Podcasts about gpu

Jacob Ward of The Rip Current podcast and newsletter joins Mikah Sargent this week! The impact that generative AI is having on energy and our climate. The privacy and social issues around AI wearables. And everything that was announced at Apple's 'Awe Dropping' event. Jacob shares a paper published recently that covered generative AI and how the massive use of GPU energy is causing concerns about its impact on the climate. Mikah talks about a new wearable AI companion device called Friend and how these always-listening devices present privacy challenges for not just others around the user but also for the company itself. And Zac Hall of 9to5Mac was at Apple's 'Awe Dropping' event this past Tuesday and was fortunate to get his hands on the new hardware the company announced. He shares his initial thoughts on the new AirPods Pro 3 and iPhone Air! Hosts: Mikah Sargent and Jacob Ward Guest: Zac Hall Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com for Tech News Weekly pantheon.io uscloud.com cachefly.com/twit

Jacob Ward of The Rip Current podcast and newsletter joins Mikah Sargent this week! The impact that generative AI is having on energy and our climate. The privacy and social issues around AI wearables. And everything that was announced at Apple's 'Awe Dropping' event. Jacob shares a paper published recently that covered generative AI and how the massive use of GPU energy is causing concerns about its impact on the climate. Mikah talks about a new wearable AI companion device called Friend and how these always-listening devices present privacy challenges for not just others around the user but also for the company itself. And Zac Hall of 9to5Mac was at Apple's 'Awe Dropping' event this past Tuesday and was fortunate to get his hands on the new hardware the company announced. He shares his initial thoughts on the new AirPods Pro 3 and iPhone Air! Hosts: Mikah Sargent and Jacob Ward Guest: Zac Hall Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com for Tech News Weekly pantheon.io uscloud.com cachefly.com/twit

Jacob Ward of The Rip Current podcast and newsletter joins Mikah Sargent this week! The impact that generative AI is having on energy and our climate. The privacy and social issues around AI wearables. And everything that was announced at Apple's 'Awe Dropping' event. Jacob shares a paper published recently that covered generative AI and how the massive use of GPU energy is causing concerns about its impact on the climate. Mikah talks about a new wearable AI companion device called Friend and how these always-listening devices present privacy challenges for not just others around the user but also for the company itself. And Zac Hall of 9to5Mac was at Apple's 'Awe Dropping' event this past Tuesday and was fortunate to get his hands on the new hardware the company announced. He shares his initial thoughts on the new AirPods Pro 3 and iPhone Air! Hosts: Mikah Sargent and Jacob Ward Guest: Zac Hall Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com for Tech News Weekly pantheon.io uscloud.com cachefly.com/twit

Episode 81: We're back! Lots to discuss in this video, including YouTube weirdness, the future of AMD and Intel's CPU platforms, the good old CPU core debate, upcoming GPU rumors and more.CHAPTERS00:00 - Intro03:13 - Our YouTube views are down, this is what the stats say31:14 - Zen 7 on AM5 and Intel's competing platform54:13 - How important is platform longevity?1:07:58 - Six core CPUs are still powerful for gaming1:17:27 - Will Intel make an Arc B770?1:26:22 - No RTX Super any time soon1:29:14 - 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.

Jacob Ward of The Rip Current podcast and newsletter joins Mikah Sargent this week! The impact that generative AI is having on energy and our climate. The privacy and social issues around AI wearables. And everything that was announced at Apple's 'Awe Dropping' event. Jacob shares a paper published recently that covered generative AI and how the massive use of GPU energy is causing concerns about its impact on the climate. Mikah talks about a new wearable AI companion device called Friend and how these always-listening devices present privacy challenges for not just others around the user but also for the company itself. And Zac Hall of 9to5Mac was at Apple's 'Awe Dropping' event this past Tuesday and was fortunate to get his hands on the new hardware the company announced. He shares his initial thoughts on the new AirPods Pro 3 and iPhone Air! Hosts: Mikah Sargent and Jacob Ward Guest: Zac Hall Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com for Tech News Weekly pantheon.io uscloud.com cachefly.com/twit

This week on The Nerd Chat:- Battlefield 6 begins testing a battle royale mode- The best selling PlayStation games from 1995 to 2025- Xbox Cloud Gaming is getting a major upgrade- GPU prices continue to fall, with several models now selling below MSRPPlus: what we've been playing and the best food we had this week.0:00 Hello and welcome to the show3:30 Permabanned / GGs14:05 Battle Royale coming to BF623:50 PlayStation's best selling games over 30 years37:45 Xbox Cloud Gaming improvements44:50 GPU prices drop to MSRP or below51:00 Shoutouts54:25 What have we been playing or watching?1:07:25 The best food we had this week1:13:05 Closing and end of showGaming. Food. The Good Old Days.Streaming Thursday nights. New episodes posted Fridays.#SeeYouOnlineFollow us everywhere: @TheNerdChatAll links: https://linktr.ee/thenerdchat#BF6 #PlayStation #xCloud #GPUs #GamingPodcast #SeeYouOnline

Jacob Ward of The Rip Current podcast and newsletter joins Mikah Sargent this week! The impact that generative AI is having on energy and our climate. The privacy and social issues around AI wearables. And everything that was announced at Apple's 'Awe Dropping' event. Jacob shares a paper published recently that covered generative AI and how the massive use of GPU energy is causing concerns about its impact on the climate. Mikah talks about a new wearable AI companion device called Friend and how these always-listening devices present privacy challenges for not just others around the user but also for the company itself. And Zac Hall of 9to5Mac was at Apple's 'Awe Dropping' event this past Tuesday and was fortunate to get his hands on the new hardware the company announced. He shares his initial thoughts on the new AirPods Pro 3 and iPhone Air! Hosts: Mikah Sargent and Jacob Ward Guest: Zac Hall Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com for Tech News Weekly pantheon.io uscloud.com cachefly.com/twit

Jacob Ward of The Rip Current podcast and newsletter joins Mikah Sargent this week! The impact that generative AI is having on energy and our climate. The privacy and social issues around AI wearables. And everything that was announced at Apple's 'Awe Dropping' event. Jacob shares a paper published recently that covered generative AI and how the massive use of GPU energy is causing concerns about its impact on the climate. Mikah talks about a new wearable AI companion device called Friend and how these always-listening devices present privacy challenges for not just others around the user but also for the company itself. And Zac Hall of 9to5Mac was at Apple's 'Awe Dropping' event this past Tuesday and was fortunate to get his hands on the new hardware the company announced. He shares his initial thoughts on the new AirPods Pro 3 and iPhone Air! Hosts: Mikah Sargent and Jacob Ward Guest: Zac Hall Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com for Tech News Weekly pantheon.io uscloud.com cachefly.com/twit

AI Conversations Powered by Prosus Group.  Craig Tavares, COO of Buzz High Performance Compute, shares lessons from building GPU cloud infrastructure worldwide. He stresses the role of sovereign mandates, renewable power, and modular cooling in scaling data centers, while highlighting NVIDIA partnerships and orchestration as key to sustaining AI workloads.Guest speaker: Craig Tavares - COO of Buzz HPCHost: Demetrios Brinkmann - Founder of MLOps Community~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]

154 - AI usage dropping?The AI Hype Bubble is Popping? New data from the US Census Bureau shows a significant and surprising drop-off in corporate AI adoption, the largest since the survey began.Unprofitable AI: Despite billions in investment, 95% of companies report their AI software has failed to generate new revenue, raising questions about the return on investment.The Dystopian Jobs Platform: We dissect the controversy surrounding OpenAI's new jobs platform and the accusation that the company that displaced workers is now profiting from "helping" them.Follow the Money: We examine the absurdity of a multi-billion dollar GPU data center deal between OpenAI and Oracle, while the underlying AI applications struggle to prove their value.Media and Gaming Go All-In: A look at where AI is actually finding a profitable footing, from the AI-touched Wizard of Oz at the Las Vegas Sphere to its widespread use among video game developers.The Vibe Check is Not Good: From the disappointing tech news to the unsettling ethical questions, we discuss why this week feels like we're "living in a simulation."

