Mais do que simplesmente lançar um novo chip, a NVIDIA parece estar ampliando sua presença para além das placas de vídeo tradicionais. O RTX Spark combina CPU baseada em arquitetura ARM, GPU com tecnologias derivadas do ecossistema RTX e recursos dedicados para cargas de trabalho envolvendo inteligência artificial. Na prática, isso pode abrir espaço para computadores mais eficientes, capazes de executar modelos de IA localmente, reduzindo a dependência de serviços em nuvem e melhorando aspectos como privacidade, latência e disponibilidade.---https://diolinux.com.br/podcast/lancamento-da-nvidia-rtx-spark.html

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

還真的有韓國人和韓國媒體輸不起！ 台灣落後的時候我們會努力，會說好想贏韓國！但韓國慘輸台灣時，有韓媒卻酸台灣人的節省是乞丐超人？ 台灣經濟成長率台積電AI供應鏈一路大爆發，讓南韓三星電子看不到車尾燈，難以追趕，全面落後的韓國竟輸不起，唱衰台灣半導體產業？ 韓媒玻璃心炸裂還酸台灣年輕人是乞丐超人，窮到都找即期食品吃。韓國人真的完全不懂台灣刻在骨子的善良節儉與助人傳統。南韓不僅半導體GDP輸台灣，連公益熱心助人都狂輸台灣！ 對！分享這集，讓世界知道我們台灣人多善良，有多好！ 全台獨家的世界經濟追劇深入報導，精彩萬分，持續連載中！ （現在就加入會員支持我們，還可以看到更多專屬影片～） https://www.youtube.com/@emmytw/join

00:01:25 - NVidia представила CPU RTX Spark00:15:13 - История из жизни программиста00:22:41 - ИИ-новости одной строкой00:34:22 - Клавиатуры с Computex00:45:13 - Sony представили новый монитор, колонки и контроллер00:56:26 - В Nintendo Switch будут сменные аккумуляторы01:09:49 - Финальные впечатления от Star Wars: Outlaws01:17:02 - Впечатления от Summer Games Show01:24:29 - Впечатления от Dota 2 в Китае01:39:23 - Впечатление от 5го сезона "Ферма Кларксона"

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!

Gulvan and Joe discuss the Sony State of Play, Summer Game Fest showcase, and the best at Computex 2026. Continue reading →

【

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!  

1:32 HVDC是本次COMPUTEX最大的亮點與機會 5:05 台達電無庸置疑就是HVDC最核心的廠商 7:19 PSU、匯流排、穩壓變壓器，完成降壓滿足各零件需求 10:00 能源電力的最有效運用，更大尺度看NVIDIA DSX 12:52 往更小的尺度看SST、液冷散熱、高階電容、功率IC與導線架 19:11 還沒完全發酵的Power whip、Busbar connector 21:24 PSU/BBU模組化，金屬構件的客製化與製造能力是商機 26:00 還好我第一天6/2去，人很多但該看該問的都有滿足 29:40 N1X事前預熱，OEM狂漲市場熱烈反應，但我覺得… 32:00 N1X的規格與基本資料 33:00 ① N1X跟GB10核心是一模一樣的 34:10 ②粗估售價 11.5/14萬 ，跑agent效能過剩，不上不下 36:55 ③消費電子需求，價格彈性比CSP雲端低很多 38:22 ④PC使用的習性難改 39:23 ⑤ARM架構的相容性 詳細文章與圖表: https://www.big-econ.com/index.php?sec=article&ID=4091 -- Hosting provided by SoundOn

