Podcasts about gpus

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

Framework's new laptop lets users swap GPUs for the first time, and Gemini's new image generation tool is bananas!Starring Jason Howell and Tom Merritt.Links to stories in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

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AGNTCY - Unlock agents at scale with an open Internet of Agents. Visit https://agntcy.org/ and add your support. In this episode of Eye on AI, we sit down with Leon Song, VP of Research at Together AI, to explore how open-source models and cutting-edge infrastructure are reshaping the AI landscape.    From speculative decoding to FlashAttention and RedPajama, Leon shares how Together AI is building one of the fastest, most cost-efficient AI clouds—helping enterprises fine-tune, deploy, and scale open-source models at the level of GPT-4 and beyond.   We dive into Leon's journey from leading DeepSpeed and AI for Science at Microsoft to driving system-level innovation at Together AI. Topics include: The future of open-source vs. closed-source AI models Breakthroughs in speculative decoding for faster inference How Together AI's cloud platform empowers enterprises with data sovereignty and model ownership Why open-source models like DeepSeek R1 and Llama 4 are now rivaling proprietary systems The role of GPUs vs. ASIC accelerators in scaling AI infrastructure   Whether you're an AI researcher, enterprise leader, or curious about where generative AI is heading, this conversation reveals the technology and strategy behind one of the most important players in the open-source AI movement. Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI

Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamer Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. He filmed another three-hour documentary exploring the impact of tariffs on America's supply chain ecosystem. In today's conversation, we discuss… Steve's investigative process, including how he found people in mainland China willing to speak on the record about black market GPUs, The magnitude of smuggling, weaknesses in enforcement, and crudeness of US restrictions, China's role in manufacturing the GPUs they aren't allowed to buy, How Gamers Nexus monetizes content, What it takes to stand up to Nvidia as an independent journalist. Check out ChinaTalk's previous work on the history of Nvidia here. As of August 21st, YouTube has removed the full documentary. Gamers Nexus is working on getting the video back on YouTube, but you can watch it here in the meantime. Outro music: Jim and Jesse - Ballad of Thunder Road (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Shashank Sripada argues that no one can surpass Apple's (AAPL) "operational prowess and supply chains," though it's a different story for software. He considers the company's lack of GPUs a critical hinderance to growth as its peers advance in A.I. Shashank believes Apple needs to seek outside help to building out its A.I. software so it can focus on hardware. His top candidate: OpenAI.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamer Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. He filmed another three-hour documentary exploring the impact of tariffs on America's supply chain ecosystem. In today's conversation, we discuss… Steve's investigative process, including how he found people in mainland China willing to speak on the record about black market GPUs, The magnitude of smuggling, weaknesses in enforcement, and crudeness of US restrictions, China's role in manufacturing the GPUs they aren't allowed to buy, How Gamers Nexus monetizes content, What it takes to stand up to Nvidia as an independent journalist. Check out ChinaTalk's previous work on the history of Nvidia here. As of August 21st, YouTube has removed the full documentary. Gamers Nexus is working on getting the video back on YouTube, but you can watch it here in the meantime. Outro music: Jim and Jesse - Ballad of Thunder Road (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Great A1 Paradox:A1Monitored farming-The Water Crisis: An Unintended Consequence, Not a Design or is it?The water consumption of A1 data centers is a legitimate and pressing concern, but it's a byproduct of a technology developed to process information and solve complex problems. The massive water demand is a result of:Physical and Chemical Laws: To run powerful processors (CPUs, GPUs), you must dissipate heat. Water is an incredibly efficient medium for this. There's no way around the laws of thermodynamics or is there?.Economic Incentives: Data centers are often built in places with cheap land and power. These places are not always water-rich. The companies that build them are driven by business goals, not by a global population control agenda. Their failure to consider long-term environmental consequences is a significant problem, but it's one of short-sightedness and profit-motive, not a sinister plan or is it?.Rapid Technological Advancement: The rapid and unexpected rise of generative AI caught many by surprise. The infrastructure to support it, including its massive water and energy needs, is still catching up. Companies are now scrambling to find sustainable solutions, such as using alternative water sources, but this is a reactive measure, not a planned part of the technology's initial design.2. The Conflict with Traditional Agriculture: A Question of Transition and EconomicsThe potential for AI to displace hands-on farmers is a real concern, but it is a classic example of technological unemployment—a recurring theme throughout history, from the Industrial Revolution to the digital age. It is not an A1-specific plot to reduce the population. The conflict arises from:Economic Efficiency: A1-assisted farming promises higher yields with less labor and water. From a purely economic standpoint, this is a desirable outcome. However, it fails to account for the social fabric of rural communities, where farming is not just a job but a way of life.Inequality of Access: The high cost of A1 technology in agriculture creates a divide between large, corporate farms that can afford it and small, family-owned farms that cannot. This can push small farmers out of business, leading to increased consolidation of agricultural land and control. This is a problem of market forces and access to capital, not a conspiracy.Sources  Wikipedia, the free encyclopedia  en.wikipedia.org  Constitutional monarchy - Wikipedia  Constitutional monarchies differ from absolute monarchies (in which a monarch is the only decision-maker) in that they are bound to exercise powers and ...  Wikipedia, the free encyclopedia  en.wikipedia.org  Constitutional monarchy - Wikipedia  Political scientist Vernon Bogdanor, paraphrasing Thomas Macaulay, has defined a constitutional monarch as "A sovereign who reigns but does not rule".  Quizlet  quizlet.com  5.02 Constitutional versus Absolute Monarchies Flashcards | Quizlet  We think of an absolute monarchy when we look back in history and study rulers. A constitutional monarchy is sometimes called a democratic monarchy. #ScienceFiction, #AI, #Dystopian, #Future, #Mnemonic, #FictionalNarrative, #ReasoningModels, #Humanity, #War, #Genocide, #Technology, #ShortStory,Creative Solutions for Holistic Healthcarehttps://www.buzzsprout.com/2222759/episodes/17708819

An airhacks.fm conversation with Antonio Goncalves (@agoncal) about: journey from Java Champion to Principal Software Engineer at Microsoft focusing on AI, the evolution from Java EE standards to modern AI development, writing technical books with LLM assistance, langchain4j as a Java SDK for LLMs providing abstraction over different AI providers, the importance of Java standards and patterns for LLM code generation, Boundary Control Entity (BCE / ECB) pattern recognition by LLMs, quarkus integration with LangChain4J enabling dependency injection and multi-tenancy, MCP (Model Context Protocol) as a new standard potentially replacing some RAG use cases, enterprise AI adoption using Azure AI Foundry and AWS Bedrock, model routers for optimal LLM selection based on prompt complexity, the future of small specialized models versus large general models, tornadovm enabling Java execution on GPUs with 6x performance improvements, GraalVM native compilation for LLM applications, the resurgence of Java EE patterns in the age of AI, using prompts as documentation in READMEs and JavaDocs, the advantage of type-safe languages like Java for LLM understanding, Microsoft's contribution to open source AI projects including LangChain4J, teaching new developers with AI assistance and the importance of curiosity, CERN's particle accelerator and its use of Java, the comparison between old "hallucinating architects" and modern LLM hallucinations, writing books about AI using AI tools for assistance, the structure of the Understanding LangChain4j book covering models RAG tools and MCP, enterprise requirements for data privacy and model training restrictions Antonio Goncalves on twitter: @agoncal

