Podcasts about Nvidia

Everyone's saying crypto has been left behind by the stock market. David digs into the numbers — VVV outperformed SanDisk YTD, Hyperliquid beat NVIDIA and AMD, Stellar beat NVIDIA. The market is selecting winners. Plus: $4B of Bitcoin ETF outflows in 13 days (it's not as bad as it looks), and Microsoft's new "quantum-breaking" chip. TIMESTAMPS: (00:00) Intro (01:05) Crypto Left Behind? (10:24) Bitcoin ETF Flows (14:35) Microsoft Quantum Chip FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired.   Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Alice Han and James Kynge break down Huawei's bold new strategy to challenge Nvidia and the future of AI chips. They explore the rise of Huawei's influential "chip queen" He Tingbo, the company's attempt to move beyond Moore's Law, and what it could mean for the global semiconductor race. Then, tensions between China and Europe are heating up. With record trade deficits, growing concerns over Chinese imports, and new efforts to protect European industries, Alice and James examine whether a full-scale China-EU trade war is beginning to take shape. Finally, Hong Kong has officially overtaken Switzerland as the world's largest offshore wealth hub. They discuss what's driving the surge in cross-border wealth flowing through Hong Kong, why China's ultra-rich are increasingly keeping assets closer to home, and the risks that come with tying so much wealth to the fortunes of mainland China. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with the Computex trade show and Microsoft's Build developer conference happening simultaneously, The Verge's Sean Hollister explains what's inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world's most valuable company has a shot at reinventing the personal computer. Without costing a fortune. Nvidia announces RTX Spark as ‘the most efficient PC chip ever built' This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark These are the first Nvidia RTX Spark laptops AMD's new pitch: our old tech is so good you should just keep using it We're also on video! Check us out on YouTube. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The AI world's go-to chipmaker is blazing a trail toward your personal computer. We ask what moving out of the cloud indicates about the future of computing. The three candidates for mayor of Los Angeles could not be more different, and they are running neck and neck. And updating generic filler text for the business-jargon era.Guests and host:Shailesh Chitnis, global business writerAryn Braun, West Coast correspondentAndrew Palmer, executive editor and “Bartleby” columnistJason Palmer (no relation), co-host of “The Intelligence”Topics covered: Nvidia, AI, technologyLos Angeles, American politicscorporate jargonGet a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

Stay informed on current events, visit www.NaturalNews.com  - Nvidia's AI-Empowered Laptops and Privacy Concerns (0:10) - Nvidia's New Chip and Its Implications (7:07) - Microsoft's Recall Feature and Privacy Concerns (13:41) - Linux as a Safe Alternative (20:05) - The Bubble in the Semiconductor Market (26:34) - Nvidia's Role in the Surveillance State (33:11) - The AI Backlash and Its Implications (40:01) - The Depopulation Agenda and AI's Role (46:45) - The Role of Gold and Silver in a Crash (53:12) - The Importance of Breaking Spells (1:00:19) - Breaking Spells and AI Concerns (1:06:38) - Fourth Industrial Revolution and AI Military Value (1:13:08) - Introduction of Zach Voorhees and AI Concerns (1:19:03) - Government Lawfare and Open Source Repositories (1:25:35) - Taxation and Regulation of AI Services (1:31:43) - Cognitive Control and AI Programming (1:37:39) - Data Centers and Energy Infrastructure (1:43:35) - Small Modular Reactors and Energy Solutions (1:49:51) - The Fourth Industrial Revolution and Human Impact (1:55:55) - Education and Parenting in the AI Age (2:02:02) - The Zach Adams Effect and Local AI (2:07:56) - Qigong Dong Discussion and Physical Fitness (2:14:07) - Transition to Zach Voorhees and UNA (2:20:29) - Promotion of Recommended Partners and Ancient Computing Technology (2:27:58) - Final Remarks and Health Ranger Store Promotion (2:35:35) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

