Podcasts about Intel

Penn State football's 2026 freshman class in focus, as we make picks for instant-impact, high-ceiling and "sleeper" additions, among other individual superlatives. New Nittany Lions running back James Peoples is also in the spotlight as we speak with an Ohio State insider who covered his Buckeyes career. Enjoy complete Penn State coverage anytime at Lions247.com. Follow the team on X: @Lions247 @TDsTake @danieljtgallen @tyler_calvaruso @MarkXBrennan. Follow or subscribe to the Lions247 Podcast on Spotify, Apple Podcasts, Stitcher, or wherever you get your podcasts. And watch every episode on YouTube. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Intel (INTC) ends the week with a new initiation from the analysts at DA Davidson. The firm announced a Neutral rating with a $45 price target. Rick Ducat discusses the technical patterns for Intel's chart, with shares rising more than 26% thus far in 2026. He later demonstrates an example options trade, using a call butterfly. Rick explains why it is an "unbalanced" trade but holds a bullish outlook. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

USC Trojans head coach Lincoln Riley is the best quarterback coach in college football. The proof is in the pudding. After Husan Longstreet hit the transfer portal, will Riley add to his QB room by taking a quarterback in the 2027 class? Will he skip a year and wait until 2028? Currently, he has only offered one QB in the 2027 class, Peyton Houston, who is committed to LSU. Could that change soon? Ryan has the latest on the QB recruitment. Tune in and make sure to like and subscribe to the USC LAFB YouTube Channel! Use promo code USCLAFB on Sleeper and get 100% match up to $100! https://Sleeper.com/promo/USCLAFB. Terms and conditions apply. #Sleeper Become an LAFB Lifer and get special perks by joining our Exclusive USC Trojans Community: https://www.lafbnetwork.com/plans/join/ Become a member today and help support the USC LAFB Team while also supporting Youth Sports Initiatives in the Los Angeles area! Become a member here: https://www.youtube.com/channel/UCZ3-rN0vKVT_XZVs-m6LXaw/join Join our USC Trojans Message Board: https://www.lafbnetwork.com/forums/forum/usc-trojans/ Check out our USC Trojans LAFB Merch: https://lafbnetwork.myshopify.com/ Listen to our USC Football Trojans Podcast: https://podcasts.apple.com/us/podcast/usc-lafb-a-usc-trojans-show/id1602005638 Go to www.LAFBNetwork.com for FREE full access to all of our podcasts and join the community! Twitter: @LAFBNetwork | @RyanDyrudLAFB | @LAFBJamz | @Coach_Rowe2 | @Tim_Prangley Lincoln Riley is the USC Trojans Football Head Coach for the 2025 College Football Season. The Trojans look to capitalize on an offseason full of momentum and improve their Big Ten play for 2025. Tune in for up-to-date USC Trojans news, opinion, and recruiting intel. Plus, film review, game previews and breakdowns, and our weekly LIVE LAFB Conquest Call-In Show every Wednesday evening! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Guest: Russ Tice - Former Senior NSA Intel AnalystSponsor:My PillowWww.MyPillow.com/johnSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alex Jones joins Patrick Bet-David for an explosive deep dive into the Epstein scandal, Pam Bondi's controversial hearing, and the alleged cover-ups inside the DOJ. Jones lays out his unfiltered theory on intelligence agencies, political elites, and the global power networks he believes are tied to Epstein, arguing the real story goes far beyond what the public has been told. From Democrats vs. Republicans to the handling of victims and sealed files, this conversation pulls no punches and challenges the official narrative at every turn.

Live Feb 11, 2026 | Yaron Brook ShowSeason 12, Episode 27El Paso Closure; Jobs; Bondi; Grand Jury; Moltbook; Starlink; Vax; Intel, Cuba | Yaron Brook ShowCollapse, Corruption & Control: Who's Really Running America?Is America unraveling—or finally revealing what it really is?From the El Paso shutdown to Big Tech regulation fantasies… from grand juries and political corruption to vaccines, Starlink, Intel, Cuba, and the economic myths strangling job creation—this episode pulls no punches.Yaron breaks down the week's biggest stories through the lens of reason, individual rights, and capitalism. Why are politicians obsessed with regulating innovation? Why do grand juries suddenly matter—until they don't? What's behind the El Paso closure? And what happens when economic ignorance meets political power?Plus: live audience questions on Noam Chomsky, Big Tech regulation, landlord contracts, Puerto Rico expats, music, Star Trek, The Offspring, and more.If you care about freedom, prosperity, and intellectual honesty—this episode is for you.

