Podcast appearances and mentions of ryan shrout

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  

Ryan Shrout breaks down why Applied Materials (AMAT) could continue riding the AI-driven tech rally, while warning that China export risks remain a key concern. He also looks ahead to revenue guidance and its role in the chip trade. George Tsilis walks us through an example trade for Applied Materials. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

R. “Ray” Wang and Ryan Shrout preview what to watch in Nvidia (NVDA) earnings. Ray says this report could be a “reset” for the AI trade on both sides. Ryan is watching for comments around future products and next-gen chip specs. He's also looking for customer demand metrics for its Reuben chips. Ray comments on what China revenue could look like and Jensen Huang's plans for the future. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: THE DECODE AWS re:Invent - Recap https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/?sc_channel=sm&sc_publisher=TWITTER&sc_country=global&sc_geo=GLOBAL&sc_outcome=awareness&linkId=884155717 https://x.com/PatrickMoorhead/status/1995522287374848501 https://x.com/PatrickMoorhead/status/1995887913088024903 https://x.com/PatrickMoorhead/status/1995892836135567462 https://x.com/PatrickMoorhead/status/1995894725002609067 https://x.com/PatrickMoorhead/status/1995899055176909140 https://x.com/PatrickMoorhead/status/1995891537520341282 https://x.com/danielnewmanUV/status/1995526650596032958 https://x.com/danielnewmanUV/status/1995886428111466567 https://x.com/danielnewmanUV/status/1995886972917956992 https://x.com/danielnewmanUV/status/1995890114850160839 https://x.com/danielnewmanUV/status/1995890899575050436 https://x.com/danielnewmanUV/status/1995891581241754056 https://x.com/FuturumEquities/status/1995889087304401066 AWS & Google Collaboration on Multicloud Networking https://cloud.google.com/blog/products/networking/aws-and-google-cloud-collaborate-on-multioud-networking https://x.com/PatrickMoorhead/status/1995490114013987115 https://x.com/PatrickMoorhead/status/1995495191374131705 https://x.com/PatrickMoorhead/status/1995495197141295182 AWS announces new capabilities for its AI agent builder https://techcrunch.com/2025/12/02/aws-announces-new-capabilities-for-its-ai-agent-builder/?  Amazon previews 3 AI agents including "Kiro" that can code on its own for days https://techcrunch.com/2025/12/02/amazon-previews-3-ai-agents-including-kiro-that-can-code-on-its-own-for-days/?  Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/  Amazon to let cloud clients customize AI models midway through training for $100,000 a year https://www.cnbc.com/2025/12/02/amazon-nova-forge-lets-clients-customize-ai-models-for-100000-a-year.html Nvidia News NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design https://x.com/PatrickMoorhead/status/1995485878186308079 Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html Apple Design Executive Alan Dye Poached by Meta in Major Coup https://www.bloomberg.com/news/articles/2025-12-03/apple-design-executive-alan-dye-poached-by-meta-in-major-coup https://x.com/PatrickMoorhead/status/1996331399926988944?s=20 Microsoft denies report of lowering targets for AI software sales growth https://www.reuters.com/technology/microsoft-lowers-ai-software-sales-quota-customers-resist-new-products-2025-12-03/ Original The Information article: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-products?utm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter https://x.com/PatrickMoorhead/status/1996268011041472937?s=20 https://x.com/danielnewmanUV/status/1996286385695981617?s=20 Marvell to acquire Celestial AI for as much as $5.5 billion https://www.cnbc.com/2025/12/02/mrvl-earnings-q3-2026-acquires-celestial-ai.html Why Intel's Onshore Chip Production Is So Important for U.S. Industrial Policy  https://moorinsightsstrategy.com/analyst-insight-why-intels-onshore-chip-production-is-so-important-for-u-s-industrial-policy/ MIS & TFG analysts at HPE Discover in Barcelona (Dave, Will Townsend, Ryan Shrout) https://www.linkedin.com/feed/update/urn:li:activity:7402028871396790272/  THE FLIP The Flip: Is the Trump Administration's Pivot to Robotics a Smart Next Move After AI?  https://x.com/danielnewmanUV/status/1996221671028777041?s=20   BULLS AND BEARS November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports https://www.cnbc.com/2025/12/03/adp-jobs-report-november-2025-private-payrolls-unexpectedly-fell-by-32000-.html Marvell Earnings https://investor.marvell.com/news-events/press-releases/detail/999/marvell-technology-inc-reports-third-quarter-of-fiscal-year-2026-financial-results https://x.com/danielnewmanUV/status/1995989717943537943?s=20 https://x.com/PatrickMoorhead/status/1996616081000087747?s=20 Salesforce Earnings https://www.cnbc.com/2025/12/03/salesforce-crm-q3-earnings-report-2026.html https://x.com/danielnewmanUV/status/1996328491659542667?s=20 https://x.com/PatrickMoorhead/status/1996620195062837565?s=20 HPE Earnings https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q4-2025/q4-2025-earnings-press-release.pdf https://finance.yahoo.com/news/hpe-forecasts-weak-quarterly-revenue-211059252.html Dell Earnings https://www.nasdaq.com/press-release/dell-technologies-delivers-third-quarter-fiscal-2026-financial-results-2025-11-25 Pure Storage Earnings https://www.nasdaq.com/articles/pstg-q3-earnings-lag-despite-solid-revenues-stock-upbeat-view https://x.com/PatrickMoorhead/status/1996623201607020695?s=20 Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html https://x.com/danielnewmanUV/status/1996044632871010316?s=20  

