Podcasts about gpu

In another wave of tariff news, Trump announced a 100% tariff on Chinese goods that will take effect in November. The constant back and forth of tariff policy has left import-reliant business owners frustrated, defeated and wondering how long they can hold out. Also in this episode: Slowing immigration explains a change in break-even employment, California explores public AI compute projects to create shared GPU infrastructure, and GDP may grow more than expected, despite economic uncertainty.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

In another wave of tariff news, Trump announced a 100% tariff on Chinese goods that will take effect in November. The constant back and forth of tariff policy has left import-reliant business owners frustrated, defeated and wondering how long they can hold out. Also in this episode: Slowing immigration explains a change in break-even employment, California explores public AI compute projects to create shared GPU infrastructure, and GDP may grow more than expected, despite economic uncertainty.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Timestamps: 0:00 your music education starts here 0:15 Sony, AMD reveal Playstation 6 GPU tech 1:28 Intel unveils Panther Lake, XeSS 3 MFG 3:17 Discord says hackers are lying 4:38 Thorum! 5:33 QUICK BITS INTRO 5:43 Apple, Google plan for Texas age checks 6:36 California passes two laws 7:22 Battlefield 6 launch issues 7:54 South Korea loses 858TB of govt data 8:58 Figure 03 household robot NEWS SOURCES: https://lmg.gg/AR7EE Learn more about your ad choices. Visit megaphone.fm/adchoices

Eat smart at https://FactorMeals.com/kindafunny50off and use code kindafunny50off to get 50% off your first box, plus Free Breakfast for 1 Year. Sony teases new GPU tech for the PS6, Nintendo finally comments on its weird Pikmin short films, and Clair Obscur studio's speaks a bit about their next game. Thank you for the support! Run of Show - 00:00:00 - Start00:08:54 - HousekeepingToday after, KFGD, you'll get:GAMESCAST - IGN's ranking of Roguelike gamesAfter Gamescast is Game ShowdownThen the STREAM is King of MeatIf you're a Kinda Funny Member:Today's Gregway is Tim's, but LATE yesterday, a very informative Gregway went up from Greg AND Genevieve Miller. Greg yacks about how to support indie games, but then someone who ACTUALLY knows what she's talking about shows up to talk about the question from her side of the industry! It's super informative!Thank you to our Patreon Producers: Karl Jacobs, OmegaBuster, & Delaney "The Somm" TwiningThe Roper Report   -00:13:25 - Sony teases new GPU tech for the PS6 - Cameron Faulkner @ The Verge00:29:47 - Ad00:30:57 - Nintendo Finally Comments on This Week's 'Closer to You' Pikmin Videos, Reveals They're the First Short Films From Nintendo Pictures - Tom Phillips @ IGN00:40:05 - Clair Obscur studio's next game won't necessarily have the same story, art style or genre - Chris Scullion @ VGC00:46:52 - Halo art director leaves after 17 years with cryptic message suggesting it was on bad terms - Chris Scullion @ VGC00:50:17 - A Minecraft Movie 2 and The Simpsons Movie 2 Currently Set to Release on the Same Day in July 2027 - Wesley Yin-Poole @ IGN00:58:30 - Wee News!01:00:10 - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on More or Less: Jess drops The Information's scoop on Oracle's shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don't. Dave crunches the numbers: an “Apollo program every 10 months,” data centers now powering half of U.S. GDP, and capital getting sucked from factories into GPUs. On the culture beat: Google's Zeitgeist goes no-swag chic, Taylor gets her own Google Easter egg, and Instagram ads become the prototype for AI's ad future, Restoration Hardware jet memes, Waymo etiquette, Bari Weiss' $150M Free Press–meets–CBS glow-up, and more. Never a dull moment with the MOL squad.Chapters:01:17 – Slow's Etiquette Finishing school on 11/5 (Apply here: https://luma.com/vmd7rz6j)04:02 – Why everyone is replicating YC demo day17:15 – AI bubble check + Sora usage uptick18:04 – Oracle GPU rental margins scoop21:21 – Quantum skepticism24:26 – AI bubble propping up the U.S. GDP33:20 – OpenAI renting GPUs; finance structures everywhere38:48 – Where AI profits come from: ads, subs, commerce (nothing proven)42:31 – Bari Weiss' Free Press sold for $150M; CBS Editor-in-Chief57:06 – Yoni Rechtman's “self-promotion” stunt + Sam's viral MrBeast post on XWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/p1bmrugU_6EConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Have an idea or tip? Send us a text!What if the best photo you take is just the start? The Dead Pixels Society sits down with Heath Lassiter, founder of Niche AI, to explore how volume imaging is transforming from prints and proofs into living, brand‑ready media—think fusion assets mapped to body parts, refined face replacement, and motion‑from‑stills that parents and guests can't wait to share. Lassiter's roots at Express Digital and deep work across schools, theme parks, events, and cruises give him a rare, pragmatic lens on what actually scales: fast inference, lower COGS, consistent brand aesthetics, and real privacy compliance.Lassiter unpacks Niche AI's core offerings—precision cutouts, fusion scenes, and immersive face swaps—built to operate at enterprise speed and quality. The conversation gets tactical on GPU throughput, cost curves, and why off‑the‑shelf AI often produces generic looks or drifts from target demographics. Heath explains how his team blends proprietary models with in‑house design to nail placement, mood, and age‑appropriate results, and how that approach translates into higher conversions and repeat purchases across e‑commerce.Schools get a spotlight: extend fall capture slightly and replace the operationally heavy spring shoot with AI-driven products—seasonal themes, cap‑and‑gown automation (colors, tassels, even hands and diplomas when needed), and short motion clips for social. We cover data handling, GDPR, API vs on‑prem, and why once‑reluctant enterprises are now opening the door to responsible generative and non‑generative workflows. For parks and events, the image becomes both souvenir and marketing engine, turning guest photos into shareable media that drives reach and revenue.MediaclipMediaclip strives to continuously enhance the user experience while dramatically increasing revenue.Buzzsprout - Let's get your podcast launched!Start for FREEVisual 1stVisual 1st is the premier global conference focused on the photo and video ecosystem. Photo Imaging CONNECTThe Photo Imaging CONNECT conference, March 1-2, 2026, at the RIO Hotel and Resort in Las Vegas, NDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showSign up for the Dead Pixels Society newsletter at http://bit.ly/DeadPixelsSignUp.Contact us at gary@thedeadpixelssociety.comVisit our LinkedIn group, Photo/Digital Imaging Network, and Facebook group, The Dead Pixels Society. Leave a review on Apple and Podchaser. Are you interested in being a guest? Click here for details.Hosted and produced by Gary PageauEdited by Olivia PageauAnnouncer: Erin Manning

