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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 stapt de PC-markt binnen met de Spark chip, een system-on-chip die AMD, Intel en Qualcomm onder druk zet. In deze aflevering van Techzine Talks bespreken we de technische details van deze innovatieve chip met gedeeld geheugen architectuur, waarbij CPU en GPU één geheugenpool delen tot 128GB.De Nvidia Spark richt zich voornamelijk op AI-developers en gebruikers die lokaal AI willen draaien. Met specificaties vergelijkbaar aan een RTX 5070 maar dan in een geïntegreerde oplossing, kan deze chip de laptop- en desktop markt op zijn kop zetten. We analyseren de voor- en nadelen van het gedeelde geheugen systeem en wat dit betekent voor prestaties.Ook bespreken we de concurrentie met Qualcomm's ARM-gebaseerde chips, de rol van Microsoft, en waarom Intel en AMD zich zorgen moeten maken. Fabrikanten als Dell, HP, Lenovo, Asus en MSI kondigen al eerste modellen aan, met Microsoft's Surface Ultra als vlaggenschip. Maar wordt dit een succes of een kortstondig avontuur?Belangrijkste onderwerpen:• Technische specificaties Nvidia Spark system-on-chip• Gedeeld geheugen architectuur: voordelen en nadelen• Vergelijking met Qualcomm, Intel en AMD oplossingen• Welke fabrikanten stappen in en wat zijn de verwachtingen• Prijsstelling en beschikbaarheid (herfst 2025)• Impact op de AI PC-markt en toekomst van Windows on ARM• Waarom Nvidia's timing perfect is na afloop Qualcomm exclusiviteit• Geheugen tekorten en implicaties voor smartphonesChapters:0:08 - Introductie Nvidia Spark0:51 - Wat is een system on chip1:19 - Gedeeld geheugen architectuur4:30 - Nvidia komt op de PC-markt5:44 - Qualcomm en Windows op ARM7:03 - Specificaties en prestaties23:42 - Fabrikanten en marktimplicaties26:13 - Toekomst en concurrentieKeywords: Nvidia Spark, system on chip, AI PC, gedeeld geheugen, Windows on ARM, Qualcomm Snapdragon, laptop chips, GPU architectuur, MediaTek, AI development
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.
C'est une entreprise qui construit l'infrastructure d'IA la plus enviée de la planète. Mais ses propres chercheurs doivent faire la queue pour y accéder. Oui, c'est le paradoxe fascinant auquel fait face Google aujourd'hui.L'écrasant succès commercial des TPULe nœud du problème, c'est l'écrasant succès commercial des puces maisons de Google, les TPU, auprès de géants comme Anthropic ou Meta. Cette demande est en train de priver ses équipes internes, notamment celles de Google DeepMind, des ressources indispensables à leurs propres recherches.Google a signé des accords pour positionner ses puces comme la seule alternative crédible aux cartes Nvidia. L'entreprise s'est notamment engagée à investir jusqu'à 40 milliards de dollars dans Anthropic. Et ce deal titanesque verrouille l'accès à un million de puces et cinq gigawatts de capacité de calcul sur cinq ans.En ajoutant Meta à l'équation, Google a vendu tellement de puissance de calcul que ses infrastructures ne suffisent plus à satisfaire tout le monde en même temps.Un goulet d'étranglement qui touche l'ensemble du secteur techMais attention, cette crise de croissance ne vient pas uniquement d'un arbitrage commercial. Elle révèle un goulet d'étranglement industriel bien plus profond qui touche l'ensemble du secteur tech. Le patron de DeepMind, Demis Hassabis, pointe deux limites majeures.D'un côté, une pénurie de composants clés en amont, notamment les mémoires à haute bande passante fournies par Samsung ou SK Hynix.De l'autre, un besoin vital de puces pour les chercheurs qui doivent tester de nouvelles idées à grande échelle. Malgré un plan d'investissement de près de 180 milliards de dollars cette année pour Alphabet, la puissance disponible est donc rationnée en interne.Et concrètement, cette pénurie commence à fissurer le leadership technologique de