Intel's (INTC) earnings sparked a stock rally in the overnight hours that has since faded throughout Friday's session. Matthew Bryson says the stock remains expensive even though its financials signal a turnaround. Ryan Shrout sees upside to Intel thanks to backing from Nvidia (NVDA) and cost cutting measures that took some red ink off the balance sheet.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ahead of Okta Inc.'s (OKTA) earnings, Ryan Shrout with Futurum says the biggest headwinds will be competition as cybersecurity becomes "more complicated." He adds that Crowdstrike (CRWD) will not be the company's "biggest competitor." In other tech news, Ryan says it "makes sense" for Broadcom (AVGO) and Nvidia (NVDA) to test Intel's (INTC) 18A process. He also discusses Supermicro's (SMCI) tie to Nvidia as critical for the company's outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On this insightful Signal65 Video Insight, host Ryan Shrout, President of Signal65, is joined by Samsung's Blake Gaiser, Director of Smartphone Product Management, for a conversation about the development and impact of Galaxy AI and the latest trends and innovations in the smartphone sector.  Their discussion provides a comprehensive look at Samsung's AI journey and its forward-thinking approach to shaping the future of mobile devices and covers: How AI has revolutionized Samsung's mobile experience, especially with the launch of the Galaxy S24 lineup. The evolution of smartphone technology and its impact on consumer behavior. Insights into Samsung's strategy for staying ahead in the competitive smartphone market. Samsung's vision to make AI intuitive and seamlessly integrated across its product ecosystem, including smartphones, tablets, wearables, and even household appliances like TVs and refrigerators. The role of sustainability and environmental considerations in product development. Future directions for smartphone innovations and user experience enhancements. The importance of customer feedback in shaping product roadmaps. Learn more at Samsung.

ASML Holding (ASML) plunged after its earnings leaked, showing softening demand in the company's guidance. A report of the Biden Administration seeking to limit exports for A.I. chips added fuel to the semiconductor sell-off. Logan Gilland and Ryan Shrout talk about what's ahead for the A.I. industry. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Supreme Court Decisions, Snapdragon X Elite Tests Murthy Decision Should Not Foreclose Cases Against Actual First Amendment Violations What SCOTUS just did to broadband, the right to repair, the environment, and more Nearly 4,000 arrested in global police crackdown on online scam networks Mark Cuban's public email was hacked after receiving call from a fake Google rep The Julian Assange Saga Is Finally Over Microsoft's bundling of Office and Teams breaks antitrust law, EU says EU Competition Commissioner says Apple's decision to pull AI from EU shows anticompetitive behavior Microsoft says it's okay to steal content published on the web Microsoft's Surface Laptop 7 Copilot+ PC is finally the best clamshell laptop on the market after 8 years of iterations Tested: Don't buy a Snapdragon X Elite laptop for PC gaming Signal 65 Snapdragon battery testing The RIAA's lawsuit against generative music startups will be the bloodbath AI needs Wherein The Copia Institute Asks The Second Circuit To Stand Up For Fair Use, The Internet Archive, And Why We Bother To Have Copyright Law At All Redbox's owner files for bankruptcy after repeatedly missing payments and payroll Host: Leo Laporte Guests: Cathy Gellis, Ryan Shrout, and Doc Rock Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: lookout.com 1password.com/twit