In this episode of Tank Talks, Matt Cohen and John Ruffolo break down the latest developments in U.S.-Canada trade negotiations, particularly around tariffs and energy, with insights into how these pressures could shape future relationships.The conversation shifts to the growing energy demands of AI, as Matt and John explore how both the U.S. and China are navigating energy needs, and whether Canada could play a more significant role. They also analyze NVIDIA's $110 billion vendor financing strategy, drawing comparisons to the telecom bubble, and discuss the growing risks in data center financing. With the IPO of Fair Me America, they examine how the market is reacting to tech companies with no assets but huge valuations. A packed episode full of fresh insights on the intersection of tech, politics, and business.A Quick Word from our Sponsor, FaskenAt Fasken, our clients don't wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit. The trust of our clients has enabled us to consistently rank at the top of every major Canadian M&A, Capital Markets and Venture Capital league table. With deep industry knowledge and experience across all areas of emerging and high growth technology including ClimateTech, MedTech, Artificial Intelligence, Fintech, and AgTech we're your partners within the innovation ecosystem as you transform the landscape of what's possible.Tomorrow starts here. Own it with us.For more information, visit fasken.com/emergingtech and follow us on LinkedIn.US-Canada Relations & Trump's Tariff Strategy (04:28)Matt and John discuss the ongoing negotiations between Mark Carney and President Trump regarding trade policies, tariffs, and key sectors like steel, aluminum, and energy. Can Canada withstand the pressure, or will it need to change its approach?The Energy Battle Between the US and China (09:03)What role does energy play in geopolitics? Matt and John explore how both the US and China are navigating their energy needs, and why Canada has lost some of its leverage as the world's energy supply game changes.NVIDIA's Vendor Financing Playbook: Lessons from Lucent & Nortel (11:18)John shares a deep dive into how NVIDIA's vendor financing strategy mirrors the mistakes made during the telecom bubble, drawing parallels to the strategies employed by Lucent and Nortel. What's the risk when revenues are tied to customers who may never pay?AI, Data Centers, and the Future of Technology (17:20)From the massive energy demands of AI to the rise of private equity-backed data centers, Matt and John dissect the latest AI and GPU investments and how the industry's future could be shaped by companies like Meta and OpenAI.The “Yellowstone Club” of Hyperscalers (20:26)The two discuss the bizarre world of hyperscalers and REITs, looking at how some data center startups are getting massive valuations without any real assets or revenue, and what this means for the future of tech investments.Bezos Weighs In on the AI Bubble (25:12)Jeff Bezos surprises everyone with his thoughts on the AI industry, calling it an “industrial bubble” rather than a financial one, and analyzing the disconnect between massive investments and real-world returns.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

In episode 23 of Open Source Ready, Brian Douglas and John McBride sit down with Davanum “Dims” Srinivas to discuss the health and future of the Kubernetes community. They explore how corporate changes impact open source contributions, the importance of onboarding programs, and the challenge of sustaining long-term contributors. Dims also shares insights into Kubernetes' evolving role in AI and GPU workloads. The discussion is equal parts career advice, technical insight, and open source storytelling.

Today, we're joined by Jacob Buckman, co-founder and CEO of Manifest AI to discuss achieving long context in transformers. We discuss the bottlenecks of scaling context length and recent techniques to overcome them, including windowed attention, grouped query attention, and latent space attention. We explore the idea of weight-state balance and the weight-state FLOP ratio as a way of reasoning about the optimality of compute architectures, and we dig into the Power Retention architecture, which blends the parallelization of attention with the linear scaling of recurrence and promises speedups of >10x during training and >100x during inference. We review Manifest AI's recent open source projects as well: Vidrial—a custom CUDA framework for building highly optimized GPU kernels in Python, and PowerCoder—a 3B-parameter coding model fine-tuned from StarCoder to use power retention. Our chat also covers the use of metrics like in-context learning curves and negative log likelihood to measure context utility, the implications of scaling laws, and the future of long context lengths in AI applications. The complete show notes for this episode can be found at https://twimlai.com/go/750.

Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang is joined by special guest Edward Crisler, NA PR Manger at  @SapphireTechnology , to talk about the current state of GPU's, including manufacturing challenges and benchmarking changes. And of course we answer your questions live! Join the PC related discussions and ask us questions on Discord: https://discord.gg/SGPRSy7 Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall @WillSmith ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup =============

What do a $500B AI valuation, mid‑match game ads, and a driverless traffic stop have in common? They all expose the gap between shiny innovation and the infrastructure, policy, and psychology that actually make tech work—or break trust.We open with OpenAI's eye‑popping valuation and go beneath the headline to the parts no press release glamorizes: data centers, power, cooling, fiber, and GPU supply. With partners like Nvidia, Oracle, and Microsoft shaping access, we unpack why AI will likely consolidate around a few players and what that means for startups burning cash on compute. From there, we challenge the classic “my phone is listening” myth. Instagram's chief says no, and we explain why your ads still feel psychic: cross‑app tracking, pixels, cookies, SDKs, and identity graphs that stitch your behavior together better than a hot mic ever could.Snapchat's move to charge for Memories over 5 GB hits a nerve. We talk about the end of “free forever,” how to export your data cleanly, and why local storage and physical media are making a quiet comeback as people hedge against shifting terms. Then the wild card: a free, ad‑supported tier for cloud gaming. We explore how interrupting live sessions could nudge upgrades—or kill trust—and what smart implementations might look like if Microsoft wants to keep gamers loyal. A quick detour into our favorite segment, Two Truths and a Lie, proves once again that “too dumb to be real” is no longer a safe bet.The Tech Fail may be the most telling: California police stop a Waymo for an illegal U‑turn and have no one to ticket. It's funny, but it's a governance problem—who's liable when there's no driver? We argue for clear frameworks before edge cases become norms. And for sports fans, we dig into automated ball‑strike challenges moving toward the majors, weighing precision against the theater of human officiating, and drawing parallels to football's quiet shift away from chains to computer measurement.Along the way, Mike breaks down how modern marketing leans on cognitive biases more than secret microphones, and we wrap with a blind bourbon upset that proves labels fool palates as easily as hype fools markets. If you care about AI, privacy, gaming, autonomy, or the future of sports tech, this one's packed.If you enjoyed this, follow and subscribe, share it with a friend, and leave a quick review—what shift are you most ready for: fewer AI players, fewer ads, or fewer bad calls?Support the show