Google.Plusieurs chercheurs de renom ont déjà quitté le navire ces derniers mois pour des start-ups, lassés de voir leurs projets mis en attente.Diversifier sa chaîne d'approvisionnementPour desserrer l'étau, Google tente bien de diversifier sa chaîne d'approvisionnement en s'alliant avec des partenaires comme Broadcom ou MediaTek pour produire des puces d'inférence en aval.Mais la cadence de production ne suit pas encore la demande.Google se retrouve donc dans une position acrobatique, devenant le principal fournisseur d'infrastructure de ses propres concurrents, tout en essayant de garder assez de puissance pour entraîner ses futurs modèles Gemini.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
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"
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
ÉCOUTEZ SANS PUB sur notre chaine DJAMGAMIND avec Apple: https://podcasts.apple.com/us/channel/djamgamind/id6760446113#DJAMGAMIND #AIRIA Résumé : Dans le résumé d'aujourd'hui, nous analysons la "Décentralisation de l'Intelligence". Nous décortiquons le développement accéléré du smartphone d'OpenAI pour contrôler la couche matérielle, et les 250 millions de dollars payés par Apple pour régler un recours collectif lié aux retards de l'IA Siri. Nous explorons le changement radical de l'infrastructure de calcul, mis en évidence par Nvidia installant des mini-centres de données à refroidissement liquide sur les murs des maisons résidentielles. Nous abordons également le nouveau protocole réseau MRC d'OpenAI, les nouveaux agents financiers d'Anthropic, les éditeurs poursuivant Mark Zuckerberg pour piratage, et PayPal rejoignant Coinbase avec des licenciements massifs pilotés par l'IA.Commanditaire Exclusif : DJAMGAMIND. L'Intelligence de Haute Fidélité pour la direction. Visitez DjamgaMind.com.Importants Abordés :Le Smartphone d'OpenAI : OpenAI s'associe à MediaTek pour produire en masse un téléphone agentique d'ici 2027 (30 millions d'unités prévues).Accord de 250 M$ pour Apple : Apple accepte d'indemniser les utilisateurs d'iPhone suite au retard des fonctionnalités "Siri personnalisé" promises en 2024.Mini Centres de Données à Domicile : La startup Span et Nvidia montent des nœuds de calcul XFRA sur les maisons résidentielles pour contourner la saturation du réseau électrique.Protocole de Calcul MRC d'OpenAI : OpenAI ouvre le code source d'un protocole réseau empêchant les défaillances massives des grappes de GPU.PayPal Licencie 20 % de son Personnel : Suivant la réduction de 14 % de Coinbase, PayPal annonce la suppression d'un poste sur cinq grâce aux gains de productivité de l'IA.Zuckerberg Poursuivi par les Éditeurs : Cinq grands éditeurs de livres accusent Meta et Mark Zuckerberg personnellement de piratage de livres pour entraîner Llama.L'Agent "Remy" de Google : Google teste un assistant IA autonome 24h/24 intégré à l'écosystème Gemini pour concurrencer OpenClaw.GPT-5.5 Instant et Bio Quantique : OpenAI lance GPT-5.5 Instant pour réduire les hallucinations, tandis qu'IBM simule des protéines complexes via l'informatique quantique.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
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
Le projet n'est plus seulement une rumeur : OpenAI pourrait bientôt passer du logiciel… au matériel. Selon l'analyste Ming-Chi Kuo, la société à l'origine de ChatGPT travaillerait sur un smartphone entièrement pensé autour de l'intelligence artificielle. Un « AI Phone » qui ne se contenterait pas d'intégrer l'IA, mais en ferait le cœur de l'expérience utilisateur.L'idée est simple, mais ambitieuse : repenser le téléphone non plus comme une collection d'applications, mais comme un assistant centralisé, capable de comprendre et d'anticiper les besoins en continu. Pour y parvenir, OpenAI ne se limiterait pas au design ou à l'interface. L'entreprise s'attaquerait directement