“We've been working with NVIDIA for a number of years now and we integrated a medical grade, GPU in our commercial product”, CEO Anne Osdoit explains to Bloomberg Intelligence in her description about how AI is being incorporated into Moon Surgical’s surgical robot. In this Vanguards of Health Care podcast episode, Osdoit sits down with BI analyst Matt Henriksson for an in-depth interview on Moon Surgical, the benefits of its Maestro AI-powered surgical platform, and how Maestro can address the current barriers that have kept penetration rates of robotic surgery low.See omnystudio.com/listener for privacy information.

Fill out this short listener survey to help us improve the show: https://forms.gle/bbcRiPTRwKoG2tJx8 Tri Dao, Chief Scientist at Together AI and Princeton professor who created Flash Attention and Mamba, discusses how inference optimization has driven costs down 100x since ChatGPT's launch through memory optimization, sparsity advances, and hardware-software co-design. He predicts the AI hardware landscape will shift from Nvidia's current 90% dominance to a more diversified ecosystem within 2-3 years, as specialized chips emerge for distinct workload categories: low-latency agentic systems, high-throughput batch processing, and interactive chatbots. Dao shares his surprise at AI models becoming genuinely useful for expert-level work, making him 1.5x more productive at GPU kernel optimization through tools like Claude Code and O1. The conversation explores whether current transformer architectures can reach expert-level AI performance or if approaches like mixture of experts and state space models are necessary to achieve AGI at reasonable costs. Looking ahead, Dao sees another 10x cost reduction coming from continued hardware specialization, improved kernels, and architectural advances like ultra-sparse models, while emphasizing that the biggest challenge remains generating expert-level training data for domains lacking extensive internet coverage. (0:00) Intro(1:58) Nvidia's Dominance and Competitors(4:01) Challenges in Chip Design(6:26) Innovations in AI Hardware(9:21) The Role of AI in Chip Optimization(11:38) Future of AI and Hardware Abstractions(16:46) Inference Optimization Techniques(33:10) Specialization in AI Inference(35:18) Deep Work Preferences and Low Latency Workloads(38:19) Fleet Level Optimization and Batch Inference(39:34) Evolving AI Workloads and Open Source Tooling(41:15) Future of AI: Agentic Workloads and Real-Time Video Generation(44:35) Architectural Innovations and AI Expert Level(50:10) Robotics and Multi-Resolution Processing(52:26) Balancing Academia and Industry in AI Research(57:37) Quickfire With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint

Apple acaba de presentar su nueva generación de dispositivos, pero hay secretos técnicos que no te contaron en el evento. En este episodio de Apple Coding Daily realizamos el análisis más profundo de los iPhone 17, iPhone Air, iPhone 17 Pro, Apple Watch Series 11, Ultra 3, SE 3 y AirPods Pro 3. ¿Sabías que hay un iPhone que es técnicamente superior pero que nadie va a comprar? Descubrimos cuál es la mejor compra calidad-precio que Apple lanzó este año y por qué el modelo más vendido será paradójicamente el peor de todos. Analizamos los secretos del nuevo proceso de fabricación N3P, los revolucionarios Neural Accelerators integrados en la GPU y por qué el cambio del titanio al aluminio en los Pro es una decisión científica brillante que cambia todo el juego térmico. El sistema de refrigeración por Vapor Chamber, por qué la cámara frontal cuadrada es más revolucionaria de lo que parece, las capacidades cinematográficas reales vs marketing, análisis técnico del Ceramic Shield 2 y su resistencia comparable al cuarzo, la detección de hipertesión por IA: cómo funciona realmente y una comparativa técnica entre todos los modelos. Te damos la respuesta definitiva sobre si debes actualizar y a qué modelo exactamente según tu perfil de uso. Un análisis sin filtros donde la técnica prevalece sobre el marketing. Nativamente accesible, la única forma de incluir a todos los colectivos con algún tipo de discapacidad en tu app. Aprende todo lo necesario con el Swift Accessibility Program 2025. Encuentra toda la información pulsando aquí. Suscríbete a nuestro canal de Youtube: Apple Coding en YouTube Descubre nuestro canal de Twitch: Apple Coding en Twitch. Descubre nuestras ofertas para oyentes: - Cursos en Udemy (con código de oferta) - Apple Coding Academy - Suscríbete a Apple Coding en nuestro Patreon. - Canal de Telegram de Swift. Acceso al canal. --------------- Consigue las camisetas oficiales de Apple Coding con los logos de Swift y Apple Coding así como todo tipo de merchadising como tazas o fundas. - Tienda de merchandising de Apple Coding.

Chez NVIDIA, l'intelligence artificielle n'est plus seulement un outil, c'est un cap stratégique. Le géant des cartes graphiques, mené par Jensen Huang, affiche désormais un objectif ambitieux : parvenir à un rendu 100 % IA dans les jeux vidéo.Depuis plusieurs années déjà, le deep learning s'est invité dans nos parties. Les joueurs connaissent bien le DLSS, ce Deep Learning Super Sampling qui permet d'améliorer la fluidité et la qualité d'image grâce à l'IA. Dans sa troisième version, il introduisait la « frame generation », intercalant une image générée par IA entre deux images calculées classiquement par le GPU. Avec le DLSS 4, NVIDIA va encore plus loin : ce sont désormais jusqu'à trois images créées par l'intelligence artificielle qui peuvent s'insérer entre deux images « réelles ». Une technologie regroupée sous le terme de Neural Rendering, ou rendu neuronal.Et ce n'est qu'un début. Lors de la conférence Hot Chips 2025, organisée fin août à l'université de Stanford, NVIDIA a confirmé que son horizon est clair : un futur où chaque image d'un jeu serait intégralement produite par l'intelligence artificielle. Pour atteindre ce but, l'entreprise mise sur sa nouvelle architecture Blackwell et sur la puissance colossale de cartes comme la GeForce RTX 5090. Dotée de 32 Go de mémoire vidéo GDDR7 et d'une bande passante record de 1 792 Go/s, cette carte a été pensée pour supporter la gourmandise du rendu neuronal. Autre élément clé : l'utilisation du format FP4, qui réduit l'empreinte en mémoire et accélère les calculs, un pas indispensable vers cette révolution.Mais au-delà des performances, NVIDIA met aussi en avant un argument énergétique. Le rendu neuronal, en optimisant les calculs, pourrait réduire la consommation électrique des GPU, un atout majeur pour les ordinateurs portables. Alors, quand verra-t-on des jeux 100 % IA ? Pas tout de suite, reconnaît NVIDIA. Mais l'objectif est clairement affiché : le futur du jeu vidéo passera par l'intelligence artificielle, et la firme de Jensen Huang entend bien rester en tête de cette course. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Außer starken KI-Chips und CUDA hat Nvidia noch ein As im Ärmel: NVLink. Das Besondere daran ist unser Thema in Folge 2025/19 des Podcasts Bit-Rauschen.