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

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

Today's show:We're back with two insightful new TWiST founder interviews.First up: Dean Leitersdorf of Decart tells us about squeezing maximum productivity out of your GPUs. But it's not all talk: he also shows us the incredible open world model that can magically transform live footage.THEN! Jason and Alex chat with Syncere AI founder Aaron Tan about Lume, his robotic lamp device that went viral for folding laundry. Hear why Aaron thinks the future of robotics is not necessarily humanoid, and all about his future plans for the Lume arms.Timestamps:(0:00) Alex introduces our TwiST 500 interviews(02:27) TWiST 500 Interview #1: Dean Leitersdorf, CEO and Founder of Decart(04:37) Setting out to build a “kilo-corn,” a trillion dollar company(06:27) How making AI much faster opens up a world of new opportunities(09:48) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(11:00) Why Dean thinks chatbots are the interface of the future(17:24) How Decart builds and trains its models more efficiently (and for less money)(20:01) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:14) Show Continues…(24:36) Interview #2: Aaron Tan of Syncere AI(25:13) Behind-the-scenes of that viral Lume “robot lamp folding laundry” video(30:23) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.(31:25) Moving beyond laundry: what else these Lume robots do?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:48) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(20:01) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(30:23) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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

Deep dive with Dan Hendrycks, a leading AI safety researcher and co-author of the "Superintelligence Strategy" paper with former Google CEO Eric Schmidt and Scale AI CEO Alexandr Wang.*** SPONSOR MESSAGESGemini CLI is an open-source AI agent that brings the power of Gemini directly into your terminal - https://github.com/google-gemini/gemini-cliProlific: Quality data. From real people. For faster breakthroughs.https://prolific.com/mlst?utm_campaign=98404559-MLST&utm_source=youtube&utm_medium=podcast&utm_content=script-gen***Hendrycks argues that society is making a fundamental mistake in how it views artificial intelligence. We often compare AI to transformative but ultimately manageable technologies like electricity or the internet. He contends a far better and more realistic analogy is nuclear technology. Like nuclear power, AI has the potential for immense good, but it is also a dual-use technology that carries the risk of unprecedented catastrophe.The Problem with an AI "Manhattan Project":A popular idea is for the U.S. to launch a "Manhattan Project" for AI—a secret, all-out government race to build a superintelligence before rivals like China. Hendrycks argues this strategy is deeply flawed and dangerous for several reasons:- It wouldn't be secret. You cannot hide a massive, heat-generating data center from satellite surveillance.- It would be destabilizing. A public race would alarm rivals, causing them to start their own desperate, corner-cutting projects, dramatically increasing global risk.- It's vulnerable to sabotage. An AI project can be crippled in many ways, from cyberattacks that poison its training data to physical attacks on its power plants. This is what the paper refers to as a "maiming attack."This vulnerability leads to the paper's central concept: Mutual Assured AI Malfunction (MAIM). This is the AI-era version of the nuclear-era's Mutual Assured Destruction (MAD). In this dynamic, any nation that makes an aggressive, destabilizing bid for a world-dominating AI must expect its rivals to sabotage the project to ensure their own survival. This deterrence, Hendrycks argues, is already the default reality we live in.A Better Strategy: The Three PillarsInstead of a reckless race, the paper proposes a more stable, three-part strategy modeled on Cold War principles:- Deterrence: Acknowledge the reality of MAIM. The goal should not be to "win" the race to superintelligence, but to deter anyone from starting such a race in the first place through the credible threat of sabotage.- Nonproliferation: Just as we work to keep fissile materials for nuclear bombs out of the hands of terrorists and rogue states, we must control the key inputs for catastrophic AI. The most critical input is advanced AI chips (GPUs). Hendrycks makes the powerful claim that building cutting-edge GPUs is now more difficult than enriching uranium, making this strategy viable.- Competitiveness: The race between nations like the U.S. and China should not be about who builds superintelligence first. Instead, it should be about who can best use existing AI to build a stronger economy, a more effective military, and more resilient supply chains (for example, by manufacturing more chips domestically).Dan says the stakes are high if we fail to manage this transition:- Erosion of Control- Intelligence Recursion- Worthless LaborHendrycks maintains that while the risks are existential, the future is not set. TOC:1 Measuring the Beast [00:00:00]2 Defining the Beast [00:11:34]3 The Core Strategy [00:38:20]4 Ideological Battlegrounds [00:53:12]5 Mechanisms of Control [01:34:45]TRANSCRIPT:https://app.rescript.info/public/share/cOKcz4pWRPjh7BTIgybd7PUr_vChUaY6VQW64No8XMs

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

Steven Dickens previews CoreWeave (CRWV) earnings, boiling the company down to “access to GPUs” despite it branding itself as a native AI company. He questions whether that is actually a defensible moat for years to come. “There's not enough stickiness, there's not enough diversification.” He also notes that the speed of the refresh cycle in this industry – between 3-5 years – doesn't give CoreWeave or competitors much time to be on the cutting edge.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Our 219th episode with a summary and discussion of last week's big AI news! Recorded on 08/08/2025 Check out Andrey's work over at Astrocade , sign up to be an ambassador here Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ In this episode: OpenAI reveals GPT-5, a consolidated model combining all previous versions, marking notable improvements and introducing a new infrastructure and product update. Multiple major releases from leading AI labs, including OpenAI, Anthropic, and Google reflect the ongoing competitive landscape with significant business updates and new model capabilities. Discussions on geopolitical influences in AI development highlight China's evolving stance on AI safety and governance, contrasting with U.S. approaches and raising concerns over export bans and international cooperation. Papers from leading AI entities such as OpenAI and Anthropic delve into the complexities of AI alignment and safety, proposing new methodologies for auditing and mitigating risks in model behaviors. Timestamps + Links: (00:00:10) Intro / Banter (00:02:14) Plug: Astrocade rolls out AI agent-powered game creation experience so anyone can create games Tools & Apps (00:03:07) OpenAI's GPT-5 is here (00:17:02) Anthropic Releases Claude Opus 4.1 With Agentic, Coding and Reasoning Upgrades (00:21:06) Google rolls out Gemini Deep Think AI, a reasoning model that tests multiple ideas in parallel | TechCrunch (00:24:04) Grok Imagine, xAI's new AI image and video generator, lets you make NSFW content | TechCrunch Applications & Business (00:26:35) Meta, Microsoft stocks rise on strong earnings and AI spending boom (00:29:17) OpenAI to Establish Stargate Norway With 230MW Data Center - Bloomberg (00:32:12) Anthropic Revenue Pace Nears $5 Billion in Run-Up to Mega Round — The Information (00:37:18) OpenAI Hits $12 Billion Annualized Revenue (00:40:06) Noma Security raises $100 million to defend against AI agent vulnerabilities | Ctech Projects & Open Source (00:42:13) OpenAI Just Released Its First Open-Weight Models Since GPT-2 (00:53:13) Falcon-H1: A Family of Hybrid-Head Language Models Redefining Efficiency and Performance (00:57:39) Meta CLIP 2: A Worldwide Scaling Recipe (01:01:12) BFL and Krea release FLUX.1 Krea: Open image model designed for realism Research & Advancements (01:02:33) Google's Newest AI Model Acts like a Satellite to Track Climate Change | WIRED (01:04:50) Google's new AI model creates video game worlds in real time (01:10:55) AlphaGo Moment for Model Architecture Discovery (01:17:22) METR evaluates Grok 4 Policy & Safety (01:20:05) Estimating Worst-Case Frontier Risks of Open-Weight LLMs (01:23:14) Anthropic's AI 'Vaccine': Train It With Evil to Make It Good - Business Insider (01:27:26) Anthropic unveils 'auditing agents' to test for AI misalignment | VentureBeat (01:28:31) Optimizing The Final Output Can Obfuscate CoT (Research Note) (01:31:23) Why China isn't about to leap ahead of the West on compute (01:33:15) Inside the Summit Where China Pitched Its AI Agenda to the World | WIRED (01:38:47) Nvidia H20 GPUs reportedly caught up in U.S. Commerce Department's worst export license backlog in 30 years — billions of dollars worth of GPUs and other products in limbo due to staffing cuts, communication issues | Tom's Hardware (01:42:35) Response to listener comments