The AI world's go-to chipmaker is blazing a trail toward your personal computer. We ask what moving out of the cloud indicates about the future of computing. The three candidates for mayor of Los Angeles could not be more different, and they are running neck and neck. And updating generic filler text for the business-jargon era.Guests and host:Shailesh Chitnis, global business writerAryn Braun, West Coast correspondentAndrew Palmer, executive editor and “Bartleby” columnistJason Palmer (no relation), co-host of “The Intelligence”Topics covered: Nvidia, AI, technologyLos Angeles, American politicscorporate jargonGet a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

#858: Neal and Toby discuss why entry-level hiring has cratered since 2019, and the culprit might not be AI. Plus, Nvidia's new AI chip for PCs, why protein prices could be skyrocketing…. and what happened to all the buffets on the Las Vegas Strip? Sign up to join our trivia night! To learn more visit https://www.sage.com/morningbrew Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ This is a paid advertisement. Today's episode of the Morning Brew Daily Show is brought to you by Sage — a trusted global provider and leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses. The following commentary reflects general information about Sage and its products. Specific features, capabilities, and availability may vary by product, region, and customer requirements. To find out more, visit sage.com/morningbrew. Learn more about your ad choices. Visit megaphone.fm/adchoices

Theo Jaffee speaks with Steven Sinofsky about the next generation of personal computing and the growing role of AI-native hardware. The conversation covers NVIDIA's entry into the PC market, Microsoft's strategy for AI-powered devices, Apple's hardware roadmap, and the long-running tension between backward compatibility and platform reinvention. Sinofsky explains why AI may fundamentally change how personal computers are designed, and why local inference could become increasingly important as AI workloads grow. Along the way, they discuss Windows, Surface, Arm processors, Apple Silicon, and what the future of computing might look like as AI shifts from the cloud to devices. Resources: Find Steven on X: https://x.com/stevesi Find Theo on X: https://x.com/theojaffee Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Higher Standard, Chris and Saied dive headfirst into the wildest S-1 filing Wall Street may have ever seen: SpaceX, Starlink, XAI, Mars colonies, asteroid mining, lunar economies, data centers in space, and Elon Musk casually trying to justify a $28.5 trillion total addressable market like he's ordering lunch. The guys break down whether this is a visionary master plan to make humanity multi-planetary or a beautifully packaged liquidity event with rockets, buzzwords, and enough “AI” mentions to make Nvidia blush. From the insane valuation math to the XAI gamble, the class structure, the retail investor risk, and the very real question of whether investors are buying a business or a sci-fi trilogy, this episode is classic THS: smart finance, sharp skepticism, and just enough chaos to make the moon feel underwritten.

As OpenAI and Anthropic move toward IPOs, NLW looks at the growing fight over who gets access to AI's financial upside, from Google's massive equity raise to Bernie Sanders' proposal for a public stake in frontier labs. In the headlines: Nvidia's personal AI computer push, Meta's AI pendant plans, an Instagram hijacking exploit, Bain's warning on AI ROI, and Walmart's token limits.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at ⁠⁠⁠⁠⁠kpmg.com/us/Sophisticated⁠⁠⁠⁠⁠Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://scrunch.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zenflow Work - Agents for knowledge work - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zenflow.free/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

U.S. stocks close at fresh records for their fifth straight session. And Marvell Technology shares jump after Nvidia's Huang says it could become the next $1 trillion company. Alexis Green hosts. Sign up for the 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company's expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The rally just won't stop. Chipmakers are soaring. AI stocks are ripping higher. Technology names continue to make new highs seemingly every week. At this point, there's only one word that seems to fit: Greed. In today's episode, we break down the relentless surge in the technology sector and ask the question many traders are afraid to ask: Are we witnessing the early stages of another speculative mania? From semiconductor giants to AI darlings, investors continue pouring money into anything connected to artificial intelligence, cloud computing, and next-generation technology. Companies like NVIDIA, Advanced Micro Devices, Microsoft, and others have become market leaders, but can the momentum continue? We'll discuss: Why chipmakers continue to outperform The role AI is playing in driving valuations Whether current price action is justified How to identify the difference between momentum and mania Most importantly, we'll look at how traders should navigate an environment where: fear has disappeared and optimism seems limitless. History has shown that markets often become the most dangerous when everything looks perfect. Listen now:

En este episodio del iSenaCode Live, analizamos todas las noticias previas a la WWDC 2026, un evento que promete marcar el futuro de Apple y de la inteligencia artificial en sus dispositivos.Hablamos de la profunda transformación que prepara Apple para Siri, que podría convertirse por fin en un auténtico asistente inteligente capaz de actuar sobre aplicaciones y realizar tareas complejas mediante IA agéntica. También repasamos los últimos rumores sobre iOS 27, las novedades que llegarán a Fotos y Cámara gracias a la inteligencia artificial y la estrategia de Apple para ejecutar modelos de IA directamente en el dispositivo, priorizando privacidad y rendimiento.Además, comentamos las filtraciones del esperado iPhone Ultra, los posibles cambios de macOS 27, la competencia creciente de Nvidia con sus nuevos chips para IA y el movimiento de Microsoft hacia un futuro dominado por agentes inteligentes.Un episodio cargado de rumores, análisis y opinión sobre el futuro inmediato del ecosistema Apple y las tecnologías que podrían cambiar nuestra forma de utilizar el iPhone, el Mac, el iPad y mucho más.

Tonight on GeekNights, we consider the evil cameras all around us. In the news, Nvidia introduces an underwhelming chip to make underwhelming PCs, the US gestapo are trying to buy advertiser datasets in a dangerous escalation of the police state, and Furality is this weekend!Related LinksForum ThreadThe Evil Cameras All Around UsDiscord ChatThe Evil Cameras All Around UsBluesky PostThe Evil Cameras All Around UsThings of the DayRym - HD remaster of "Rejected"Scott - Because We Feud

We talk a lot about coding and AI and a little less about headlines today. Runner-up: SpaceX is targeting a June/July 2026 IPO at a reported ~$1.75 trillion valuation, which would be the largest public listing in history. The float follows SpaceX's ~$250B all-stock acquisition of xAI in February, folding Starlink, launch, and frontier AI into one entity.Runner-up: Amazon's custom AI chip business — Graviton, Trainium, and Nitro — hit a $20B annual run rate with triple-digit YoY growth. OpenAI committed to about 2 GW of Trainium capacity, Anthropic is scaling to 5 GW, and analysts project a standalone Trainium could become a $50B business.Runner-up: NVIDIA topped a $5.5 trillion market cap and is deploying more than $45B across the AI supply chain, extending its position from chip supplier to investor and customer across the stack.Runner-up: Apple posted record fiscal Q2 2026 revenue of $111.2B, up 17% YoY, with diluted EPS of $2.01. iPhone sales rose 22% and Services climbed about 16% to $26.65B, and the company guided Q3 growth of 14%-17%.Runner-up: AI venture funding shattered records with $297B in Q1 2026, including $35B raised in a single week.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

The AI trade keeps powering markets higher, but investors are facing a growing concentration problem as more of the S&P 500 becomes tied to artificial intelligence, semiconductors, cloud infrastructure, and the companies funding the buildout.Mike Armstrong and Paul Lane break down why AI-related stocks now make up an increasingly large share of the market, how strong earnings growth is being driven by both real profits and rising private AI valuations, and why companies like Alphabet, Amazon, Meta, Nvidia, Dell, HP, and even unexpected names are becoming more interconnected through the AI boom. They also discuss whether Nvidia's push to bring AI chips into PCs can revive the personal computer market, why young workers may be struggling for reasons beyond AI, and how YouTube-driven movies and McDonald's new growth strategy show changing consumer behavior across entertainment and fast food.

