Podcasts about MediaTek

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Fredrik och Leif-Jöran Olsson snackar fri programvara, Friprogramvarusyndikatet, och en hel del om Jolla och Sailfish. Friprogramvarusyndikatet hostar tjänster med öppen mjukvara, frigör mjukvara, säljer prylar i sin webbutik, utvecklar standarder, och sponsrar öppna projekt med pengar när resurser finns. Hela poängen är att det behövs öppen mjukvara som är fri från övervakning, centralstyrning, och storbolags intressen av att krama maximalt med pengar ur allt. Därför ägnar sig Friprogramvarusyndikatet åt såväl att skriva kod som att hjälpa till att upprätthålla GPL i rätten när det behövs. Och som om inte det vore nog är man del i en mängd andra organisationer och projekt. Leif-Jöran berättar till exempel om FSCONS och hållbart hållande i konferenser (se till att ha fler personer indragna!). I avsnittets andra halva pratar vi mycket om och kring det finska företaget och telefonen Jolla och dess operativsystem Sailfish - alltmer öppna projekt sprungna ur Nokias ruiner. Fredrik väntade fortfarande på sin Jolla när avsnittet spelades in men har sedan dess fått den. Hur kan man inte vara sugen på en telefon som har en terminal och låter en installera vad man vill? Ett stort tack till Cloudnet som sponsrar vår VPS! Har du kommentarer, frågor eller tips? Vi är @kodsnack, @thieta, @krig, och @bjoreman på Mastodon, har en sida på Facebook och epostas på info@kodsnack.se om du vill skriva längre. Vi läser allt som skickas. Gillar du Kodsnack får du hemskt gärna recensera oss i iTunes! Du kan också stödja podden genom att ge oss en kaffe (eller två!) på Ko-fi, eller handla något i vår butik. Länkar Leif-Jöran Språkteknologi Friprogramvarusyndikatet FSCONS FSCONS 2007 (just nu trasig länk) Solidaritetsrörelser Serengeti-nätverket Serengeti - området i Tanzania och Kenya Omställningsmaskinen FOSS-North Open broadcasting software - OBS FOSDEM Johan Thelin Wikimedia Sverige IT-högskolan Lindholmen Humanisten Kodsnack 690 - avsnittet med stackbaserad programmering, RPL och miniräknarprogrammering HP-27S HP-48SX GNU GNU Savannah Fribok Collabora Liberoffice Existdb Nextcloud Wordpress Sailfishos GPL Peertube Friprogramvarusyndikatets Peertube-instans Jolla phone day 1 Jollatelefonen Jolla Mind - AI-lådan Subed - redigera undertexter i Emacs Whisper N800 Nokia 6210 GTK Debian Meego RPM QT Prolog Lisp Common lisp RPL Metro Cool days i Hamburg - där Leif-Jöran höll presentation om att porta Collabora till Sailfish Chum Open build service Stöd Kodsnack på Ko-fi! Maemo Storeman Mer Fbreader - läsare för e-böcker Resrobot Fahrplan - app för kollektivtrafik Fri och öppen e-legitimation Fripost fellowship.se (inte uppe i skrivande stund) Commodoretelefonen som också kör Sailfish Fairphone Telefoner som stödjer Sailfish Fairphone stödjer flera operativsystem Ifixits nedmontering av Jolla Sonys open devices-program Mediatek 7100 Friprogramvarusyndikatets webbutik Inkscape Titlar Det kan jag svara på Friprogramvaruaktivist Från de hälsingska skogarna Ett socialt bolag Omställningsmaskinen Den tolfte konferensen som vi ställde in Vad är X? Inte prata på sin egen konferens Sund som grund Fri programvara, fri kultur, och fritt samhälle Fyra nyanser av grått En kamp mellan olika djur Täcka det administrativa behovet En omställningsmaskin Emacs-lillfinger Prolog på gymnasiet Lisp på nittiotalet Det ställer till det på alla sätt Köp gärna storpack

What caused bond yields to surge this week? And why is Nvidia expanding its presence in the AI boom? Plus, how did markets react to Apple's new CEO in his first week? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What caused bond yields to surge this week? And why is Nvidia expanding its presence in the AI boom? Plus, how did markets react to Apple's new CEO in his first week? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über historische Abschiede, SpaceX-Druck für Siemens Energy und die Zinsgewinner des Anleihenschocks. Außerdem geht es um DHL Group, Apple, Shein, Inditex, Microsoft, Halliburton, Valero Energy, PG&E, Edison International, Nvidia, MediaTek, Aon, KKR, Eli Lilly, Hyperliquid Treasury, Siemens Energy, Nordex, Sto, OHB, Vonovia, Aroundtown, TAG Immobilien, LEG Immobilien, Amazon, BMW, UBTECH Robotics, Zeekr (Geely Automobile Holdings Limited), Unitree Robotics, Renesas Electronics, NXP Semiconductors, Analog Devices, MinebeaMitsumi, Regal Rexnord, TE Connectivity, Amphenol, Walmart, Daifuku, Jabil, Toyota, BYD, Xiaomi, Xpeng, Tesla, Siemens, Schneider Electric, JPMorgan Chase, Crédit Agricole, Grenke und Volkswagen. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Plus: Fast-fashion retailer Shein makes its long-awaited Hong Kong debut. And Apple rises as Tim Cook hands over the reins. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom break down Nvidia's $35 billion Lambda/Anthropic cloud deal and new MediaTek partnership that squeezes Broadcom and Marvell, plus Bessent's latest comments on bonds and inflation.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia's $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Wafer Raises $40M Series A at $200M+ Valuation03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips11:26 - OpenAI's Jalapeño Chip & Agentic Workflows12:56 - Nvidia Invests $3.5B in MediaTek Convertibles17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing?23:30 - The VC Case for Building Software in the AI Era28:45 - The VC Mechanics Driving Mega-Rounds & Pivots34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron la alianza entre MediaTek y Nvidia, sellada con una inversión de $3,500 millones de dólares en bonos convertibles que refuerza el ecosistema de chips de IA de Nvidia. Revisaron también el acuerdo entre Estados Unidos y Venezuela para tomar el control mayoritario de más de $65,000 millones de barriles de reservas petroleras. Finalmente, comentaron la reunión financiera del G20, encabezada por el secretario del Tesoro Scott Bessent.