In today's special edition of Cloud Wars Live, Bob Evans talks with Kris Rice, Senior Vice President, Software Development, Oracle Database, about the rapid rise of AI, the strategic impact of the new MCP Server, Oracle's unique approach to integrating LLMs with private data, and what to expect at this year's CloudWorld. Rice shares how Oracle is meeting developers where they are, enabling seamless AI-powered interactions with enterprise data.Inside Oracle's MCP StrategyThe Big Themes:Oracle's Strategic Integration of MCP: Oracle's implementation of the Model Context Protocol (MCP) represents more than a technical upgrade. Rice explains that MCP, though technically simple, becomes powerful because of how it's supported across AI agents, Copilots, cloud desktops, and IDEs. Oracle's distinctive approach lies in integrating MCP directly into its existing developer environments rather than layering on new tools.Oracle Marries AI with Data Sovereignty: Oracle has the unique ability to merge large language models (LLMs) with enterprise-grade data privacy and sovereignty. While many companies hesitate to use public AI platforms for sensitive queries, Oracle's approach — running LLMs on private GPUs in Oracle Cloud Infrastructure (OCI) — lets customers leverage cutting-edge AI while keeping data entirely within their own virtual cloud networks.Oracle CloudWorld 2025: Looking ahead to CloudWorld, Rice promises more than vision — he promises practical value. Attendees can expect hands-on labs, demos, and real-world use cases showing exactly how Oracle's MCP server and GenAI services can be applied immediately. From natural language-driven infrastructure provisioning using Terraform MCP to business logic queries run autonomously by AI agents, the event will be centered on tangible outcomes, not speculative futures.The Big Quote: “I saw the other day that the Google AI Studio supports MCP. So you could literally go to the Google AI studio, drop in your Oracle Database MCP support, and talk to your Oracle database that's on GCP, and never leave the boundaries of Google."More from Kris Rice and Oracle:Connect with Kris Rice on LinkedIn and learn more about Oracle and MCP* Sponsored podcast * Visit Cloud Wars for more.

Episode Description:Hosted by James Altucher (serial entrepreneur, bestselling author of "Choose Yourself," podcaster, hedge fund manager, chess master, and investor in over 20 companies, with expertise in crypto and AI) and Joseph Jacks (founder and general partner of OSS Capital, the world's first VC firm dedicated to commercial open-source software; early-stage investor in AI and open-source tech, previously Entrepreneur-in-Residence at Quantum Corporation).In the premiere episode, James and Joe explore Bittensor's decentralized AI ecosystem, contrasting it with centralized giants like xAI's Grok 4. They discuss subnets providing GPUs, datasets, and models; proof-of-useful-work mining; building custom AI agents; and Bittensor's potential to outpace Big Tech in achieving superintelligence.Plus, tokenomics, real-world apps, capitalism parallels, and bold predictions on TAO's future value.Key Timestamps & Topics:00:00:00 - Intro: Podcast overview, AI/crypto news (Grok 4, Bitcoin ATH), centralized vs. decentralized AI.00:09:00 - Proof of Useful Work: Mining datasets, models, inference on Bittensor.00:10:00 - Subnet Deep Dives: Dataverse (13) for data scraping; building trading models.00:16:00 - Chutes (64): Cheap AI inference, e.g., Bible chatbot at 1/50th OpenAI cost.00:23:00 - Agentic AI: Building owned agents, avoiding Big Tech biases/control.00:28:00 - Scaling & Future: Decentralization's infinite potential; Bitcoin compute parallels.00:33:00 - Superintelligence Path: Bittensor faster than Elon; energy/chip challenges.00:34:00 - Bittensor's Early Stage: Like 1990s internet, needs better user interfaces.00:38:00 - Chutes Economics: 10T+ tokens served, 4.4K H100 GPUs, user growth.00:50:00 - Valuation & Growth: Subnets as companies; TAO potentially 5-10x Bitcoin.01:02:00 - Bittensor as Pure Capitalism: Incentives for supply/demand; upgrading equity models.01:09:00 - Centralization Risks: Elon/Meta control; Bittensor's global solution.01:13:00 - Wrap-Up: Teasing future episodes on subnets, AI ventures.Key Takeaways:Bittensor incentivizes ~20-100K GPUs permissionlessly, rivaling xAI at zero CapEx.Subnets like Chutes (inference) and Dataverse (data) enable cheap, owned AI models for anyone.Decentralization democratizes AI talent/compute, potentially building AGI faster than centralized efforts.Quote: "Bittensor is the most expressive language of value in the history of languages of value." – Joseph JacksResources & Links:Bittensor Official: bittensor.comTaostats (Explorer/TAO App): taostats.ioSubnet 64 (Chutes): taostats.io/subnets/64Subnet 13 (Dataverse): macrocosmos.ai/sn13Akash Network: akash.networkxAI: x.aiFollow Hosts: @jaltucher & @josephjacks_ on XSubscribe for more on Bittensor subnets, AI building, and crypto trends! Leave a review and share your thoughts. #TheTaoPod #Bittensor #DecentralizedAI #TAOToday's Advertisers:Secure your online data TODAY by visiting ExpressVPN.com/ALTUCHERElevate your workspace with UPLIFT Desk. Go to https://upliftdesk.com/james for a special offer exclusive to our audience.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For episode 573 of the BlockHash Podcast, host Brandon Zemp is joined by Mark Rydon, Co-founder of Aethir while at Permissionless 4. Aethir provides secure, cost-effective access to enterprise grade GPUs around the world. Accelerate growth and get closer to the edge with Aethir's distributed cloud compute infrastructure. ⏳ Timestamps: 0:00 | Introduction0:50 | Who is Mark Rydon?6:45 | What is Aethir?12:38 | Compute Incentivization16:18 | Demand for Compute18:30 | Aethir at Permissionless20:30 | Aethir website, socials & community21:19 | RAPID FIRE SESSION

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 ★

Episode 80: It's that time of the year! We're ranking all the current graphics card models from worst to best, based on vibes. Always a very challenging task that brings up a lot of discussion so you can enjoy hearing our thought process as we try to upset everyone by ranking the models they like down the bottom.CHAPTERS00:00 - Intro02:03 - Quick Radeon RX 9060 Update08:40 - Let The Rankings Begin!1:11:42 - 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.

Host: Sebastian HassingerGuest: Andrew Dzurak (CEO, Diraq)In this enlightening episode, Sebastian Hassinger interviews Professor Andrew Dzurak. Andrew is the CEO and co-founder of Diraq and concurrently a Scientia Professor in Quantum Engineering at UNSW Sydney, an ARC Laureate Fellow and a Member of the Executive Board of the Sydney Quantum Academy. Diraq is a quantum computing startup pioneering silicon spin qubits, based in Australia. The discussion delves into the technical foundations, manufacturing breakthroughs, scalability, and future roadmap of silicon-based quantum computers—all with an industrial and commercial focus.Key Topics and Insights1. What Sets Diraq ApartDiraq's quantum computers use silicon spin qubits, differing from the industry's more familiar modalities like superconducting, trapped ion, or neutral atom qubits.Their technology leverages quantum dots—tiny regions where electrons are trapped within modified silicon transistors. The quantum information is encoded in the spin direction of these trapped electrons—a method with roots stretching over two decades1.2. Manufacturing & ScalabilityDiraq modifies standard CMOS transistors, making qubits that are tens of nanometers in size, compared to the much larger superconducting devices. This means millions of qubits can fit on a single chip.The company recently demonstrated high-fidelity qubit manufacturing on standard 300mm wafers at commercial foundries (GlobalFoundries, IMEC), matching or surpassing previous experimental results—all fidelity metrics above 99%.3. Architectural InnovationsDiraq's chips integrate both quantum and conventional classical electronics side by side, using standard silicon design toolchains like Cadence. This enables leveraging existing chip design and manufacturing expertise, speeding progress towards scalable quantum chips.Movement of electrons (and thus qubits) across the chip uses CMOS bucket-brigade techniques, similar to charge-coupled devices. This means fast (

Three Buddy Problem - Episode 57: Brandon Dixon (PassiveTotal/RiskIQ, Microsoft) leads a deep-dive into the collision of AI and cybersecurity. We tackle Google's “Big Sleep” project, XBOW's HackerOne automation hype, the long-running tension between big tech ownership of critical security tools and the community's need for open access. Plus, the future of SOC automation to AI-assisted pen testing, how agentic AI could transform the cyber talent bottlenecks and operational inefficiencies, geopolitical debates over backdoors in GPUs and the strategic implications of China's AI model development. Cast: Brandon Dixon (https://www.linkedin.com/in/brandonsdixon/), Juan Andres Guerrero-Saade (https://twitter.com/juanandres_gs), and Ryan Naraine (https://twitter.com/ryanaraine).