Meet Christian Gutschow, particle physicist and research software engineer at UCL (University College London, UK). Christian is one of the scientists working on the ATLAS experiment at CERN. And together we try to give you a glimpse of what is going on in this massive experiment that tries to unlock the secrets of matter. Software plays a crucial part in this - and at all levels. Links:https://atlas.cern/about an overview of the ATLAS experiment https://profiles.ucl.ac.uk/33100-christian-gutschow Chris' profile at UCLhttps://opendata.atlas.cern/docs/documentation/monte_carlo/introduction_MC Monte Carlo simulations at ATLAShttps://home.cern/science/computing/grid the LHC computing gridhttps://www.hepdata.net the repository of High Energy Physics (HEP) experimental datahttps://atlaspo.cern.ch/public/ATLASOrganisation/index.htmlSome publications with Chris as author or contributor:https://arxiv.org/abs/1401.7610 some rare Standard Model processeshttps://arxiv.org/abs/2403.02793 dark matter signatureshttps://arxiv.org/abs/1803.00950 Monte-Carlo modelling (theoretical physics)https://arxiv.org/abs/2309.13154 GPU acceleration/common file format for HPChttps://arxiv.org/abs/1912.05451 project RIVET to preserve data, see alsohttps://arxiv.org/abs/2404.15984https://fosdem.org/2025/schedule/event/fosdem-2025-4809-efficient-histogramming-for-high-performance-computing-in-c-with-yoda/ efficient histogramming - a presentation at FOSDEM 25Get in touchThank you for listening! Merci de votre écoute! Vielen Dank für´s Zuhören! If you're like to support this show, you can leave a little tip at https://en.tipeee.com/code-for-thought-podcast/ Contact Details/ Coordonnées / Kontakt: Email mailto:peter@code4thought.org UK RSE Slack (ukrse.slack.com): @code4thought or @piddie US RSE Slack (usrse.slack.com): @Peter Schmidt Mastodon: https://fosstodon.org/@code4thought or @code4thought@fosstodon.org Bluesky: https://bsky.app/profile/code4thought.bsky.social LinkedIn: https://www.linkedin.com/in/pweschmidt/ (personal Profile)LinkedIn: https://www.linkedin.com/company/codeforthought/ (Code for Thought Profile) This podcast is licensed under the Creative Commons Licence: https://creativecommons.org/licenses/by-sa/4.0/

Daniel Mahncke and Shawn O'Malley dive into Dell Technologies, the legacy PC giant that's quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, Meta, and Microsoft. With a growing AI backlog, enterprise trust, and deep global reach, Dell might be one of the most overlooked players in today's AI cycle. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 01:09 - How Dell became a global PC behemoth. 5:27 - Why Dell managed to outcompete IBM. 10:56 - How Dell's business is structured. 14:30 - Why the PC Market is struggling to grow. 20:36 - What role AI Servers play in Dell's future. 47:23 - Whether Dell has a moat. 54:09 - How profitable Dell is and how it allocates capital. 01:11:15 - Why hardware is such a tough business. 01:14:11 - Whether Dell is attractively valued at its current levels. 01:14:11 - Whether Shawn & Daniel add DELL to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Norges Bank Interviews with Michael Dell. Dell Presentation on the AI PC Revolution. Jensen Huang, Michael Dell Interview on Nvidia and Dell Partnership 3rd Party Report on Dell's Moat. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: ⁠⁠⁠Harvest Right⁠⁠⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Agenda: 04:00 – Anthropic Raises $13BN: The Analysis? 19:00 – Is Zuck's $14BN Scale bet the biggest blunder in AI? 27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness? 36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead? 48:00 – Is Jensen Huang right there will be $4TRN in AI gains? 57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception? Items Mentioned in Today's Episode: Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc    

Tony: -Carbonation Station: Bucked Up Miami -Electricity through osmosis: https://www.zmescience.com/ecology/japan-just-switched-on-asias-first-osmotic-power-plant-which-runs-24-7-on-nothing-but-fresh-water-and-seawater/ -Traeger Woodridge Pro Review -QLC is no longer a curse word: https://www.pcgamer.com/hardware/ssds/sk-hynixs-world-first-321-layer-qlc-flash-memory-chips-boasting-100-percent-faster-transfer-speeds-and-up-to-56-percent-greater-write-performance-will-be-in-gaming-pcs-next-year/ Jarron:  -Windows 11 is finally getting Bluetooth LE https://www.theverge.com/news/766569/microsoft-windows-11-bluetooth-super-wideband-stereo-le-audio-voice-feature -Dolby Vision 2: https://www.engadget.com/home/home-theater/dolby-announces-dolby-vision-2-expanding-picture-quality-beyond-hdr-123019504.html?src=rss -Goog can keep Chrome and Android: https://yro.slashdot.org/story/25/09/02/2119208/google-gets-to-keep-chrome-but-is-barred-from-exclusive-search-deals-judge-rules?utm_source=rss0.9mainlinkanon&utm_medium=feed Owen: -THIS is how you use a GPU(s) https://www.tomshardware.com/tech-industry/artificial-intelligence/laserweeder-packs-two-dozen-nvidia-gpus-and-lasers-to-zap-your-weed-problem-vaporizes-600-000-weeds-per-hour-with-sub-millimeter-precision-instant-laser-death-for-pesky-weeds -How do they know you're not watching youtube from work? https://www.cnet.com/tech/services-and-software/youtube-is-pausing-premium-family-plans-if-you-arent-watching-from-the-same-address/ -OpenAI IS monitoring your conversations. https://openai.com/index/helping-people-when-they-need-it-most/ Lando: -Just manipulate the AI and it will do what you want! https://www.theverge.com/news/768508/chatbots-are-susceptible-to-flattery-and-peer-pressure

Join Ankita and Apoorva as they unpack the top three events that rocked the workplace this August!  First, dive into Silicon Valley's dramatic transformation into the 'hard-tech era,' where kombucha taps are out and GPU chips are in. In what might be this episode's most quotable moment (thanks, ChatGPT!), discover why companies risk becoming "technically strong but socially brittle" in this new landscape that signals a broader 'employee experience recession.' Then, explore the growing tension between corporate interests and employee activism as Microsoft makes headlines for controversial staff terminations. Plus, unravel the latest management revolution sweeping through Corporate America, where companies are slashing middle management by up to 35% - but at what cost? Stick around for our hosts' signature "three more" segment featuring fascinating updates from a Himalayan digital nomad hub, Meta's surprising AI hiring freeze, and one company's bold bet on workplace perks while others strip them away. Whether you're an HR professional navigating these changes or a curious observer of workplace evolution, this episode delivers sharp insights with HR Bandit's trademark blend of analysis and wit. Tune in for a reality check on where work is headed!

This week on the podcast we go over our review of the Redragon ARTEMIS K719 PRO Anime Keyboard.  We also discuss NVIDIA's staggering GPU dominance, Steam Deck 2 rumors, a very interesting gaming OS, Lenovo's Project Pivo & more!

Alors qu'Apple s'apprête à généraliser l'eSIM en Europe avec son prochain iPhone, une autre technologie pourrait bien bousculer encore davantage nos téléphones : l'iSIM. Plus discrète, plus intégrée, elle promet tout simplement de faire disparaître la carte SIM telle qu'on la connaît. Mais attention, ne la confondez pas avec l'eSIM.Avec l'eSIM, la carte reste une petite puce soudée sur la carte mère du smartphone. L'iSIM, elle, va beaucoup plus loin. Elle s'intègre directement au cœur du processeur, dans le SoC, ce “System on Chip” qui regroupe déjà le CPU pour les applis, le GPU pour les images, le NPU pour l'intelligence artificielle… et demain, peut-être, votre forfait mobile. En clair, la carte SIM devient une simple zone sécurisée dans la puce principale.Et ce n'est pas de la science-fiction. Dès 2023, Thales, Qualcomm et Vodafone ont présenté des prototypes fonctionnels, et la GSMA – l'organisme qui définit les standards mobiles – a commencé à délivrer ses premières certifications de sécurité. Les objets connectés ouvrent déjà la voie : montres, capteurs, appareils miniaturisés… pour eux, chaque millimètre carré gagné compte. Plus d'espace pour la batterie, plus de place pour de nouvelles fonctions, sans changer la taille des appareils. L'iSIM présente aussi un intérêt majeur côté sécurité. En étant intégrée au cœur du processeur, elle bénéficie des protections matérielles les plus avancées, rendant le piratage ou le clonage quasi impossibles sans accès direct au silicium. Et sur le plan industriel, la suppression du tiroir SIM, des connecteurs et même de la puce eSIM réduit les coûts de fabrication.Mais attention, tout n'est pas si simple. Pour les opérateurs, l'iSIM impose de moderniser leurs systèmes de gestion. L'activation et la gestion des profils se font avec les mêmes protocoles que l'eSIM, mais les diagnostics techniques deviennent plus complexes en cas de problème. Reste une certitude : après avoir enterré la carte SIM physique, l'iSIM pourrait bien redessiner le futur du smartphone. Et cette fois, ce n'est plus qu'une question d'années. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