Amazon krijgt de toezichthouder achter zich aan. De FTC start samen met 22 Amerikaanse staten een zaak tegen de webgigant, omdat die klanten zou hebben misleidt. Amazon zou adverteerders stiekem hogere prijzen laten betalen via schaduwtarieven en nep-biedingen. 1,2 miljoen klanten waren sinds 2019 de dupe, zegt de FTC. En de totale rekening zou oplopen tot 20 miljard dollar. Hoe donker is de wolk die boven Amazon hangt? Dat hoor je in deze aflevering. Verder hebben we het over Shein. Vier jaar moest het bedrijf wachten op de eigen beursgang. En dat blijkt nu allemaal voor een teleurstelling te zijn geweest. De eerste beursdag was bepaald geen feest. Kan het dat dan wel nog worden en wat is daarvoor nodig? Er is ook nog goed nieuws! Want de geplande Box 3-plannen worden geparkeerd. In de gelekte prinsjesdagstukken wordt er niet over gesproken maar bronnen melden dat er wel degelijk ontwikkelingen zijn. En je komt meer te weten over robot-eendjes. Kwek! Te gast: Arend Jan Kamp, van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Is Singapore still the world’s busiest port - or does it depend on what you’re measuring? Michelle Martin looks at Singapore’s place in global shipping as Ningbo-Zhoushan overtakes it on container volumes. Then, could financing become the next constraint on the AI boom? Barclays warns Asian banks may be reaching their lending limits on data centres, even as Singapore-based firms dominate regional fundraising. Plus, why Nvidia is putting US$3.5 billion into MediaTek, why analysts see Dell benefiting from both Nvidia and SpaceX, and what rising oil prices mean as Wall Street enters its historically difficult month of September. In Up or Down: Amazon, Microsoft and OpenAI, Victoria Beckham Holdings, Mapletree Industrial Trust and Frasers Property.See omnystudio.com/listener for privacy information.

Plus: Nvidia invests $3.5 billion in Taiwanese chipmaker MediaTek . And Strategy buys bitcoin for the first time since June. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia is investing $3.5 billion in MediaTek, deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem. Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai join Bloomberg Tech's Ed Ludlow to discuss the deal.See omnystudio.com/listener for privacy information.

Der starke August endet mit einem Rücksetzer: Der DAX verliert zum Wochenstart 1,2 % auf 26.258 Punkte, nachdem er am Freitag noch ein Rekordhoch bei 26.618,74 Zählern markiert hatte. Neue Kampfhandlungen im Iran, steigende Ölpreise und wachsende Spekulationen auf eine Fed-Zinserhöhung im September sorgen für Vorsicht. Etwas Entlastung kommt von der deutschen Inflation: Sie steigt im August nur auf 2,9 %, weniger als erwartet, die Kernrate bleibt bei 2,4 %. Bei den Unternehmen investiert Nvidia 3,5 Mrd. USD in MediaTek, OHB erhält einen Auftrag über knapp 1 Mrd. Euro, Heckler & Koch meldet Rekordzahlen und VW ringt um die Zukunft des Werks Hannover. Dazu Interviews vom HIT in Hamburg und vom Caravan Salon Düsseldorf. Börsenweisheit des Tages: "Die Börse ist die Geschichte von Zyklen und vom menschlichen Verhalten, das für Überreaktionen in beide Richtungen sorgt." - Seth Klarman

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI infrastructure. They analyze softness in mobile demand alongside severe supply chain bottlenecks impacting Apple, Qualcomm, ARM, and MediaTek, highlighting how surging AI demand is squeezing capacity across foundry and memory partners. The hosts then dive into hyperscaler CapEx trends from Amazon, Microsoft, and Meta, evaluating the transition from AI training to inference, the rising adoption of behind-the-meter power solutions, and severe labor constraints in electrical trades. Finally, they address the growing reliance on debt financing for data center expansion and unpack the market mechanics behind recent stock volatility and hedge fund unwinds.

