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Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

This time Laura and Adam are Ned-less because there is still a bicycle race happening over in France All cyclists start somewhere - whether it's wobbling along with stabilisers, or without. In the UK, because we often end up sharing the roads with motor traffic, many of us will also have received training from a professional at some point - under the Bikeability standard, or Cycling Proficiency as it was once known. In recent years cycle instructors have increasingly voiced concerns over pay stagnation and working conditions and this summer London instructors are striking for the first time ever, after what they describe as a 14-year pay freeze. The freeze, they say, amounts to a 50% real-terms pay cut. Each week, on average, one cycling instructor quits - and numbers have halved since the pandemic. Nationwide we need 1000 more instructors to meet government targets to train every child to the Bikeability standard, but recruitment is proving tough.With the most common reason for not cycling being 'fear of riding with traffic', cycle instructors are a pivotal part of the transition to green transport - we can't build all the safe cycle routes we need immediately, so confidence riding on the roads is key to helping people cycle for more journeys. It's also the kind of green job politicians say we need for the future.Our two guests are instructors from the Independent Workers union of Great Britain (IWGB): Suami Rocha (Hosha), chair of the Cycling Instructors Branch of the IWGB, and Ben House, its co-secretary. With them Laura and Adam discuss what it's like to do a skilled job where people assume you're a volunteer, the complexities of the cause and what would help stem the tide of cycle instructor loss. You can read more about the strike here: https://iwgb.org.uk/en/post/cycling-instructors-set-for-first-ever-strike-after-14-year-pay-freeze/ We're on Twitter and welcome your feedback on our episode: http://www.twitter.com/podstreetsaheadIf you're reading this, please can you take 1 minute to give us a rating and write a review? It helps us more than you probably think.Episode edited by Clare Mansell Hosted on Acast. See acast.com/privacy for more information.

Discussing and decanting with Suzi and Will is former doctor, comedian and author, Adam Kay. As well as three great wines to taste, Adam shares how he first got into wine at school, Will reminisces on when a student took biodynamic wine practises a bit too seriously and Suzi puts her hat in the ring for becoming the next great taste maker.Domaine MIA, Les Plantenays, Rully, France 2018 La Fé, Madiran, France 2018 L'Épiphanie de Pauillac, Pauillac, Bordeaux, France All the wines in the series are available at www.sundaytimeswineclub.co.uk Producer: Anya PearceSeries Producer: Ben Mitchell Hosted on Acast. See acast.com/privacy for more information.

Discussing and decanting with Suzi and Will is TV presenter Lorraine Kelly and her daughter, journalist and podcaster Rosie Smith. As well as three great wines to taste Lorraine reminisces on drinking 20p boxed wine, Rosie is inspired to drink champagne from a wine glass, Will shares why you shouldn't quit drinking rosé in the colder months and Suzi pairs her wine with vinyl. Champagne Billecart-Salmon Rosé Champagne NV2021 Bacchus, Redbrook Estate, Bacchus, East Anglia England2019 L'Épiphanie de Margaux, Margaux, Bordeaux, France All the wines in the series are available at www.sundaytimeswineclub.co.uk Producer: Anya PearceSeries Producer: Ben Mitchell Hosted on Acast. See acast.com/privacy for more information.

Pairing wine and a good time together with Suzi and Will are the talkSPORT presenters and hosts of The Men's Room podcast Ade Oladipo and Rory Jennings. As well as three great wines to taste Ade and Rory talk about the importance of men opening up about their mental health, Will shares why his postman thinks he is an alcoholic, and Suzi rolls her eyes at the constant football analogies that are kicked about. Albert Bichot Crémant de Bourgogne Réserve, France 2020 Soave Classico, Pieropan, Italy 2020 Vertiges, Languedoc, France All the wines in the series are available at www.sundaytimeswineclub.co.uk Producer: Anya PearceSeries Producer: Ben Mitchell See acast.com/privacy for privacy and opt-out information.