Two Chinese nationals are arrested for allegedly exporting sensitive Nvidia AI chips. A critical security flaw has been discovered in Microsoft's new NLWeb protocol. Vulnerabilities in Dell laptop firmware could let attackers bypass Windows logins and install malware. Trend Micro warns of an actively exploited remote code execution flaw in its endpoint security platform. Google confirms a data breach involving one of its Salesforce databases. A lack of MFA leaves a Canadian city on the hook for ransomware recovery costs. Nvidia's CSO denies the need for backdoors or kill switches in the company's GPUs. CISA flags multiple critical vulnerabilities in Tigo Energy's Cloud Connect Advanced (CCA) platform. DHS grants funding cuts off the MS-ISAC. Helicopter parenting officially hits the footwear aisle. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Sarah Powazek from UC Berkeley's Center for Long-Term Cybersecurity (CLTC) discussing her proposed nationwide roadmap to scale cyber defense for community organizations. Black Hat Women on the street Live from Black Hat USA 2025, it's a special “Women on the Street” segment with Halcyon's Cynthia Kaiser, SVP Ransomware Research Center, and CISO Stacey Cameron. Hear what's happening on the ground and what's top of mind in cybersecurity this year. Selected Reading Two Arrested in the US for Illegally Exporting Microchips Used in AI Applications to China (TechNadu) Microsoft's plan to fix the web with AI has already hit an embarrassing security flaw  (The Verge) ReVault flaws let hackers bypass Windows login on Dell laptops (Bleeping Computer) Trend Micro warns of Apex One zero-day exploited in attacks (Bleeping Computer) Google says hackers stole its customers' data in a breach of its Salesforce database (TechCrunch) Hamilton taxpayers on the hook for full $18.3M cyberattack repair bill after insurance claim denied (CP24) Nvidia rejects US demand for backdoors in AI chips (The Verge) Critical vulnerabilities reported in Tigo Energy Cloud connect advanced solar management platform (Beyond Machines) New state, local cyber grant rules prohibit spending on MS-ISAC (StateScoop) Skechers skewered for adding secret Apple AirTag compartment to kids' sneakers — have we reached peak obsessive parenting? (NY Post) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it's all basically AI announces. OpenAI's new open-weight models. Grok's new spiciness is already generating nudity. A new AI model to identify malicious software autonomously. And Nvidia wants you to know: no back-doors! Links: ESPN flagship streaming service to launch Aug. 21 (CNBC) Hulu App to Be Phased Out as Disney Is ‘Fully Integrating' Service Into Disney+ (Variety) OpenAI Just Released Its First Open-Weight Models Since GPT-2 (Wired) Anthropic's powerful Opus 4.1 model is here - how to access it (and why you'll want to) (ZDNet) Qwen-Image is a powerful, open source new AI image generator with support for embedded text in English & Chinese (VentureBeat) Grok's ‘spicy' video setting instantly made me Taylor Swift nude deepfakes (The Verge) Microsoft's new AI reverse-engineers malware autonomously, marking a shift in cybersecurity (GeekWire) Nvidia defiant over backdoors and kill switches in GPUs as U.S. mulls tracking requirements — calls them 'permanent flaws' that are 'a gift to hackers' (Tom's Hardware) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Summary: AWS Morning Brief for the week of August 4th, 2025, with Corey Quinn. Amazon Aurora MySQL database clusters now support up to 256 TiB of storage volume Introducing v2 of Powertools for AWS Lambda (Java)Introducing Extended Support for Amazon ElastiCache version 4 and version 5 for Redis OSSAmazon DocumentDB Serverless is now available AWS Lambda response streaming now supports 200 MB response payloadsHow Zapier runs isolated tasks on AWS Lambda and upgrades functions at scaleAmazon Application Recovery Controller now supports Region switchAnnouncing general availability of Amazon EC2 G6f instances with fractional GPUsAmazon Promotes Malphas to Senior Vice President of Bad Decisions, Unveils 17th Leadership PrincipleAmazon CloudFront introduces new origin response timeout controlsOptimize traffic costs of Amazon MSK consumers on Amazon EKS with rack awarenessAmazon Bedrock now available in the US West (N. California) RegionNew AWS whitepaper: AWS User Guide to Financial Services Regulations and Guidelines in Australia Amazon EC2 Auto Scaling adds AWS Lambda functions as notification targets for lifecycle hooks

The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go?SHOW: 946SHOW TRANSCRIPT: The Cloudcast #946 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:Amazon Q2 (July 2025) ResultsReviewing Amazon/AWS Q2 2025 Results (CNBC)AWS QoQ Earnings Growth Rates (2014-2025)Andy Jassy defends Amazon/AWS AI strategyAmazon Q2 2025 Earnings Call TranscriptUpdate from Andy Jasay Amazon Generative AI (Amazon Internal)HOW WILL AWS HANDLE DAY 1 AND DAY 2?Has AWS missed the Generative AI transformation?Not investing in GPUs at the same rate as their cloud market shareDon't have a Top 5 Frontier LLMDon't have a productivity suite to attach AI to (on-going revenue)Don't have a leading coding-assistant appDon't have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)AWS isn't breaking out their AI revenuesAWS's growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues. AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits. Jasay is trying to make AI an add-on to the AWS “building block” modelGenAI buying (at this point) looks similar to Shadow IT going to public cloud – it's not centrally controlledIs AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time? Can you achieve the same levels of growth if non-GenAI startups aren't getting funding at the same levels as pre-2022?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

“If we build it, will they come?” Jensen said: “If we don't build it, they can't come.” “You have to believe in what you believe, and you have to pursue that belief.” “This is at the core of our company.” The “big bet” Jensen Huang made 30 years ago:  by inventing the technology AND the market at the same time, Jensen aimed to expand, augment, and accelerate general purpose computing CPUs with specialized algorithms for the video game niche. Jensen Huang had the foresight three decades ago to create CUDA, a compatible accelerated computing architecture that became the pillars for AI advancement today. The visualized hardware platform invented in 1994 demanded that Nvidia grow other parts of the “flywheel”: developer ecosystem, install base, and the subsequent demand for GPUs invented by Nvidia.  Read it as a 5-min blog Watch it as a 12-min video   ©Joanne Z. Tan  all rights reserved. Please don't forget to like it, comment, or better, SHARE IT WITH OTHERS!  - To stay in the loop, subscribe to our Newsletter (About 10 Plus Brand: In addition to the “whole 10 yards” of brand building, digital marketing, and content creation for business and personal brands. To contact us: 1-888-288-4533.) - Visit our Websites: https://10plusbrand.com/ https://10plusprofile.com/ Phone: 888-288-4533 - Find us online by clicking or follow these hashtags: #10PlusBrand #10PlusPodcast #JoanneZTan #10PlusInterviews  #BrandDNA #BeYourOwnBrand #StandForSomething #SuperBowlTVCommercials #PoemsbyJoanneTan #GenuineVideo #AIXD #AI Experience Design #theSecondRenaissance #2ndRenaissance