à un élément clé : le processeur. En collaboration avec MediaTek et Qualcomm, OpenAI développerait une puce dédiée à l'IA, dont la production de masse pourrait démarrer à l'horizon 2028. Contrairement aux processeurs classiques, conçus pour gérer des tâches variées, celui-ci serait optimisé pour exécuter des modèles d'intelligence artificielle directement sur l'appareil. On parle ici d'« IA locale » : les calculs sont réalisés sur le téléphone lui-même, sans passer par Internet, ce qui réduit les délais et limite l'envoi de données vers des serveurs distants. Ce processeur fonctionnerait en mode « always-on », c'est-à-dire actif en permanence, mais avec une consommation d'énergie très faible. Il analyserait le contexte, voix, texte, usage, pour proposer des actions sans que l'utilisateur ait à les demander explicitement. Pour les tâches plus complexes, le système pourrait basculer vers le cloud de manière transparente.Côté production, OpenAI s'appuierait sur Luxshare, déjà intégré dans la chaîne industrielle d'Apple. Les choix techniques définitifs devraient être arrêtés d'ici fin 2026. Mais ce projet soulève aussi des défis majeurs. Une IA active en continu pose des questions de consommation énergétique, mais aussi de confidentialité. Un appareil capable d'analyser en permanence son environnement devra convaincre sur la protection des données. Si ce téléphone voit le jour, il pourrait transformer en profondeur notre rapport au mobile. Moins d'applications, plus d'interactions naturelles. Reste à savoir si les utilisateurs sont prêts à changer leurs habitudes. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
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
OpenAI prepara un teléfono con inteligencia artificial que podría eliminar apps y cambiar por completo cómo usamos el móvilPor Félix Riaño @LocutorCo OpenAI estudia lanzar un teléfono con IA integrada, alianzas con Qualcomm y MediaTek, y producción prevista para 2028. OpenAI, la empresa detrás de ChatGPT, está considerando entrar en el mundo de los teléfonos inteligentes. Reportes recientes dicen que trabajaría con Qualcomm y MediaTek para diseñar un chip especial. También participaría Luxshare en la construcción del dispositivo. Todo apunta a una producción masiva en 2028. Mientras tanto, el director de OpenAI, Sam Altman, ya ha hablado de dispositivos que entienden mejor a las personas. ¿Estamos ante un teléfono nuevo o ante algo que va a cambiar por completo cómo usamos la tecnología? Pero quizá este teléfono ni siquiera será un teléfono tradicional Vamos a poner esto en contexto. Hoy usamos el móvil con aplicaciones: abres una app, haces algo, la cierras y pasas a otra. Esa lógica lleva más de quince años funcionando desde el lanzamiento del iPhone. Pero ahora OpenAI está pensando en otra forma de interactuar. En lugar de apps, un sistema basado en inteligencia artificial que entienda lo que quieres hacer y lo haga por ti. Los reportes vienen de analistas de la industria como Ming-Chi Kuo, conocido por anticipar movimientos tecnológicos con bastante precisión. Según su información, OpenAI no trabajaría sola. Se apoyaría en Qualcomm y MediaTek para diseñar el procesador, el “cerebro” del teléfono. Y Luxshare ayudaría a fabricar el dispositivo. El calendario es largo. Primero se van a definir detalles técnicos entre finales de 2026 y comienzos de 2027. Después vendría la producción en masa en 2028. Es decir, no es un producto inmediato, pero sí una señal clara de hacia dónde se mueve la industria. Aquí aparece el verdadero problema que OpenAI quiere resolver. Hoy los teléfonos dependen de sistemas cerrados. Appley Google controlan qué pueden hacer las apps y cómo acceden a la información del usuario. Eso limita lo que puede hacer una inteligencia artificial. Si tú le pides a un asistente que haga varias tareas seguidas, muchas veces