professorjrod@gmail.comA dead PC at the worst moment is a gut punch—unless you have a roadmap. We walk through the exact thinking that turns “no lights, no fans, no display” into a calm, step‑by‑step recovery, starting where every system truly begins: firmware. BIOS and UEFI aren't trivia; they decide how your machine discovers drives, validates bootloaders, and applies security like Secure Boot and TPM. That's why a simple post‑update check of boot order, storage mode, and firmware toggles can rescue a lab full of “no boot device” errors in minutes.From there, we get brutally honest about power. PSUs age, rails sag, and idle tests lie. You'll learn the outside‑in “power ladder,” why a line‑interactive UPS prevents ghost errors, and how unstable XMP profiles masquerade as OS problems. We demystify boot and drive failures—wrong boot entries, NVMe lane conflicts, cloning driver mismatches—and show how SMART data, free space, cooling, and firmware updates revive sluggish SSDs. Then we cut through RAID mythology: 0 for speed, 1 for uptime, 5 for read‑heavy with risk, 6 for double‑parity safety, and 10 for fast resilience. And we repeat the rule that saves careers: RAID is not backup. Verify restores, keep copies offsite or offline, and schedule tests before disaster strikes.Video issues get the practical treatment too. No display? Check inputs and connect to the discrete GPU, not the motherboard. Blurry or artifacting under load? Validate refresh rates, cables, thermals, and PSU capacity. We close with a field checklist and a case study where a quality PSU upgrade stabilized 3D renders instantly—proof that systems thinking beats screen-chasing every time. If you want a technician's mindset—evidence over assumptions, one variable at a time—this guide will sharpen your process and speed your fixes.If this helped you think like a tech, follow the show, share it with a teammate who's on call this week, and leave a quick review so more builders and troubleshooters can find it.Support the showIf you want to help me with my research please e-mail me.Professorjrod@gmail.comIf you want to join my question/answer zoom class e-mail me at Professorjrod@gmail.comArt By Sarah/DesmondMusic by Joakim KarudLittle chacha ProductionsJuan Rodriguez can be reached atTikTok @ProfessorJrodProfessorJRod@gmail.com@Prof_JRodInstagram ProfessorJRod

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.If you're an AMD shareholder, you're probably celebrating right now — and with good reason. AMD just pulled off one of the biggest moves we've seen in a while, fueled by its massive partnership with OpenAI. The stock surged over 25% before a quick pullback, and this video breaks down exactly what's happening, why it matters, and what could come next for AMD, the AI sector, and the broader market.We'll walk through what this new deal means for AMD's long-term growth, how it positions the company against Nvidia, and whether this incredible momentum can actually last. OpenAI's agreement to buy up to six gigawatts of GPUs from AMD — with the possibility of acquiring up to 10% of the company — is sending shockwaves through the tech world. This isn't just another headline. It's a potential game-changer for the entire AI hardware landscape.Here's what you'll learn in this session:➡️ How the AMD–OpenAI partnership could reshape the future of GPU production and competition➡️ Why AMD's 10 over 20 and price over 50 crossover signaled the bullish trend before the breakout➡️ How order blocks reveal where major buyers and sellers are stepping in➡️ Why following data-driven signals through OVTLYR keeps traders from chasing FOMO➡️ How to use Plans A, M, and ETF to manage positions and reduce risk➡️ Why new all-time highs are bullish and how to use them to your advantageWe'll also dig into broader market context — the SPY's bullish setup, heatmap readings, and how sector strength affects your trades. You'll see how OVTLYR's signals guide decisions through technical indicators like order blocks, ATR, and breadth crossovers. These tools help identify when it's time to trade, when to hold, and when to stay in cash.You'll hear real-time discussions about other stocks like SOXL, UPS, and AEP, with breakdowns on why some trades are hitting record gains while others still need patience. From leveraged ETFs to dividend plays, this session shows how traders use structured plans to win with less stress.And because trading isn't just about profits, this video also highlights why having a plan keeps emotions in check. FOMO doesn't stand a chance when you've got a proven process. When you trade like a professional fund manager — with clear entries, exits, and position sizing — you take the “guessing” out of the game.Whether you're watching AMD's story unfold or looking for the next breakout opportunity, this video gives you the insights, setups, and strategy to trade smarter with OVTLYR.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon. AGENDA: 02:43 Why We Did Not IPO and Raised $1BN From Fidelity 05:03 Analysis of Chip and Compute Landscape Today 07:14 NVIDIA Showing Signs They Are Running Out of Ideas 13:57 The Real Questions to Ask on Chip Depreciation 24:54 Energy Requirements for AI: Is it Feasible? 29:25 Mag7 Value Concentration: Feature or a Bug 31:57 Talent is the Bottleneck and Trump Makes it Worse 32:55 The War for Talent: Secrets No One Sees 34:22 Evaluating the Data Centre Economy: Many Will Lose Money 38:01 Three Changes the US Could Make to Beat China in AI 42:30 Why 80% of our Revenues are in the UAE 47:26 Quick Fire Questions 58:59 Why Work Life Balance is Total BS  