Tune into episode 490 of the Mobile Tech Podcast with guest Will Sattelberg of 9to5Google -- brought to you by Mint Mobile. In today's show, we review Samsung's Galaxy Z Fold8 and discuss the latest Google Pixel 11 series leaks. We also share our thoughts on Apple's Upgrade program and the US foreign robot ban, then cover news, leaks, and rumors from Apple, Light, Honor, OnePlus, Nothing, MediaTek, and Qualcomm. Good times!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Will Sattelberg: https://www.threads.com/@willsattelberg- Samsung Galaxy Z8 series recap: https://9to5google.com/2026/07/22/heres-everything-new-on-samsungs-galaxy-z-fold-8-series-flip-and-new-galaxy-watch-is-it-enough/- Ben's Samsung Galaxy Z Fold8 review: https://9to5google.com/2026/07/31/samsung-galaxy-z-fold-8-review/- Dom's Samsung Galaxy Z Fold8 review: https://www.theverge.com/tech/972387/samsung-galaxy-z-fold-8-review- Google Pixel 11 Pro teaser: https://9to5google.com/2026/07/29/pixel-11-pro-teaser-2/- Google Pixel 11 series pricing leak: https://www.gsmarena.com/new_leak_claims_the_pixel_11_and_pixel_11_pro_may_actually_be_cheaper_than_their_predecessors-news-73913.php- Google Pixel 11 series colors leak: https://www.gsmarena.com/new_leaked_renders_reveal_every_color_option_for_the_pixel_11_lineup-news-73839.php- Apple Upgrade program: https://9to5mac.com/2026/07/28/apple-upgrade-leasing-program-debuts-how-it-works/- Apple Mac roadmap leaks: https://9to5mac.com/2026/07/22/apples-huge-mac-roadmap-revealed-in-new-report/- Light Flip: https://9to5google.com/2026/07/21/light-flip-minimalist-phone-announcement/- Light founders interview: https://9to5google.com/2026/07/27/the-sideload-040-finding-digital-peace-with-light-phone/- Honor Robot Phone camera details, coming Aug 12: https://www.gsmarena.com/honor_details_robot_phone_cameras_ahead_of_launch-news-73905.php- OnePlus 16 rumors: https://www.gsmarena.com/new_leak_points_to_october_launch_for_the_oneplus_16-news-73891.php- Nothing downsizing rumors: https://www.gsmarena.com/nothing_denies_plans_to_exit_12_global_markets_says_its_fake_news-news-73895.php- Nothing Wear OS smartwatch rumors: https://www.gsmarena.com/nothings_first_smartwatch_to_launch_in_september_tipster_claims-news-73901.php- MediaTek Dimensity 9600 rumors: https://www.gsmarena.com/mediateks_appleinspired_dimensity_9600_variants_revealed-news-73893.php- Third Qualcomm Snapdragon 8 Gen 5 chip rumor: https://www.gsmarena.com/qualcomm_is_allegedly_launching_a_new_snapdragon_8_elite_gen_5_soc_this_year-news-73846.php- US bans foreign robots: https://9to5google.com/2026/07/29/robot-vacuum-us-government-ban/Affiliate Links (If you use these links to buy something, we might earn a commission)- Samsung Galaxy Z Fold8 Ultra: https://amzn.to/4wnFRqt- Samsung Galaxy Z Fold8: https://amzn.to/4fTJm2a- Samsung Galaxy Z Flip8: https://amzn.to/4fUqhwS- Samsung Galaxy Watch Ultra2: https://amzn.to/4pKqKVN- Samsung Galaxy Watch9: https://amzn.to/45lgppQ

In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools prompted the move, while speculating if companies like MediaTek might follow suit. The hosts also explore the fierce competition among frontier AI models, noting that enterprise evaluation is shifting toward token efficiency for knowledge work and emphasizing the growing importance of AI orchestration layers and data ownership. Additionally, they break down Wall Street's harsh reaction to ON Semiconductor's acquisition of Synaptics, attributing the stock drop to a lack of clear corporate messaging regarding both sprawling businesses. Finally, the duo analyzes the rumors surrounding Nvidia's product roadmaps, concluding that while minor delays won't impact Nvidia's overall revenue given the massive compute demand, these shifts can trigger significant market volatility for the smaller optical and supply chain players dependent on those exact timelines.

Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcialÍndice:00:00 Intro y Encuesta pasada01:46 Estrategia regional: Samsung introduce en Corea del Sur el Galaxy Jump 5 de forma exclusiva con One UI 8.503:44 Diseño al descubierto: Nuevos reportes exponen detalladamente la distribución física de botones y gestos táctiles de las Galaxy Glasses06:16 Gama alta premium: Filtraciones agendan el arribo oficial de las tablets Galaxy Tab S12+ y S12 Ultra impulsadas por MediaTek para septiembre09:09 Alza generalizada: Apple eleva drásticamente los costos comerciales de casi todo su portafolio de iPads, MacBooks y accesorios por escasez de chips12:46 iPhone 18 Pro Max: Filtración de la cadena de suministro revela el tamaño de sus baterías y las diferencias entre las variantes física y eSIMSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

El grupo de ransomware World Leaks hackea a Tata Electronics en India filtrando mapas analíticos de componentes confidenciales del próximo iPhone 18 Pro, revelando su cadena de suministro exacta (incluyendo contratos privados con TSMC y Qualcomm) y fotos de prototipos en pruebas de caída (drop-tests) fechadas a inicios de 2026. OpenAI aprovecha esta crisis de talento absorbiendo a Meade para liderar su división de hardware físico junto a Jony Ive (cuya firma io fue adquirida por 6.500 millones de dólares). Se desvela su hoja de ruta: dispositivo de audio sin pantalla en 2026 y un smartphone con procesador personalizado MediaTek y doble NPU para 2027. ---------------------------------- #Apple #OpenAI #iPhone18 #PaulMeade #TechPodcast #AppleLeaks #JonyIve #JohnTernus #InteligenciaArtificial #Hardware ---------------------------------- https://seoxan.es/crear_pedido_hosting Codigo Cupon "APPLE" ---------------------------------- PATROCINADO POR SEOXAN Optimización SEO profesional para tu negocio https://seoxan.es https://uptime.urtix.es ---------------------------------- PARTICIPA EN DIRECTO Deja tu opinión en los comentario ---------------------------------- ¿TE GUSTÓ EL EPISODIO? ✨ Dale LIKE SUSCRÍBETE y activa la campanita para no perderte nada COMENTA COMPARTE con tus amigos Applelianos ---------------------------------- SÍGUENOS EN TODAS NUESTRAS PLATAFORMAS: YouTube: https://www.youtube.com/@Applelianos Telegram: https://t.me/+Jm8IE4n3xtI2Zjdk X (Twitter): https://x.com/ApplelianosPod Facebook: https://www.facebook.com/applelianos Apple Podcasts: https://apple.co/39QoPbO ----------------------------------

Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Le Canada veut passer de la recherche IA à l'industrie • L'Europe tente de réduire sa dépendance numérique • Qwant devient un symbole de souveraineté • Mistral se heurte au droit d'auteur • Microsoft pousse l'IA agentique partout • Alexa+ trop lent • Mon Carnet explore les batteries lourdes • Monde Numérique reçoit Qwant et enquête sur la cybersécurité et l'hôpitalAvec Bruno Guglielminetti (Mon Carnet)Le Canada veut industrialiser son IAAu Canada, le gouvernement de Mark Carney présente sa stratégie « AI for All », avec l'objectif de faire passer l'adoption de l'IA par les entreprises d'un peu plus de 12 % à 60 % d'ici 2034 et de créer 250 000 emplois liés à l'IA sur cinq ans. On retient surtout le changement de cap : le pays veut rester fort en recherche, mais pousser davantage la commercialisation, les infrastructures souveraines, la littératie numérique et la cybersécurité.Souveraineté numérique : même combat des deux côtés de l'AtlantiqueEn Europe, la Commission européenne lance un paquet de mesures pour renforcer la souveraineté technologique dans les semi-conducteurs, l'IA, le cloud et les infrastructures numériques. On souligne que l'objectif n'est pas l'autarcie totale, mais une réduction des dépendances critiques vis-à-vis des fournisseurs américains et asiatiques, avec une préférence européenne qui pourrait bouleverser les habitudes d'achat public.Qwant, symbole européen au ParlementLe Parlement européen remplace Google par Qwant comme moteur de recherche par défaut sur Edge et Firefox à partir du 4 juin 2026, tout en laissant les utilisateurs choisir une alternative. On y voit un geste fort, peut-être symbolique, mais révélateur d'un mouvement plus large : faire exister des outils européens face aux géants américains. Dans Monde Numérique, Jérôme annonce une interview du directeur général de Synfonium, la société qui possède Qwant.Mistral face au casse-tête du droit d'auteurMistral AI se retrouve au cœur d'un dilemme européen : protéger les ayants droit ou ne pas fragiliser l'une des rares pépites européennes de l'IA. Nous revenons sur cette tension entre innovation, souveraineté et rémunération des contenus, avec un risque clair : imposer aux acteurs européens des contraintes que les géants américains ont déjà largement contournées.Microsoft veut rendre l'IA incontournableÀ l'occasion de Microsoft Build 2026, Microsoft pousse une vision très agentique de l'informatique, où l'IA devient l'interface principale entre l'utilisateur, ses données et ses appareils. On évoque notamment les nouvelles briques autour de Copilot, les agents, les modèles embarqués et les machines capables de faire tourner localement des modèles puissants, dont une dev box fondée sur la technologie NVIDIA RTX Spark.L'ordinateur sans applications se rapprocheBruno relève une idée forte : demain, l'appareil pourrait ne plus être organisé autour d'applications, mais autour d'un assistant capable de tout orchestrer à la demande. On met cette évolution en perspective avec les annonces de Microsoft, les travaux d'OpenAI sur de nouveaux appareils, et les ambitions de Qualcomm, Intel ou MediaTek dans l'IA locale.Alexa+ : plus intelligent, mais trop lentJérôme partage son retour d'expérience avec Alexa+, désormais testé à la maison en France. L'assistant paraît plus courtois, plus conversationnel et compatible avec de nombreux appareils existants, mais la latence devient gênante, surtout pour les gestes simples de domotique comme allumer les lumières ou baisser les volets. Il note aussi la disparition de plusieurs « skills », toujours visibles dans l'application mobile mais inutilisables sur certains appareils Echo récents.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews. Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge) Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware) Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle) Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information) A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