The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting for Canadian West Coast LNG, and the Pope's theological document warning about AI. Next, Peter and Jackie introduce this week's guest, Marc Spieler, Senior Managing Director for the Global Energy Industry at NVIDIA, joining from Houston, Texas, to discuss the latest developments at the intersection of AI and energy. Energy and AI are deeply interlinked. Energy companies are using AI to improve efficiency across oil and gas, renewables, and emerging sources such as next-generation fission and fusion. At the same time, AI's explosive growth is driving significant new electricity demand, requiring a build-out of both generation and grid infrastructure. Predicting future power demand from AI remains uncertain; it depends on the pace of adoption and whether GPUs, along with other delivery components of the digital infrastructure stack, will become more efficient over time. Marc highlights that data centres are becoming more flexible, with the ability to reduce consumption during periods of grid stress. This would allow new data centre capacity to be added without straining the grid, while also lowering costs for all power consumers by improving system utilization during off-peak periods. Content referenced in this podcast: NVIDIA Blog with examples of energy company AI applications: Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power‑Flexible AI Factories to Fortify the Grid (March 2026) NVIDIA's NeMo Framework was used for asset integrity and reliability at Petrobras (March 2025) NVIDIA's Earth-2 library of open models, libraries, and frameworks that democratize global access to professional-grade weather and climate AI NVIDIA Vera Rubin DSX AI Factory reference design to maximize efficiency (March 2026) NVIDIA and Emerald AI, along with other energy companies, pioneer flexible AI factories (March 2026)  Pope Leo XIV, Magnifica Humanitas: On Safeguarding the Human Person in the Time of Artificial Intelligence (May 25, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

A.M. Edition for June 1. Nvidia unveils a next generation lineup of laptops and desktops designed to run AI agents. Plus, SoftBank leapfrogs Toyota to become Japan's most valuable company on news it will invest more than $50 billion in data centers in France. And Colombia lurches right, as voters back a presidential candidate pledging a major drugs crackdown. WSJ South America bureau chief Juan Forero says a potential win by firebrand Abelardo de la Espriella in a runoff later this month could hand President Trump another close ally in Latin America. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway's homebuilder acquisition before closing with a question regarding passive investing trends. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Nvidia's new Vera CPU -The potential fallout in the CPU markout -Berkshire Hathaway's latest acquisition -Passive investing's impact on the stock market Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

NVIDIA puts out a CPU meant for Windows machines, while Dell joins the laptops gunning for the MacBook Neo. And its chips, chips, chips as Computex kicks off.Starring Tom Merritt and Robb Dunewood.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

Plus: SoftBank invests $52 billion into French AI data center build out. And Motorola buys counter-drone technology company for $1.5 billion. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

June is here so guess what? It's officially Hot AI Summer.

Intel wants to challenge rivals with a new AI chip, young people are sceptical of artificial intelligence, the inflation shock from the US-Israeli war on Iran is set to fall short of the 2022 price surge, and the EU is worried as China builds an industrial base in Morocco. Plus, Colombians went to the polls yesterday to vote for their next president. Mentioned in this podcast:Intel targets Nvidia with new AI chip by year end‘More harmful than helpful': young people sour on AIIran war inflation shock set to fall short of 2022 surgeEU frets as China builds an industrial base in MoroccoColombia vote to deliver verdict on leftist experimentWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig. It was produced by Katya Kumkova and Saffeya Ahmed. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Fresh tensions in the Middle East send oil prices higher. Plus: Taylor Morrison stock surges after Berkshire Hathaway agrees to buy the home builder for nearly $7 billion in cash. Alexis Green hosts. Sign up for the 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Ross Sorkin breaks a scoop: Barry Diller's People Inc. is preparing a bid for MGM Resorts. Meanwhile, Nvidia is jumping into PCs, Blue Origin's rocket explosion has delayed progress at the company, Berkshire Hathaway is buying Taylor Morrison, and CNBC's Dan Murphy reports on new waves of strikes in the Middle East. Director of the University of Minnesota Center for Infectious Disease Research and Policy Dr. Michael Osterholm issues a warning about the United States' ability to manage an Ebola outbreak. Plus, Boardroom co-founder and CEO Rich Kleiman discusses the Knicks and what the team's success means for media ratings, MSG, and owner James Dolan's reputation.    Dan Murphy - 11:06 Dr. Michael Osterholm - 23:17 Rich Kleiman - 36:49   In this episode: Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer reports on Nvidia jumping into PCs with it's new Arm-based chip. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin is teetering near $72,000 as the Iran war heats back up, with Trump claiming Tehran "really wants" a deal while air strikes resumed over the weekend near the Strait of Hormuz, sending Brent crude up 3.7% to $94.48 and WTI surging 4.3% to $91.07. A tentative 60 day memorandum of understanding would reopen the Hormuz chokepoint with unrestricted shipping and require Iran to clear all mines within 30 days, but the deal still awaits Trump's final approval and Iran's response. Meanwhile Coinbase is launching direct rupee rails in India on June 1 to attack the $3 billion local crypto market, Fed Governor Christopher Waller declared dollar stablecoins could expand the reach of U.S. monetary policy globally, and Jamie Dimon just vowed JPMorgan and the banking lobby will fight the CLARITY Act over stablecoin yield. Plus Michael Burry dropped a bombshell calling the Nvidia, xAI, Apollo, Athene structure "Fugazi", alleging $5.4 billion in GPUs are hidden off balance sheets while American retirees unknowingly hold $103 billion in Level 3 assets at 16x leverage inside a Bermuda insurance shell. We are breaking down whether Bitcoin can survive another Hormuz spike, what Waller's stablecoin endorsement means for the dollar, and why Burry's warning could be the most dangerous story nobody is talking about. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft announces 15-inch Surface Laptop Ultra with RTX Spark inside, Apple rumored to delay smart glass product until late 2027, Netflix engineer Tejas Chopra open-sources Project Headroom. 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 enjoyContinue reading "Nvidia Announces Arm-Based RTX Spark Consumer Chip – DTH"