falla porque no tiene acceso completo al sistema. Tiene que saltar entre aplicaciones, permisos y restricciones. Eso rompe la experiencia. OpenAI cree que la solución es controlar todo: el hardware, el sistema operativo y la inteligencia artificial. Así el dispositivo podría entender tu contexto en tiempo real. Por ejemplo, saber dónde estás, qué estás haciendo y qué necesitas, sin que tengas que abrir aplicaciones. Pero hay otro reto. El mercado de smartphones está en un momento complicado. Las ventas han bajado en algunas regiones y los costos de componentes, como la memoria, han subido mucho. Empresas como Qualcomm han sufrido por esto. Entonces, apostar por un nuevo tipo de teléfono es arriesgado. Y hay otra pregunta incómoda: ¿de verdad la gente quiere cambiar la forma en que usa su móvil después de tantos años? Lo que se está dibujando es una posible evolución, no una sustitución inmediata. El propio Sam Altman ha dicho que su primer producto de hardware no va a reemplazar el smartphone. Eso sugiere que este teléfono sería una etapa más dentro de un plan más amplio. Al mismo tiempo, el mercado ya está moviéndose en esa dirección. Teléfonos de marcas actuales están integrando funciones de inteligencia artificial que anticipan acciones. Algunos pueden resumir mensajes, otros pueden ejecutar tareas con comandos de voz más complejos. La diferencia es que OpenAI quiere ir más allá. En lugar de añadir funciones de IA, quiere que la IA sea el centro de todo. Un sistema que funcione como un “agente”, es decir, que actúe por ti. Si esto funciona, podría cambiar la lógica de uso. Menos apps, más conversación con el dispositivo. Menos pasos manuales, más automatización. Pero esto tomará tiempo. El proyecto está lejos de llegar al mercado. Y todavía faltan decisiones importantes sobre diseño, software y modelo de negocio. Por ejemplo, si el teléfono incluirá suscripciones o servicios integrados. Hay más piezas en este rompecabezas. OpenAI ya ha mostrado interés en hardware antes. Compró una empresa del diseñador Jony Ive, conocido por crear productos icónicos como el iPhone. Eso indica que la empresa no solo quiere hacer software, también quiere controlar la experiencia física del usuario. Además, se ha hablado de otros dispositivos en desarrollo. Algunos sin pantalla, otros pensados para estar sobre una mesa o integrarse en el entorno. Eso sugiere que OpenAI no ve el futuro en un solo aparato, sino en un ecosistema de dispositivos conectados a la inteligencia artificial. En paralelo, otras empresas también exploran este camino. Desde gafas inteligentes hasta asistentes más avanzados. Incluso compañías como Amazon han considerado volver al mercado de teléfonos. El dato interesante es este: el smartphone sigue siendo el dispositivo más usado en el mundo. Se venden cientos de millones cada año. Por eso, aunque surjan nuevos formatos, el teléfono sigue siendo el centro de la vida digital. Si OpenAI logra entrar en ese espacio con una propuesta diferente, podría cambiar el equilibrio actual entre fabricantes, desarrolladores y usuarios. Pero para lograrlo tendrá que convencer a millones de personas de cambiar hábitos muy arraigados. OpenAI estudia crear un teléfono centrado en inteligencia artificial que cambiaría el uso de apps por asistentes inteligentes. Aún falta tiempo para verlo. ¿Te gustaría usar un móvil que piense por ti? Cuéntamelo y sigue el pódcast en Flash Diario. BibliografíaForbesReutersTechCrunchPCMagCNBCConviértete en un supporter de este podcast: https://www.spreaker.com/podcast/flash-diario-de-el-siglo-21-es-hoy--5835407/support.⚡️
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.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
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.
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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.