Send us a text00:00 - Intro00:52 - Figma Surges 250% on NYSE Debut to $56b02:10 - Anthropic Triples Valuation to $170b in New Round03:01 - Ramp Jumps 40% to $22.5b in 45 Days04:23 - iCapital Raises $820m to $7.5b Valuation05:28 - BitGo Files IPO at $3.43b Secondary Valuation06:05 - Substack Boosts 70% to $1.1b on $100m Raise06:51 - Shein Posts $10b Q1 Revenue Amid Valuation Pressure08:09 - Klarna Eyes $15b IPO with $11.8b Secondary Valuation09:26 - OpenAI Doubles Revenue to $12b Annualized at $326b10:58 - Groq Projects $500m 2025 Revenue at $6b Valuation12:34 - Lovable Hits $100m ARR in 8 Months13:51 - xAI Scales to 1m GPUs for 20,000 ExaFLOPS

Marx, an analyst of real businesses? You must be crazy. Well, before you arrive at that conclusion, consider the following: Procurement time, lead time, inventory management, freight costs, and supply chain management: these are terms commonly encountered by business analysts and participants alike on an everyday basis. Contemporary corporations, such as Amazon and Walmart, have developed elaborate interconnected networks of warehouses and logistics management systems that reduce the 'turnover time' (the two-day delivery method) and facilitate the circulation of capital. Any analyst of the world capitalist system cannot help but notice how geopolitical tensions over supply chains, semiconductors, GPUs, and rare earths tie into the circuits of contemporary global capitalism. A serious analyst of capitalism must, therefore, pay close attention to the "CIRCULATION" of Capital.  But what is the circulation of Capital? How does the world capitalist system connect retailers and financiers with networks of direct-producers ---- Marx's exploited classes in Volume 1--- and suppliers that are spread out across the entire planet? What does Marx's theory say about the 'subsumed classes', or the classes in society that do not directly participate in the production of surplus-value, but facilitate or provide conditions of existence to it? How do we incorporate bankers, merchants, and financiers into the circuit of capital? Volume 1 of Capital deals with the PRODUCTION of surplus-value to demonstrate how MORE value is extracted from workers than they receive in wages. The core of capitalist accumulation is thus the stolen value of workers. But what happens once this value is stolen? Does the capitalist keep all of it? Does he make distributions out of it? To whom are these distributions made and why? These questions are at the heart of Capital Volume 2. With this aim, this week the dialectic goes to work to explore the amazing world of Marx's Capital, Volume II: The Circulation of Capital.   About The Dialectic at Work is a podcast hosted by Professor Shahram Azhar & Professor Richard Wolff. The show is dedicated to exploring Marxian theory. It utilizes the dialectical mode of reasoning, that is the method developed over the millennia by Plato and Aristotle, and continues to explore new dimensions of theory and praxis via a dialogue. The Marxist dialectic is a revolutionary dialectic that not only seeks to understand the world but rather to change it. In our discussions, the dialectic goes to work intending to solve the urgent life crises that we face as a global community. Follow us on social media: X: @DialecticAtWork Instagram: @DialecticAtWork Tiktok: @DialecticAtWork Website: www.DemocracyAtWork.info Patreon: www.patreon.com/democracyatwork

Sriram Krishnan was never interested in policy. But after seeing a gap in AI knowledge at senior levels of government, he decided to lend his expertise to the tech-friendly Trump administration. Senior White House Policy Advisor on AI Sriram Krishnan joins Elad Gil and Sarah Guo to talk about America's AI Action Plan, a recent executive order that outlines how America can win the AI race and maintain its AI supremacy. Sriram discusses why winning the AI race is important and what that looks like, as well as the core goals of the Action Plan that he helped to author. Together, they explore how AI is the latest iteration of American cultural exportation and soft power, the bottlenecks in upgrading America's energy infrastructure, and the importance of America owning the “full stack” from GPUs and models to agents and software. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @skrishnan47 | @sriramk Chapters: 00:00 – Sriram Krishnan Introduction 01:00 – Sriram's Role in Government 03:43 – Impetus for the America AI Action Plan 06:14 – What Winning the AI Race Looks Like 10:36 – Algorithms and Cultural Bias 12:26 – Main Tenets of the America AI Action Plan 19:13 – Infrastructure and Energy Needs for AI 22:56 – Manufacturing, Supply Chains, and AI 24:52 – Ensuring American Dominance in Robotics 26:30 – Translating Policy to Industry and the Economy 29:30 – Should the US Be a Technocracy? 32:33 – Understanding the Argument Against Open Source Models 36:07 – Conclusion

What if the biggest challenge in AI isn't how fast chips can compute, but how quickly data can move? In this episode of Eye on AI, Nandan Nayampally, Chief Commercial Officer at Baya Systems, shares how the next era of computing is being shaped by smarter architecture, not just raw processing power. With experience leading teams at ARM, Amazon Alexa, and BrainChip, Nandan brings a rare perspective on how modern chip design is evolving. We dive into the world of chiplets, network-on-chip (NoC) technology, silicon photonics, and neuromorphic computing. Nandan explains why the traditional path of scaling transistors is no longer enough, and how Baya Systems is solving the real bottlenecks in AI hardware through efficient data movement and modular design. From punch cards to AGI, this conversation maps the full arc of computing innovation. If you want to understand how to build hardware for the future of AI, this episode is a must-listen. Subscribe to Eye on AI for more conversations on the future of artificial intelligence and system design. Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Why AI's Bottleneck Is Data Movement (01:26) Nandan's Background and Semiconductor Career (03:06) What Baya Systems Does: Network-on-Chip + Software (08:40) A Brief History of Computing: From Punch Cards to AGI (11:47) Silicon Photonics and the Evolution of Data Transfer (20:04) How Baya Is Solving Real AI Hardware Challenges (22:13) Understanding CPUs, GPUs, and NPUs in AI Workloads (24:09) Building Efficient Chips: Cost, Speed, and Customization (27:17) Performance, Power, and Area (PPA) in Chip Design (30:55) Partnering to Build Next-Gen Photonic and Copper Systems (32:29) Why Moore's Law Has Slowed and What Comes Next (34:49) Wafer-Scale vs Traditional Die: Where Baya Fits In (36:10) Chiplet Stacking and Composability Explained (39:44) The Future of On-Chip Networking (41:10) Neuromorphic Computing: Energy-Efficient AI (43:02) Edge AI, Small Models, and Structured State Spaces

Timestamps: 0:00 starring your host, Trick Rogers 0:16 Chinese GPUs getting good? 2:04 Pixel 6A caught fire despite update 3:05 UKIE responds to Steam, itch.io takedowns 4:04 Zero Bounce! 5:02 QUICK BITS INTRO 5:15 Ayaneo Next 2, Ayaneo Phone 6:11 Nvidia N1X specs 6:51 Another Meta torrent lawsuit 7:39 Robots "consuming" other robots NEWS SOURCES: https://lmg.gg/Yjdkk Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textCHAPTERS00:00 – Anthropic $150b valuation (now $170b!!!)15:13 – xAI + Valor for GPUs29:55 – Figma IPO valuation set at $15-$16bPARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