The Nancy Guthrie investigation continues to raise troubling questions — from early law enforcement missteps to ransom claims, cartel involvement, and potential cross-border complications. In this episode, Lisa is joined by Jonathan T. Gilliam, a former FBI agent, to break down: Whether critical mistakes by the Pima County Sheriff’s Office slowed the investigation What the Nest camera footage reveals — and why it raises major privacy concerns Signs the suspect may be experienced, not professional The possibility of a Mexico cartel connection How community “force multipliers” can help — or hurt — an investigation Why hostage rescue teams may signal a larger federal strategy Lisa and Jonathan also pivot to the explosive release of the Epstein files. Jonathan explains why the public push to “release everything” could complicate prosecutions, how world leaders can be compromised through intelligence operations, and whether Jeffrey Epstein’s entire operation shows signs of a coordinated intel play. Was Epstein running a blackmail network?Are global leaders vulnerable to coercion?And could releasing too much information derail accountability?See omnystudio.com/listener for privacy information.

Patch Tuesday. Preliminary findings from the European Commission come down on TikTok. Switzerland's military cancels its contract with Palantir. Social engineering leads to payroll fraud. Google hands over extensive personal data on a British student activist. Researchers unearth a global espionage operation called “The Shadow Campaigns.” Notepad's newest features could lead to remote code execution. Our guest is Hazel Cerra, Resident Agent in Charge of the Atlantic City Office for the United States Secret Service. Ring says it's all about dogs, but critics hear the whistle. 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're joined by Hazel Cerra, Resident Agent in Charge of the Atlantic City Office for the United States Secret Service, as she discusses the evolution of the Secret Service's investigative mission—from its early focus on financial crimes such as counterfeit currency and credit card fraud to the growing challenges posed by cryptocurrency-related crime. Selected Reading Microsoft February 2026 Patch Tuesday Fixes 58 Vulnerabilities, Six actively Exploited Flaws (Beyond Machines) Adobe Releases February 2026 Patches for Multiple Products (Beyond Machines) ICS Patch Tuesday: Vulnerabilities Addressed by Siemens, Schneider, Aveva, Phoenix Contact (SecurityWeek) Chipmaker Patch Tuesday: Over 80 Vulnerabilities Addressed by Intel and AMD (SecurityWeek) Commission preliminarily finds TikTok's addictive design in breach of the Digital Services Act (European Commission) Palantir's Swiss Exit Highlights Global Data Sovereignty Challenge (NewsCase) Payroll pirates conned the help desk, stole employee's pay (The Register) Google Fulfilled ICE Subpoena Demanding Student Journalist's Bank and Credit Card Numbers (The Intercept) The Shadow Campaigns: Uncovering Global Espionage (Palo Alto Networks Unit 42) Notepad's new Markdown powers served with a side of RCE (The Register) With Ring, American Consumers Built a Surveillance Dragnet (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. 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

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

The confetti's settled. The product is out in the world. So… what happens next? Jason Fried and David Heinemeier Hansson share what the days after a launch actually look like at 37signals. They discuss not letting early numbers steer the ship, making space for rest after the push, and remembering that shipping is just the start, not the finish line.Key Takeaways00:10 – What happens shortly after launch02:09 – Dialing the team back05:10 – Product touch ups and enhancements06:16 – Returning to a familiar work rhythm07:16 – Balancing the product push with real breaks10:39 – Not letting early signups call the shots20:32 – Sticking with what works for your team22:00 – Putting the product ahead of quick money moves27:26 – Why launch buzz doesn't last foreverLinks and ResourcesThe Great Falls of Boeing, Intel, and Apple from David Heinemeier Hansson's HEY WorldFizzy is a modern spin on kanban. Try it for free at fizzy.doRecord a video question for the podcastSign up for a 30-day free trial at Basecamp.comBooks by 37signalsHEY World | HEYThe REWORK podcastThe Rework Podcast on YouTubeThe 37signals Dev Blog37signals on YouTube@37signals on X