An airhacks.fm conversation with Stephan Janssen (@Stephan007) about: Devoxx Belgium conference selling out in seconds with 7000+ page views, ticket coordination strategies by companies, VAT validation issues with European services, conference featuring largest Java AI content globally, AI and LLM focus with dedicated GenAI track, MCP and AI agents presentations, Java on GPU with tornadovm and Babylon project, quarkus AI agents for langchain4j, vibes coding experiences with React and Angular, importance of specifications for AI code generation, using multiple LLMs for review (Claude, GPT, DeepSeek), file system RAG replacing vector databases, MCP as evolution of RAG, Java as optimal language for LLM code generation due to type safety and standards, bce pattern and MicroProfile for consistent code structure, package-info files improving LLM context understanding, junior developers benefiting from AI as universal tutor, CSS generation without manual coding, dark/light theme support using CSS variables, enterprise challenges with dependency management, DevoxxGenie plugin popularity in enterprises with restricted AI access, open source contribution challenges, local LLMs becoming powerful for enterprise inference, TornadoVM Metal support enabling local inference, comparison with GraalVM inference performance, AI disrupting video production and creative industries, importance of prompt engineering skills, renaissance of development through AI empowerment Stephan Janssen on twitter: @Stephan007

Live in your world, podcast in ours. Welcome back to the podcast! Today, we're going to be talking about Astro Bot, a 3D platformer and a PS5 exclusive. When it comes to console exclusivity, I would usually argue against it, as it restricts people's access to games and tend to only benefit established developers and publishers who already have a lot of clout in the industry. This game, however, really wouldn't exist without it. Set in a very Sony-themed world where your lead character travels through space inside a PS5 and flies between levels on a DualSense 5 controller, your goal is to complete levels in order to regain the internal components, fan, GPU, etc., of the PS5 and rebuild it. The main collectibles for progression are robot representations of games that Sony has had a hand in over the years and the lead up to the final boss involves fighting atop a PS Vita. I'd be lying if I said it didn't feel a little dystopian. It is cute, to some extent, and the game's levels are well designed and rotate between a variety of interesting powerups, so I wouldn't fault you for enjoying the game in spite of the branding, but I might look at you a little funny if you enjoyed it because of it. We're going to be talking about the use of the unique hardware of the PS5, how motivational the collectibles are, and what you could and could not consider to be a box. Thank you for joining us again this week! This was a pretty smooth game to play, all things considered, and there's something to be said for that. Sometimes you're just in the mood for something that doesn't throw up too many roadblocks, and this fills that niche pretty well, being not too challenging but very visually vibrant and playful. Were you looking forward to this game after the previous Astro titles, or did you get this game because of a lack of other titles on the PS5? Let us know in the comments or over on our Discord server! Next time, we're going to be talking about Life is Strange: Double Exposure, so we hope you'll join us for that.

Reports suggest that ABTC could start trading as early as next month following its merger with Gryphon Digital. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, the crew digs into reports that ABTC could start trading as soon as September, how hashrate looks primed to rip, IREN's 4,200 GPU buy, and a surprising Ocean Pool hashrate reporting glitch.  Subscribe to our newsletter!  **Notes:**     American Bitcoin aims Sep 2025 public debut.     Hash‑rate up ~5 % per Hash Rate Index.     Difficulty 44 % through adjustment period.     IREN financed $102 M for 8.5K GPUs.     Ocean Pool reported a false 300 EH/s spike. Timestamps: 00:00 Start 02:31 Difficulty Report by Luxor 06:38 Gryphon and Hut 8 surge 13:13 ETPs reach March‐highs in outflows 19:44 IREN doubles GPU fleet 25:41 Cry Corner: OCEAN 300 EH/s bug

Tony: -Big N being weird: https://www.ign.com/articles/nintendo-reportedly-almost-discouraging-switch-2-development-as-studios-told-to-launch-games-on-switch-1-and-rely-on-backwards-compatibility-instead -An old friend re-emerges: https://wccftech.com/acclaim-announces-playacclaim-showcase/ -Xbox Ally X 1st impressions:  https://www.windowscentral.com/hardware/handheld-gaming-pc/hands-on-with-the-xbox-ally-gamescom-2025 -Analogue 3D delayed again: Analogue 3D gets yet another delay to later in 2025 Jarron: -PC Shader Stutter sounds like it could be fixed!! Microsoft is working on a fix for PC shader stutter -Framework has upgradeable GPUs in a laptop! Framework is now selling the first gaming laptop that lets you easily upgrade its GPU — with Nvidia's blessing -PS5 prices are going up: Sony is raising PS5 prices, starting tomorrow -Xbox Ally launches October 16th Microsoft and Asus' new Xbox Ally handhelds launch on October 16th Owen: -Immediately clicked the link because of the name of this game, but actually looks like fun and I'm gonna watch for it to be released. https://steamdb.info/app/3717830/ -Apparently a ton of indie game devs are delaying launch do to Silk Song https://aftermath.site/silksong-indie-delays A Little Witch in the Woods Baby Steps DemonSchool Aeterna Lucis CloverPit Stomp and the Sword of Miracles Lando: -Silksong is out September 4 Hollow Knight: Silksong will be out on September 4 -Indie devs are delaying games for Silksong https://aftermath.site/silksong-indie-delays  -Why silksong took so long https://www.bloomberg.com/news/newsletters/2025-08-21/why-silksong-team-cherry-s-sequel-to-hollow-knight-took-so-long-to-make

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, the crew digs into reports that ABTC could start trading as soon as September, how hashrate looks primed to rip, IREN's 4,200 GPU buy, and a surprising Ocean Pool hashrate reporting glitch.  Subscribe to our newsletter!  **Notes:**     American Bitcoin aims Sep 2025 public debut.     Hash‑rate up ~5 % per Hash Rate Index.     Difficulty 44 % through adjustment period.     IREN financed $102 M for 8.5K GPUs.     Ocean Pool reported a false 300 EH/s spike. Timestamps: 00:00 Start 02:31 Difficulty Report by Luxor 06:38 Gryphon and Hut 8 surge 13:13 ETPs reach March‐highs in outflows 19:44 IREN doubles GPU fleet 25:41 Cry Corner: OCEAN 300 EH/s bug