Supreme Court Decisions, Snapdragon X Elite Tests Murthy Decision Should Not Foreclose Cases Against Actual First Amendment Violations What SCOTUS just did to broadband, the right to repair, the environment, and more Nearly 4,000 arrested in global police crackdown on online scam networks Mark Cuban's public email was hacked after receiving call from a fake Google rep The Julian Assange Saga Is Finally Over Microsoft's bundling of Office and Teams breaks antitrust law, EU says EU Competition Commissioner says Apple's decision to pull AI from EU shows anticompetitive behavior Microsoft says it's okay to steal content published on the web Microsoft's Surface Laptop 7 Copilot+ PC is finally the best clamshell laptop on the market after 8 years of iterations Tested: Don't buy a Snapdragon X Elite laptop for PC gaming Signal 65 Snapdragon battery testing The RIAA's lawsuit against generative music startups will be the bloodbath AI needs Wherein The Copia Institute Asks The Second Circuit To Stand Up For Fair Use, The Internet Archive, And Why We Bother To Have Copyright Law At All Redbox's owner files for bankruptcy after repeatedly missing payments and payroll Host: Leo Laporte Guests: Cathy Gellis, Ryan Shrout, and Doc Rock Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: lookout.com 1password.com/twit

Supreme Court Decisions, Snapdragon X Elite Tests Murthy Decision Should Not Foreclose Cases Against Actual First Amendment Violations What SCOTUS just did to broadband, the right to repair, the environment, and more Nearly 4,000 arrested in global police crackdown on online scam networks Mark Cuban's public email was hacked after receiving call from a fake Google rep The Julian Assange Saga Is Finally Over Microsoft's bundling of Office and Teams breaks antitrust law, EU says EU Competition Commissioner says Apple's decision to pull AI from EU shows anticompetitive behavior Microsoft says it's okay to steal content published on the web Microsoft's Surface Laptop 7 Copilot+ PC is finally the best clamshell laptop on the market after 8 years of iterations Tested: Don't buy a Snapdragon X Elite laptop for PC gaming Signal 65 Snapdragon battery testing The RIAA's lawsuit against generative music startups will be the bloodbath AI needs Wherein The Copia Institute Asks The Second Circuit To Stand Up For Fair Use, The Internet Archive, And Why We Bother To Have Copyright Law At All Redbox's owner files for bankruptcy after repeatedly missing payments and payroll Host: Leo Laporte Guests: Cathy Gellis, Ryan Shrout, and Doc Rock Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: lookout.com 1password.com/twit

Supreme Court Decisions, Snapdragon X Elite Tests Murthy Decision Should Not Foreclose Cases Against Actual First Amendment Violations What SCOTUS just did to broadband, the right to repair, the environment, and more Nearly 4,000 arrested in global police crackdown on online scam networks Mark Cuban's public email was hacked after receiving call from a fake Google rep The Julian Assange Saga Is Finally Over Microsoft's bundling of Office and Teams breaks antitrust law, EU says EU Competition Commissioner says Apple's decision to pull AI from EU shows anticompetitive behavior Microsoft says it's okay to steal content published on the web Microsoft's Surface Laptop 7 Copilot+ PC is finally the best clamshell laptop on the market after 8 years of iterations Tested: Don't buy a Snapdragon X Elite laptop for PC gaming Signal 65 Snapdragon battery testing The RIAA's lawsuit against generative music startups will be the bloodbath AI needs Wherein The Copia Institute Asks The Second Circuit To Stand Up For Fair Use, The Internet Archive, And Why We Bother To Have Copyright Law At All Redbox's owner files for bankruptcy after repeatedly missing payments and payroll Host: Leo Laporte Guests: Cathy Gellis, Ryan Shrout, and Doc Rock Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: lookout.com 1password.com/twit