È ancora aperta la partita sul futuro degli sconti sulle accise. A pochi giorni dalla scadenza del 6 giugno, nel governo si moltiplicano le valutazioni su costi e benefici di un nuovo eventuale intervento sui carburanti, senza che sia ancora maturata una decisione definitiva. Dalla primavera a oggi il taglio delle accise ha cambiato più volte intensità: si è partiti da uno sconto consistente, attorno ai 24 centesimi al litro, per arrivare a una progressiva riduzione. Nell'ultimo decreto il governo ha dimezzato lo sconto sul gasolio, portandolo a circa 12 centesimi al litro, mentre per la benzina il taglio è rimasto più contenuto, attorno ai 6 centesimi. Una modulazione dettata dall'esigenza di contenere l'impatto sui conti pubblici: il conto complessivo dell'operazione sfiora i 2 miliardi di euro, una cifra che rende difficile immaginare ulteriori proroghe senza coperture solide.OSPITE: Davide Tabarelli, presidente Nomisma EnergiaSoftBank investe 75 miliardi in Francia per costruire il più grande hub IA d EuropaSoftBank scommette sulla Francia per accelerare la corsa europea all'intelligenza artificiale (IA). Il gruppo giapponese guidato da Masayoshi Son ha annunciato, secondo quanto rivelato dal Financial Times, un impegno fino a 75 miliardi di euro per sviluppare una vasta rete di infrastrutture dedicate al calcolo avanzato, un progetto che, se completato, diventerebbe il più grande complesso di data center per l IA del continente. L investimento rappresenta il più importante impegno nel settore dell'intelligenza artificiale assunto da SoftBank al di fuori degli Stati Uniti e offre un importante successo politico al presidente francese Emmanuel Macron alla vigilia dell'edizione 2026 di Choose France , l evento con cui Parigi cerca ogni anno di attirare capitali e investimenti internazionali.La decisione - secondo il quotidiano britannico - è maturata rapidamente dopo una cena tra Macron e Son svoltasi a Tokyo all inizio di aprile. In quell'occasione il presidente francese avrebbe illustrato i punti di forza del Paese per ospitare infrastrutture ad alta intensità energetica, puntando in particolare sulla disponibilità di energia nucleare e su procedure autorizzative accelerate per gli impianti legati all'intelligenza artificiale. «SoftBank è orgogliosa di assumere questo importante impegno nei confronti della Francia», ha dichiarato Son. Secondo il fondatore e amministratore delegato del gruppo, le capacità industriali francesi, la disponibilità di competenze specializzate e l ambizione nazionale nel settore tecnologico rendono il Paese uno dei candidati più credibili a diventare un polo europeo dell'intelligenza artificiale. Uno dei principali poli sorgerà a Dunkerque, dove SoftBank collaborerà con Schneider Electric per creare un hub dedicato sia alle infrastrutture per l'intelligenza artificiale sia alla produzione di tecnologie robotiche. La posizione geografica del sito, affacciato sul Mare del Nord e vicino a importanti mercati come Londra, Bruxelles e Amsterdam, è considerata uno degli elementi strategici dell'iniziativa.OSPITE: Danilo Ceccarelli, collaboratore del Sole 24 ore da Parigi Easyjet vola in Borsa sulla manifestazione di interesse di CastlelakeEasyjet bolla come "altamente opportunistica la tempistica" con cui la società di investimento Castlelake sta valutando un'offerta per il vettore britannico e afferma di "non aver avuto alcuna discussione, né di aver ricevuto alcun approccio o proposta" dal potenziale acquirente. Venerdì scorso, a Borsa chiusa, Castlelake aveva reso noto di disporre di una quota del 2,1% nel vettore britannico e di valutare un'offerta a non meno di 403,23 pence ad azione. Sul listino di Londra Easyjet balza stamattina dell'11,6% a 444,1 pence. Il board di Easyjet, si legge nella risposta del vettore britannico, pubblicata poco prima dell'apertura di Borsa, "ha chiaro il proprio dovere di massimizzare il valore per gli azionisti e prenderà in considerazione qualsiasi proposta" ponendo attenzione "in particolare alla valutazione e alla fattibilità" dell'operazione. Con riguardo al primo punto il board rileva "il timing altamente opportunistico" di un'offerta nel momento in cui "il prezzo delle azioni è temporaneamente depresso a causa dell'attuale situazione in Medio Oriente e del suo impatto sulla fiducia dei clienti e sui prezzi del carburante". In tema di fattibilità il cda "rileva le considerevoli sfide normative, finanziarie e operative associate a una potenziale acquisizione di easyJet". Andrea Giuricin, Docente di Economia dei Trasporti all'Università Bicocca di Milano, autore di "Alitalia La privatizzazione infinita" Nvidia sfida Intel e Apple con un nuovo superchip per PcNvidia entra nel mercato dei chip per pc con il nuovo RTX Spark Superchip, che debutterà nei pc fissi e portatili delle principali marche dal prossimo autunno. L'annuncio, riferiscono i media internazionali, è stato fatto dal ceo di Nvidia, Jensen Huang, alla fiera Computex a Taipei. Il 'superchip' di Nvidia rappresenta una sfida diretta a gruppi come Intel, Qualcomm, Amd e Apple, aprendo una nuova linea di business per il colosso da 5,1 trilioni di dollari di capitalizzazione. "Il più efficiente chip per pc mai costruito", come lo ha definito Huang, sarà utilizzato da Dell, Asus, Hp, Lenovo, Microsoft, Acer e Msi.Il superchip di Nvidia, che lavorerà con il software Windows di Microsoft, è una combinazione di un microprocessore e di un chip grafico, realizzato con la collaborazione di MediaTek, e consentirà di eseguire applicazioni e modelli di intelligenza artificiale. La sua fabbricazione aumenta la competizione nel settore dei chip per pc e segnala come Nvidia, che occupa una posizione dominante nel settore dei semiconduttori per le infrastrutture di intelligenza artificiale, stia ampliando la sua offerta, sviluppando chip integrati che alimentano l'intero computer, con l'obiettivo di intercettare i flussi di spesa dei consumatori per sostituire pc datati, messi a dura prova dalle nuove applicazioni di intelligenza artificiale, con laptop più performanti.OSPITE: Alessandro Plateroti, Direttore editoriale Ucapital.com

O Wi-Fi deixou de ser apenas uma conexão sem fio para virar parte essencial da nossa rotina digital. Streaming em 4K, casas inteligentes, jogos online, trabalho remoto, inteligência artificial e dezenas de dispositivos conectados ao mesmo tempo estão pressionando as redes domésticas como nunca antes. No novo episódio do Podcast Canaltech, conversamos com Samir Vani, diretor de Desenvolvimento de Negócios da MediaTek para a América Latina, sobre a chegada do Wi-Fi 7 e o que muda na prática para os consumidores. Durante o papo, o executivo explica como a nova geração promete conexões mais rápidas, estáveis e preparadas para lidar com múltiplos aparelhos simultaneamente. A conversa também aborda o impacto da IA no consumo de internet, o futuro do Wi-Fi 8 e como o Brasil está posicionado nessa nova era da conectividade. Você também vai conferir: China quer transformar robôs humanoides em colegas de trabalho, Google agora quer usar seu histórico de buscas para entender você ainda melhor e Hyundai croa película para deixar o carro mais fresco no calor. Este podcast foi roteirizado e apresenrdo por Fernanda Santos e apresentado r e contou com reportagens de Nathan Vieira, Viviane França e Paulo Amaral. A trilha sonora é de Guilherme Zomer, a edição de Yuri Sousa e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Lenovo unveils new ThinkPad series, WhatsApp announces “Incognito Chat”, ZTE and MediaTek partner on tri-band Wi-Fi 7. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can support the show on Patreon,Continue reading "Google Announces New Googlebook Category – DTH"

What happens when AI develops a smartphone that eliminates the need for traditional apps? Imagine a future where your AI agent handles everything—your calendar, messaging, even your banking—just by talking to your phone. According to recent reports, OpenAI is partnering with Qualcomm and MediaTek to produce a device projected to hit 2027-2028, potentially reshaping the entire app economy. This isn't just speculation; it's a glimpse into a world where the app store as we know it could become obsolete.