"China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwing capital at the problem. It was a different approach because the capital ecosystem in China itself is very different. People talk about proof of concept - you have to prove your concept first in China to get funding. For many startups, they weren't getting much funding before the DeepSeek moment. To your point, no one really knew it would have a strong ROI, so only the BATs that had money and understood the technology were backing it." - Grace Shao, Founder of AI Proem Newsletter Fresh out of the studio, Grace Shao, founder of AI Proem Newsletter and former CNBC and CGTN journalist, joins us to explore the rise of generative AI in China and how it's reshaping the global technology narrative. She began the story of her career journey and started with the conversation reflecting on how the DeepSeek moment revitalized China's internet sector after years of regulatory challenges and geopolitical tensions. Grace unpacks the pragmatic Chinese approach to AI development, explaining how companies like ByteDance, Alibaba, and Tencent are leveraging their unique ecosystems and data advantages while startups embrace open-weight models to prove innovation over imitation. She discusses why the "China versus US AI arms race" narrative misses the point, the strategic reasons behind companies relocating to avoid geopolitical sensitivities, and how distribution challenges are separating winners from losers in the consumer AI space. Addressing the broader implications, Grace explores the real opportunities in robotics, vertical AI applications, and why collaboration rather than competition should define the industry's future. Closing the conversation, she shares her vision for bridging cultural understanding between East and West and what success looks like for the next generation of AI development. Episode Highlights: [00:00] Quote of the Day by Grace Shao, Founder of AI Proem [01:21] Introduction: Grace Shao from AI Proem [04:29] China's tech moves incredibly fast. [08:09] China's generative AI landscape: BATs, Startups & Research Labs [09:23] Most AI startups have financial ties with Alibaba or Tencent [10:02] Chinese AI approach more pragmatic: commercialize quickly versus philosophical AGI pursuit [12:23] Alibaba's approach to LLMs with Qwen [15:00] Tencent's WeChat integration with DeepSeek vs Tencent Yuanbao [18:03] ByteDance pivots to multimodal LLM models [21:31] DeepSeek moment revitalized China's internet sector after rough 2022-2024 period [27:28] DeepSeek and Kimi embrace open-weight models for talent and adoption [29:46] Open sourcing as strategic decision for China LLMs [33:19] US capital pullout from China forced companies like Manus overseas to Singapore [37:17] Robotics in China: Unitree Robotics, UBTech and Galbot [42:05] Chinese startups focus on vertical integration rather than competing on LLMs [43:51] Healthcare and agricultural AI applications extremely advanced in China [44:13] This isn't an arms race; framing as competition misses the point [45:49] China and US should collaborate on AI safety and regulation for future generations [49:00] Closing Profile: Grace Shao, Founder of AI Proem Newsletter: https://aiproem.substack.com/ Personal Site: https://www.proemcommunications.com/aboutgraceshao LinkedIn: https://www.linkedin.com/in/gmzshao/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Guest: Dr. Tom Coughlin, President, Coughlin Associates, IEEE Past President (2025) Website: https://tomcoughlin.com FMS Conference: https://futurememorystorage.com/ Episode Summary: Join us for an enlightening conversation with Dr. Tom Coughlin, a seasoned digital storage analyst and consultant with over 40 years in the industry. Tom, the President of Coughlin Associates and former IEEE President, shares unparalleled insights into the foundational technologies shaping our digital world. We delve into the crucial role of memory in AI's development, the surprising realities of storage demand, and the fascinating world of breakthrough memory technologies. Discover why memory often gets overlooked in AI discussions, critical considerations for data privacy, and the global impact of the IEEE. Tom also previews the upcoming Future of Memory and Storage (FMS) conference and offers invaluable career advice for tech entrepreneurs. Key Discussion Points: Behind-the-Scenes of Storage Innovation: Tom shares a surprising story about the 25-year research journey behind HAMR technology now rolling out in HDDs. Evolving Storage Demands: Learn how SSDs have become primary data center storage and replaced HDDs in personal computers and consumer applications. Understand HDDs' shift to colder storage in data centers—this is their growth market, and much of the world's data lives on HDDs. Discover magnetic tape's vital role in archiving and backing up cloud data. Explore new archive storage technologies being developed, such as optical recording and DNA storage. Memory's Critical Role in AI: Memory, particularly DRAM, is playing a big role in training AI models. Approaches are emerging that reduce the need for expensive DRAM (especially in HBM) for inference applications, using storage technologies like SSDs (e.g., Kioxia's AiSAQ for tuning LLMs). er optical storage or DNA for long-term data storage and preservation. Why Memory is Overlooked in AI: Insights into why people tend to focus more on processing (GPUs) than on the data itself, despite memory and storage advances being as impressive as those in GPUs. Data Privacy & Security in Storage: Essential considerations include having copies of data on immutable storage for ransomware recovery, using AI for anomaly detection on networked systems to prevent malware, and proper encryption use in storage systems for data security. The Global Impact of IEEE: Learn about IEEE as the world's largest technical professional organization with nearly half a million members in over 190 countries. IEEE puts on over 2,000 conferences and events each year and publishes a good percentage of the world's technical literature. IEEE standards enable interoperability and industries, with a recent focus on sustainability and ethical AI practices to solve global problems and benefit humanity. Future of Memory and Storage (FMS) Conference: Dr. Coughlin, the general chair, provides details on the 2025 FMS (August 4-7, 2025, at the Santa Clara Convention Center). The conference will feature keynotes by major players in the digital storage and memory industry and sessions covering all major technologies and applications. FMS is the largest independent event focused on digital storage and memory. Highlight Speakers at FMS: Keynote talks include representatives from Kioxia, Fadu, Micron, Silicon Motion, SK hynix, Samsung, Neo, Sandisk, Max Linear, VergeIO, and Kove. There will also be a special session on AI, memory, and storage organized by NVIDIA, and Dr. Coughlin will give a talk on his experiences as IEEE President in 2024. Many parallel sessions will feature speakers from important industry players. Major Disruption in Digital Storage: Dr. Coughlin predicts that just managing the massive amounts of data generated by AI and IoT will be a huge challenge. He also foresees a growing need for technology to ensure data provenance, to identify false information and curate data for AI training. Career Advice for Tech Professionals: Dr. Coughlin advises aspiring tech professionals to be part of their industry and join technical professional organizations like the IEEE. This provides opportunities to develop professional networks and learn important skills like working with others and communicating through volunteer leadership. Learn More About Dr. Tom Coughlin and FMS: Future of Memory and Storage (FMS) Conference: https://futurememorystorage.com/ Tom Coughlin's Work: https://tomcoughlin.com Disclaimer: The information provided in these show notes is for informational purposes only and does not constitute financial, investment, or technical advice. Views expressed by the guest are their own and do not necessarily reflect the views of the podcast host or its affiliates..do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.. Listeners should conduct their own research and consult with qualified professionals before making any decisions.  

Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[25-07-2025]#flush #amd #nvidia

Episode 78: Steve gives an update about B850 testing, Tim talks about a new phone that he's bought, and then we chat about whether we've been too negative about the current state of PC graphics cards.CHAPTERS00:00 - Intro00:50 - Steve's B850 Testing Struggles16:44 - Tim Bought a Samsung Galaxy Z Fold 727:41 - Are We Too Negative About PC GPUs?1:21:17 - 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.

Kony is the Founder and CEO at GAIB.In this episode, we discover how GAIB is transforming access to AI infrastructure by turning GPU compute into tokenized, yield-generating assets on Ethereum, blending DeFi innovation with real-world demand for neocloud financing.------

On The Digital Executive podcast, Pratik Balar, co-founder and tech lead at NodeOps, shares his vision for how decentralized compute systems are reshaping the future of AI and cloud services. He explains how DPN 2.0—short for Decentralized Physical Infrastructure Networks—offers scalable, cost-effective, and privacy-focused alternatives to traditional cloud computing by leveraging blockchain and global participation. Balar emphasizes that enabling anyone to contribute compute power—such as GPUs or storage—through token incentives can dramatically reduce costs while enhancing performance and resilience. His mission centers on building open, trustless infrastructure that empowers developers without sacrificing reliability, even during challenges like DDoS attacks or cloud outages.Balar also unpacks the technical and philosophical hurdles of building at scale, from maintaining node-to-node connectivity to ensuring data integrity in decentralized environments. He outlines NodeOps' developer-first features, including YAML-based template deployments, an in-browser AI sandbox, and dynamic geographic resource replication—tools that lower the barrier to entry for those new to Web3. With advanced capabilities like port tunneling, RPC APIs, and integrated package managers, NodeOps is focused on simplifying deployment while maintaining high security and performance. Balar believes that decentralization isn't just a technical choice, but a movement toward greater openness, privacy, and global accessibility in cloud infrastructure.Subscribe to the Digital Executive Newsletter for curated strategies, expert perspectives, and industry trends.  Sign up now here.