一张来自彭博社的图表揭示了一个颠覆性的转变：美国办公楼建设正在快速萎缩，而数据中心的建设却在飞速增长。这不仅仅是地产行业的变迁，它预示着我们的经济和工作方式正在被彻底重塑。我们正在从一个以人力为核心的时代，迈向一个以算力为核心的新纪元。在这个视频里，我将深入剖析这一转变对你和你的职业生涯意味着什么。我会解释为什么公司现在更看重 GPU 算力而非办公室工位，并为你提供 4 个具体、可行的行动步骤，帮助你在新时代保持领先。你将学到：如何成为“翻译官”： 弥合 AI 算力与现实问题之间的鸿沟。动手拥抱 AI： 学习如何将 ChatGPT 等 AI 工具和自动化流程融入日常工作，提升效率。盘活你的历史资产： 利用 AI 工具，让你的旧作品和过往经验焕发新生。掌握快速实验的艺术： 培养小步快跑的习惯，在实践中找到杠杆点。这不是空洞的理论，而是一份实用的行动指南，教你如何与机器协作，放大你作为人类的独特价值。无论你是设计师、产品经理，还是任何一位科技行业的职场人，这个视频都将为你提供一张清晰的未来职场地图。3. 一句话核心卖点通过一张彭博社的图表，深度解读经济如何从“人资时代”转向“算力时代”，并为你提供一份在 AI 新纪元中保持领先的 4 步行动指南。4. 视频文案（Show Notes）彭博社图表来源： 展示办公楼和数据中心建设对比的原始图表。链接： https://www.bloomberg.com/news/articles/2024-06-07/how-ai-is-changing-the-geography-of-the-us-economy黄仁勋金句： 关于“AI 工厂”的引用。来源： 来源于他的多次演讲和访谈，包括 2024 年 GTC 大会主题演讲。视频中提到的 AI 工具和概念：ChatGPT自动化工具AI 生成内容Support this podcast at — https://redcircle.com/beartalk/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Scott Guthrie is the executive vice president of Cloud and AI at Microsoft. Guthrie joins Big Technology Podcast to discuss the tech industry's massive AI infrastructure buildout and whether it is overdoing it with the hundreds of billions of investment. Guthrie discusses the way Microsoft thinks about its OpenAI investment, whether it's worth investing in scaling pre-training, and Silicon Valley's growing debt problem Tune in for the second half where we discuss the longevity of the GPU, custom silicon, and competing with NVIDIA. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Welcome to another episode of Data Driven, where we dive deep into how data and AI are shaping—sometimes shaking—the modern world. In this episode, hosts Frank La Vigne, Andy Leonard, and Carmen Li sit down with Carmen Lee, the trailblazing CEO of Silicon Data and a former Bloomberg data aficionado.Carmen's on a mission to bring clarity to the wild west of GPU compute markets, and she shares with us how she's turning raw compute into a true tradable commodity—think futures markets for GPUs, the “Bloomberg terminal” for AI infrastructure, and perhaps even a Carfax for your next used GPU cluster.Together, they explore everything from why AI startups struggle with fluctuating margins, to the crucial role TSMC plays in the world economy, all the way to the data transparency that might be the missing piece in AI's explosive growth. Whether you're curious about benchmarking GPUs, tokenomics, managing infrastructure costs, or just want a glimpse into the future of data markets, this one's for you.Stay tuned for a fascinating conversation on normalizing chaos, hedging tech costs, geeking out over hardware, and even a few laughs about used GPU “car lots” in Virginia. Let's get data driven!LinksSilicon Data -https://www.silicondata.com/Dancing with Qubits -https://amzn.to/4mIOG8UThe Nvidia Way -https://amzn.to/3VH9aUvTime Stamps00:00 "AI Commodities and GPU Markets"06:56 Ecosystem Transparency Benefits All10:55 AI SaaS Cost Optimization Challenges13:41 Token Economics in Cloud AI15:27 Optimizing GPU and Token Commitment18:41 Token-Based Product Innovation25:00 "Verifying UIDs and Connectivity"28:43 Measuring GPU Performance30:41 Supply Chain Impact on GPU Industry35:43 "TNC's Unchallenged Leadership in Supply Chain"36:31 Silicon Ecosystem Collaboration39:38 Nvidia's Strategic TSMC Capacity Purchase42:51 Bloomberg's Media and Finance Expansion46:53 "Quantum Reading Challenges"50:13 "Data Driven Podcast Wrap-Up"

professorjrod@gmail.comWhat if the real cause of your random reboots isn't the GPU at all—but the power plan behind it? We take you end to end through a stability-first build, starting with the underrated hero of every system: clean, properly sized power. You'll learn how to calculate wattage with 25–30% headroom, navigate 80 Plus efficiency tiers, and safely adopt ATX 3.0 with the 12VHPWR connector—no sharp bends, modular cable sanity, and the UPS/surge stack that prevents nasty surprises when the lights flicker.From there, we shift into storage strategy that balances speed and safety. HDD, SATA SSD, and NVMe each earn their place, and we break down RAID 0/1/5/6/10 in plain language so you can pick the right array for your workload. We underline a hard truth: RAID protects against disk failure, not human error, so versioned offsite backups remain non-negotiable. Real-world stories—including a painful RAID 5 rebuild gone wrong—highlight why RAID 6 and RAID 10 matter for bigger or busier systems.Memory and CPU round out the backbone. We simplify DDR4 vs DDR5, explain how frequency and CAS affect real latency, and show why matched pairs and dual channel deliver the performance you paid for. You'll get quick wins like enabling XMP/EXPO, when ECC is worth it, and how to troubleshoot training hiccups. Then we open the CPU: cores, threads, cache, sockets, chipsets, and why firmware comes before hardware when upgrades fail to post. Cooling decisions—air, AIO, or custom—tie directly to performance ceilings, along with safe overclock/undervolt practices and thermal targets under sustained load.By the end, you'll have a practical checklist to build smarter, troubleshoot faster, and feel ready for the CompTIA A+ exam: power headroom, cable stewardship, airflow planning, RAID with backups, memory matching, BIOS compatibility, and validation testing. If this guide helps you ship a rock-solid PC, share it with a friend, leave a quick review, and hit follow so you never miss the next masterclass.Support the showIf you want to help me with my research please e-mail me.Professorjrod@gmail.comIf you want to join my question/answer zoom class e-mail me at Professorjrod@gmail.comArt By Sarah/DesmondMusic by Joakim KarudLittle chacha ProductionsJuan Rodriguez can be reached atTikTok @ProfessorJrodProfessorJRod@gmail.com@Prof_JRodInstagram ProfessorJRod

Cerebrium is a serverless AI infrastructure platform orchestrating CPU and GPU compute for companies building voice agents, healthcare AI systems, manufacturing defect detection, and LLM hosting. The company operates across global markets handling data residency constraints from GDPR to Saudi Arabia's data sovereignty requirements. In a recent episode of Category Visionaries, I sat down with Michael Louis, Co-Founder & CEO of Cerebrium, to explore how they built a high-performance infrastructure business serving enterprise customers with high five-figure to six-figure ACVs while maintaining 99.9%+ SLA requirements. Topics Discussed: Building AI infrastructure before the GPT moment and strategic patience during the hype cycle Scaling a distributed engineering team between Cape Town and NYC with 95% South African talent Partnership-driven revenue generation producing millions in ARR without traditional sales teams AI-powered market engineering achieving 35% LinkedIn reply rates through competitor analysis Technical differentiation through cold start optimization and network latency improvements Revenue expansion through global deployment and regulatory compliance automation GTM Lessons For B2B Founders: Treat go-to-market as a systems engineering problem: Michael reframed traditional sales challenges through an engineering lens, focusing on constraints, scalability, and data-driven optimization. "I try to reframe my go to market problem as an engineering one and try to pick up, okay, like what are my constraints? Like how can I do this, how can it scale?" This systematic approach led to testing 8-10 different strategies, measuring conversion rates, and building automated pipelines rather than relying on manual processes that don't scale. Structure partnerships for partner success before revenue sharing: Cerebrium generates millions in ARR through partners whose sales teams actively upsell their product. Their approach eliminates typical partnership friction: "We typically approach our partners saying like, look, you keep the money you make, we'll keep the money we make. If it goes well, we can talk about like rev share or some other agreement down the line." This removes commission complexity that kills B2B partnerships and allows partners to focus on customer value rather than internal revenue allocation conflicts. Build AI-powered competitive intelligence for outbound at scale: Cerebrium's 35% LinkedIn reply rate comes from scraping competitor followers and LinkedIn engagement, running prospects through qualification agents that check funding status, ICP fit, and technical roles, then generating personalized outreach referencing specific interactions. "We saw you commented on Michael's post about latency in voice. Like, we think that's interesting. Like, here's a case study we did in the voice space." The system processes thousands of prospects while maintaining personalization depth that manual processes can't match. Position infrastructure as revenue expansion, not cost optimization: While dev tools typically focus on developer productivity gains, Cerebrium frames their value proposition around market expansion and revenue growth. "We allow you to deploy your application in many different markets globally... go to market leaders love us and sales leaders because again we open up more markets for them and more revenue without getting their tech team involved." This messaging resonates with revenue stakeholders and justifies higher spending compared to pure cost-reduction positioning. Weaponize regulatory complexity as competitive differentiation: Cerebrium abstracts data sovereignty requirements across multiple jurisdictions - GDPR in Europe, data residency in Saudi Arabia, and other regional compliance frameworks. "As a company to build the infrastructure to have data sovereignty in all these companies and markets, it's a nightmare." By handling this complexity, they create significant switching costs and enable customers to expand internationally without engineering roadmap dependencies, making them essential to sales teams pursuing global accounts.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM   