Episode S12E13 avec Aurélien, Xavier, Sébastien S., et Thierry.• (00:00:00) : • Batteries usagées. un taux de recyclage entre 70 et 85% (00:01:57) : Mais que deviennent ces sources d'énergie une fois usées? (Sources : www.rts.ch et regenbox.org) • Les Exosquelettes mécaniques débarquent sur les pistes ! (00:16:55) : Ski-mojo soulage vos articulations dans la pratique du ski. (Sources : et ski-mojo.com) • L'ère des puces IA hybrides: du cloud au poignet (00:23:35) : L'iA sort des data centers, une tendance de fond pour 2026. (Sources : firstpost.com et cnet.com) • Bientôt la 5G par satellite pour les voitures (00:46:00) : Mediatek annonce la 5G par satellite pour les voitures au MWC2026. (Sources : androidauthority.com, planet-sansfil.com et gamingdeputy.com) • Karden Avenir : la Startup qui retraite les boues de béton (00:53:51) : Une idée en béton : retraiter les boues des stations. (Sources : ouest-france.fr et kardenavenir.fr) • La saga Anthropic de la semaine (01:04:20) : Le département de la guerre bannit Anthropic. (Sources : forbes.com et lemonde.fr) • Pourquoi le prix de la RAM est-il en train d'exploser? (01:13:24) : Crise de la RAM: cause, explications, conséquences. (Sources : franceinfo.fr, clubic.com et frandroid.com) • Coder sans coder — la révolution des outils IA (01:24:48) : Et si demain, n'importe qui pouvait créer sa propre application. (Sources : bilan.ch et thenewstack.io) Retrouvez toutes nos informations, liens, versions du podcast via notre site Abonnez-vous à notre infolettre afin d'être informé de notre veille technologique de la semaine et de la parution de nos épisodes
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.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Devices like DGX Spark are redefining what's possible with AI, putting the power of a personal supercomputer on your desk. In this episode, PD Rajput of MediaTek and Anshel Sag of Moor Insights & Strategies dive into the evolution of edge computing, the rise of custom silicon, and the future of AI development.
It's time for episode 462 of the Mobile Tech Podcast with guest Christian de Looper of BGR and Tom's Guide -- brought to you by Infineon. Today's episode comes in two parts. First, we explore the consumer-facing IoT tech that Infineon showcased at CES 2026. Second (18:12), we discuss Apple and Google's Gemini AI partnership, and review the Honor Magic8 Pro and the Realme 16 Pro+. Finally, we cover rumors, leaks, and news from Google, Oppo, OnePlus, Realme, Honor, Redmi, Redmagic, and MediaTek... Phew!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate: https://tnkgrl.com/tnkgrl/- Infineon: https://www.infineon.com/promo/acw741x (sponsor)- Christian de Looper: https://www.threads.net/@christiandelooper- My CES 2026 automotive recap: https://www.techradar.com/vehicle-tech/hybrid-electric-vehicles/this-is-the-most-interesting-automotive-tech-i-saw-at-ces-and-the-ones-you-should-be-watching-in-2026- Apple picks Google's Gemini for AI: https://www.theverge.com/news/860521/apple-siri-google-gemini-ai-personalization- Christian's Honor Magic 8 Pro review: https://www.bgr.com/2072226/honor-magic8-pro-review/- Realme 16 Pro+ review: https://www.gsmarena.com/realme_16_pro_plus-review-2919.php- Google Pixel 10a leaks: https://hothardware.com/news/google-pixel-10a-design-pricing-and-launch-info-exposed-in-multiple-leaks- Oppo Find N7 to compete with iPhone Fold: https://www.gsmarena.com/oppo_find_n7_to_compete_headon_with_the_iphone_fold_with_a_wider_form_factor-news-71025.php- More OnePlus 15T details leak: https://www.gsmarena.com/more_details_about_the_oneplus_15t_leak-news-71072.php- OnePlus Open 2 cancelled, again: https://www.gsmarena.com/oneplus_open_2_was_supposed_to_come_this_year_but_got_cancelled_new_rumor_says-news-71071.php- Realme P4 Power coming soon with 10,000mAh battery: https://www.gsmarena.com/realme_p4_power_official_teaser_key_features-news-71115.php- Honor Power2 official with 10,080mAh battery:
Episode 157: In this episode of Critical Thinking - Bug Bounty Podcast we're joined by Hypr to talk about hacking Mediatek and his experiences with HackerOne and Pwn2Own Ecosystems.Follow us on twitter at: https://x.com/ctbbpodcastGot any ideas and suggestions? Feel free to send us any feedback here: info@criticalthinkingpodcast.ioShoutout to YTCracker for the awesome intro music!====== Links ======Follow your hosts Rhynorater, rez0 and gr3pme on X: https://x.com/Rhynoraterhttps://x.com/rez0__https://x.com/gr3pmeCritical Research Lab:https://lab.ctbb.show/ ====== Ways to Support CTBBPodcast ======Hop on the CTBB Discord at https://ctbb.show/discord!We also do Discord subs at $25, $10, and $5 - premium subscribers get access to private masterclasses, exploits, tools, scripts, un-redacted bug reports, etc.You can also find some hacker swag at https://ctbb.show/merch!Today's Guest: https://x.com/hyprdude====== This Week in Bug Bounty ======Top 10 web hacking techniques of 2025: call for nominationshttps://portswigger.net/research/top-10-web-hacking-techniques-of-2025-nominations-openCVE-2025-13467https://access.redhat.com/security/cve/cve-2025-13467====== Resources ======Hypr's Bloghttps://blog.coffinsec.commediatek? more like media-rekt, amirite.https://blog.coffinsec.com/0days/2025/12/15/more-like-mediarekt-amirite.htmlkernel-utilshttps://github.com/mellow-hype/kernel-utils====== Timestamps ======(00:00:00) Introduction(00:03:23) Heap Overflow in Mediatek Kernel Drivers(00:19:23) Kernel Debugging & ioctl Handlers (00:43:30) Input Structs, Sync to Source, & Privilege Escalation (00:51:30) HackerOne Ecosystem vs Pwn2Own Ecosystem (01:17:00) Kernel Utils(01:26:46) Real World Bugs for Exploit Development vs CTFs
This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom. Ben and Jay review Marvell's Industry Analyst Day, noting the company's strategic pivot toward networking and optical interconnects over pure custom logic. They debate the technical and timeline challenges of shifting AI clusters from copper to optical (fiber) cabling, contrasting Google's proprietary all-optical approach with the broader merchant market. The conversation then moves to Broadcom's recent earnings, dissecting the market's negative reaction to CEO Hawk Tan's low-energy performance, the looming competitive threat of MediaTek at Google, and the complexities of modeling AI revenue. Finally, they close with a year-end review of AI stock performance, highlighting growing capital sensitivity and skepticism regarding the sustainability of current AI infrastructure spending.