Supreme Court Decisions, Snapdragon X Elite Tests Murthy Decision Should Not Foreclose Cases Against Actual First Amendment Violations What SCOTUS just did to broadband, the right to repair, the environment, and more Nearly 4,000 arrested in global police crackdown on online scam networks Mark Cuban's public email was hacked after receiving call from a fake Google rep The Julian Assange Saga Is Finally Over Microsoft's bundling of Office and Teams breaks antitrust law, EU says EU Competition Commissioner says Apple's decision to pull AI from EU shows anticompetitive behavior Microsoft says it's okay to steal content published on the web Microsoft's Surface Laptop 7 Copilot+ PC is finally the best clamshell laptop on the market after 8 years of iterations Tested: Don't buy a Snapdragon X Elite laptop for PC gaming Signal 65 Snapdragon battery testing The RIAA's lawsuit against generative music startups will be the bloodbath AI needs Wherein The Copia Institute Asks The Second Circuit To Stand Up For Fair Use, The Internet Archive, And Why We Bother To Have Copyright Law At All Redbox's owner files for bankruptcy after repeatedly missing payments and payroll Host: Leo Laporte Guests: Cathy Gellis, Ryan Shrout, and Doc Rock Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: lookout.com 1password.com/twit

Supreme Court Decisions, Snapdragon X Elite Tests Murthy Decision Should Not Foreclose Cases Against Actual First Amendment Violations What SCOTUS just did to broadband, the right to repair, the environment, and more Nearly 4,000 arrested in global police crackdown on online scam networks Mark Cuban's public email was hacked after receiving call from a fake Google rep The Julian Assange Saga Is Finally Over Microsoft's bundling of Office and Teams breaks antitrust law, EU says EU Competition Commissioner says Apple's decision to pull AI from EU shows anticompetitive behavior Microsoft says it's okay to steal content published on the web Microsoft's Surface Laptop 7 Copilot+ PC is finally the best clamshell laptop on the market after 8 years of iterations Tested: Don't buy a Snapdragon X Elite laptop for PC gaming Signal 65 Snapdragon battery testing The RIAA's lawsuit against generative music startups will be the bloodbath AI needs Wherein The Copia Institute Asks The Second Circuit To Stand Up For Fair Use, The Internet Archive, And Why We Bother To Have Copyright Law At All Redbox's owner files for bankruptcy after repeatedly missing payments and payroll Host: Leo Laporte Guests: Cathy Gellis, Ryan Shrout, and Doc Rock Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: lookout.com 1password.com/twit

On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Microsoft's Pavan Davuluri, Corporate VP, Windows & Devices, for a conversation on Microsoft's innovative integration of AI into its products, specifically focusing on Copilot+ PCs. Their discussion covers: How AI integration in Windows and Copilot+ PCs is elevating the user experience The necessary hardware requirements for Copilot+ PCs and their significance The transformative impact of AI on the PC landscape through Copilot+ PCs Ensuring performance and power efficiency in the PC ecosystem with AI advancements Microsoft's view on the business potential of AI in PCs compared to the cloud, including insights into new Copilot+ PCs from Surface Learn more at Microsoft.

On this episode of the Six Five On The Road at Computex Taipei, analysts Daniel Newman, Ryan Shrout, Anshel Sag, and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex 2024 in Taipei. Their conversation covers: Key trends and breakthroughs in AI technology from Computex 2024 How these innovations are shaping various industries The impact of AI on global technology strategies Insights into the future of computing and digital transformation Expert analysis of the challenges and opportunities ahead in AI Learn more at Computex 2024.

On this episode of the Six Five On The Road, hosts Olivier Blanchard and Ryan Shrout are joined by Lenovo's Steve Long, SVP & GM, Commercial Segment IDG for a conversation on Lenovo's strategy and vision for the future of AI PCs, emphasizing the development and integration of Snapdragon X Elite processors. Their discussion covers: Lenovo's roadmap for the AI PC space in the upcoming year and its strategic positioning The behind-the-scenes of the Snapdragon X Elite based machines' development and the decision-making process for this collaboration The differentiation in AI PC features between Lenovo's commercial and consumer designs Prospects for the PC and laptop market with the advent of X Elite processors, including new form factors and design considerations Highlighting unique features, technologies, and capabilities in Lenovo's ThinkPad and Yoga systems in the context of AI Lenovo's future plans aligning with Microsoft's vision for the Copilot+ PC  