Zaboravite sve što znate o procesorima: Ovako nastaje hardver koji sam 'uči' vaš softver i menja pravila igre u svetu superračunara. U prvoj epizodi serijala specijala posvećenih kompaniji Next Silicon, gost je Eyal Nagar, jedan od osnivača i potpredsednik za istraživanje i razvoj. Eyal objašnjava kako je čitavu svoju karijeru, dugu više decenija i ispunjenu radom na revolucionarnim projektima u kompanijama kao što je Intel, gradio upravo za ono što danas stvara u Next Siliconu. Razgovaramo o tome kako je nastala ideja za hardver koji se u realnom vremenu prilagođava softveru, zašto su klasični procesori i grafičke karte dostigli svoje limite i na koji način njihovo rešenje donosi revoluciju u svet superračunara i naučnih istraživanja. Eyal nas vodi kroz osmogodišnje putovanje razvoja – od prvih simulacija, preko izazova i "porođajnih muka" sa prvim čipovima, do stvaranja Maverick 2 sistema koji danas pomera granice mogućeg. Poseban deo razgovora posvećen je kancelariji u Beogradu. Otkrivamo zašto ona nije samo "još jedan" tim za podršku, već ključni deo globalne slagalice, sposoban da samostalno razvije kompletan proizvod, i kako je u Srbiji pronađen vrhunski talenat koji je neophodan za ostvarenje ovako ambiciozne vizije. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4abj48R Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

Atombeam CEO Charles Yeomans joins Chris Lustrino to break down a deceptively simple idea with massive implications: make data smaller while it's streaming so you can move and process more of it—without upgrading networks.Charles explains Atombeam's commercial product NeurPack, how it can often quadruple effective bandwidth, and why this matters across IoT, smart meters, satellites, defense, oil & gas wells, fintech, and eventually data centers and GPU utilization. They also dig into the realities of commercialization—choosing near-term deals that close fast while still pursuing multi-year “industry standard” opportunities—and why execution (not invention) is the real differentiator.00:00 What Atombeam does (pizza analogy)03:13 NeurPack explained05:35 Why 95% of IoT data doesn't move09:38 “Like launching 3 more satellites”13:57 Commercialization + customers16:31 Data centers + GPU utilization24:29 Defense traction + partnerships26:44 What success looks like (distribution)

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Alex Jones Analyzes The Insane Revelations Coming Out Minute-By-Minute In The Epstein Files! This Intel Is Too Dangerous To Even Put In This Headline! Tune In NOW To Discover The Bottom Of The Satanic Rabbit Hole

Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang is joined by Dr. Ian Cutress of  @TechTechPotato  fame to talk about how everyone has the "partnership" between Intel and Nvidia wrong, what the yields from 18A can tell us, updates for the RAM crisis and more. And of course we answer questions live! Links: - Intel + Nvidia partnership: https://youtu.be/v7_D9UBh6rk?si=ghzv719_Si23J4jD - Nvidia cutting consumer GPUs: https://www.pcworld.com/article/3054899/nvidia-is-reportedly-skipping-consumer-gpus-in-2026-thanks-ai.html - 18A yields: https://www.pcworld.com/article/3040560/intel-now-faces-a-chip-shortage-at-the-worst-possible-time.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall @WillSmith 00:00 - Intro 04:55 - Ram pricing 40:48 - Nvidia/Intel partnership 1:14:54 - 18a yields 1:30:23 - Q&A Learn more about your ad choices. Visit megaphone.fm/adchoices

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!