Deze talkshow wordt mede mogelijk gemaakt door MSI. Alle meningen in deze video zijn onze eigen. MSI heeft inhoudelijk geen inspraak op de content en zien de video net als jullie hier voor het eerst op de site.Drie heren zitten fris en fruitig klaar achter de desk. We hebben het over Huey, Jelle en Koos. Ze gaanjullie een verse editie van Einde van de Week Live presenteren. De talkshow waarin we wekelijks het belangrijkste game gerelateerde nieuws met jullie doornemen. Met onder andere het gerucht over de nieuwe handheld van PlayStation die sterk op de Switch lijkt, de opvallende switch van Activision als het gaat om de look and feel van de multiplayer van Black Ops 7 en de Hollow Knight: Silksong-hype die GTA 6-achtige proporties aan neemt. Dit en veel andere gespreksonderwerpen zie en hoor je voorbij komen in de Einde van de Week Live van vrijdag 29 augustus.Activision wil geen weirde skins meer in Black Ops 7Andere onderwerpen die aan bod komen zijn onder andere het succes van Helldivers 2 op de Xbox Series X, Ghost of Yotei en MARVEL Tokon: Fighting Souls op de Tokyo Game Show en de verrassende terugkeer van Acclaim als publisher.Scoor 200 euro korting op de pittige Pulse A16 AI+ gaming laptop van MSIMSI zet in deze episode van EvdWL hun Pulse A16 AI+ gaming laptop in de spotlights. Met aan boord een AMD Ryzen AI 9 processor, een RTX 5070 GPU, een 16” 240Hz QHD display, 32GB RAM intern geheugen, een 1TB SSD, en een 24-zone RGB toetsenbord. Deze knaap kun je hier met 200 euro korting bestellen.Scoor kaarten voor het concert van Post Malone in het GelredomeWe hebben een nieuw concert die we onder de aandacht willen brengen. Van een artiest waar een aantal van ons graag naar luisteren. Post Malone. Hij treedt op 9 september op in de Gelredome in Arnhem in het kader van zijn The Big Ass tour. Als je houdt van een mix van hiphop, pop, rock en country, dan is de kans groot dat je hier een goede tijd gaat beleven. De kaarten kun je hier kopen.Check de (demo van de) action-adventure Hell is UsHell is Us is een third person action-adventure die draait om de uitdagende battles tegen even brute als bizarre wezens en het exploreren van de omgeving. En dat laatste kun je letterlijk nemen want het spel helpt je niet om de juiste route te vinden. De game komt 4 september aanstaande uit en momenteel kun je de demo op de PC, PS5 en Xbox Series X uitproberen. Hier vind je meer info over deze game.Timestamps:00:00:00 Einde van de Week Live van 29 augustus00:00:29 Huishoudelijke mededeling: MSI00:02:34 Gamescom road trip!00:09:51 PlayStation zou met een Switch-achtige portable komen (inclusief docking station). 00:15:04 Activision erkent dat het is doorgeschoten met de skins en gaat ‘daarnaar kijken' met Black Ops 7. 00:18:18 Ondanks negativiteit denken veel analisten dat Black Ops 7 vanwege ‘autopilot kopers', Battlefield 6 eruit zal verkopen. 00:19:46 Ghost of Yōtei en MARVEL Tokon: Fighting Souls zullen speelbaar zijn op Tokyo Game Show. 00:24:56 Skate. komt in Early Access uit op 16 september.00:33:05 Gezeur over de Unreal Engine 5: De baas van Epic vindt dat de engine zelf niks te verwijten valt en legt schuld bij developers.00:43:25 Augustus tot en met oktober laat een hoop dikke games zien. 00:44:56 BULLETTÎME: Hell is Us (NACON)00:50:27 Goed nieuws voor de ‘oudjes' onder ons? 'Acclaim keert terug' 01:01:01 Dragon's Dogma werd gemengd ontvangen. De ontwikkelaar zegt er geen seconde wakker van de te liggen. 01:07:46 Helldivers 2 gaat (opnieuw) skyhigh, ditmaal dankzij de launch op Xbox. 01:10:44 Al acht indie games uitgesteld vanwege Hollow Knight: Silksong.01:19:12 Sega is flink wat oude games aan het rebooten.01:20:20 Welke van deze zwaarden is het meest iconisch?01:22:22 BULLETTÎME: Concert van Post Malone (MOJO) 01:28:35 Cool of Serious Uncool?

This week on the podcast we go over our reviews of the Melgeek MADE68 Air Gaming Keyboard and Lexar Play 2280 SE Gen4 Solid State Drive.  We also discuss an interesting laptop with a swappable GPU, a new RTX 5080 Dhahab Edition from ASUS, a motherboard with 25 USB ports, DOOM running on an Anker charger and more!

Plaud.ai released its new physical notetaker, the Plaud AI Pro two years after the original Plaud Note was released. Ars Technica has a review of Corsair's secondary touchscreen monitor, called the Xeneon Edge. How is Sony working to secure its place in the videogame console business? And Framework Laptop 16s latest refresh adds a new GPU option the modular mix! Starring Sarah Lane, Tom Merritt, Scott Johnson, Roger Chang, Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!

Today, we're joined by Prince Canuma, an ML engineer and open-source developer focused on optimizing AI inference on Apple Silicon devices. Prince shares his journey to becoming one of the most prolific contributors to Apple's MLX ecosystem, having published over 1,000 models and libraries that make open, multimodal AI accessible and performant on Apple devices. We explore his workflow for adapting new models in MLX, the trade-offs between the GPU and Neural Engine, and how optimization methods like pruning and quantization enhance performance. We also cover his work on "Fusion," a weight-space method for combining model behaviors without retraining, and his popular packages—MLX-Audio, MLX-Embeddings, and MLX-VLM—which streamline the use of MLX across different modalities. Finally, Prince introduces Marvis, a real-time speech-to-speech voice agent, and shares his vision for the future of AI, emphasizing the move towards "media models" that can handle multiple modalities, and more. The complete show notes for this episode can be found at https://twimlai.com/go/744.

Jensen Huang, who founded NVIDIA in the early 1990s and built it into one of the most valuable companies in the world today, has thought a lot about AI's impact on global energy and climate systems.  Jensen has much to say about AI's potential benefits for energy innovation, power demand for AI, and a range of related topics, as David Sandalow — the inaugural fellow here at the Center on Global Energy Policy — learned when interviewing him. Today, we're bringing you their conversation in full from the AI Energy and Climate podcast which originally aired in April of this year.  Jensen and David explore why AI requires so much energy, but also how the technology can actually reduce energy consumption in applications from weather forecasting to manufacturing. Jensen describes innovations like silicon photonics that could save megawatts of power in data centers, and he shares a few ideas for using AI to improve efficiency in the industrial and power sectors. Moreover, he explains his vision for what he calls “AI factories” — and how they could be powered in ways that can reduce strain on the grid. Jensen Huang is the president of NVIDIA, which he founded in 1993 to advance accelerated computing. In 1999, NVIDIA released the GeForce 256 which it called “the world's first GPU”. It became a key enabler of PC gaming and computer graphics, and ignited the era of modern AI.  

A recent MIT study found that 95% of companies have received no benefit from generative Artificial Intelligence (AI).   Sam Altman, CEO of OpenAI, recently warned of an AI bubble. Altman compared the current AI frenzy and the 1990's dotcom bubble when company valuations spike dramatically before crashing.   The poster child of the dotcom craze was Pets.com. It was backed by Amazon. Pets.com reached a valuation of $410 million before going bankrupt about a year later.   CoreWeave is an AI company backed by Nvidia. After the MIT study, its stock dropped 33%. CoreWeave's peak valuation was 60x times larger than Pets.com at it's peak.   This is the reason Sam Altman stated that "Someone is going to lose a phenomenal amount of money" and "When bubbles happen, smart people get overexcited about a kernel of truth".   Sam Altman and most tech experts still believe AI will transform the economy in the future.    The problem is AI is currently limited by the shortage of GPU's. Sam Altman stated "We have better models, but we can't offer them because we don't have the supply."   Sam Altman also stated that "trillions of dollars" will have to be invested in infrastructure to scale AI to advance further.   An AI search uses about 10x the computing power of a typical Google search.   This information has caused concern for investors.    I believe that AI will make a significant positive on the economy, but it may take much longer than many investors expect.   With historically high valuations, stock prices may suffer a significant correction before AI can really make a difference.   Is this the beginning of the AI bubble starting to burst? We will know soon.      How do you take advantage of future potential upside while protecting your downside?   Annuities offer unlimited upside potential while guaranteeing the principle against loss.  - This is the "Golden Era" of fixed assets. The best rates in 40+ years, insured with guarantees. - If you own an annuity 2+ years old, I strongly recommend comparing to the newer more profitable products. - Many of my clients are earning 2-10x increased returns annually than their previous annuity products!      - Your Personal Bank policies are insured, with guarantees, income tax-free, highly liquid, and likely to increase returns for the next 5-10 years due to higher bond yields.      - Fixed Index Annuities have the best upside potential in 40+ years with no downside market risk. The principle is guaranteed. Some offer signing bonuses up to 17+% with strong upside potential.      - Guaranteed Lifetime Income is the highest in 40+ years. Some products offer up to 30% signing bonus. Other products offer up to 10% increased guaranteed lifetime income each year you defer.  