On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Alex Katouzian, Group GM for Mobile, Compute, XR, Voice & Music Wearables Businesses, Qualcomm Technologies Inc., for a conversation on Qualcomm's role in enhancing the Windows ecosystem through next-generation technologies and AI integration. Their discussion covers: The transformative impact of AI across Qualcomm's product portfolio Comparing the transition to AI in PCs with that of smartphones Overcoming architectural challenges for the X Elite platform The synergy between connectivity, cameras, sensors, and AI technologies Future paths for on-device AI Compute advancements Exploring the "one technology roadmap" approach The implications of AI and other tech on XR and upcoming Qualcomm announcements  

On this episode of the Six Five On The Road at Computex 2024, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Cristiano Amon, President and CEO, for a conversation on how Qualcomm is evolving through AI innovations and diversifying its market approach. Their discussion covers: Qualcomm's perspective on AI and its significance for the company's future Exploring the vast opportunities AI presents to Qualcomm The strategic transition towards becoming a foremost compute company Development milestones of Oryon and its impact on Qualcomm's growth Forecasting the evolution of AI across devices, from smartphones to PCs, in the next two years Insights into Qualcomm's market diversification and disruption strategies  

Ryan is back! At least, this week. As a guest. But he's BACK, darn it. We talked about stuff. M3. Qualcomm.  ARM.  So much financial. More topics in the time stamps below. Timestamps:00:00 Cold Open00:45 Intro04:39 Food with Josh07:51 Qualcomm X Elite Windows benchmarks24:32 Apple M3 discussion36:23 Intel financials42:57 AMD financials47:48 Qualcomm had financials, too48:57 AV1 is everywhere50:27 Ryan is lit51:45 Security Corner59:14 Gaming Quick Hits1:03:30 What 5 years at Intel did to Ryan1:04:41 Back to Gaming1:08:41 Picks of the Week1:16:47 Outro ★ Support this podcast on Patreon ★

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

On This Week in Tech, Leo Laporte, Alex Wilhelm, and Ryan Shrout talk about Qualcomm's announcement of their new Snapdragon X Elite chips, promising a 30% performance boost to compete with Apple's silicon. Full episode at http://twit.tv/twit951 Host: Leo Laporte Guests: Ryan Shrout and Alex Wilhelm You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/ Sponsor: GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

On This Week in Tech, Leo Laporte, Alex Wilhelm, and Ryan Shrout talk about Qualcomm's announcement of their new Snapdragon X Elite chips, promising a 30% performance boost to compete with Apple's silicon. Full episode at http://twit.tv/twit951 Host: Leo Laporte Guests: Ryan Shrout and Alex Wilhelm You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/ Sponsor: GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Ryan left Intel! What does this mean for PC Perspective?? Nothing, actually. Except that we get to pontificate about Ryan's future. Don't worry, we'll ask him to visit soon. It will be more interesting when he can tell us where he's going.We also talked about Scott "Jebaited" Herkelman's pending departure from AMD. So many moves in the PC hardware industry, eh?? Oh, and you won't want to miss our CASO discussion. This might be the biggest thing to happen to gaming laptops, ever. EVAR.  Should be mention the proliferation of affordable 2.5Gb switches again?  Yes, we'll do that.Timestamps:00:00 Intro01:59 Food with Josh03:54 Ryan Shrout leaves Intel12:20 Scott “Jebaited” Herkelman leaving AMD14:54 Newegg now has a GPU trade-in program20:24 No, Intel will not be offering a socketed Meteor Lake CPU22:17 CASO makes everything better (including laptop GPUs)30:15 Podcast sponsor - Hello Fresh31:36 Security Corner39:01 Gaming Quick Hits (“quick”)54:57 Picks of the Week1:07:40 Outro ★ Support this podcast on Patreon ★