Sharing their admiration for wine this week is TV presenter Angellica Bell - who has a new found love for champagne! As well as tasting three incredible wines Angellica discusses money saving tips that she has learnt from co-hosting The Martin Lewis Money Show, Will reflects on the oldest wine he has ever tasted and Suzi reveals her slip up at work when she dusted their oldest bottles of wine- oops! NV Champagne Veuve Clicquot Yellow Label BrutXanadu DJL Margaret River Chardonnay, AustraliaChâteau Guillem de Montjustin, FranceAll the wines in the series are available at www.sundaytimeswineclub.co.ukProducer: Anya PearceSeries Producer: Ben Mitchell See acast.com/privacy for privacy and opt-out information.

Tasting the tannins with Miquita Oliver and Will Lyons are Henry Firth and Ian Theasby aka BOSH! As well as three great vegan wines to taste; Henry and Ian pair the wines with recipes from their new cookbook 'BOSH! on a Budget', Will describes the history of the famous Beaujolais Run, and Miquita gives us an insight into the Caribbean cuisine of Ital.2020 Sancerre, Domaine Michel Thomas, Loire Valley, France 2020 Les 3 Madones, Fleurie, Beaujolais, France 2018 Chateau Roquegrave, FranceAll the wines in the series are available at www.sundaytimeswineclub.co.ukProducer: Ben MitchellWine Times is brought to you in association with the Sunday Times Wine Club See acast.com/privacy for privacy and opt-out information.

Raising a toast with Miquita Oliver and Will Lyons at Edinburgh's Prestonfield House is the bestselling author Ian Rankin - who is a fan of all things French. As well as three great wines to taste; Ian talks about Rebus and why he will never stop writing, Will uncovers the secrets of the Sunday Times Wine Club, and Miquita reveals she likes a sparkling rosé (as long as it's not too fizzy).2017 Wyfold Vineyard Rosé, Oxfordshire, England2020 Viorica, Château Vartely Dealu, Jora de Mijloc, Moldova 2018 Château La Clarière, Castillon Côtes de Bordeax, France All the wines in the series are available at www.sundaytimeswineclub.co.ukProducer: Ben MitchellWine Times is brought to you in association with the Sunday Times Wine Club See acast.com/privacy for privacy and opt-out information.

Raising a glass with Miquita Oliver and Will Lyons is the multi award-winning musician Gregory Porter; who is an avid wine collector. As well as two great wines to taste; Gregory talks about his new album "Still Rising" and reveals his vinous rider, Will explains the history of Bond and Bolinger, and Miquita learns all about "Two Buck Chuck".Champagne Bollinger Special Cuvée Brut NV2019 Le Prince de Courthézon Châteauneuf-du-Pape, Rhône Valley, France All the wines in the series are available at www.sundaytimeswineclub.co.ukProducer: Ben MitchellWine Times is brought to you in association with the Sunday Times Wine Club See acast.com/privacy for privacy and opt-out information.

The Ernst & Young ITS Washington Dispatch brings you a monthly review of US international tax-related developments. In this edition: US Treasury Secretary confirms DST deal with France – All major TCJA guidance expected by October 2020 – Pending US tax treaties with Chile, Hungary and Poland may require renegotiation over BEAT – IRS officials elaborate on limited Section 965 transition relief, BEAT PLR option – Altera files for certiorari in US Supreme Court in cost sharing case – OECD on track to complete BEPS 2.0 core principles in 2020 -- OECD offers tax revenue estimates for BEPS 2.0 proposals – OECD issues CbCR consultation document – OECD issues transfer pricing guidance for financial transactions – OECD offers draft model rules on platform operators for 'sharing' and 'gig' economy – OECD releases eight batch of peer review reports on BEPS Action 14.

The Ernst & Young ITS Washington Dispatch brings you a monthly review of US international tax-related developments. In this edition: US Treasury Secretary confirms DST deal with France – All major TCJA guidance expected by October 2020 – Pending US tax treaties with Chile, Hungary and Poland may require renegotiation over BEAT – IRS officials elaborate on limited Section 965 transition relief, BEAT PLR option – Altera files for certiorari in US Supreme Court in cost sharing case – OECD on track to complete BEPS 2.0 core principles in 2020 -- OECD offers tax revenue estimates for BEPS 2.0 proposals – OECD issues CbCR consultation document – OECD issues transfer pricing guidance for financial transactions – OECD offers draft model rules on platform operators for ‘sharing’ and ‘gig’ economy – OECD releases eight batch of peer review reports on BEPS Action 14.