SEGMENT 1Bad Bunny Headlines the Super Bowl — Trump Has a Full-Body TantrumWhat HappenedBad Bunny headlined the Super Bowl halftime show with Spanish-language songs and Puerto Rican cultural themes.Conservatives — including Donald Trump — immediately labeled it “un-American” and “the worst halftime show ever.”Why People Lost Their MindsSpanish lyrics triggered backlash framed as patriotism.Trump claimed this is why he skipped the game.MAGA interpreted inclusion as a personal attack.Why It MattersA Super Bowl halftime show turned into a culture war referendum.The definition of “American” keeps shrinking — loudly.ButtonIf the country can't survive three songs in Spanish, the problem isn't the music.SEGMENT 2MAGA Was Mad About Bad Bunny Long Before the Halftime ShowContextConservative influencers attacked Bad Bunny for months before the game.Complaints centered on language, politics, and whether he's “American enough.”Key ReactionsSpanish framed as political.“Forcing culture” becomes the new dog whistle.Dancing, rhythm, and fireworks labeled propaganda.EscalationCalls for an “All-American” halftime alternative.Politics found in choreography.Why It MattersThis wasn't about music — it was about control over who gets visibility.ButtonThe same people screaming “keep politics out of sports” keep finding politics in hips.SEGMENT 3Turning Point USA's All-American Halftime Show ImplodesWhat They TriedTPUSA staged an alternative halftime show featuring Kid Rock.Marketed as a patriotic counter-program to Bad Bunny.What Actually Happened~6.1 million live viewers vs. 135+ million for the real halftime show.Widely mocked online.Criticized as boring, cringe, and painfully low-energy.Notable ReactionsZach Bryan called it “embarrassing as hell.”Lip-sync allegations didn't help.Trump didn't even watch it.Why It MattersCulture wars don't translate to ratings.Patriotism doesn't equal entertainment.ButtonThe alternative wasn't un-American — it was un-watched.SEGMENT 4Green Day Opens the Super Bowl — Fans Argue About Punk Being Too SafeWhat HappenedGreen Day performed a pre-game set with classic hits.Political edges were noticeably muted.Audience ReactionNostalgia lovers were happy.Punk fans wanted chaos and got compliance.Memes filled the gap.ContextBillie Joe Armstrong criticized ICE days earlier.The Super Bowl set stayed FCC-friendly.Why It MattersPunk on a corporate stage has limits.Rebellion hits different when approved in advance.ButtonIt looked like a bar fight where everyone apologized.SEGMENT 5Whistleblower Alleges Tulsi Gabbard Sat on NSA IntelAllegationNSA intercepted foreign intel involving a Trump ally.Tulsi Gabbard allegedly blocked normal distribution.Intel reportedly hand-delivered to the White House.Red FlagsCongress didn't see it for months.Inspector General dismissed complaint quickly.Whistleblower protection questioned.Why It MattersIntelligence flow matters.Political interference erodes trust fast.ButtonWhen intel moves sideways instead of up, accountability disappears.SEGMENT 6Winter Olympics 2026: Medals, Protests, and Political HeatWhat's HappeningProtests erupted over ICE presence at the Milan Games.U.S. officials booed at ceremonies.Athletes weighing politics vs. representation.ReactionsConfusion over ICE's role.IOC urging calm.Online backlash toward protesting athletes.Why It MattersSports are global stages now.Politics shows up whether organizers want it or not.ButtonThe snow is cold — the politics aren't.SEGMENT 7Democrat Crushes GOP in Deep-Red LouisianaResultChasity Verret Martinez wins 62–38 in a Trump +13 district.37-point swing from 2024.Outspent 3-to-1 and still dominated.PatternDemocrats overperforming in special elections.GOP expectations collapsing in real time.Why It MattersHouse majority margin is razor thin.Momentum narratives are shifting.ButtonRepublicans thought it was a layup — voters dunked on them.SEGMENT 8Special Elections Are Tilting Blue — The House Is a Jenga TowerCurrent MathGOP: 218Dems: 214Vacancies: 3What That Means3–4 flips changes everything.Every scandal, retirement, or bad week matters.Why It MattersCommittees.Investigations.Real power shifts.ButtonThis majority survives on vibes and duct tape.SEGMENT 9Ghislaine Maxwell Plays the Fifth — Then Asks for ClemencyWhat HappenedMaxwell refused to testify.Offered cooperation in exchange for clemency from Trump.ReactionBipartisan outrage.Victims' families furious.Lawmakers say it reeks of manipulation.Why It MattersAccountability keeps stopping at power.Justice shouldn't be transactional.ButtonShe invoked the Fifth — but still negotiated.SEGMENT 10Epstein Fallout: Europe Burns Careers, America ShrugsEuropeOfficials fired over post-conviction Epstein ties.Princes stripped.Diplomats gone.U.S.Minimal consequences.Hearings, statements, podcasts.Why It MattersDifferent shame thresholds.Different accountability cultures.ButtonIn Europe, Epstein files ended careers.In America, they updated bios. LINKShttps://instagram.com/itsnewstoushttps://tiktok.com/@itsnewstous Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Military correspondent Emanuel Fabian joins host Amanda Borschel-Dan for today's episode. The Israel Defense Forces captured a “senior” member of the al-Jama’a al-Islamiyya (Islamic Group) terror organization during an overnight raid in southern Lebanon. We hear how, according to the IDF, the operative was nabbed late Sunday from a building in the Mount Dov area near the border by a special forces unit operating with troops of the 210th “Bashan” Regional Division. We then turn to a tour of Israel's borders and learn where are the hot spots and where things are (smuggling) business as usual. In light of Hamas's continued refusal to lay down its arms, the IDF is preparing plans for a larger ground operation. Fabian fills us in. And to close out the program, we learn about a new, all-female combat intelligence unit and how the IDF is happy for all the woman-power it can get. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: IDF nabs top terror group figure from Lebanon, targets Hezbollah operative IDF says it hit Hamas arms depot after issuing evacuation warning for Gaza City building Hamas terrorist who murdered IDF surveillance soldier Noa Marciano killed in strike Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Ari Schlacht. IMAGE: Hezbollah supporters raise their group's flags during a protest condemning recent Israeli military actions in Lebanon in Beirut, Lebanon, February 4, 2026. (AP Photo/Bilal Hussein)See omnystudio.com/listener for privacy information.