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
Welcome to episode 448 of the Mobile Tech Podcast with guest Matt Swider of The Shortcut -- brought to you by Mint Mobile. In this episode, we discuss ASUS' ROG Xbox Ally and Ally X gaming handhelds, review Google's Pixel 10 Pro Fold and Pixel Watch 4, and share our first impressions on Meta's Ray-Ban Display smart glasses. We then cover news, leaks, and rumors from Google, Amazon, OnePlus, and Realme. Enjoy :)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- Matt Swider: https://www.threads.com/@mattswider- ASUS ROG Xbox Ally and Ally X: https://www.theshortcut.com/p/asus-rog-xbox-ally-x-price-release-date-specs- My Google Pixel 10 Pro Fold review: https://hothardware.com/reviews/google-pixel-10-pro-fold-review- Google Pixel Watch 4 review: https://www.theverge.com/tech/795383/google-pixel-watch-4-review-android-smartwatch-gemini-wearable- Google Gemini for Home: https://www.theshortcut.com/p/google-home-speakers-gemini-ai-upgrade-announced- New Amazon Echo and Kindle devices: https://www.theshortcut.com/p/heres-everything-amazon-just-announced-at-its-fall-hardware-event- Meta Ray-Ban Display: https://www.theshortcut.com/p/meta-ray-ban-display-price-release-date- Google Pixel 11 to get MediaTek modem (rumor): https://www.gsmarena.com/google_pixel_11_series_now_rumored_to_have_a_new_modem_from_mediatek-news-69814.php- OnePlus 15 specs leak: https://www.gsmarena.com/oneplus_15_specs_and_product_photos_leak_ahead_of_launch-news-69803.php- Realme GT 8 Pro specs leak: https://www.gsmarena.com/realme_gt8_pro_leaks_again_in_a_live_photo_along_with_key_specs-news-69801.phpAffiliate Links (If you use these links to buy something, we might earn a commission)- Google Pixel 10 Pro Fold: https://amzn.to/3IZn15N- Google Pixel Watch 4:
Join me for episode 447 of the Mobile Tech Podcast with guests Siegfried Chang (MediaTek) and Rob Pegoraro (PCMag) -- brought to you by MediaTek. This episode comes in two parts. First, we dive into MediaTek's powerful (100 Tops!) new Dimensity 9500 flagship SoC. Second (20:10), we discuss Meta Ray-Ban Display and the state of AR smart glasses, Xiaomi's 17/17 Pro/17 Pro Max, the upcoming Sand Stone OnePlus 15, and Realme's leaked GT 8 Pro. Finally, we cover news, leaks, and rumors from Xiaomi, Realme, Moto, Nothing, and CMF. Phew...Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- MediaTek: http://www.poweredbymediatek.com/ (sponsor)- MediaTek Dimensity 9500: https://www.mediatek.com/products/smartphones/mediatek-dimensity-9500- Siegfried Chang: https://www.linkedin.com/in/siegfried-chang-549a404a/- Rob Pegoraro: https://bsky.app/profile/robpegoraro.com- Meta Ray-Ban Display: https://www.theverge.com/tech/779566/meta-ray-ban-display-hands-on-smart-glasses-price-battery-specs- Apple is going all in on AR smart glasses (rumor): https://www.gsmarena.com/bloomberg_apple_is_pausing_its_vision_air_and_going_allin_on_smart_glasses__-news-69766.php- Rob: Are AR smart glasses the future: https://robpegoraro.com/2025/09/27/im-not-sure-that-the-mass-market-shares-the-tech-industrys-vision-for-smart-glasses/- Why Meta Ray-Ban Display are taking smart glasses in the wrong direction: https://www.androidpolice.com/meta-ray-ban-display-are-not-the-future-of-wearable-tech/- Xiaomi 17 Pro and 17 Pro Max: https://www.gsmarena.com/xiaomi_17_pro_and_pro_max_pair_snapdragon_8_elite_gen_5_with_extra_screens_improved_cameras-news-69666.php- Xiaomi 17: https://www.gsmarena.com/xiaomi_17_pairs_snapdragon_8_elite_gen_5_with_7000_mah_battery__-news-69667.php- OnePlus 15 Sand Stone teased:
Trumps FCC Chairman is looking for other shows to punish. Nokia hopes an Intel executive can turn their fortunes around. NVIDIA invests in Intel, and Intel looks to be cancelling an upcoming GPU. Microsoft raises prices on XBOX again. Samsung will put ads on your really expensive fridge. Vivo shares some fun slow motion footage from the X300. TSMC chip prices are even higher than last year. And we have to chat about MediaTek's new premium SOC, the Dimensity 9500! Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4Qh Video Replay https://youtube.com/live/VYprI5x7Cw8 Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
In this episode, we sit down with Vince Hu from MediaTek to dive deep into how they're powering the next generation of AI innovation. Vince shares how AI is transforming the tech landscape over the next 5–10 years, how MediaTek's chips power 2+ billion devices every year, their partnership with NVIDIA, and so much more!