AI is rapidly moving to the edge of the network—and reshaping the future of Wi-Fi. In this episode, we sit down with James Chen, VP of Product and Technology Marketing at MediaTek, to explore how edge AI, Wi-Fi 7 adoption, and emerging Wi-Fi 8 innovations are transforming connectivity. James shares insights on the accelerating adoption of Wi-Fi 7 across smartphones, PCs, enterprise networks, and broadband gateways—highlighting how AI-enhanced performance, lower latency, and improved reliability are driving advancements. Looking ahead, he explains how agentic AI and small language models embedded in home gateways could revolutionize customer support, enabling real-time, in-home troubleshooting and reducing operational costs for service providers. We also get an early look at Wi-Fi 8 and how its improved features enable efficiency, seamless roaming, and improved uplink performance. Tune in for the latest on edge AI, Wi-Fi innovation, and what's next for connectivity in 2026 and beyond.CES 2026 panel: Redefining Wireless: Networks, Devices & New Frontiers For Wi-Fi AllianceFor Membership InfoGeneral Contact

Falha grave no Linux permite acesso root a qualquer usuário. Jogadores de PlayStation podem receber reembolso após processo coletivo! Veja lista de jogos elegíveis.OpenAI 'acelera' plano de celular próprio e pode ter chip da MediaTek. Sucesso do Mac mini com IA zera estoque e Apple descontinua versão 'baratinha'. Musk faz acordo em processo e leva multa de US$ 1,5 mi por compra do X e Justiça Federal suspende multa de R$ 250 mil do Cade contra o WhatsApp.

Are you ready for a world where true personal computing is under threat? This week's candid conversation with Framework CEO Nirav Patel tackles why owning your own AI hardware matters more than ever—and what's at risk if we don't. Alphabet tops Q1 estimates on strong Google Cloud growth Is OpenAI Falling Further Behind in the A.I. Race? OpenAI Releases 'Spud' GPT-5.5 Model OpenAI Breaks Free From Exclusive AI Pact With Microsoft Google signs classified AI deal with the Pentagon for 'any lawful government purpose' Elon Musk appeared more petty than prepared OpenAI Set to Redefine Smartphones; MediaTek, Qualcomm & Luxshare Key to Its AI Agent Phone Why Manus has become a crucial prize in the global AI race - Fast Company Australia unveils a 2.25% levy on Meta, Google, and TikTok The Man Behind AlphaGo Thinks AI Is Taking the Wrong Path Amateur armed with ChatGPT 'vibe-maths' a 60-year-old problem Introducing talkie: a 13B vintage language model from 1930 Cursor-Opus agent snuffs out startup's production database OpenAI Really Wants Codex to Shut Up About Goblins Now we know who paid $100,000 to unlock a Sam Altman podcast interview Study Finds A Third of New Websites are AI-Generated The Bloomberg Terminal Is Getting an AI Makeover, Like It or Not Generative AI vegetarianism To buy this Bay Area home, you'll need Anthropic equity | TechCrunch * Chloe vs. History Jack Dorsey-backed Vine reboot Divine launches to the public | TechCrunch noscroll Felvidek Amazon's AI product podcasts 64″D Hyperbaric Oxygen Chamber Timmy's rescue Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nirav Patel Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/machines outsystems.com/twit zscaler.com/security

Are you ready for a world where true personal computing is under threat? This week's candid conversation with Framework CEO Nirav Patel tackles why owning your own AI hardware matters more than ever—and what's at risk if we don't. Alphabet tops Q1 estimates on strong Google Cloud growth Is OpenAI Falling Further Behind in the A.I. Race? OpenAI Releases 'Spud' GPT-5.5 Model OpenAI Breaks Free From Exclusive AI Pact With Microsoft Google signs classified AI deal with the Pentagon for 'any lawful government purpose' Elon Musk appeared more petty than prepared OpenAI Set to Redefine Smartphones; MediaTek, Qualcomm & Luxshare Key to Its AI Agent Phone Why Manus has become a crucial prize in the global AI race - Fast Company Australia unveils a 2.25% levy on Meta, Google, and TikTok The Man Behind AlphaGo Thinks AI Is Taking the Wrong Path Amateur armed with ChatGPT 'vibe-maths' a 60-year-old problem Introducing talkie: a 13B vintage language model from 1930 Cursor-Opus agent snuffs out startup's production database OpenAI Really Wants Codex to Shut Up About Goblins Now we know who paid $100,000 to unlock a Sam Altman podcast interview Study Finds A Third of New Websites are AI-Generated The Bloomberg Terminal Is Getting an AI Makeover, Like It or Not Generative AI vegetarianism To buy this Bay Area home, you'll need Anthropic equity | TechCrunch * Chloe vs. History Jack Dorsey-backed Vine reboot Divine launches to the public | TechCrunch noscroll Felvidek Amazon's AI product podcasts 64″D Hyperbaric Oxygen Chamber Timmy's rescue Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nirav Patel Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/machines outsystems.com/twit zscaler.com/security