Timestamps: 0:00 hold your intros close 0:09 Meta Connect 2023 - Quest 3, Meta AI, Ray-bans 3:22 FTC sues Amazon over monopoly 4:45 FCC wants to bring back Net Neutrality 5:52 OriginPC 6:21 QUICK BITS INTRO 6:32 YouTube relaxes ad-friendly guidelines 7:10 Ryan Shrout leaves Intel 7:39 CIA building its own AI 8:23 NASA opens asteroid space dirt 9:05 This is why AI could ruin the internet News Sources: https://lmg.gg/KkWsy

Join The Full Nerd gang as they talk about the latest PC hardware topics. In this special episode Tom Petersen and Ryan Shrout from Intel are here in the studio to talk about Arc desktop GPUs, from performance expectations to launch timelines. Buy The Full Nerd merch: https://crowdmade.com/collections/pcworld Join the PC related discussions and ask us questions on Discord: https://discord.gg/SGPRSy7 Follow the crew on Twitter: @GordonUng @BradChacos @MorphingBall @KeithPlaysPC @AdamPMurray Follow PCWorld for all things PC! ------------------------------­---- SUBSCRIBE: http://www.youtube.com/subscription_center?add_user=PCWorldVideos TWITCH: https://www.twitch.tv/PCWorldUS TWITTER: https://www.twitter.com/pcworld

Upgrade your brain with Brilliant and get 20% off — https://www.brilliant.org/reneritchie"In a recent call with Intel's Ryan Shrout about the performance of its 11th Generation H-series laptop processors, he took some time out to throw some serious shade Apple's way. "Of course they did. And not just the new M1 Macs but the Intel MacBooks as well. Because it’s not like Intel has anything better to spend their brain-space on right now, do they?Oh… Wait...

Intel's Josh Newman and Ryan Shrout join Leo Laporte, Mary Jo Foley, and Paul Thurrott on Windows Weekly to discuss Intel's response to Apple Silicon. Full episode at twit.tv/ww716 Hosts: Mary Jo Foley and Paul Thurrott Guests: Ryan Shrout and Josh Newman You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/

Intel's Josh Newman and Ryan Shrout join Leo Laporte, Mary Jo Foley, and Paul Thurrott on Windows Weekly to discuss Intel's response to Apple Silicon. Full episode at twit.tv/ww716 Hosts: Mary Jo Foley and Paul Thurrott Guests: Ryan Shrout and Josh Newman You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/

Intel's Josh Newman and Ryan Shrout join Leo Laporte, Mary Jo Foley, and Paul Thurrott on Windows Weekly to discuss Intel's response to Apple Silicon. Full episode at twit.tv/ww716 Hosts: Mary Jo Foley and Paul Thurrott Guests: Ryan Shrout and Josh Newman You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/

Intel's Josh Newman and Ryan Shrout join Leo Laporte, Mary Jo Foley, and Paul Thurrott on Windows Weekly to discuss Intel's response to Apple Silicon. Full episode at twit.tv/ww716 Hosts: Mary Jo Foley and Paul Thurrott Guests: Ryan Shrout and Josh Newman You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/

It's our end of September round table show! We talk to Ryan Shrout of PCPer.com and Patrick Norton of TekThing and AVExcel about the future of DIY PC building and trends in PC hardware! See acast.com/privacy for privacy and opt-out information. Become a member at https://plus.acast.com/s/dtns.

Patrick Moorhead and Ryan Shrout talk through the earnings results of Intel, AMD, and Qualcomm, and what impact the associated announcements could have on the future for each. We also discuss the leaked info about Apple building a VR/AR headset for 2020, and updates from Cisco.

Patrick Moorhead and Ryan Shrout walk through the latest AMD processor release and what it indicates about the company's execution, how Huawei is changing things up between the US and China in tech, Intel's FPGA integration with Dell EMC and Fujitsu, news out of RSA from Microsoft (including a Linux device!) and Intel (GPU-based security scanning), and finally touch on how HP has and continues to grow in the PC space, led by gaming brand OMEN.

Patrick Moorhead and Ryan Shrout talk this week about the new iPad announcement and its impact on the education market, how Apple's rumored plan to replace Intel processors in its notebooks might change the industry, the Microsoft reorganization plan, more AMD momentum in various markets, and the latest updates from Intel on Spectre and Meltdown.

