TechStack Episodes

Here's part "deux" of The Technologists deep dive discussion about Lumentum --- this segment is with Rafik Ward, the company's CSO and CMO, where we explore Lumentum's technology attributes in the high-speed networking and interconnect space that is exploring massive growth due in the rise of AI data centers. Subscribe to our YouTube channel! https://www.youtube.com/@Technologistsnetwork?sub_confirmation=1 Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist #Lumentum #datacenters #photonics #AI #technology #MichaelHurlston #RafikWard #NVIDIA

The Technologists invite Michael Hurlston, CEO and President of Lumentum, on TechStack where we go deep on how high-speed networking and interconnect is undergoing a dramatic transformation with the arrival of optical technology, and how is company is leading that charge for the AI data center. Subscribe to our YouTube channel! https://www.youtube.com/@Technologistsnetwork?sub_confirmation=1 Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist #Lumentum #datacenters #photonics #AI #technology #MichaelHurlston #RafikWard #NVIDIA

Qualcomm's Alberto Martinez dives deeps on the new Snapdragon X2 Elite PC platform with us at the company's architecture day 2025. Don't miss this insightful TechStack episode from Qualcomm Architecture Day 2025. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 https://www.youtube.com/@Technologistsnetwork And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist #qualcomm #SnapdragonX2Elite #qualcommsnapdragon

In this latest episode of TechStack, we discuss many of the disclosures from AMD’s Financial Analyst Day (2025). From EPYC CPUs to the MI500 GPUs and a projected $1T compute market, AMD made a lot of bold claims and Dave and Francis were on-site to absorb it all. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 https://www.youtube.com/@Technologistsnetwork And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist #amd #ai #instinct #cpu #gpu #tech #technology #technologists #techstack #podcast #webcast

In this latest episode of TechStack, we discuss many of the disclosures from AMD’s Financial Analyst Day (2025). From EPYC CPUs to the MI500 GPUs and a projected $1T compute market, AMD made a lot of bold claims and Dave and Francis were on-site to absorb it all. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 https://www.youtube.com/@Technologistsnetwork And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist #amd #ai #instinct #cpu #gpu #tech #technology #technologists #techstack #podcast #webcast

In this latest episode of TechStack, we discuss many of the disclosures from AMD’s Financial Analyst Day (2025). From EPYC CPUs to the MI500 GPUs and a projected $1T compute market, AMD made a lot of bold claims and Dave and Francis were on-site to absorb it all. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 https://www.youtube.com/@Technologistsnetwork And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist #amd #ai #instinct #cpu #gpu #tech #technology #technologists #techstack #podcast #webcast Chapters:00:00 - Start 00:49 Thank You For 10K Subs! 01:00 Quick Hellos And Travel Updates 02:42 AMD's $1T Compute Market 04:21 The Market's Reaction To AMD 07:00 - AI, Helios, And Rack Scale News 09:55 AMD's 35% CAGR And M&A 11:48 It's A 60% CAGR For AI 13:01 AMD's Underpromise 13:30 EPYC CPU Demand In The AI Era 16:48 Did AMD Miss Anything? 19:28 New Tech: MI450, MI500 23:12 Comparisons To NVIDIA Rubin 24:47 Comparisons Are Usually To Hopper 25:10 AMD Medusa & Gorgon Client Chips 27:18 Zen 6 And EPYC 27:58 Robotics And Semi-Custom News 28:50 More Thank Yous And The Wrap Up

On this TechStack episode, analysts Jim McGregor, Marco Chiappetta, and Mark Vena break down the latest developments in data centers and AI supercomputing. The team covers Qualcomm’s new AI200 and AI250 rack-level solutions, and the U.S. Department of Energy’s announcement of four new supercomputers powered by AMD and Nvidia. We discuss AMD’s continued lead on the Top500 list and its upcoming Lux (2026) and Discovery (2028) systems, along with Nvidia’s new Equinox and Solstice AI supercomputers, developed with Oracle and powered by thousands of Blackwell GPUs. Tune in for expert insights on the future of AI acceleration, HPC, and data center innovation. We hope you enjoy the show. If you found our discussion interesting and insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing show for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, test the tools, and talk to the people behind the technology to bring you analysis that’s insightful, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading tech company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Our Socials and Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 #qualcomm #amd #nvidia #ai #supercomputer #supercomputing #doe #datacenter #hpc