Google had so many wins in AI this week that it was hard to keep track.Yet their competitors.... not so much. ↳ OpenAI has already shifted the conversation to GPT-6 after a rocky GPT-5 rollout. ↳ Meta keeps reshuffling their AI teams and is reportedly on an AI hiring freeze. ↳ And Apple's AI prospects are getting so bleak that they might turn to their biggest competitor to get the job done.Don't waste hours a day trying to keep up with AI. Join Everyday AI on Mondays for the AI News That MattersNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:GPT-6 Rumors and Roadmap RevealedSam Altman Admits GPT-5 Rollout IssuesElon Musk, Meta, and OpenAI Legal ClashMusk's $97B OpenAI Takeover Bid ExposedMIT Report: 95% AI Pilots Fail ROIAI Bubble Concerns Hit Enterprise AdoptionMicrosoft AI Chief Warns of Sentient AI RisksGoogle AI Mode Expands with Agentic FeaturesGemini for Home to Replace Google AssistantApple in Talks to Use Google Gemini for SiriMeta Freezes AI Hiring Amid RestructuringMeta and Midjourney Announce AI Visuals DealGoogle Teases Gemini Nano Banana AI ModelOpenAI Project Memory Enhances User ExperienceGoogle Photos Adds Conversational AI EditingOpenAI Integrates Gmail and Calendar SupportPerplexity and Eleven Labs Roll Out AI AgentsTimestamps:00:00 "OpenAI's GPT-5 Rollout Issues"05:44 Musk's Failed Bid for OpenAI07:20 Musk Sues Over OpenAI Structure13:32 "Risks of Attributing Sentience to AI"16:03 Google AI Offers Automated Reservations20:46 Google's Premium Features, Apple Lags22:29 Apple Considers AI Tech from Competitors27:16 Meta's AI Hiring and Cost Concerns31:05 AI Updates: Major Memory Innovations31:57 AI Enhances Gmail and CalendarKeywords:GPT-6, GPT 6 rumors, OpenAI, Sam Altman, GPT-5 rollout, GPT-5 backlash, GPT-4o, emotional bonds with AI, unhealthy AI relationships, model safety guardrails, user-controlled tone settings, AI capacity limits, GPU shortages, trillion-dollar data centers, Elon Musk, XAI, Grok, Meta, Mark Zuckerberg, OpenAI takeover bid, public benefits corporation, antitrust scrutiny, MIT AI study, generative AI pilots, AI ROI, enterprise AI adoption, AI bubble, AI workflow issues, AI psychosis, seemingly conscious AI, SCAI, Mustafa Suleiman, Microsoft AI, sentient AI risks, Google AI model updates, agentic search features, AI mode, Google Search, Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new technology. They explore the future of Intel, the challenges it faces in securing customers, and the significance of Nvidia's Spectrum XGS Ethernet announcement. The discussion also touches on the state of the analog devices market and anticipates Nvidia's upcoming earnings call, highlighting key areas of interest and potential impacts on the industry.TakeawaysThe U.S. government now owns 10% of Intel, signaling confidence in the company.The investment is part of a broader strategy to support semiconductor manufacturing in the U.S.Intel's future hinges on securing customers and government support.Nvidia's Spectrum XGS Ethernet allows for distributed GPU clusters across locations.The competitive landscape is shifting, with Nvidia targeting Broadcom and Huawei.Analog devices are seeing mixed signals in the market, particularly in automotive.Robotics is an emerging area for analog devices, but still faces challenges.Nvidia's upcoming earnings call is highly anticipated, with expectations of strong demand.The relationship between the U.S. and China is affecting tech investments and sales.The need for a strong board and expertise in manufacturing is crucial for Intel's success.

Deze talkshow wordt mede mogelijk gemaakt door MSI. Alle meningen in deze video zijn onze eigen. MSI heeft inhoudelijk geen inspraak op de content en zien de video net als jullie hier voor het eerst op de site.Na anderhalve week on the road te zijn geweest, zitten we eindelijk in de oude, vertrouwde studio. Huey en Koos hebben een paar uur kunnen slapen in hun eigen bed en zijn klaar om jullie een verse editie van Einde van de Week Live te presenteren. De talkshow waarin we wekelijks het belangrijkste game gerelateerde nieuws met jullie doornemen. En reken maar dat er genoeg te vertellen valt na twee dagen Gamescom. Er is een hoop gebeurd. Welke vette games hebben de heren gezien? Wat was het hoogte- en wat het dieptepunt? What up met de haat richting Call of Duty Black Ops 7, de immense hype rond Silksong en de dramatische framerate van Elden Ring? Deze onderwerpen en veel meer ga je meemaken in de Einde van de Week Live van vrijdag 22 augustus 2025.Haat voor Call of Duty Black Ops 7, liefde voor Hollow Knight SilksongMaar er is meer. Zo steeg de PS5 met 50 dollar in prijs. Gaat deze prijsstijging, die eerder ook in de EU plaatsvond, de doorverkoop van de console van Sony in de weg zitten? En komt Valve nu toch met een eigen console? Het antwoord op al deze vragen krijg je in deze video.Pak 150 fijne euro korting op de krachtige Katana 15 HC gaming laptopMSI zet vandaag de Katana 15 HX in het zonnetje. Met onder de motorkap een 14e generatie i7 processor, een RTX 5060 GPU, een 512 GB SSD, 144Hz Full HD paneel en een 4-zone RGB toetsenbord. Deze gaming laptop is nu hier met 150 euro korting aan te schaffen bij Bol.com.Scoor fijne kortingen op de gaming monitoren van AOCWe hebben de laatste tijd al heel wat verschillende brands monitoren voorbij zien komen. Vandaag presenteren we het volgende merk wat haar gear graag aan de Gamekings community wil presenteren: AOC. Het Taiwanese AOC heeft twee lijnen voor gamers klaarstaan. AOC Gaming combineert kwaliteit met betaalbare prijzen. Denk aan monitoren met hoge refresh rates, lagere resolutie en gewone lcd-panelen, tegen een scherpe prijs. De AGON PRO-lijn focust zich op de high-end markt, met (QD)-OLED, 1440P/4K en hoge refresh rates. Perfect voor fanatieke gamers die bereid zijn wat meer geld uit te geven aan een monitor. Wil je meer info of gebruikmaken van leuke kortingen op de AOC monitoren, check dan de linkjes naar Bol en Coolblue in de tekst bij de video.Kom langs op het Elder Scrolls Online community event van Bethesda in UtrechtFan van Elder Scrolls Online en zin in een feestje? Zondag 31 augustus in Bar Josefien in Utrecht vindt er een ESO-community event plaats vanaf 18:30 uur. Gratis entree en free drinks en snacks on the house. Plus give aways, Q&A's, Trivia en de bekende gezelligheid die je van Tamriel kent. Interesse, je kunt aanmelden door te mailen naar community_blx@bethsoft.com .Timestamps:00:00:00 Einde van de Week Live van 21 augustus00:00:23 Huishoudelijke mededeling: MSI00:02:23 Hoe is de Gamescom bevallen als event?00:11:25 Dit zijn genomineerden voor de Gamescom Awards.00:16:10 Silent Hill f toonde een nieuwe trailer tijdens Gamescom. 00:18:17 Hollow Knight Silksong was een van de grote hits op de beursvloer.00:20:23 Wat is dat met de immense haat die Call of Duty Black Ops 7 momenteel treft? 00:22:37 De PS5 is 50 dollar in prijs gestegen in de VS. 00:25:05 Elden Ring draait dramatisch op Switch 2. 00:27:07 BULLETTÎME: AOC00:30:50 Hell Let Loose: Vietnam 00:34:13 Gerucht. Toch de console van Valve? 00:36:47 ROG Xbox Ally X 16 oktober, nog geen prijs bekend. 00:41:28 Bungie CEO Pete Parsons na 23 jaar bij Bungie weg.00:46:03 Grappig. Op de Gamescom (Opening Night) werd de nieuwe Wukong aangekondigd. Als je denkt dat we er dan zijn, vergeet het maar…00:48:04 Forza Horizon 6 zou zich wel eens af kunnen spelen in Japan.00:49:50 BULLETTÎME: The Elder Scrolls Online event 00:51:33 Cool of Serious Uncool?