Nvidia has created trillions of dollars in value by providing GPU chips to the world for use in the AI industry. This crypto project is doing the same thing but in a decentralized cloud fashion, and is built using the most cutting edge AI technology in crypto, which is Bittensor. Find out why Lium could be the next big thing in GPU cloud computing and should become a leading Bittensor subnet.

Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and Lomax from Outsized Ventures unpack what's happening in European tech and venture capital.This week: The UK lands $150B of US pledges and 120,000 Nvidia GPUs—can London turn its AI hype into substance? NATO on edge after Russian incursions across Poland and Denmark. Are we witnessing an AI bubble, or just the infrastructure wave of the century? Plus: cyber risk after JLR's ransomware hit, Trump's $100K H-1B visa fee, and the week's billion-dollar deals.

Ep 268Apple nešto smatrao, izgleda još misle da ih plebs većinski blagonaklono gleda. Nope.EU Has 'No Intention' to Repeal DMA Following Apple ChallengeCraig Hockenberry:Here's my guess what happened in the lead up to WWDC25:Apple realized it was deep in the weeds with Apple Intelligence (and associated PR) and needed a tentpole feature that wasn't AI.Liquid Glass was in development for some upcoming edgeless hardware. It needed another year of work, but management/marketing was fucked.A thing that wasn't ready got moved up. Bug fixing took a back seat. Everyone grabbed paint brushes, not screwdrivers.The next year is going to be rough for EVERYONE.Apple pobrojao novostu u iOS 26, iPadOS 26 i macOS 26.Christopher Lawley: iPadOS 26 Walkthrough: THIS Reboots the iPadThe Tech Chap: iPhone Air FULL REVIEW - Not What I Expected...Steve Troughton-Smith:The A19 Pro in the iPhone Air is 50% faster than the M1 in my primary Mac mini in singlecore, 10% faster in multicore, and 13% faster in GPU compute. That's a lot of chip in a tiny slab of glassIt works sideways!Ozbiljno dobar zoom na 17 ProMiki pomenuo PowerPrint.iPhone Satellite Features Remain Free for Another Year - TidBITSApple Drops iCloud Support for iOS 10 and macOS SierraSupport for FireWire Removed from macOS 26 Tahoe - TidBITSRogue Amoeba: Our product lineup is ready for Tahoe, but Tahoe may not be ready for you.Steve Troughton-Smith:You know who wasn't ready on launch day with iOS/macOS 26 versions of all their apps on the App Store?Miguel Arroz: macOS Tahoe UI has a HUGE new feature for folks like me who have 24/7 Mac Minis running and access them remotely: you can now type the boot password remotely via SSH!macOS 26 Tahoe Pushes FileVault Use - TidBITSSteve Troughton-Smith:I'm having a ton of trouble updating apps using the Mac App Store (on Tahoe) if there was a TestFlight version installed.CodeSource: The Untold Story of Databases60 years after Gemini, newly processed images reveal incredible detailsZahvalniceSnimano 16.9.2025.Uvodna muzika by Vladimir Tošić, stari sajt je ovde.Logotip by Aleksandra Ilić.Artwork epizode by Saša Montiljo, njegov kutak na Devianartu

“It's happening. The question is whether it's a dream or a nightmare. This week, OpenAI introduced Pulse, an AI assistant that knows what we want to do and think before we do. That Was The Week publisher Keith Teare welcomes Pulse as a “habit” that will “shape your day.” Unlike the techno-teleological Keith, however, I'm less enamored by Pulse. Do we really want a proactive AI assistant that not only controls what Keith calls the “front door” but every other door (and window) in our lives? Keith describes this as the “consumer install moment” - Sam Altman's $10 trillion bet on ‘Abundant Intelligence.' But what, exactly, is so abundant about this personalized machine intelligence that installs itself into our lives? Having a smart assistant determine our daily calendar might actually make us dumber. Such an “agentic” future is certainly no friend of human agency. Yeah, it's happening. The end of the beginning or the beginning of the end?* The “Front Door” Battle is On: OpenAI's Pulse represents a strategic shift from reactive search to proactive assistance, with tech giants racing to control the primary interface through which we interact with information and make decisions.* Privacy Becomes an Afterthought: While OpenAI claims privacy protections, most users don't understand what data these AI assistants access. The $200/month price point currently limits exposure, but mass adoption will create unprecedented privacy challenges.* The Infrastructure Gold Rush: Sam Altman's 10-gigawatt power deals and NVIDIA's GPU dominance reveal the massive energy and capital investment required to scale AI - with an $800 billion gap between current investment and projected revenue.* “Consumer Pull” is Driving the Boom: Unlike previous tech bubbles, AI demand from actual users (not just hype) is outstripping supply, forcing companies to race to build data centers and power infrastructure to meet real usage.* The “Idiocracy Trap” Question: As AI assistants take over more cognitive tasks - from scheduling to decision-making - we face a fundamental question about whether this technology will enhance human intelligence or create dependency that makes us collectively dumber.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Cipher Mining landed its first AI tenant, with $1.3 billion in the deal backstopped by Google, and MicroBT has opened a U.S. distribution hub with 10,000 ASIC miners per month in volume. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! On today's round up, we dive deep into Cipher Mining's $3 billion AI hosting deal with Fluid Stack, backed by Google's $1.4 billion guarantee. And as hashrate surges to 1,100 EH/s, miners are struggling with sub-$50 hash prices. Plus MicroBT has opened a U.S. distribution hub, and IREN's aggressive GPU expansion. **Notes:** • Cipher signed $3B AI deal with Fluid Stack • Google backstopping $1.4B of obligations   • Hash price under $50/PH/day (6mo low) • Network hash rate at 1,100 EH/s • IREN doubled GPU fleet to 23K units, raises Q1-2026 ARR to $500M • MicroBT opens 10K unit/month US shop Timestamps: 00:00 Start 03:03 Difficulty Report by Luxor 07:08 Cipher and Fluidstack deal! 13:15 MicroBT opens up shop in US 17:34 Cleanspark Ad 18:03 IREN doubles GPU fleet (again)