S2 Underground Nexus (Submit Tips Here): https://nexus-s2underground.hub.arcgis.com/ Research Notes/Bibliography can be found here: https://publish.obsidian.md/s2underground Common Intelligence Picture: https://www.arcgis.com/home/item.html?id=204a59b01f4443cd96718796fd102c00 Border Crisis Map: https://www.arcgis.com/home/item.html?id=7f13eda1f301431e98a7ac0393b0e6b0 TOC Dashboard: https://experience.arcgis.com/experience/ebe374c40c1a4231a06075155b0e8cb9/ 00:00 - Global Strategic Concerns 01:30 - Child-Activist Incidents 05:52 - Starmer's Compromising Position 10:50 - Epstein 18:26 - GhostNet Reports Download the GhostNet plan here! https://github.com/s2underground/GhostNet The text version of the Wire can be found on Twitter: https://twitter.com/s2_underground And on our Wire Telegram page here: https://t.me/S2undergroundWire If you would like to support us, we're on Patreon! https://www.patreon.com/user?u=30479515 Disclaimer: No company sponsored this video. In fact, we have ZERO sponsors. We are funded 100% by you, the viewer. All of our funding comes from direct support from platforms like Patreon, or from ad revenue on YouTube. Without your support, I simply could not do this work at all, so to those of you who chose to support my efforts, I am eternally thankful. Odysee: https://odysee.com/@S2Underground:7 Gab: https://gab.com/S2underground Rumble: https://rumble.com/c/S2Underground BitChute: https://www.bitchute.com/channel/P2NMGFdt3gf3/ Just a few reminders for everyone who's just become aware of us, in order to keep these briefings from being several hours long, I can't cover everything. I'm probably covering 1% of the world events when we conduct these briefings, so please remember that if I left it out, it doesn't necessarily mean that it's unimportant. Also, remember that I do these briefings quite often, so I might have covered an issue previously that you might not see if you are only watching our most recent videos. I'm also doing this in my spare time, so again I fully admit that these briefings aren't even close to being perfect; I'm going for a healthy blend of speed and quality. If I were to wait and only post a brief when it's "perfect" I would never post anything at all. So expect some minor errors here and there. If there is a major error or correction that needs to be made, I will post it here in the description, and verbally address it in the next briefing. Also, thanks for reading this far. It is always surprising the number of people that don't actually read the description box to find more information. This content is purely educational and does not advocate for violating any laws. Do not violate any laws or regulations. This is not legal advice. Consult with your attorney. Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA 

In this episode of The Cybersecurity Defenders Podcast, we discuss some intel being shared in the LimaCharlie community.OpenClaw, an open source AI agent formerly known as MoltBot and ClawdBot, has rapidly become the fastest-growing project on GitHub, amassing over 113,000 stars in under a week.A critical vulnerability in the React Native Community CLI NPM package, tracked as CVE-2025-11953 with a CVSS score of 9.8, has been actively exploited in the wild since late December 2025, according to new findings by VulnCheck. JFrog article.Following the disclosure in the Notepad++ v8.8.9 release announcement, further investigation confirmed a sophisticated supply chain attack that targeted the application's update mechanism.Google, in coordination with multiple partners, has undertaken a large-scale disruption effort targeting the IPIDEA proxy network, which it identifies as one of the largest residential proxy networks globally.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform.This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