Jacob Kimmel thinks he can find the transcription factors to reverse aging. We do a deep dive on why this might be plausible and why evolution hasn't optimized for longevity. We also talk about why drug discovery has been getting exponentially harder, and what a new platform for biological understanding to speed up progress would look like. As a bonus, we get into the nitty gritty of gene delivery and Jacob's controversial takes on CAR-T cells. For full disclosure, I am an angel investor in NewLimit. This did not impact my decision to interview Jacob, nor the questions I asked him.

Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control.SHOW: 950SHOW TRANSCRIPT: The Cloudcast #950 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Rafay websiteTopic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction.Topic 2 - Let's start by talking about the evolution of Kubernetes as a platform. You've said and we've talked about on this show for some time how Kubernetes is more of a platform to run platforms. We've also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering?Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025?Topic 4 - Let's flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren't aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role?Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations?Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

אנבידיה החלה את דרכה בשנת 1993 כחברת גיימינג אך מאז עברו הרבה מים בנהר וכיום מדובר בחברה עם שווי השוק הגדול בעולם, קרוב ל-4.5 טריליון דולר. כחברה החולשת על תחום המעבדים שמתאימים לחישובי AI (מה שמכונה, GPU'S) ביקשנו להבין מאחד הישראלים הבכירים בחברה, נתי אמסטרדם, מהן התוכניות שלה לשנים הקרובות. דיברנו גם על מגמות עיקריות בתחומי ה-AI והסיבה לכך שהחליטה לתקוע יתד של ממש בישראל עם התכנון להקים קמפוס ענק בצפון, שבו יועסקו אלפי עובדים. עוד דיברנו על שאלת מפתח שרבים שואלים את עצמם כיום: עד מתי תמשיך אנבידיה לשבור שיאים בבורסה? מגישים: הילה ויסברג ואסף גלעד. עיצוב פסקול: אור שמיר וניר לייסט. Support the show: https://www.globes.co.il/news/%D7%94%D7%A6%D7%95%D7%9C%D7%9C%D7%AA.tagSee omnystudio.com/listener for privacy information.

Python's data stack is getting a serious GPU turbo boost. In this episode, Ben Zaitlen from NVIDIA joins us to unpack RAPIDS, the open source toolkit that lets pandas, scikit-learn, Spark, Polars, and even NetworkX execute on GPUs. We trace the project's origin and why NVIDIA built it in the open, then dig into the pieces that matter in practice: cuDF for DataFrames, cuML for ML, cuGraph for graphs, cuXfilter for dashboards, and friends like cuSpatial and cuSignal. We talk real speedups, how the pandas accelerator works without a rewrite, and what becomes possible when jobs that used to take hours finish in minutes. You'll hear strategies for datasets bigger than GPU memory, scaling out with Dask or Ray, Spark acceleration, and the growing role of vector search with cuVS for AI workloads. If you know the CPU tools, this is your on-ramp to the same APIs at GPU speed. Episode sponsors Posit Talk Python Courses Links from the show RAPIDS: github.com/rapidsai Example notebooks showing drop-in accelerators: github.com Benjamin Zaitlen - LinkedIn: linkedin.com RAPIDS Deployment Guide (Stable): docs.rapids.ai RAPIDS cuDF API Docs (Stable): docs.rapids.ai Asianometry YouTube Video: youtube.com cuDF pandas Accelerator (Stable): docs.rapids.ai Watch this episode on YouTube: youtube.com Episode #516 deep-dive: talkpython.fm/516 Episode transcripts: talkpython.fm Developer Rap Theme Song: Served in a Flask: talkpython.fm/flasksong --- Stay in touch with us --- Subscribe to Talk Python on YouTube: youtube.com Talk Python on Bluesky: @talkpython.fm at bsky.app Talk Python on Mastodon: talkpython Michael on Bluesky: @mkennedy.codes at bsky.app Michael on Mastodon: mkennedy

Sam Altman just had dinner with journalists and spilled details about OpenAI's biggest challenges and future plans. He admitted GPT-5's launch was botched, revealed the company is profitable on inference (minus training costs), and confirmed they're sitting on better models they can't release because of GPU shortages. Altman also discussed OpenAI's plans to spend trillions on data centers, potential IPO timing, upcoming consumer apps including a possible social platform, and that secretive device project with Jony Ive that he promises will create a new computing paradigm. This episode covers all 20+ topics from the conversation that most tech reporters glossed over.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? nlw@breakdown.network

Send us a textIn this episode, Frank and SteveO cover the latest cloud updates that matter for FinOps practitioners:Compute & AI: AWS launches the P6e GB200 Ultra Servers, delivering record-breaking GPU performance for training and inference at trillion-parameter scale. Google announces FlexStart VMs to lower inference costs, while Azure rolls out free AWS-to-Azure Blob migration.Storage & Data: Google introduces editable backup plans, and AWS adds tagging support for S3 Express One Zone—a step toward using tags as operational levers, not just reporting tools.Visibility & Optimization: AWS Transform enhances EBS cost analysis and .NET modernization insights. GCP improves billing exports with spend-based CUD metadata in BigQuery and previews a Cost Explorer for better spend tracking.Pricing & Commitments: AWS Connect introduces per-day pricing for external voice connectors. Google expands flexible CUDs to cover Cloud Run services, with full migration to the new model coming in January 2026.Savings & Compliance: Azure Firewall adds ingestion-time log transformations to cut monitoring costs. AWS Audit Manager improves evidence collection, reducing compliance overhead and spend.AI-assisted Operations: AWS debuts MCP servers for S3 Tables, CloudWatch, and Application Signals—enabling AI-driven data access, troubleshooting, and observability. Plus, QuickSight doubles SPICE datasets to 2B rows.As always, we cut through the noise to focus on the FinOps impact—cost, commitments, compliance, and the growing role of AI in managing the cloud.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts, the sustainability of GPU investments, and the contrasting strategies of CoreWeave and Oracle. The discussion extends to robotics adoption, the future of labor, and whether remote locations like Alaska could become new data center hubs. A timely conversation as AI's infrastructure footprint continues to expand.__________________________________________________________[00:00:00] Andrew introduces the podcast and guest.[00:03:14] Jeremie discusses onsite gas trends.[00:05:00] Andrew raises concerns about turbine demand.[00:10:23] Jeremie outlines backup strategy shifts.[00:13:42] Andrew shifts to hyperscaler capex forecasts.[00:18:24] Jeremie on declining asset efficiency.[00:19:35] Andrew questions depreciation accuracy.[00:27:03] Andrew digs into CoreWeave business risks.[00:32:50] Jeremie frames GPU vs. data center contracts.[00:34:56] Jeremie says Oracle took a CoreWeave-style risk.[00:42:06] Jeremie explains labor and logistics challenges.[00:52:15] Andrew pivots to robotics discussion.[00:56:49] Jeremie sees social value rising post-automation.[01:00:18] Andrew wraps up and plugs SemiAnalysis.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the challenges faced by cloud computing providers, the market dynamics affecting Applied Materials, and the potential government involvement in Intel's future. They explore the complexities of profitability, market competition, and the evolving landscape of technology and regulation.TakeawaysNew regulations on semiconductors may be unconstitutional but are unlikely to be challenged.Profitability concerns overshadow the earnings of cloud computing companies.Demand for GPU compute is high, but electricity constraints limit growth.Applied Materials faces uncertainty due to vague guidance and market dynamics.Government involvement in Intel could complicate the free market.The distinction between ownership and governance is crucial in state-owned enterprises.The future of AI and cloud computing is tied to infrastructure and capacity.Investors are skeptical about the viability of Neo cloud models.The semiconductor industry is navigating a complex regulatory environment.