Episode 83: Intel and Nvidia have formed a partnership, but because APUs are not that relevant to desktop PC gamers, we discuss whether this deal will actually impact gaming significantly. Also, we put Intel's Arc GPUs into our GPU rankings, and chat about some newsCHAPTERS00:00 - Intro00:33 - Intel and Nvidia APU team up, but gamers don't use APUs37:00 - We add Intel Arc GPUs to the rankings45:38 - Ryzen 7 9800X3D drops in price49:52 - RX 9070 BIOS mod52:01 - 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.

No Morins this week—just Jess and Sam, trading Gossip Girl “dear listener” asides for a tour of tech's new power map. From Meta's in-store glasses push to Apple's “Find My” doubling as Gen Z's stealth social network, the real story is how distribution and lock-in shape the future. Sam frames “mercantilism 2.0,” where global trade routes of capital now run through Silicon Valley, Tel Aviv, and Riyadh, with figures like Elon Musk and Sam Altman acting as brokers of $10B+ flows.In true Sam fashion, the conversation highlights why LLMs aren't true moats, pointing instead to the infrastructure layer (chips, power, data centers) and the UX layer (distribution, product polish). Nvidia's securitized GPU deals illustrate how structured finance and alliances are reshaping competition.The takeaway: early-stage VC may finally be moving past hype, becoming sober—and therefore interesting—again.Chapters:02:02 – Meta Ray-Bans: friction as onboarding strategy05:31 – Mercantilism 2.0: Tech's new trade routes07:56 – Elon's real genius: moving $10B+ into frontier tech09:27 – Sam Altman as mega-capital trade-route broker12:40 – Starlink V3 and the network-layer power shift16:08 – Could Elon own planetary communications?18:35 – Find My = stealth social network21:04 – Strategy assets over DCF: power, data centers, chips23:41 – LLMs aren't the moat; moats shift lower/higher27:44 – AI's expense revives structured finance30:56 – Nvidia as the East India Company of compute33:50 – Will a handful of players control all the assets?39:57 – Early-stage VC is sober (and exciting) again43:05 – TikTok's heat moved to AI: the attention shiftWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! On today's round up, we dive deep into Cipher Mining's $3 billion AI hosting deal with Fluid Stack, backed by Google's $1.4 billion guarantee. And as hashrate surges to 1,100 EH/s, miners are struggling with sub-$50 hash prices. Plus MicroBT has opened a U.S. distribution hub, and IREN's aggressive GPU expansion. **Notes:** • Cipher signed $3B AI deal with Fluid Stack • Google backstopping $1.4B of obligations   • Hash price under $50/PH/day (6mo low) • Network hash rate at 1,100 EH/s • IREN doubled GPU fleet to 23K units, raises Q1-2026 ARR to $500M • MicroBT opens 10K unit/month US shop Timestamps: 00:00 Start 03:03 Difficulty Report by Luxor 07:08 Cipher and Fluidstack deal! 13:15 MicroBT opens up shop in US 17:34 Cleanspark Ad 18:03 IREN doubles GPU fleet (again)

En este episodio se sienta con nosotros Horacio Martos (cofundador de Social Point y hoy fundador de Labhouse) para una conversación abierta con todo el equipo sobre cómo pasar del gaming a construir productos B2B rentables sin depender de rondas. Hablamos de visión, ejecución y esa mezcla poco glamourosa pero esencial de producto y marketing: cuándo iterar, cuándo escalar y cómo mantener la disciplina de métricas en cada decisión.La tertulia recorre el camino de cero a tracción: validación rápida, pricing y empaquetado, retención como norte, y los canales que están funcionando ahora mismo (ASA, Meta, Google) con tácticas concretas para no quemar presupuesto. Debatimos el papel real de la IA de la generación de assets al soporte en desarrollo y dónde aporta ventaja competitiva frente a ser “commodity”. También entramos en cultura operativa: equipos pequeños, foco extremo, cadencia de releases y “lo suficiente” de proceso para sostener velocidad sin romper calidad.Sigue a los "tertulianos" en Twitter:• Bernat Farrero: @bernatfarrero• Jordi Romero: @jordiromero• César Migueláñez: @heycesrSOBRE ITNIG

In this episode, ARK's Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda's role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda's mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.Key Points From This Episode:00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads.00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda.00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players.00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns.00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services.00:14:50 Stephen explains Lambda's “secret mission” to replace all traditional software with neural networks.00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents.00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic.00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals.00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future.00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud.00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era.00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces.00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together.00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs.00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth.01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one.01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.

這集節目是9/19胡說科技Youtube直播內容，想看影像版歡迎點擊連結：https://lihi.cc/4gsEH 黃仁勳的挑戰者終於出現了！不是AMD蘇姿丰，更不用提中國寒武紀了。 真正能稱得上「輝達剋星」的，是剛公布財報的博通（Broadcom）。阿榕伯稱執行長陳福陽是最被低估的CEO。博通最新財報出爐，AI成長預期喊出60%，比輝達更快。因為ASIC指標性勝利出現了！ 為什麼ASIC成長的速度比GPU更快？輝達的市佔會被吃掉嗎？盤點ASIC三傑！台灣的機會在哪裡？這場直播，阿榕伯為你解答。 主持人：天下雜誌總主筆 陳良榕 ＊Podcast限定優惠方案！訂閱一年《胡說科技》還附天下新書《造光者》：https://bit.ly/4n8h6tW ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

In this DCF Trends-Nomads at the Summit Podcast episode, Chris James, CEO of NoesisAI, delivers a sweeping, insight-rich overview of how different classes of AI models—from LLMs and RAG to vision AI and scientific workloads—are driving a new wave of infrastructure decisions across the data center landscape. With a sharp focus on the diverging needs of training vs. inference, James breaks down what it takes to support today's AI—from GPU-intensive clusters with high-speed interconnects and liquid cooling to inference-optimized, edge-deployed accelerators. He also explores the rapidly shifting hardware ecosystem, including the rise of custom silicon, heterogeneous computing, and where the battle between NVIDIA, AMD, Intel, and hyperscaler-designed chips is headed. Whether you're designing for scalability, sustainability, or the bleeding edge, this conversation offers a field guide to the infrastructure behind intelligent computing.