Are you ready for a world where true personal computing is under threat? This week's candid conversation with Framework CEO Nirav Patel tackles why owning your own AI hardware matters more than ever—and what's at risk if we don't. Alphabet tops Q1 estimates on strong Google Cloud growth Is OpenAI Falling Further Behind in the A.I. Race? OpenAI Releases 'Spud' GPT-5.5 Model OpenAI Breaks Free From Exclusive AI Pact With Microsoft Google signs classified AI deal with the Pentagon for 'any lawful government purpose' Elon Musk appeared more petty than prepared OpenAI Set to Redefine Smartphones; MediaTek, Qualcomm & Luxshare Key to Its AI Agent Phone Why Manus has become a crucial prize in the global AI race - Fast Company Australia unveils a 2.25% levy on Meta, Google, and TikTok The Man Behind AlphaGo Thinks AI Is Taking the Wrong Path Amateur armed with ChatGPT 'vibe-maths' a 60-year-old problem Introducing talkie: a 13B vintage language model from 1930 Cursor-Opus agent snuffs out startup's production database OpenAI Really Wants Codex to Shut Up About Goblins Now we know who paid $100,000 to unlock a Sam Altman podcast interview Study Finds A Third of New Websites are AI-Generated The Bloomberg Terminal Is Getting an AI Makeover, Like It or Not Generative AI vegetarianism To buy this Bay Area home, you'll need Anthropic equity | TechCrunch * Chloe vs. History Jack Dorsey-backed Vine reboot Divine launches to the public | TechCrunch noscroll Felvidek Amazon's AI product podcasts 64″D Hyperbaric Oxygen Chamber Timmy's rescue Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nirav Patel Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/machines outsystems.com/twit zscaler.com/security

Are you ready for a world where true personal computing is under threat? This week's candid conversation with Framework CEO Nirav Patel tackles why owning your own AI hardware matters more than ever—and what's at risk if we don't. Alphabet tops Q1 estimates on strong Google Cloud growth Is OpenAI Falling Further Behind in the A.I. Race? OpenAI Releases 'Spud' GPT-5.5 Model OpenAI Breaks Free From Exclusive AI Pact With Microsoft Google signs classified AI deal with the Pentagon for 'any lawful government purpose' Elon Musk appeared more petty than prepared OpenAI Set to Redefine Smartphones; MediaTek, Qualcomm & Luxshare Key to Its AI Agent Phone Why Manus has become a crucial prize in the global AI race - Fast Company Australia unveils a 2.25% levy on Meta, Google, and TikTok The Man Behind AlphaGo Thinks AI Is Taking the Wrong Path Amateur armed with ChatGPT 'vibe-maths' a 60-year-old problem Introducing talkie: a 13B vintage language model from 1930 Cursor-Opus agent snuffs out startup's production database OpenAI Really Wants Codex to Shut Up About Goblins Now we know who paid $100,000 to unlock a Sam Altman podcast interview Study Finds A Third of New Websites are AI-Generated The Bloomberg Terminal Is Getting an AI Makeover, Like It or Not Generative AI vegetarianism To buy this Bay Area home, you'll need Anthropic equity | TechCrunch * Chloe vs. History Jack Dorsey-backed Vine reboot Divine launches to the public | TechCrunch noscroll Felvidek Amazon's AI product podcasts 64″D Hyperbaric Oxygen Chamber Timmy's rescue Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nirav Patel Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/machines outsystems.com/twit zscaler.com/security

Are you ready for a world where true personal computing is under threat? This week's candid conversation with Framework CEO Nirav Patel tackles why owning your own AI hardware matters more than ever—and what's at risk if we don't. Alphabet tops Q1 estimates on strong Google Cloud growth Is OpenAI Falling Further Behind in the A.I. Race? OpenAI Releases 'Spud' GPT-5.5 Model OpenAI Breaks Free From Exclusive AI Pact With Microsoft Google signs classified AI deal with the Pentagon for 'any lawful government purpose' Elon Musk appeared more petty than prepared OpenAI Set to Redefine Smartphones; MediaTek, Qualcomm & Luxshare Key to Its AI Agent Phone Why Manus has become a crucial prize in the global AI race - Fast Company Australia unveils a 2.25% levy on Meta, Google, and TikTok The Man Behind AlphaGo Thinks AI Is Taking the Wrong Path Amateur armed with ChatGPT 'vibe-maths' a 60-year-old problem Introducing talkie: a 13B vintage language model from 1930 Cursor-Opus agent snuffs out startup's production database OpenAI Really Wants Codex to Shut Up About Goblins Now we know who paid $100,000 to unlock a Sam Altman podcast interview Study Finds A Third of New Websites are AI-Generated The Bloomberg Terminal Is Getting an AI Makeover, Like It or Not Generative AI vegetarianism To buy this Bay Area home, you'll need Anthropic equity | TechCrunch * Chloe vs. History Jack Dorsey-backed Vine reboot Divine launches to the public | TechCrunch noscroll Felvidek Amazon's AI product podcasts 64″D Hyperbaric Oxygen Chamber Timmy's rescue Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nirav Patel Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/machines outsystems.com/twit zscaler.com/security

In this episode, Adam King of MediaTek and Francis Sideco of TIRIAS Research explore how MediaTek is scaling edge AI across a wide range of devices and markets, from smartphones and tablets to Chromebooks and AI workstations. They also dive into what's next for physical AI, the hype around AGI, and MediaTek's partnerships with NVIDIA and Google.  