EV20Q Electric Car Ownership - EV public charging France – All the Options On one of my first trips to France with my electric car, my 2018 Nissan Leaf I got a little bit worried about EV public charging. I wasn’t able to charge the car at the Nissan dealer in Perpignan due to it being closed for lunch. I … The post EV Public Charging – In Charge in France appeared first on EV 20 Questions.

On this World Cup edition of Soccer 2 the MAX, Sean Garmer, Erik Watkins, and Rachael McKriger are a bit somber about the elimination of Peru thanks to their loss to France. Even though perhaps the country of Argentina is feeling even worse after the drubbing they received at the hands of Croatia. How did Croatia control the game? Should we question Lionel Messi's care for the squad? And could Croatia make a deep run after what they showed. Also, who looked better Denmark or France? All this and more.

On this World Cup edition of Soccer 2 the MAX, Sean Garmer, Erik Watkins, and Rachael McKriger are a bit somber about the elimination of Peru thanks to their loss to France. Even though perhaps the country of Argentina is feeling even worse after the drubbing they received at the hands of Croatia. How did Croatia control the game? Should we question Lionel Messi's care for the squad? And could Croatia make a deep run after what they showed. Also, who looked better Denmark or France? All this and more.

Download link: http://kdrapes.kingdub.com KingDUB Records http://records.kingdub.com http://kingdub.com Ep Planet of the Apes 2011 Technical Data: 1. Vastidão ft Radiola Dub (Jah konomoh mix) 2. Version (Dubplay mix) 3. Eu ja lhe disse Ft Dubplay (Galo rex Mix) 4. Version Rupa Dance riddim (Dubplay mix) 5. Homem de Babilonia Ft Moa Anbessa (Buri Man mix) 6. Luz divina Ft Chin Dub (Chindub Mix) VERSION EXTEND 7. Viva a vida Ft Dubplay (Dubplay mix) BONUS TRACK: 8. Eu Ja lhe disse Ft Raggatack (Raggatack mix) VERSION EXTEND 9. Homem de babilonia Ft Raggatack (Raggatack mix) VERSION EXTEND This Ep WEB format available for free download is special for the king dub Label! It is a collection of songs produced in 2010 with exeções some songs! The album includes the participation of producers and audio engineers who now work for the rise of the sound system in Brazil are a few: CHIN DUB (http://www.myspace.com/chinbatera) DUBPLAY (http://www.myspace.com/dubplaysistemadesom) RADIOLA DUB (http://www.myspace.com/radioladub) GALO REX (http://www.myspace.com/mcjimmyluv) JAH KNOMOH (http://www.myspace.com/quilombohifi) And some producers from other countries as well, forming a cultural exchange of music,mixing the positive energies of different places in one work, they are: ALEX RAGGATACK (Espanha) - http://www.myspace.com/raggattackproducciones BURI MAN (Italia) - http://www.myspace.com/moaanbessastudio UNITY HI FI (London) - http://www.reverbnation.com/unityhifiuk MOSHI KAMACHI (frança) - Moshi (DreadBull) Kamachi _ http://records.kingdub.com "I thank you forever for producers, engineers, technicians and musicians,for their trustand put heart into their work , thus forming an energy current , currentthat frees us andallows us to go further, thischain consists of links from different places, differentlanguages, different cultures, forming a single line, mixed feelings in the songs, feeling amplified through the sound system ... Thank Jahouvia for granting us life, music anddivine wisdom! " Psalm 133 "So nice and so pleasant it is when brothers dwell together in unity" All letters written by MONKEYJHAYAM Mastering by MOSHI Kamachi (ZION I Studio / (Paris, France) All tracks recorded at Studio JUNGLE LORD except track 1 Recorded in High Fya studio Blessed LOVE KDRecords Crew Released by: KingDUB Records Release/catalogue number: KDR004 Release date: Mar 9, 2011