The S and P 500 was relatively unchanged as West Texas Intermediate crude futures rose 7 percent to around 93 dollars a barrel and Brent crude climbed 6 percent to around 96 dollars, Nvidia unveiled a new processor for personal computers, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Tech giant Nvidia says it will launch a new “superchip” for personal computers, marking a major new venture for the world's most valuable company. Plus, Softbank eclipses Toyota to become Japan's biggest company by market value, and we look at what a rise in fertiliser prices – triggered by war in the Middle East - means for farmers in India.

Ben and Tom discuss Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison Homes at a 24% premium as Greg Abel's first big move as CEO and its integration with Clayton Homes for the Sunbelt first-time buyer market, and Nvidia's entry into the Windows PC market with the RTX Spark Superchip in Dell and Lenovo laptops, sending INTC, QCOM, and AMD shares lower.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

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with returning guest Ekue Kpodar for their third conversation together, covering a wide range of topics at the intersection of technology, geopolitics, and the evolving information age. They dig into Ekue's unconventional setup of running local AI models across roughly 15 computers, the growing case for open source models over closed ones from companies like OpenAI and Anthropic, and how Chinese open source models may be positioned to outcompete Western alternatives on a global scale. The conversation also touches on vibe coding and the democratization of software development, the strategic use of small models for IoT and enterprise applications, the role of Israel and China as dominant players in the information age, and how smaller nations and even individuals may wield outsized power as AI continues to collapse the cost of knowledge work. You can find Ekue Kpodar on X @ekpodar and LinkedIn.Timestamps00:00 Stewart welcomes Ekue for their third episode, diving into vibe coding and AI-driven development changes.05:00 Ekue explains using Claude on Chrome to auto-reply on Skool, burning tokens through screenshots, and Playwright as a more efficient alternative.10:00 Stewart describes his Claude-dependent planning and coding agent system breaking after a model update, prompting him to build his own chatbot.15:00 Small models discussed as critical for IoT, defense, and privacy-focused enterprises building internal APIs instead of routing traffic to OpenAI.20:00 Open source versus closed source debated, with Chinese models gaining global traction while US foundational labs remain expensive and restrictive.25:00 SaaS apocalypse explored as AI commoditizes knowledge work, with Linux and Terraform cited as proof open source still generates wealth.30:00 OpenAI's sci-fi terminator fears explained as the reason they stayed closed source, ultimately handing China a strategic open source advantage.35:00 China's economic dumping strategy applied to AI, potentially displacing US model dominance globally the same way manufacturing was disrupted.40:00 Israel's signals intelligence dominance discussed alongside asymmetric warfare, drones defeating tanks, and information control replacing military muscle.45:00 Global information age rankings debated, Israel leading, US and China tied, France and Poland emerging as sovereign tech players.50:00 Qatar, NVIDIA, and Iran cited as proof that rare resources and technology matter more than population size in the 21st century power landscape.Key Insights1. Running local AI models on a network of affordable computers can be more cost-effective than relying entirely on third-party APIs. By using compressed or smaller open source models locally, developers can handle repetitive or lower-stakes tasks without burning through expensive tokens from providers like Anthropic or OpenAI.2. Small AI models are becoming increasingly important for IoT, defense applications, and companies that do not want to send sensitive data to external providers. Organizations can download open source models, run them on internal servers, and build proprietary APIs around them, creating something like an intranet of specialized small models.3. The value created by AI tools is being redistributed away from traditional SaaS companies toward foundational model providers and individual builders. People are canceling subscriptions to software they once paid hundreds per month for, because AI now allows a single person to build comparable tools themselves.4. Open source technology does not eliminate the ability to profit. Linux and Terraform are both open source yet made their creators wealthy. People will still pay for installation, setup, troubleshooting, and customization even when the underlying software is free.5. China is applying its longstanding manufacturing dumping strategy to artificial intelligence by releasing cheap open source models globally, which threatens to erode US dominance in AI the same way Chinese manufacturing undercut other countries for decades.6. In the information age, the size of a country or institution matters far less than its access to rare resources or advanced technology. Qatar, Israel, and NVIDIA each demonstrate that small populations or headcounts can wield enormous global negotiating power through concentrated technological or resource advantages.7. Asymmetric warfare is redefining military power, with inexpensive drones defeating tanks that cost millions to build. This shifts the advantage toward nations that excel at signals intelligence and information management rather than those with the largest conventional military forces.