Are you ready for a world where true personal computing is under threat? This week's candid conversation with Framework CEO Nirav Patel tackles why owning your own AI hardware matters more than ever—and what's at risk if we don't. Alphabet tops Q1 estimates on strong Google Cloud growth Is OpenAI Falling Further Behind in the A.I. Race? OpenAI Releases 'Spud' GPT-5.5 Model OpenAI Breaks Free From Exclusive AI Pact With Microsoft Google signs classified AI deal with the Pentagon for 'any lawful government purpose' Elon Musk appeared more petty than prepared OpenAI Set to Redefine Smartphones; MediaTek, Qualcomm & Luxshare Key to Its AI Agent Phone Why Manus has become a crucial prize in the global AI race - Fast Company Australia unveils a 2.25% levy on Meta, Google, and TikTok The Man Behind AlphaGo Thinks AI Is Taking the Wrong Path Amateur armed with ChatGPT 'vibe-maths' a 60-year-old problem Introducing talkie: a 13B vintage language model from 1930 Cursor-Opus agent snuffs out startup's production database OpenAI Really Wants Codex to Shut Up About Goblins Now we know who paid $100,000 to unlock a Sam Altman podcast interview Study Finds A Third of New Websites are AI-Generated The Bloomberg Terminal Is Getting an AI Makeover, Like It or Not Generative AI vegetarianism To buy this Bay Area home, you'll need Anthropic equity | TechCrunch * Chloe vs. History Jack Dorsey-backed Vine reboot Divine launches to the public | TechCrunch noscroll Felvidek Amazon's AI product podcasts 64″D Hyperbaric Oxygen Chamber Timmy's rescue Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nirav Patel Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/machines outsystems.com/twit zscaler.com/security

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

OpenAI Smartphone Rumors, Charter's Stock Plunge, Intel–Tesla Foundry Boost, Direct-to-Device Satellite Benchmarks, Verizon's Q1 Net Adds, and a Socorro AI Data Center DebateThe 6G Podcast hosts discuss rumors that OpenAI may build a smartphone with Qualcomm and MediaTek, potentially launching around 2027 and enabling tighter OS-level AI integration than Android or iOS. They review Q1 telecom earnings, highlighting Charter's nearly 25% stock drop after losing over 100,000 broadband customers and adding fewer mobile lines than expected, sparking M&A speculation including a possible Verizon or T-Mobile bid and a rumored Deutsche Telekom move to fully acquire T-Mobile. They cover Intel's earnings surge and Tesla naming Intel's 14A node for “Terra Fab,” framed as a CHIPS Act-aligned U.S. manufacturing milestone relevant to 6G supply chains. The episode also summarizes a new direct-to-device satellite report showing about 0.5%–1% monthly unique usage across tracked countries, and Verizon's Q1 return to positive postpaid phone net adds, alongside discussion of an AI data center proposal in Socorro, New Mexico and local opposition over power and water concerns.00:00 Welcome to Six G00:21 OpenAI Phone Rumors03:21 AI OS and Ecosystem05:35 Smartphone Market Shakeups06:00 Telecom Earnings Shock07:05 Charter Selloff Fallout08:01 M&A Rumors Heat Up09:48 Cable vs Fiber Reality13:25 Intel and Tesla Surge19:00 Direct to Device Satellites21:27 Satellite Use vs Density23:28 UK Scan Rate Insights24:08 Hajj Network Challenges26:01 Verizon Q1 Turnaround30:19 Fixed Wireless Limits32:31 Socorro Data Center Debate36:47 Data Centers Case by Case40:16 Wrap Up and Subscribe

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based. China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT) Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028 (Ming-Chi Kuo) Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (FT) Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (The Information) Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic) Learn more about your ad choices. Visit megaphone.fm/adchoices

SUMMARY DEL SHOW Futuros en rojo tras cierres récord. El mercado toma aire. Irán sigue siendo el foco y el petróleo vuelve a presionar, reactivando el miedo a inflación y márgenes. $QCOM se dispara por rumor de supply chain. OpenAI trabajaría con Qualcomm y MediaTek para chips de smartphone con producción masiva en 2028. La narrativa es AI upgrade cycle en el teléfono. China bloquea la compra de $META por Manus, elevando riesgo geopolítico para M&A en IA. $LLY acuerda comprar Ajax por hasta $2.3 Billones para reforzar pipeline en cánceres de sangre.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC's strong earnings and their strategic decision to ramp up CapEx and N3 production specifically to meet massive AI demand. The duo explores the industry-wide compute deficit impacting firms like Anthropic and the potential IPO of Cerebras, while discussing the fragmenting market for custom ASICs as Google explores design partners like Marvell and MediaTek. Finally, they weigh in on the end of an era at Apple with Tim Cook stepping down; they argue his greatest legacy was preserving the company's unique culture while handing the reins to John Ternus to lead a new hardware and AI growth cycle.

Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, and future trends shaping the industry.

In this episode, Sameer Sharma of MediaTek and Anshel Sag of Moor Insights & Strategy dive into how MediaTek's Genio portfolio is bringing the latest AI capabilities to the next generation of IoT solutions, including robotics, industrial IoT, retail, and more.

AI is now a core requirement, not a side project. In this episode of the AiR Podcast, Top AI Leader Kimberly Morgan sits with Sameer Sharma and CK Wang from MediaTek, to discuss how edge AI and AIoT platforms are delivering measurable ROI across retail operations The conversation explores why intelligence is moving closer to the device, how edge AI supports real-time decision-making, improves cost efficiency, strengthens data privacy, and enables scalable AI deployment across stores. Key themes include shrink reduction, checkout optimization, infrastructure strategy, and the practical realities of adopting AI at scale. If you are defining your retail AI roadmap, this episode offers a grounded, execution-focused perspective.

 In this episode, we're joined by Adam King from MediaTek to talk about the next wave of generative AI, from how it's being built into our everyday devices to what's coming next with agentic AI and edge computing. We dive into how phones, tablets, PCs, and even smart home devices are becoming smarter, faster, and more personal, all thanks to powerful chips designed to handle AI on-device. #ad