There's a critical, foundational technology you may not be aware of that's quite literally the heart beat of EVERY electronics system, and that's precision timing chips that keep everything from AI platforms to laptops, desktop PCs and smartphones alive and well. Put yourself in the know with our exclusive interview with Silicon Valley SiTime CEO Rajesh Vashist! We hope you enjoy the show. If you found our discussion interesting, insightful, or enteratining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 https://www.youtube.com/@Technologistsnetwork And while you're here, don't forget to connect with the team: https://x.com/DaveAltavilla https://x.com/MarcoChiappetta https://x.com/MarkVenaTechGuy https://x.com/fsideco https://x.com/TekStrategist Chapters: 00:00 - Start 00:22 - Introducing Rajesh And SiTime 01:52 - How SiTime Came To Be 04:05 - Why Timing Is A Foundational Technology 07:52 - SiTime Semiconductors vs. Quartz 09:03 - SiTime's MEMS Technology Explained 10:47 - Current Markets And Looking To The Future 14:06 - Data Center, AI And Networking 15:35 - Barriers To SiTime's Technology 17:46 - Talking Benefits And Risks 21:32 - Discussing SiTime's Titan 22:35 - On-Package Resonator Tech Explained 25:13 - Potential Market Opportunities 28:06 - Impact In The Life Sciences 28:40 - Where Will SiTime Be In 5 Years? 30:46 - Wrap Up #SiTime #MEMS #timing #AI #tech #technology #technologists #techstack #podcast #webcast

In this TechStack episode, industry analysts Mark Vena, Marco Chiappetta, and Jim McGregor explore the current state of XR technologies and how platform strategies from Apple, Samsung, Qualcomm, and Meta are shaping the next phase of immersive computing. The team compares Apple Vision Pro’s vertically integrated ecosystem with the Samsung Galaxy XR’s open Android XR platform, co-developed with Google and Qualcomm. We examine hardware design, chip performance, and accessibility across emerging XR solutions, including Meta’s Ray-Ban smart glasses. Tune in for expert insights into the evolving XR landscape, from the growing adoption of extended reality to the potential platform battle between Apple and Samsung. We hope you enjoy the show. If you found our discussion interesting and insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing show for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, test the tools, and talk to the people behind the technology to bring you analysis that’s insightful, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading tech company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Our Socials and Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 #samsung #apple #qualcomm #google #meta #ar #vr #xr #extendedreality #android #androidxr #visionpro #galaxyxr #tech #technology #technologists #techstack #podcast #webcast

In this episode, join the entire TechStack team as we dive into the latest AI GPU related news. We discusses TSMC's Arizona fab producing the first NVIDIA Blackwell wafer in the U.S., AMD’s recent partnership with Oracle to supply 50,000 MI450 Instinct GPUs, and what these developments mean for the broader GPU ecosystem moving forward. Get insights on GPU manufacturing, AI acceleration, and the future of high-performance computing. We hope you enjoy the show. If you found our discussion interesting and insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing show for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, test the tools, and talk to the people behind the technology to bring you analysis that’s insightful, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading tech company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Our Socials and Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 #nvidia #amd #tsmc #ai #tech #technology #techstack #technologists #webcast #podcast

On this latest episode of TechStack, Mark and Jim are on-site at Infineon’s OktoberTech event where the company revealed its future vision for robotics, quantum computing, AI, and how we’re going to power it all moving forward. Mark and Jim breakdown the highlights here – and you won’t want to miss it! We hope you enjoy the show. If you found our discussion interesting and insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing show for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, test the tools, and talk to the people behind the technology to bring you analysis that’s insightful, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading tech company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Our Socials and Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 #infineon #oktoberteck #robotics #power #ai #quantum #tech #technology #techstack #technologists #webcast #podcast