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

Mon Carnet, le podcast de Bruno Guglielminetti Vendredi 5 juin 2026 Le grand magazine francophone de l'actualité numérique Présenté par Micrologic.ca Débrief avec Jérôme Colombain (3:02) Retour sur l'actualité numérique de la semaine Entrevues : Stratégie nationale d'IA du Canada avec Annie Veillet et Nicolas Papernot (28:24) Phénicia Adam-Serafin : Nouveau laboratoire à Polytechnique Montréal (45:31) Jean-Philippe Racine : IA et cybersécurité (1:15:10) Billets : Catherine Dupont-Gagnon : La manipulation des IA génératives (1:41:26) Carl-Edwin Michel en direct du Computex 2026 de Taïwan (1:45:41) Stéphane Berthomet : Les grandes tendances du podcast (1:54:01) Stéphane Ricoul : Notre rapport à la connaissance à l'ère de l'IA (1:59:18) Entrevue : Jean-François Poulin : Les jumeaux numériques avec Gabriel Talbot-Lachance (2:06:19) Collaborateurs : Jérôme Colombain, Catherine Dupont-Gagnon, Carl-Edwin Michel, Stéphane Berthomet, Stéphane Ricoul, Jean-François Poulin www.MonCarnet.com Une production de Guglielminetti.com Juin 2026

Forget everything you know about portable PC gaming! I sit down with Whitson Gordon, ASUS's head of content for ROG and senior manager of marketing content, to learn about the just-unveiled ASUS ROG Xbox Ally X20 bundle, which includes glasses that simulate a massive 171-inch display! I'm one of the first to test-drive the technology in TaipeiLove Tubi Of course you do. We unpack the origin story of this mega-popular video platform, why it's as popular as it is and what's coming next. I interview Mike Bidgoli, Chief Product & Technology Officer at TubiI'll also play an interview recorded at AWS re:Invent about ‘Sign Speak.' which provides AI-powered American Sign Language (ASL) tools to enhance communication between Deaf/Hard of Hearing and hearing individuals — built by the community, for the community. I chat with CEO Yami PayanoThank you to Visa, Norton, and SanDisk for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout

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)

Aanstaande maandag is het alweer WWDC, het event waar Apple nieuwe versies en functies van iOS, macOS en meer onthuld. En waarschijnlijk ook de nieuwe Siri. Kunnen we dit jaar ook weer eens hardware verwachten? We blikken vooruit in deze aflevering van de Bright Podcast. Verder in deze aflevering: op Computex zien we de eerste reacties op de MacBook Neo vanuit het Windows-kamp, en komt Nvidia met zijn eigen laptop-chip – en het idee dat je voor AI voortaan een aparte computer gaat gebruiken. En heel wat anders: trappen op een e-bike hoeft blijkbaar niet echt. Partners: Met het snelste glasvezelinternet én wifi 7 van DELTA heb je altijd een huis vol blije internetters. Doe de postcodecheck via delta.nlen ontdek hoe snel jouw internet kan zijn. Europarlementariër Kim Van Sparrentak neemt het op tegen de techbro’s om duidelijke regels te maken voor kunstmatige intelligentie. Luister de podcast Red de AI Wet in alle podcast-apps. Tips uit deze aflevering: Video: Zo koop je een fatsoenlijke 2e hands e-bike, waarin Erwin alles vertelt over hoe je dat doet. En ook handig: Bosch komt met een e-bike ‘paspoort’ zodat je niet wordt belazerd. Podcast: Seizoen 5 van Achter Gesloten Deuren, een podcast van het FD over Nexperia, de maker van simpele chips die veel worden gebruikt voor auto’s. De afsplitsing van NXP kwam in 2019 in handen van het Chinese Wingtech. Afgelopen najaar greep het min EZ opeens in uit angst dat er “kennis, kunde en capaciteit” weglekt naar China. De Ondernemingskwamer schorste de dag erna de Chinese topman, “Mr Wing’. China reageerde fel met exportrestricties en een rel was geboren. Podcast: Missed Fortune, een podcast van Apple over een excentrieke miljonair die een kist vol goud en diamanten heeft verstopt, ergens in de Rocky Mountains. De maker van de podcast volgt mensen die met een gedicht van de miljonair als leidraad proberen de schatkist te vinden. De goudkoorts slaat natuurlijk toe, ze verliezen van alles en worden steeds wanhopiger. En de maker zelf ook, want die heeft een hit van een verhaal nodig. Zoek vooral niet op hoe het afloopt!See omnystudio.com/listener for privacy information.

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.