When time-to-action requires very low latency, the immediacy of data visualization makes all the difference. Being able to analyze vast amounts of multi-dimensional data in real-time requires massive throughput, and an in-memory architecture designed to deliver instant insights at scale. Check out this episode of DM Radio to hear how advanced optimization techniques leveraging multi-core CPU, GPU, contiguous memory, and advanced compression are re-inventing what is possible. Marc Stevens and Mikhail Pikalov of Row64 will demonstrate several use cases where traditional approaches would falter. Attendees will learn: * How the real-time visualization of data changes decision-making dynamics when seconds matter; * How hardware-accelerated computing stacks can deliver speed and scale to visualization layers; * Practical use cases, from cyber security to city intelligence, where ultra-low-latency visualization drives faster, better decisions; * Key architectural principles for building environments that deliver immediacy, scalability, and reliability.

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA's transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:29 – How NVIDIA transitioned from gaming GPUs to leading AI infrastructure 09:26 – Why CUDA was a turning point in GPU development for AI research 15:37 – The role of NVIDIA in enabling modern AI models, including transformers 19:55 – Jensen Huang's leadership style and strategic market thinking 20:14 – The significance of creating new markets versus competing in existing ones 24:44 – How NVIDIA trains robots in hyper-realistic digital environments 27:47 – The impact of LiDAR and simulation on robotics advancement 38:53 – Whether Jensen's success is due to luck, skill, or strategic foresight 50:30 – The meaning behind Jensen's "speed of light" principle 01:01:00 – What's coming next in the book review series, starting with Empire of AI BOOKS AND RESOURCES Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip. Seb's Website and book: The Hidden Cost of Money. Related ⁠⁠books⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: Simple Mining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

輝達展現新氣魄，將砸下3兆投資OpenAI、部署500萬顆GPU。輝達從賣硬體變身AI建設霸主，黃仁勳這一招，背後盤算比你想得深。 文：張詠晴 製作團隊：莊志偉、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

NVIDIA is doubling down on AI dominance with massive investments across cloud, chips, and infrastructure. It struck a $6.3B deal with CoreWeave to secure long-term GPU demand, is investing $5B in Intel to co-develop custom CPUs and PC chips that pair Intel processors with NVIDIA GPUs, and is committing up to $100B with OpenAI to build data centers requiring 10 gigawatts of power. These moves lock in demand, expand NVIDIA's role across computing ecosystems, and cement its leadership in the race to scale global AI infrastructure. This and more on the Tech Field Day News Rundown with Alastair Cooke and guest host Scott Robohn. Time Stamps: 0:00 - Cold Open 0:36 - Welcome to the Tech Field Day News Rundown1:22 - Hugging Face Brings Open-Source Models to GitHub Copilot Chat3:52 - Pulumi Introduces AI Agents to Automate Infrastructure Management6:51 - Cisco DevNet is now Cisco Automation 9:12 - North Dakota to Test Portable Micro Data Centers for AI in Oil Fields12:14 - Sumo Logic Launches AI Agents to Streamline Cybersecurity Operations14:46 - Justice Department Moves to Break Up Google's Ad Business17:43 - NVIDIA's Multi-Billion-Dollar Moves Expand AI and Computing Leadership21:35 - The Weeks Ahead22:58 - Thanks for Watching the Tech Field Day News RundownGuest Host: Scott Robohn, CEO of SolutionalFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Elon Musk's xAI has raised $10 billion at a $200 billion valuation, doubling its worth in just four months. The round includes familiar backers like Andreessen Horowitz, Sequoia, and Fidelity, and gives xAI the second-highest valuation in private AI. This episode breaks down what investors are really buying into: Grok's integration with X, the push toward open-source models, plans for a massive GPU cluster, and the growing fusion of social media and AI under Musk's control. We also look at what xAI still lacks compared to OpenAI and Anthropichttps://wilwaldon.com

Trumps FCC Chairman is looking for other shows to punish. Nokia hopes an Intel executive can turn their fortunes around. NVIDIA invests in Intel, and Intel looks to be cancelling an upcoming GPU. Microsoft raises prices on XBOX again. Samsung will put ads on your really expensive fridge. Vivo shares some fun slow motion footage from the X300. TSMC chip prices are even higher than last year. And we have to chat about MediaTek's new premium SOC, the Dimensity 9500! Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4Qh Video Replay https://youtube.com/live/VYprI5x7Cw8 Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫关于英伟达入股英特尔的几点看法。来自雨枫。2025年9月18日，全球GPU巨头英伟达宣布，将以50亿美元的巨额投资入股其传统竞争对手英特尔，同时双方将在人工智能基础设施和个人计算机产品领域展开深度合作。我就此发表我的几点看法。第一，单纯就是跟英伟达结成深度的战略合作关系，即使先不考虑那50亿美元，对于这两年深陷泥潭的英特尔以数据为中心的人工智能来说，也是一剂强心针。毕竟各条业务线当中，受到压力最大、丢失份额最多的就是这块了。反而对面向消费级的全球化智库来说，继续用自己的核显还是集成英伟达的显卡，销量上的区别其实并不会有那么大。第二，对于英特尔来说，如今所面临的问题，短期来看是制程研发、是服务器CPU份额流失、是要不要转型无晶圆厂模式公司。但长期来看，一切苦难的根源，还是因为x86市场本身在不断萎缩，日渐衰弱的主营业务收入，覆盖不了下一代制程研发和生产所需的巨额资本开销，这才是今天所有问题的根源。第三，长期来看，美国政府会想尽一切办法让本土的无晶圆厂转移一部分订单给英特尔，包括但不限于关税层面和更强硬的司法层面。所以现在没有公布制程方面的代工合作，不代表后面不可以有。不过另一方面，这也说明18A这代制程，眼下确实还打动不了英伟达；第四，陈立武既然上台伊始没有选择分拆IFS公司，还拿了特朗普政府的钱，那起码在短时间内，就更不可能选择分拆了。所以换个角度来说，要想让英特尔彻底活过来，最重要的三件事：订单、订单、还是订单。其他都不是问题的关键。这个原则，也适用于和英伟达的合作。第五，9月18日晚有一个很大的疑问是英特尔自研的显卡业务线还要不要继续保留，还是说以后彻底就放弃了这方面的所有念想？如果是后者的话，那这50亿美元对英特尔来说还是挺昂贵的。第六，黄仁勋这个操作，在一定程度上也是对AMD的一种反制，毕竟AMD这两年能活得这么滋润，甚至还有余力去挑战老黄在AI市场上的江湖地位，说到底还是因为在x86服务器业务上赚到了真金白银。如果老黄能通过与英特尔的合作，在服务器芯片市场上给AMD施加更大的压力，那其实也是一种变相的围魏救赵之举。退一万步说，如果是单纯为了高速显卡互连技术和GPU方面的合作，英伟达其实犯不上非要花钱入股。毕竟以英伟达目前的市场地位，老黄只要招招手，陈立武就得跑过去候着。选择入股，本身就说明了一些事情。第七，对于英伟达来说，丧失增长性的x86市场肯定不是它所感兴趣的蛋糕，但却是它无论如何也绕不开的一道墙。想用ARM彻底取代x86，听起来确实是很美好的，但具体实施的过程却存在着无数的障碍，何况如今的ARM并不掌握在英伟达手里。在这种情况下，拥抱而不是排斥x86，对老黄来说是最理性的选择，而在x86生态里，目前性价比最高的选项就是与英特尔合作了。