On this latest episode of TechStack, Jim is on-site at Synaptics Tech Day interviewing Google’s Billy Rutledge, Director, Systems Research Group. Jim and Billy discuss Google’s just-announced open-source Coral NPU and what it could mean for edge AI and intelligent IoT devices in the future. You don’t want to miss this one! For more information, also check out: https://coral.ai We hope you enjoy the show. If you found our discussion interesting and insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing show for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, test the tools, and talk to the people behind the technology to bring you analysis that’s insightful, honest, and actionable. Whether it’s the latest hardware, an in-depth breakdown of a leading tech company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant. Our Socials and Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB https://podcasts.apple.com/us/podcast/the-techstack/id1832804467 #google #synaptics #coralnpu #ai #npu #opensource #tech #technology #techstack #technologists #webcast #podcast

The Technologists drill down and separate fact from fiction on Intel's recent Technology Tour 2025, specifically digging in on its 18A foundry process, its upcoming Panther Lake (mobile) processors and the Clearwater Forest (data center) offerings. We hope you enjoy the episode. If you found our discussion insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! Our Socials And Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://soundcloud.com/the-technologists https://creators.spotify.com/pod/profile/the-technologists/ #Intel #pantherlake #datacenter #18FA #foundry #cpu #processors #clearwaterforest #tech #technology #webcast #podcast #techstack

Red Hat is best known for its enterprise-grade open source Linux distros but virtualization and containerized applications are a big deal in the exploding AI landscape. Learn what Red Hat has architected and delivered for the new breed of cloud and enterprise AI data centers, here on TechStack! We hope you enjoy the episode. If you found our discussion insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! Our Socials And Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://soundcloud.com/the-technologists https://creators.spotify.com/pod/profile/the-technologists/ #RedHat #linux #virtualization

In this episode of TechStack, Dave Altavilla and Francis Sideco sit down with Qualcomm’s Cindy Lei at Snapdragon Summit 2025 to explore the powerful new Snapdragon 8 Elite Gen 5 SoC. They break down how Qualcomm’s next-generation mobile platform is driving the future of on-device AI, enabling personal AI assistants, pro-level AI photography, and secure, cross-device personalized knowledge graphs across the Snapdragon ecosystem. The discussion also dives into how High Performance Memory (HPM) is transforming mobile gaming, reducing latency, and delivering next-level performance in collaboration with top AAA game developers. We hope you enjoy the episode. If you found our discussion insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! Our Socials And Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://soundcloud.com/the-technologists https://creators.spotify.com/pod/profile/the-technologists/ #Qualcomm #Snapdragon #AI #SoC #snapdragonsummit #TechStack #Technologists #podcast #tech #technology #mobile #computing

In this episode of TechStack, Jim McGregor, Dave Altavilla, and Francis Sideco report from the Snapdragon Summit in Maui to discuss Qualcomm’s latest technology announcements. We cover the Snapdragon Elite 8 Gen 5 smartphones, X2 Elite and X2 Elite Extreme PCs, advances in agentic AI, and the expanding Snapdragon ecosystem. From next-generation devices to the future of AI, secure personal data, and enterprise IT management, discover how Qualcomm is shaping the next era of mobile and computing. We hope you enjoy the episode. If you found our discussion interesting, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! Our Socials And Website: https://www.thetechnologists.net/ https://x.com/TechnologistNet https://bsky.app/profile/technologistnet.bsky.social https://www.youtube.com/@Technologistsnetwork https://soundcloud.com/the-technologists https://creators.spotify.com/pod/profile/the-technologists/ #Qualcomm #Snapdragon #AI #snapdragonsummit #TechStack #Technologists #podcast #tech #technology #mobile #computing