TechStack Episodes

In this special episode of the TechStack, industry analysts Mark Vena (SmartTech Research), Jim McGregor (Tirias Research), and Marco Chiappetta (HotTech Vision & Analysis), discuss MWC 2026 and the big announcements to come out of the show and talk about Qualcomm’s big reveals, including the AI200 rack, the Samsung Galaxy S26 line-up, latest Apple M5 silicon and new Macbooks, and more. 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 #mwc2026 #apple #samsung #qualcomm #galaxys26 #macbookneo #ai200 #ai

In this episode of TechStack, the team examines major data-center developments shaping AI infrastructure, including a massive partnership between Meta Platforms and Nvidia to deploy next-generation systems at scale, with implications for services like WhatsApp and expectations ahead of Nvidia’s upcoming GTC announcements. We also cover how AMD and TCS are powering India’s Sovereign AI initiative with Helios rack-scale architecture, plus the Supreme Court of the United States ruling against tariffs imposed by President Donald Trump and what it could mean for the tech industry. 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 #ai #datacenter #nvidia #amd #meta

In this episode of TechStack, the team explores how AI is reshaping the tech industry—from silicon companies evolving into full platform providers to the growing importance of developer ecosystems, tools, and applications. We break down what defines an AI platform company, how AI is accelerating software development, and why skilled engineers and architects remain essential with rapid advances. Join us for insights on whether AI interfaces and agents could transform enterprise software, and how businesses must combine new technology, usage models, and business strategies to succeed in the AI era. 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 #ai #software #technology

In this episode of the TechStack, analysts Jim, Francis, and Dave break down the latest financial results from Intel, AMD, and Qualcomm. We dive in to how these reports will impact the greater tech industry and what to expect from Nvidia's upcoming earnings report. 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 Show Notes: 00:00 - Start 00:26 - Hellos And Super Bowl Predictions 02:05 - Earnings Preview 02:35 - AMD's Earnings (Dave's Summary) 03:10 - Francis' Take On AMD 05:56 - Jim Chimes In 08:51 - Intel: On Track? 10:10 - Jim's Take On Intel's Beat 11:50 - 18A And NVIDIA Connection 13:15 - Francis: Is Intel Out Of The Woods? 16:50 - Qualcomm's Record Revenue 18:11 - How Francis Sees It 22:12 - Jim On Qualcomm's Diversification 29:06 - The NUVIA Exec Departures 35:07 - NVIDIA Earnings Predictions: Dave 35:50 - Jim Take On NVIDIA 38:01 - Francis: NVIDIA's Supply Chain #intel #amd #qualcomm #finance #earnings #technologists

In this special episode of the TechStack, Mark, Jim and Marco discuss Intel's Core Ultra 300 series Panther Lake launch and whether or not Intel delivered the goods. Marco's deep-dive review: https://hothardware.com/reviews/intel-core-ultra-x9-388h-panther-lake-review 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 Show Notes: 00:00 - Start 00:20 - Some Quick Hellos 01:00 - Introducing Panther Lake 02:50 - Perf And Battery Life 03:27 - System Performance 05:55 - Memory Bandwidth & Latency 06:49 - Panther Lake Flexibility 08:32 - What Does This Mean For Apple? 10:00 - Is Intel Capacity Constrained? 14:00 - The DRAMpocolypse Effect 17:25 - AI Assistants? 21:44 - What's Missing? #Intel #PantherLake #CoreUltra3

We go hands-on with Dell’s Pro Max GB300 AI workstation, a no-compromise system built to push modern AI development, training, and inference to the edge. Powered by NVIDIA’s GB300 platform, this machine is designed for serious workloads—LLMs, simulation, data science, and advanced content creation—without relying on the cloud. In this video, we break down what makes the Dell Pro Max different, why NVIDIA GB300 matters, and who this class of AI workstation is really for. If you’re building, deploying, or experimenting with AI at scale, this demands a closer look. 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 #DellProMax #GB300 #ces2026 00:00 Start 00:28 Dell Pro Max With GB10 03:12 Dell Pro Max With GB300

In this special episode of the TechStack, Dave and Marco sit down with Intel's Dan Rodgers to discuss the new Core Ultra 3 series, live from CES 2026. There's a lot to unpack here, from new process technology to innovative form factors – you don’t want to miss this one. 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 Show Notes: 00:00 - Start 00:21 - Welcome Back! 00:32 - Introducing Dan 01:20 - Core Ultra 3 "Panther Lake" 02:26 - Panther Lake's Goals 03:20 - How Core Ultra 3 Is Built 03:55 - Making Bets With Panther Lake 05:28 - Core Ultra 3's CPU Upgrades 06:42 - Design Considerations 08:16 - Memory Speeds And 18a Maturity 09:48 - Core Ultra 3 Handheld Gaming? 11:05 - Benchmarks And Performance 12:40 - Best Of Both Worlds? 13:42 - Discreet GPU Level Gaming? 14:18 - Total Platform TOPs and AI 15:30 - What's Beyond Panther Lake? 16:20 - Wrapping Things Up #Intel #PantherLake #CoreUltra3

In this special episode of the TechStack, industry analysts Mark Vena (SmartTech Research), Jim McGregor, Francis Sideco (Tirias Research), and Marco Chiappetta (HotTech Vision & Analysis), give their thoughts on some of 2025’s most impactful and significant tech developments and stories, what they mean, and what they could mean moving forward. There were some bombshells this year, that will have broad reaching impact across multiple markets and industries – you don’t want to miss this one. 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 Show Notes: 00:00 - The Show Starts 00:25 - Some Quick Hellos 01:24 - We'll All Be At CES 01:42 - Mark On Apple's AI Initiatives 04:17 - Francis On Quantum And Local AI 07:38 - Jim On Datacenter Development 09:40 - How Do We Solve AI's Power Problem 15:20 - Marco On The DRAM Shortage 21:58 - Francis On 2026: Quantum 22:20 - Mark On Apple's 2026 Foldable 26:30 - Marco On NVIDIA's 2026 Plan 27:40 - Jim's 2026 Prediction: Robots! 30:45 - The Technologist's Launch! #2025 #quantum #apple #nvidia #ai #datacenters #tech #technology #technologists #techstack #podcast #webcast

The current and ongoing memory shortage could have broad-reaching impact across a number of different industries and market segments. In this latest episode of the TechStack, the team discuss what’s going on and what it might mean moving forward. Spoiler: Any device that utilizes DRAM is about to get much more expensive. 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 00:00 - The Show Starts 00:25 - Some Quick Hellos 01:03 - Unpacking The Memory Shortage 02:43 - The Grinch Pulling Out All The Stops 03:01 - Datacenter Demand Drives The Shift 05:14 - DRAM Supply: Historical Perspective 07:35 - What Does It Mean For Consumers 10:50 - Effects On The Supply Chain 12:14 - Optionality And Configurations 15:49 - AI's Demand For Memory, Hurting AI? 16:13 - What's The Solution? 19:30 - The Macro-Economic Component 19:56 - What Does This Do To Diplomacy? 23:52 - B2B Price Contacts? 26:15 - Stateside Manufacturing Potential 27:40 - What Does This Do To Samsung? 29:28 - How Startups Are Impacted 31:11 - The Wrap Up #tech #technology #technologists #techstack #podcast #webcast #memory #dram #shortage #rampocalypse #ramageddon

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 exploiting massive growth due to 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 this 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 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