Business and finance news from the Asia-Pacific. Asian shares eased from record highs and oil held gains as efforts to revive a peace deal with Iran showed little progress. Even as the AI-driven rally continues to propel equities to record highs, financial markets have been whipsawed by geopolitical headlines after an escalation in Middle East hostilities jeopardized peace negotiations. For more on the markets, we heard from Willem Sels, Global CIO at HSBC Private Bank and Premier Wealth. He spoke to Bloomberg TV hosts Paul Allen and Haidi Stroud-Watts. Plus - COMPUTEX 2026 is themed "AI Together", focusing on three main topics: AI & Computing, Robotics & Mobility, and Next-Gen Tech—creating the ideal platform for global tech leaders to find international partners. CEOs from the world's leading technology companies will be in Taipei to discuss the outlook for AI and semiconductor demand. Bloomberg's Stephen Engle spoke to Craig McDonnell, ABB Robotics Business Line Managing Director Industries.See omnystudio.com/listener for privacy information.

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

Today's top stories, with context, in just 15 minutes. On today's podcast:1) The US and Iran traded messages over the weekend seeking changes to a draft agreement that would extend a ceasefire and open the Strait of Hormuz, but it was unclear whether the sides were making much progress. As the diplomatic exchanges continued, Israel expanded its ground assault in Lebanon, shattering a brittle truce with its northern neighbor. President Trump said his proposed deal states clearly “that Iran will not have a Nuclear Weapon,” according to a post on Truth Social. Trump hadn’t spoken on the subject of Iran since a White House Situation Room meeting Friday in which he said he expected to announce an agreement. In a social media post earlier that day, he reiterated his demands, including that Iran suspend its nuclear program and fully restore the strait to its earlier status as a free, international waterway. The semi-official Tasnim news agency, which has close ties to the Islamic Revolutionary Guard Corps, said Sunday that both sides continued to propose amendments, but noted that the US and Iran could ultimately reject the changes, causing the deal to collapse.2) Oil rose from a six-week low amid uncertainty over the outlook for a peace deal to end the war in Iran. Brent advanced to around $93 a barrel after closing at its lowest since mid-April on Friday, while West Texas Intermediate rose to near $90. The US and Iran traded messages over the weekend seeking changes to a draft agreement that would extend a ceasefire and open the Strait of Hormuz, but it was unclear if the sides were making much progress. The standoff follows a bout of optimism that some form of peace agreement would be reached — and that energy flows would resume through the Strait of Hormuz — that had caused the first monthly drop in crude prices this year. Brent is still up more than a quarter since the war started at the end of February, as the near-total closure of the vital waterway causes unprecedented turmoil in oil markets.3) Nvidia is entering the personal computer market with a new chip aimed at loosening Intel’s long-standing stranglehold on the sector and modernizing machines for the artificial intelligence era. Starting this fall, the new RTX Spark Superchip will debut in premium laptop and desktop computers from leading brands, including Dell and Lenovo, Chief Executive Officer Jensen Huang announced during a keynote speech at the Computex trade show in Taiwan. Huang also announced that next-generation Vera central processing units will enter full production in the third quarter of this year, marking the company's first standalone data center microprocessor.See omnystudio.com/listener for privacy information.

【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2026.06.01【法人鎖碼強勢股.COMPUTEX飆股搶先看】#華爾街見聞 謝晨彥分析師 #AI熱爆 台股6月五萬 #外資投信鎖碼強勢股 #電腦展飆股搶先看 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn

We are live in Paris where Japan's Softbank has pledged up to €75bn for Europe's largest A.I. data centre project. Asian chip stocks are in the green as investors eye potential meetings with Nvidia CEO Jensen Huang at the Computex trade show in Taipei. Brent crude inches higher on the news Israeli forces push deeper into Lebanon. France has called for an emergency meeting of the UN Security Council. U.S. Central Command says it hit targets in Iran over the weekend but hopes remain that a ceasefire deal can be reached between the Washington and Tehran. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。在本集節目中，我們將深入解析三大關鍵趨勢：NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。

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

｜本集錄製時間為2026.05.27｜ 好不擅長講人家的優點，但缺點都可以講很大聲 講最順的就是馬英九跟金溥聰（？）大方伸出橄欖枝邀請金溥聰來甲板日誌！ － 歡迎抖內跟我們留言、互動！