In this episode, we discuss Anthropic's confidential IPO filing at a $965 billion valuation, shedding light on the competitive landscape against OpenAI and SpaceX. Additionally, we explore Microsoft's new reasoning model, Nvidia's Cosmos 3 for robotics, Intel's price-cutting AI chip, and Strava's new paywall that's reshaping API access in the fitness space.Chapters00:00 Anthropic's IPO Announcement02:00 Microsoft's MAI Thinking 104:01 Nvidia's Cosmos 3 Model05:59 Intel's Crescent Island AI Chip08:00 Strava's API Paywall10:00 Windborne's Weather AI Model Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

The EU is rolling out a new Office suite! Samsung workers get pay raise! More fines coming to Google. NVIDIA bets big on Taiwan, while Chinese GPUs surge in sales. Steam Deck prices JUMPED, but so did sales numbers. Qualcomm shows off a new laptop chip, while rumors swirl of new "cheap" laptops. Asus taps Qualcomm for a new all-in-one PC. NVIDIA shows of the RTX Spark for Windows machines, and numerous manufacturers are already announcing new machines featuring the chip. Let's get our tech week started off RIGHT! -- Show notes and links https://somegadgetguy.com/b/4df 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.

The S&P 500 hits fresh all-time highs while options traders unleash record-setting volume across the market. On this episode of The Option Block, Mark "The Voice of Options" Longo, Andrew "The Rock Lobster" Giovinazzi and "Uncle" Mike Tosaw examine the resurgence in software stocks, the speculative boom in space-related names, massive moves in Micron, Oracle, Microsoft, Palantir and Nvidia, plus unusual options activity in Virgin Galactic and Taseko Mines. The team also discusses VIX below 16, new highs in the market, earnings season, copper demand, AI-driven rallies and the elimination of the Pattern Day Trader rule. Other topics in this episode included:

The U.S. economy is still holding up, but each day the Strait of Hormuz remains closed increases the risk that today's uncomfortable gas prices could turn into a much bigger global supply problem.Chuck Zodda and Mike Armstrong break down why there is still no deal between the U.S. and Iran, how oil prices are reacting to the latest threats around Hormuz, and why the timeline for pressure on global inventories is now being measured in weeks rather than months. They also discuss NVIDIA's push to bring AI agents directly onto personal computers, what local AI chips could mean for data centers and business security, why Jay Powell is still warning about Fed independence, and whether concerns about white-collar workers stalling out are being overstated.