An airhacks.fm conversation with Michalis Papadimitriou (@mikepapadim) about: GPU acceleration for LLMs in Java using tornadovm, evolution from CPU-bound SIMD optimizations to GPU memory management, Alfonso's original Java port of llama.cpp using SIMD and Panama Vector API achieving 10 tokens per second, TornadoVM's initial hybrid approach combining CPU vector operations with GPU matrix multiplications, memory-bound nature of LLM inference versus compute-bound traditional workloads, introduction of persist and consume API to keep data on GPU between operations, reduction of host-GPU data transfers for improved performance, comparison with native CUDA implementations and optimization strategies, JIT compilation of kernels versus static optimization in frameworks like tensorrt, using LLMs like Claude to optimize GPU kernels, building MCP servers for automated kernel optimization, European Space Agency using TornadoVM in production for simulations, upcoming Metal backend support for Apple Silicon within 6-7 months, planned support for additional models including Mistral and gemma, potential for distributed inference across multiple GPUs, comparison with python and C++ implementations achieving near-native performance, modular architecture supporting OpenCL PTX and future hardware accelerators, challenges of new GPU hardware vendors like tenstorrent focusing on software ecosystem, planned quarkus and langchain4j integration demonstrations Michalis Papadimitriou on twitter: @mikepapadim

Altcoin season meets corporate blockchains as Circle and Stripe launch their own L1s, Monero suffers the biggest 51% attack in history (powered by an AI named “Garth”), and the crew debates whether the DAT boom is heading toward equilibrium or mania. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. In this episode, the crew dives into the surprising altcoin rally and asks whether ETH still counts as an alt. The big news: Circle unveils Arc, Stripe leaks Tempo — and crypto Twitter is not impressed. We explore why major fintechs are launching their own chains instead of using Ethereum L2s, and whether stablecoin-centric blockchains are the future or just profit grabs. Then: the wildest headline of the week — Monero gets hit with a 51% attack by Qubic, a project training an AI called “Garth,” in what might be the largest attack of its kind. We break down the game theory, the proof-of-work vs. proof-of-stake debate, and what this foreshadows for Bitcoin's security decades from now. Also: Trump's executive order opens the door for crypto in 401(k) plans, we speculate about a future GPU debt market crisis, and dissect the state of play in Digital Asset Treasuries (DATs) — including whether yield advantages over staking ETFs mean we're only halfway to mania. Show highlights

Welcome to episode 316 of The Cloud Pod, where the forecast is always cloudy! This week we've got earnings (with sound effects, obviously) as well as news from DeepSeek, DocumentDB, DigitalOcean, and a bunch of GPU news. Justin and Matt are here to lead you through all of it, so let's get started!  Titles we almost went with this week: Lake Sentinel: The Security Data Monster Nobody Asked For Certificate Authority Issues: When Your Free Lunch Gets a Security Audit Slash and Learn: Gemini Gets Command-ing DigitalOcean Drops Anchor in AI Waters with Gradient Platform The Three Stages of Azure Grief: Development, Preview, and Launch E for Enormous: Azure’s New VM Sizes Are Anything But Virtual SRE You Later: Azure’s AI Agent Takes Over Your On-Call Duties Site Reliability Engineer? More Like AI Reliability Engineer Azure Disks Get Elastic Waistbands Agent Smith Would Be Proud: Google’s Multi-Agent Matrix Gets Real C4 Yourself: Google Explodes Into GA with Intel’s Latest Silicon The Cost is Right: GCP Edition Penny for Your Cloud Thoughts: Google’s Budget-Friendly Update DocumentDB Goes on a Diet: Now Available in Serverless Size MongoDB Compatibility Gets the AWS Serverless Treatment No Server? No Problem: DocumentDB Joins the Serverless Party Stream Big or Go Home: Lambda’s 10x Payload Boost Lambda Response Streaming: Because Size Matters GPT Goes Open Source Shopping GPT’s Open Source Awakening When Your Antivirus Needs an Antivirus: Enter Project Ire The Opus Among Us: Anthropic’s Coding Assistant Gets an Upgrade Serverless is becoming serverful in streaming responses General News  02:08 It's Earnings Time! (INSERT AWESOME SOUND EFFECTS HERE)  02:16 Alphabet beats earnings expectations, raises spending forecast Google Cloud revenue hit $13.62 billion, up 32% year-over-year, with OpenAI now using Google’s infrastructure for ChatGPT, signaling growing enterprise confidence in Google’s AI infrastructure capabilities. Alphabet is raising its 2025 capital expenditure forecast from $75 billion to $85 billion, driven by cloud and AI demand, with plans to increase spending further in 2026 as it competes for AI workloads. AI Overviews now serves 2 billion monthly users across 200+ countries, while the Gemini app reached 450 million monthly active users, demonstrating Google’s scale in deploying AI services globally. The $10 billion increase in planned capital spending reflects the infrastructure arms race among cloud providers to capture AI workloads, which require significant compute and specialized hardware investments. Google’s cloud growth rate of 32% outpaces its overall revenue growth of 14%, indicating the strategic importance of cloud services as traditional search and advertising face increased AI competition. 03:55 Justin – “I don’t know what it takes to actually run one of these large models at like ultimate scale that like a ChatGPT needs or Anthropic, but I have to imagine it’s just thousands and thousands of GPUs just working nonstop.” 04:31

U.S. President Donald Trump is to deploy 800 National Guard troops to Washington temporarily taking over the capital's police department. The view of Alaskans ahead of President Trump's talks with Russian President Vladimir Putin. And Trump suggests U.S. chipmaker Nvidia may be allowed to sell a scaled down version of its advanced GPU chip in China - amid a pushback against the company in Beijing. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let's explore…SHOW: 948SHOW TRANSCRIPT: The Cloudcast #948 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:CLOUD 1.0 vs. CLOUD 2.0Cloud 1.0: On-demand services, OSS innovation, Core Building Blocks, Affordable Infrastructure with declining costs, 1st and best customers, limited gov't involvement, varied competition levels, Cloud 2.0: AI is a now technology, GPU vs. CPU costs, vertical application stacks?, unknown economics, highly funded competition, unknown gov't involvement, unknown investment into OSS, AI gravity vs. cloud gravityFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

AMD is on the rise, and their financials show it, plus they might have won The Game.  We discover that Windows 11 SE is still a thing, PCIe 8 has been ratified, and what's the best-worst GPU of 2025!  XeSS goes cross-platform-gpu and turns out that people CAN actually detect malware if properly motivated.  All this and more!Timestamps:00:00 Intro00:37 Patreon01:52 Food with Josh04:38 AMD financials09:43 AMD claims "world's fastest processors" as Intel struggles18:57 AMD may be planning X3D on both CCDs23:18 Windows 11 SE is going away26:13 Windows Vista stricken from latest Win11 build?27:48 Getting to the nub of ThinkPad design35:49 PCI-SIG announces PCI Express 8.038:29 AMD's AM6 socket rumored to bring DDR6 and PCIe 640:44 Best of the 8GB GPUs45:53 The RX 9060 non-XT48:10 Bracing for the possibility of 100% tariffs on chips49:50 (In)Security Corner1:04:55 Gaming Quick Hits1:18:11 Promoting Jeremy's HyperX Jet wireless headset review1:19:15 Picks of the Week1:34:57 Outro ★ Support this podcast on Patreon ★