Microsoft finally kills Movies & TV show service in the Microsoft Store. This was the final vestigial minder of Zune that remained. There was Groove Video and Xbox Video, too. Microsoft previously killed eBook (2019) and music (2017) sales. At this point, you would have to be insane to buy content from Microsoft, sorry... but you can get to some of your content on other services via Movies Anywhere - and use the Movies & TV app for now in Windows, which is no longer bundled. Windows 11 It's Week D and you can't tell your Copilot+ PC features from your Windows 11 features without a scorecard A peek at next month's Patch Tuesday - Also, preview updates for 23H2, Windows 10 Copilot+ PCs only: Settings agent, Click to Do improvements, Photo relight in Photos app, Sticker generator and Object select in Paint Everyone: Copilot Vision (U.S. only) in Copilot, Edge Game Assist, Quick Machine Recovery Microsoft explains how PC transfer feature will work in Windows Backup later this year Describe image action for Click to Do (for AMD/Intel), image descriptions in Narrator (AMD/Intel), performance log improvements (!), Click to Do search bar test, Lock screen improvements, privacy improvements head to Dev and Beta channels Bug fixes in Canary, back to the usual waste of time Brave will automatically block Recall WhatsApp is going PWA, killing UWP app Focusrite finally releases drivers for Windows 11 on Arm/Snapdragon X, removing the final major compatibility issue on that platform Linux (sort of) crosses the 5 percent usage milestone Surface/Copilot+ PC Copilot+ PC is a failure as a brand because Microsoft focused on negligible on-device AI features It should have pushed reliability, performance, efficiency and battery life All Copilot+ PC features should come to at least those with GPUs, but really all customers Microsoft failed at AI, and failed with consumers, and so now it's going to tell us what consumers want from AI - a comedy Microsoft announces Surface Laptop for Business with 5G but the real "with" is Intel Inside Intel layoffs are even worse than expected and more are coming Microsoft has a problem and it starts with "C" and ends with "opilot" Microsoft SharePoint has a notably bad security flaw DuckDuckGo adds some neat customization features to Duck.ai and DuckDuckGo lets you hide all AI from search Xbox and gaming The Xbox platform unification continues: Xbox now testing cross-device play history - Not just console games on console, PC games on PC Just kidding! The Outer Worlds will cost $69.99, not $79.99 Tips & Picks Tip of the week: You hate Big Tech, but who can you trust? App pick of the week: Proton Lumo RunAs Radio this week: Copilot Studio with April Dunnam Brown liquor pick of the week: Benromach 10 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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/twit 1password.com/windowsweekly

Microsoft finally kills Movies & TV show service in the Microsoft Store. This was the final vestigial minder of Zune that remained. There was Groove Video and Xbox Video, too. Microsoft previously killed eBook (2019) and music (2017) sales. At this point, you would have to be insane to buy content from Microsoft, sorry... but you can get to some of your content on other services via Movies Anywhere - and use the Movies & TV app for now in Windows, which is no longer bundled. Windows 11 It's Week D and you can't tell your Copilot+ PC features from your Windows 11 features without a scorecard A peek at next month's Patch Tuesday - Also, preview updates for 23H2, Windows 10 Copilot+ PCs only: Settings agent, Click to Do improvements, Photo relight in Photos app, Sticker generator and Object select in Paint Everyone: Copilot Vision (U.S. only) in Copilot, Edge Game Assist, Quick Machine Recovery Microsoft explains how PC transfer feature will work in Windows Backup later this year Describe image action for Click to Do (for AMD/Intel), image descriptions in Narrator (AMD/Intel), performance log improvements (!), Click to Do search bar test, Lock screen improvements, privacy improvements head to Dev and Beta channels Bug fixes in Canary, back to the usual waste of time Brave will automatically block Recall WhatsApp is going PWA, killing UWP app Focusrite finally releases drivers for Windows 11 on Arm/Snapdragon X, removing the final major compatibility issue on that platform Linux (sort of) crosses the 5 percent usage milestone Surface/Copilot+ PC Copilot+ PC is a failure as a brand because Microsoft focused on negligible on-device AI features It should have pushed reliability, performance, efficiency and battery life All Copilot+ PC features should come to at least those with GPUs, but really all customers Microsoft failed at AI, and failed with consumers, and so now it's going to tell us what consumers want from AI - a comedy Microsoft announces Surface Laptop for Business with 5G but the real "with" is Intel Inside Intel layoffs are even worse than expected and more are coming Microsoft has a problem and it starts with "C" and ends with "opilot" Microsoft SharePoint has a notably bad security flaw DuckDuckGo adds some neat customization features to Duck.ai and DuckDuckGo lets you hide all AI from search Xbox and gaming The Xbox platform unification continues: Xbox now testing cross-device play history - Not just console games on console, PC games on PC Just kidding! The Outer Worlds will cost $69.99, not $79.99 Tips & Picks Tip of the week: You hate Big Tech, but who can you trust? App pick of the week: Proton Lumo RunAs Radio this week: Copilot Studio with April Dunnam Brown liquor pick of the week: Benromach 10 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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/twit 1password.com/windowsweekly

Microsoft finally kills Movies & TV show service in the Microsoft Store. This was the final vestigial minder of Zune that remained. There was Groove Video and Xbox Video, too. Microsoft previously killed eBook (2019) and music (2017) sales. At this point, you would have to be insane to buy content from Microsoft, sorry... but you can get to some of your content on other services via Movies Anywhere - and use the Movies & TV app for now in Windows, which is no longer bundled. Windows 11 It's Week D and you can't tell your Copilot+ PC features from your Windows 11 features without a scorecard A peek at next month's Patch Tuesday - Also, preview updates for 23H2, Windows 10 Copilot+ PCs only: Settings agent, Click to Do improvements, Photo relight in Photos app, Sticker generator and Object select in Paint Everyone: Copilot Vision (U.S. only) in Copilot, Edge Game Assist, Quick Machine Recovery Microsoft explains how PC transfer feature will work in Windows Backup later this year Describe image action for Click to Do (for AMD/Intel), image descriptions in Narrator (AMD/Intel), performance log improvements (!), Click to Do search bar test, Lock screen improvements, privacy improvements head to Dev and Beta channels Bug fixes in Canary, back to the usual waste of time Brave will automatically block Recall WhatsApp is going PWA, killing UWP app Focusrite finally releases drivers for Windows 11 on Arm/Snapdragon X, removing the final major compatibility issue on that platform Linux (sort of) crosses the 5 percent usage milestone Surface/Copilot+ PC Copilot+ PC is a failure as a brand because Microsoft focused on negligible on-device AI features It should have pushed reliability, performance, efficiency and battery life All Copilot+ PC features should come to at least those with GPUs, but really all customers Microsoft failed at AI, and failed with consumers, and so now it's going to tell us what consumers want from AI - a comedy Microsoft announces Surface Laptop for Business with 5G but the real "with" is Intel Inside Intel layoffs are even worse than expected and more are coming Microsoft has a problem and it starts with "C" and ends with "opilot" Microsoft SharePoint has a notably bad security flaw DuckDuckGo adds some neat customization features to Duck.ai and DuckDuckGo lets you hide all AI from search Xbox and gaming The Xbox platform unification continues: Xbox now testing cross-device play history - Not just console games on console, PC games on PC Just kidding! The Outer Worlds will cost $69.99, not $79.99 Tips & Picks Tip of the week: You hate Big Tech, but who can you trust? App pick of the week: Proton Lumo RunAs Radio this week: Copilot Studio with April Dunnam Brown liquor pick of the week: Benromach 10 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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/twit 1password.com/windowsweekly