Derek Moore is joined by Shane Skinner this week to talk about the typical IPO performance within the first 30 days of trading. Then, they compare how Google vs Tesla performed after their IPOs. Later, Goldman Sachs calls for 8000 by year in in the S&P 500 Index, how May has seen stellar returns last couple years, a bunch of ETF filings for SpaceX adjacent products, and surprising forward EPS valuations.    Nvidia forward PE vs Costco and Walmart Google vs Tesla IPO performance Surprising Google State Post IPO SpaceX adjacent ETFs see a lot of filings How does this IPO issuance period compare to past ones? When day 100 is up nearly 10% what does the rest of the year historically look like? Bond vs Equity Valuations S&P 500 May Performance 1945-2026 Intel vs Nvidia   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com    

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcEverybody's been talking about AI replacing software companies.Meanwhile, software stocks have been quietly ripping higher.And that's exactly what we're diving into today.A few weeks ago, names like ServiceNow looked completely broken. People were dumping software stocks left and right, convinced AI was about to make them irrelevant. Then something changed. The selling stopped. The buyers stepped in. And suddenly some of these stocks started exploding higher.In this video, we're looking at the software sector comeback, where the biggest opportunities may still be hiding, and why money is rotating back into tech right now. We also break down fresh OVTLYR buy and sell signals on stocks like ServiceNow, SAP, Atlassian, Palantir, Super Micro Computer, IonQ, NVIDIA, Micron, Palo Alto Networks, Fortinet, HP, Intel, and more.✅ Why software stocks are suddenly leading the market✅ The buy signals showing up across tech✅ Stocks that may be getting too crowded✅ Key resistance levels traders should watch✅ Where the best risk-to-reward setups may be formingThe biggest money isn't made chasing headlines.It's made by spotting trends before everybody else notices them.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI's aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta's AI playbook.Articles discussed on this episode: https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcshttps://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customershttps://www.theinformation.com/articles/forward-deployed-engineers-ragehttps://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filinghttps://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-daySubscribe: 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 - Anthropic Files Confidentially for IPO02:52 - Nvidia Challenges Intel with M1X PC Chip07:00 - Cyber Firms Spend Millions on Anthropic Mythos14:44 - The Boom of Forward Deployed AI Engineers18:13 - Inside OpenAI's Enterprise Sales Strategy24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers

Market update for June 1, 2026. SpaceX Valuation Deep Dive: [Spotify][YouTube]Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Nvidia shows off new AI chip designed for PCsSpaceX lands two huge Space Force contracts ahead of its record-breaking IPOBerkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billionAST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocksFun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble

In this episode, Neil explores how agents, foundation models, and AI are set to transform the Computer-Aided Engineering (CAE) and Electronic Design Automation (EDA) landscapes. He shares a comprehensive historical perspective and predicts a near-future where AI-driven automation redefines engineering workflows, productivity, and innovation.Main Topics:The evolution of simulation codes from the 1960s to modern commercial softwareThe rise of cloud computing, GPUs, and their impact on CAE and EDA industriesThe integration of AI, surrogate modeling, and foundation models into simulation workflowsThe emergence of agentic AI systems capable of autonomously performing complex engineering tasksThe strategic responses of major software companies to AI and agent technologiesThe potential democratization and automation of engineering design through AI agentsCritical questions on model ownership, transparency, and industry adoptionTimestamps: 00:40 - Introduction: How agents and foundation models will disrupt CAE & EDA01:40 - Historical overview: From code writing in the 60s to commercial software03:10 - Growth of aerospace and automotive industry codes and commercialization04:40 - The impact of HPC, cloud computing, and hardware evolution06:25 - Rise of cloud SaaS models and "sassification" of simulation tools07:40 - Big tech entrance: AWS, Microsoft, and Google in CAE & EDA09:00 - GPU acceleration: Changed landscape in past three to four years09:10 - The role of AI startups offering surrogate models and real-time simulation10:40 - Industry consolidation: Mergers and acquisitions among software giants11:40 - The emergence of foundation models and surrogate systems in simulation13:00 - The significance of agents: Combining AI, models, and automation14:10 - Capabilities of autonomous AI agents in complex engineering workflows15:25 - Practical use cases: Running simulations, setting up experiments, and data analysis16:40 - How agent-driven automation could democratize engineering expertise16:10 - Questions about model ownership, open source codes, and licensing19:40 - The future of AI in engineering: Collaboration, transparency, and scientific rigor21:25 - Final thoughts: Opportunities, challenges, and the transformative potential of AI* Please note that this a personal opinion and not that of NVIDIA