Build and run everything from simple web apps to AI supercomputing by matching each workload to the right Azure VM in minutes. Find and know exactly what you're provisioning by understanding the naming format to see CPU type, memory, storage, and features before deployment to match what your app or workload needs. Use free tools like Azure Migrate to right-size and plan. Matt McSpirit, Microsoft Azure expert, shows how to choose, size, and deploy workloads such as burstable web apps, massive in-memory databases, GPU-driven AI training, and high-performance scientific modeling, all with automatic scaling and confidential computing when needed. ► QUICK LINKS: 00:00 - Azure Virtual Machines 01:12 - Decode Azure VM Names 01:28 - Right-Size with Azure Migrate 02:15 - B series 02:45 - D series 03:23 - E series 04:14 - F series 04:29 - L series 05:01 - M series 05:23 - Constrained vCPU VMs 05:49 - H series 06:20 - N series 06:55 - Azure Boost 07:24 - Confidential VMs & Deploying your VMs 08:28 - Wrap up ► Link References Get started at https://aka.ms/VMAzure Azure VM naming conventions at https://aka.ms/VMnames ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

In this episode, Jayden interviews Carmen Li, founder and CEO of Silicon Data, a company focused on bringing transparency to the GPU market. They discuss the importance of a real-time pricing index for GPUs, the need for better risk management tools in the AI industry, and how financial services can benefit from improved data transparency. Carmen shares insights on the dynamics of GPU pricing, the impact of regional differences, and the future of AI technology. The conversation highlights common misconceptions in the industry and the potential for significant advancements in the coming years.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleVisit Silicon Data: https://www.silicondata.com/Find Carmen: https://www.linkedin.com/in/carmenrliChapters00:00 Introduction to Silicon Data and AI Infrastructure02:36 The Importance of Transparency in GPU Markets05:26 Bridging the Gap Between Finance and AI08:18 Challenges in Data Accuracy and Pricing10:45 Regional Pricing Discrepancies in GPU Rentals13:30 Dynamic Pricing Models for AI Tokens15:55 The Role of Data in Risk Management18:43 Understanding the Secondary GPU Market21:28 Common Misconceptions in the GPU Industry24:08 Future Trends in AI and GPU Technology

Improve your sleep today! Head to https://evening.ver.so/toe to get 15% off your first order of Verso's Nightcap Elixir. As a listener of TOE you can get a special 20% off discount to The Economist and all it has to offer! Visit https://www.economist.com/toe Live from MIT Media Lab's Augmentation Lab Summit, I speak with Andres Gomez-Emilsson of the Qualia Research Institute about modeling consciousness and rendering it. You haven't seen psychedelic visuals /experiences explained like this before. We separate qualia from sensory input and map the “geometry” of experience through color—synesthesia, pure hues, after-images, and “is your blue my blue?” Andres demos QRI's GPU tool, a Photoshop for psychedelia built on coupled oscillators and feedback. It recreates LSD/psilocybin's fractal tapestries, DMT's entity-like mirror tunnels, global synchrony, and “white-out.” We cover “psychedelic thermodynamics,” neural annealing and valence flips, and pseudo-time—loops and timeless stretches. The episode makes a case for real-time, in-state phenomenology over questionnaires. This was specifically structured to be informative to both those who have never experienced psychedelics and those who are, let's say, well acquainted. Thank you to Dunya Baradari, Addy Cha, and Andres, of course. Join My New Substack (Personal Writings): https://curtjaimungal.substack.com Listen on Spotify: https://open.spotify.com/show/4gL14b9... SUPPORT: Become a YouTube Member (Early Access Videos):    / @theoriesofeverything   Support me on Patreon:   / curtjaimungal   Support me on Crypto: https://commerce.coinbase.com/checkou... Support me on PayPal: https://www.paypal.com/donate?hosted_... Twitter:   / toewithcurt   Discord Invite:   / discord   SOCIALS: Guests do not pay to appear. Theories of Everything receives revenue solely from viewer donations, platform ads, and clearly labelled sponsors; no guest or associated entity has ever given compensation, directly or through intermediaries. Learn more about your ad choices. Visit megaphone.fm/adchoices

To get to the benefits that AI offers, organizations have to address their technology infrastructure in ways that are much broader than historical approaches. Senior analyst Greg Macatee joins host Eric Hanselman to delve into what's required and what enterprises are identifying in the recent Voice of the Enterprise AI and Machine Learning study. Enterprises are struggling with raising the success levels of AI projects. Over 60% report moderate to severe challenges in achieving AI success. Bringing together the computational power and the right quality data in the right locations can be complicated in the hybrid environments that more are operating. It's not just a matter of being more selective with use cases, AI requires a set of organizational skills that have to be honed. Starting small and iterating can reduce risk while building competency.  Infrastructure has to shift in new ways, as well. Data management processes that can build the necessary data pipelines to feed AI applications bring together a broader set of tech disciplines. There are new wrinkles in AI infrastructure ecosystems, with new providers looking to address supply chain constraints, like the Neocloud or GPU as a Service  (GPUaaS) providers. Even hyperscalers are looking to them to meet surging demand in a tight market. Those new options offer new choices, but enterprises need to match them with their AI goals. More S&P Global Content: Navigating the AI infrastructure landscape The path from LLMs to agentic AI Next in Tech | Ep. 225: Security for MCP For S&P Global Subscribers: AI infrastructure strategies evolve amid widespread data challenges – Highlights from VotE: AI & Machine Learning Generative AI Market Monitor & Forecast AI infrastructure: Trends, thoughts and a 2025 research agenda Credits: Host/Author: Eric Hanselman Guest: Greg Macatee Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

CoreWeave (CRWV) got an upgrade from JMP Securities as it sees its GPU-as-a-service business as a benefit in an evolving A.I. trade. Marley Kayden adds that its recent $6.3 billion contract with Nvidia (NVDA) offers another line of defense for the stock. Tim Biggam offers an example options trade for the company.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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

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

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