Arrancamos analizando la sorprendente llegada de la programación agéntica a Xcode 26.3, un movimiento inesperado que Apple ha lanzado sin esperar a su conferencia de desarrolladores. Comentamos la velocidad vertiginosa a la que avanza la inteligencia artificial en el sector, permitiendo ahora conectar servicios como Claude o Codex de OpenAI directamente al entorno de desarrollo.Por otro lado, discutimos los detalles de la reciente reunión interna liderada por Tim Cook, donde se abordaron temas delicados como la postura política de la compañía frente a la inmigración y la administración actual, notando una respuesta más tibia por parte del CEO en comparación con años anteriores. Repasamos un variado conjunto de noticias y rumores, destacando el hecho de que la NASA ha certificado oficialmente los iPhone para ser utilizados por astronautas en misiones espaciales y lunares. Examinamos el panorama de los procesadores, con la inminente llegada de los chips M5 y la competencia renovada que presentan los nuevos chips Panther Lake de Intel frente a los de Apple.Cerramos el episodio hablando del despliegue de contenidos del "Apple TV Day", con multitud de nuevas series y temporadas anunciadas, y especulando sobre el inminente lanzamiento del iPhone 17e y las renovaciones de iPad y MacBook Pro. Xcode 26.3 unlocks the power of agentic coding - Apple Apple's Xcode now supports the Claude Agent SDK Anthropic Xcode gets agentic coding Tim Cook talks succession, executive departures during all-hands meeting - 9to5Mac Apple's Cook Talks Immigration, Succession and AI at Meeting The Fallen Apple — Matt Gemmell If Apple is richer than ever, why does it feel so broke? Macworld Apple Reportedly Scaling Back This Long-Rumored iOS 27 Feature - MacRumors NASA will finally allow astronauts to bring their iPhones to space - Ars Technica NASA astronauts can now bring their phones with them on their mission to the moon TechCrunch Apple's Next Launch is 'Imminent' - MacRumors M5 Pro, Max MacBook Pro expected alongside macOS 26.3 Intel Panther Lake Core Ultra review: Intel's best laptop CPU in a very long time - Ars Technica Panther Lake vs Apple M5 benchmarks — 'Intel has done the incredible' | Tom's Guide Apple TV tiene grandes ases en la manga para este año en forma de series y pelis. Y acaba de desvelar los mejores Apple TV sets must-see 2026 lineup of star-studded original series, films and live sports - Apple TV Press

Cowboys legend and the NFL's all-time leading rusher Emmitt Smith joined the K&C Masterpiece to blast the Hall of Fame voters for snubbing Darren Woodson and Bill Belichick. Plus, Smith discussed the state of the Cowboys and his desire to be an NFL GM. Bryan Broaddus from the G-Bag Nation joined Shan, RJ, and Bobby live from Radio Row this morning. Broaddus discussed the upcoming NFL Draft, top prospects for the Cowboys, free agency aggressiveness, trading first-round picks, and more. Shan, RJ, and Bobby went Inside the Star live from Radio Row. They opened with the Cowboys' latest coaching hire to round out Christian Parker's defensive staff. They also discussed George Pickens and Dak Prescott addressing the media about Pickens' contract situation, and more. Bryan Broaddus breaks down Pro Football Focus' latest NFL Mock Draft and discusses whether he would like who the entity mocked to the Cowboys at No. 12 and 20. Darren Woodson joins the Nation to talk all things Dallas Cowboys and the NFL.

Cowboys legend and the NFL's all-time leading rusher Emmitt Smith joined the K&C Masterpiece to blast the Hall of Fame voters for snubbing Darren Woodson and Bill Belichick. Plus, Smith discussed the state of the Cowboys and his desire to be an NFL GM. Bryan Broaddus from the G-Bag Nation joined Shan, RJ, and Bobby live from Radio Row this morning. Broaddus discussed the upcoming NFL Draft, top prospects for the Cowboys, free agency aggressiveness, trading first-round picks, and more. Shan, RJ, and Bobby went Inside the Star live from Radio Row. They opened with the Cowboys' latest coaching hire to round out Christian Parker's defensive staff. They also discussed George Pickens and Dak Prescott addressing the media about Pickens' contract situation, and more. Bryan Broaddus breaks down Pro Football Focus' latest NFL Mock Draft and discusses whether he would like who the entity mocked to the Cowboys at No. 12 and 20. Darren Woodson joins the Nation to talk all things Dallas Cowboys and the NFL.

INTEL Roundtable w/ Johnson & McGovern : Weekly Wrap 6-FEBSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.