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

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Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: BabeRuthless: https://www.youtube.com/@baberuthless Celia: https://x.com/CeliaBeee RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

Apple estaría preparando uno de los cambios más grandes de los últimos años… y esta vez no se trata solo de diseño, colores o pequeñas mejoras.En este nuevo APPLEaks, analizamos cómo iOS 27, la nueva generación de Siri, Apple Intelligence, los futuros iPhone 18 Pro, iPhone 18 Pro Max y el esperado iPhone Fold podrían formar parte de una misma estrategia: llevar cada vez más inteligencia artificial al dispositivo, con procesamiento local, más memoria, más almacenamiento y modelos mucho más potentes funcionando dentro del ecosistema Apple.Pero ojo, porque lo que al principio suena como una gran noticia también puede traer una consecuencia bastante incómoda: muchos usuarios podrían quedarse afuera de las funciones más avanzadas si no tienen un iPhone reciente. También hablamos del futuro de las Mac con Apple Silicon, el final progresivo de Rosetta 2, las posibles novedades de watchOS 27, los nuevos HomePod, Apple TV, Mac Studio y Mac Mini, además de los rumores más fuertes sobre gafas inteligentes estilo Ray-Ban, servidores con chips NVIDIA, cámaras más avanzadas para el iPhone 18 Pro y las primeras filtraciones del iPhone Fold. APPLEaks vuelve con un episodio cargado de rumores, filtraciones, señales de alerta y una pregunta clave:Capítulos de YouTube00:00 Bienvenida a un nuevo APPLEaks00:35 El dominio del MacBook Neo y los problemas de producción01:14 Rosetta 2 llega a su final y las Mac Intel quedan complicadas02:45 watchOS 27, salud y Apple Intelligence en el Apple Watch04:20 iOS 27 y la señal de alerta: ¿vas a tener que cambiar de iPhone?06:03 Siri, IA local y modelos Gemini dentro del iPhone08:07 Habilidades, modelos pequeños y más almacenamiento local09:52 Sponsor: SiaImport10:59 El nuevo Siri estilo ChatGPT y la integración con Spotlight12:50 Cinco posibles productos nuevos de Apple14:10 Gafas inteligentes, Vision Pro 2 y el futuro de Apple Intelligence15:18 Chips NVIDIA, centros de datos y el costado cloud de la IA de Apple16:15 Cambios de diseño en iOS 27 y ajustes tipo Snow Leopard17:02 iPhone 18 Pro: nueva cámara, obturador mecánico y sensor más avanzado19:10 Pantalla más grande y posibles cambios de diseño en el iPhone 1819:55 iPhone Fold: filtraciones, fundas, bisagra y pantallas21:36 Cierre y despedida #APPLEaks #Apple #iPhone18 #iPhoneFold #iOS27 #Siri #AppleIntelligence #MacBookNeo #watchOS27 #idearVlogApple, APPLEaks, idearVlog, Fabián Fernández, Apple Intelligence, Siri, iOS 27, iPhone 18, iPhone 18 Pro, iPhone 18 Pro Max, iPhone Fold, iPhone plegable, MacBook Neo, Rosetta 2, macOS 28, watchOS 27, HomePod, Apple TV, Mac Studio M5, Mac Mini M5, Gemini, IA local, inteligencia artificial Apple, gafas Apple, Vision Pro 2, Mark Gurman

Taiwanese officials have apprehended three individuals accused of smuggling Nvidia chips to China, and we debunk the fears over AI's water use. Welcome back to The Blockspace Podcast! Today for our lead story, we cover the latest Nvidia chip smuggling crackdowns in Taiwan, and then we hop into an interview with Udi Wertheimer of Taproot Wizards to discuss the current state of Ethereum, and why one of its chief proponents sold his entire bag of ETH. Then, Haley Thompson, Director of Energy at Luxor, joins us to talk about how the Iran War is impacting energy markets in the U.S.. Plus, we analyze Google's 200MW solar PPA in Oklahoma, concerns with Strategy's STRC, and debunk the viral criticisms surrounding AI data center water usage. Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com