Patrick Moorhead and Ryan Shrout are live at NVIDIA GTC 2018 and talk through the numerous announcements made. This includes the Quadro GV100 and the $399,000 system based on 16 of them called DGX-2. NVIDIA CEO Jensen Huang also talked through improvements in training for robotics and self-driving cars with DRIVE Constellation, deep learning and AI performance increases, but nothing in the cards for gamers quite yet.

Patrick Moorhead and Ryan Shrout dive into the situation surrounding the AMD security vulnerabilities, how Google is using IBM POWER9 in deployments, Microsoft Teams and its surprising leadership, Intel going into healthcare with AI, Xilinx, and Facebook.

Patrick Moorhead and Ryan Shrout entertain the idea of Intel buying Broadcom, the CFIUS input on the Broadcom/Qualcomm acquisition, HP's DaaS changes, 5G modules, Windows ML API for machine learning, AMD GPU market share uplift last quarter, and early input on the Surface Pro with LTE.

Patrick Moorhead and Ryan Shrout discuss the new Arm-based server processor from Ampere, how the POWER9 platform helps IBM, the Dell and AMD announcement of EPYC-powered servers, and Intel's Xeon D-2100 processor launch for edge compute.

Patrick Moorhead and Ryan Shrout discuss the new Arm-based server processor from Ampere, how the POWER9 platform helps IBM, the Dell and AMD announcement of EPYC-powered servers, and Intel's Xeon D-2100 processor launch for edge compute.

Patrick Moorhead and Ryan Shrout discuss the early reviews of the Apple HomePod and where it can still improve. They also talk through the most recent Qualcomm announcements in the areas of 5G, LTE, and Snapdragon, and how these changes impact its status with Broadcom and the mobile market. Finally, they summarize AMD's Ryzen with Vega graphics desktop release and Microsoft's decision to lower the price to entry for Surface Book 2 and Surface Laptop.

Patrick Moorhead and Ryan Shrout sit down with SVP of GlobalFoundries and GM of Fab 8 in Malta, NY Tom Caulfield to talk fab technology. We debate the long term value that 14nm might provide, the difference between GF's implementation of 7nm and the competition, and how EUV technology will help drive advances going forward.

Patrick Moorhead and Ryan Shrout decide to dive into a discussion around Broadcom's bid to purchase Qualcomm and the potential impact that could have on both companies as well as the industry at large. The future and potential for Qualcomm is explored, including its expansion into server, Windows PCs, 5G, RF, and more. Is this good or bad for the market?

Patrick Moorhead and Ryan Shrout sit down to talk about some important movement in the technology markets, starting with the availability of the Apple HomePod. The impact that AMD's new leads at the Radeon group are debated, how cryptocurrency mining continues to hammer the PC market, Intel's decision to not push Kaby Lake-G for gaming, and Qualcomm's new announcements around 5G and RF in China are all discussed. 

Patrick Moorhead and Ryan Shrout talk through the announcements at CES from AMD, Intel, and NVIDIA, and determine what impact they will have on the technology landscape in 2018. AMD has a lot to live up to after a very successful 2017, Intel is using Radeon graphics technology for its latest processor, and NVIDIA cements its position in automated vehicles.

Just before CES gets under way, Ryan Shrout and Patrick Moorhead discuss the security concerns around the Meltdown and Spectre vulnerabilities and how all parties involved might be affected. Apple, Dell, and Lenovo also make an appearance.

Ryan Shrout and Patrick Moorhead talk through the latest news from the Qualcomm Snapdragon Tech Summit.

PC Perspective Podcast #411 - 08/05/2016 Join us this week as we discuss our new Titan X review and talk with the fans at Quakecon 2016!! You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE. The URL for the podcast is: http://pcper.com/podcast - Share with your friends! iTunes - Subscribe to the podcast directly through the iTunes Store (audio only) Video version on iTunes Google Play - Subscribe to our audio podcast directly through Google Play! RSS - Subscribe through your regular RSS reader (audio only) Video version RSS feed MP3 - Direct download link to the MP3 file Hosts:  Ryan Shrout, Allyn Malventano, Ken Addison and Morry Teitelman Program length: 1:23:59 No show notes today, enjoy the free flow discussion! Subscribe to the PC Perspective YouTube Channel for more videos, reviews and podcasts!! VIDEO SOON-ISH