Microsoft finally kills Movies & TV show service in the Microsoft Store. This was the final vestigial minder of Zune that remained. There was Groove Video and Xbox Video, too. Microsoft previously killed eBook (2019) and music (2017) sales. At this point, you would have to be insane to buy content from Microsoft, sorry... but you can get to some of your content on other services via Movies Anywhere - and use the Movies & TV app for now in Windows, which is no longer bundled. Windows 11 It's Week D and you can't tell your Copilot+ PC features from your Windows 11 features without a scorecard A peek at next month's Patch Tuesday - Also, preview updates for 23H2, Windows 10 Copilot+ PCs only: Settings agent, Click to Do improvements, Photo relight in Photos app, Sticker generator and Object select in Paint Everyone: Copilot Vision (U.S. only) in Copilot, Edge Game Assist, Quick Machine Recovery Microsoft explains how PC transfer feature will work in Windows Backup later this year Describe image action for Click to Do (for AMD/Intel), image descriptions in Narrator (AMD/Intel), performance log improvements (!), Click to Do search bar test, Lock screen improvements, privacy improvements head to Dev and Beta channels Bug fixes in Canary, back to the usual waste of time Brave will automatically block Recall WhatsApp is going PWA, killing UWP app Focusrite finally releases drivers for Windows 11 on Arm/Snapdragon X, removing the final major compatibility issue on that platform Linux (sort of) crosses the 5 percent usage milestone Surface/Copilot+ PC Copilot+ PC is a failure as a brand because Microsoft focused on negligible on-device AI features It should have pushed reliability, performance, efficiency and battery life All Copilot+ PC features should come to at least those with GPUs, but really all customers Microsoft failed at AI, and failed with consumers, and so now it's going to tell us what consumers want from AI - a comedy Microsoft announces Surface Laptop for Business with 5G but the real "with" is Intel Inside Intel layoffs are even worse than expected and more are coming Microsoft has a problem and it starts with "C" and ends with "opilot" Microsoft SharePoint has a notably bad security flaw DuckDuckGo adds some neat customization features to Duck.ai and DuckDuckGo lets you hide all AI from search Xbox and gaming The Xbox platform unification continues: Xbox now testing cross-device play history - Not just console games on console, PC games on PC Just kidding! The Outer Worlds will cost $69.99, not $79.99 Tips & Picks Tip of the week: You hate Big Tech, but who can you trust? App pick of the week: Proton Lumo RunAs Radio this week: Copilot Studio with April Dunnam Brown liquor pick of the week: Benromach 10 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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/twit 1password.com/windowsweekly

Microsoft finally kills Movies & TV show service in the Microsoft Store. This was the final vestigial minder of Zune that remained. There was Groove Video and Xbox Video, too. Microsoft previously killed eBook (2019) and music (2017) sales. At this point, you would have to be insane to buy content from Microsoft, sorry... but you can get to some of your content on other services via Movies Anywhere - and use the Movies & TV app for now in Windows, which is no longer bundled. Windows 11 It's Week D and you can't tell your Copilot+ PC features from your Windows 11 features without a scorecard A peek at next month's Patch Tuesday - Also, preview updates for 23H2, Windows 10 Copilot+ PCs only: Settings agent, Click to Do improvements, Photo relight in Photos app, Sticker generator and Object select in Paint Everyone: Copilot Vision (U.S. only) in Copilot, Edge Game Assist, Quick Machine Recovery Microsoft explains how PC transfer feature will work in Windows Backup later this year Describe image action for Click to Do (for AMD/Intel), image descriptions in Narrator (AMD/Intel), performance log improvements (!), Click to Do search bar test, Lock screen improvements, privacy improvements head to Dev and Beta channels Bug fixes in Canary, back to the usual waste of time Brave will automatically block Recall WhatsApp is going PWA, killing UWP app Focusrite finally releases drivers for Windows 11 on Arm/Snapdragon X, removing the final major compatibility issue on that platform Linux (sort of) crosses the 5 percent usage milestone Surface/Copilot+ PC Copilot+ PC is a failure as a brand because Microsoft focused on negligible on-device AI features It should have pushed reliability, performance, efficiency and battery life All Copilot+ PC features should come to at least those with GPUs, but really all customers Microsoft failed at AI, and failed with consumers, and so now it's going to tell us what consumers want from AI - a comedy Microsoft announces Surface Laptop for Business with 5G but the real "with" is Intel Inside Intel layoffs are even worse than expected and more are coming Microsoft has a problem and it starts with "C" and ends with "opilot" Microsoft SharePoint has a notably bad security flaw DuckDuckGo adds some neat customization features to Duck.ai and DuckDuckGo lets you hide all AI from search Xbox and gaming The Xbox platform unification continues: Xbox now testing cross-device play history - Not just console games on console, PC games on PC Just kidding! The Outer Worlds will cost $69.99, not $79.99 Tips & Picks Tip of the week: You hate Big Tech, but who can you trust? App pick of the week: Proton Lumo RunAs Radio this week: Copilot Studio with April Dunnam Brown liquor pick of the week: Benromach 10 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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/twit 1password.com/windowsweekly

Scaling AI is more than just stacking GPUs, it's about making every dollar and watt count.Chris Sosa, Director of Engineering at AMD, reveals how they're pushing the limits of AI hardware efficiency.Chris shares:▫️ The biggest bottleneck in scaling AI workloads today▫️ Why idle GPUs drain your budget▫️ The struggle between training vs. inference at scale▫️ How AMD's ROCm stack is changing AI accessibility▫️ His vision for smarter AI orchestration and platformsA must-watch for engineers, AI builders, and tech leaders hungry for insights on the future of AI infrastructure.Follow more of the Liftoff with Keith:- Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD- Apple Podcasts: https://podcasts.apple.com/us/podcast/liftoff-with-keith-newman/id1560219589- Substack: https://keithnewman.substack.com/- LinkedIn: https://www.linkedin.com/company/liftoffwithkeith/- Newman Media Studios: https://newmanmediastudios.com/For sponsorship inquiries, please contact: sponsorships@wherewithstudio.com

Join The Full Nerd gang as they talk about the latest PC hardware topics. In this episode the gang chats about the introduction of Nvidia Smooth Motion (driver level MFG) for RTX 40 series GPUs, why Intel's CEO says they aren't a top fab anymore, Zen 6 getting into the hands of partners, and more. And of course we answer your questions live! *This episode is sponsored by Fractal Design and the new Scape wireless gaming headphones. The Scape headphones feature Fractal's signature clean design, rich audio quality, and easy configuration through the browser. Use these links to upgrade your gaming audio today: Scape Dark: https://www.amazon.com/dp/B0D5HGK3C2 Scape Light: https://www.amazon.com/dp/B0D5HK6JRS Scape Dark: https://www.newegg.com/p/26-743-003 Scape Light: https://www.newegg.com/p/26-743-004 Links: - Semantic Search: https://next.content.town/p/the-monkey-s-paw-curls-windows-is-finally-using-my-pc-s-ai-processor - Intel isn't on top: https://www.pcworld.com/article/2845779/intel-ceo-says-intel-isnt-a-top-chip-company-any-more.html - Arrow Lake Refresh: https://videocardz.com/newz/intel-arrow-lake-refresh-with-higher-clocks-coming-this-half-of-the-year - Zen 6: https://videocardz.com/newz/amd-zen-6-to-primarily-use-tsmc-n2p-n3p-for-low-end-mobile-skus Join the PC related discussions and ask us questions on Discord: https://discord.gg/SGPRSy7 Follow the crew on X: @AdamPMurray @BradChacos @MorphingBall @WillSmith ============= Follow PCWorld! Website: http://www.pcworld.com X: https://www.x.com/pcworld =============

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

A look inside CoreWeave's neocloud business model, and how the company went from an ETH miner to a $75 billion business. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.Subscribe to our newsletter! **Notes:**• CoreWeave valued at $75B+ (12x revenue multiple)• 72% of Q1 revenue came from Microsoft/OpenAI• CoreWeave manages 250,000+ GPUs globally• $15B+ in contracted revenue securedTimestamps:00:00 Start04:05 Coreweave overview07:40 Neocloud10:28 Other Neocloud providers12:49 Oracle, OpenAI & Stargate16:20 Crusoe17:58 Hyperscaler street cred21:08 Energy pipeline26:53 Revenue32:51 Capex vs revenue38:03 GPU lifespan41:58 Bull vs Bear49:00 Partner concentration