42 phút trước

IBM Reinvents The CPU, SiFive Drives RISC-V Into The Data Center

Following Hot Chips 2026, join the TechStack team as we discuss two notable CPU architecture developments from IBM and SiFive. We explore IBM’s new dual-architecture processor for future Z and LinuxONE systems, SiFive’s latest RISC-V push into the data center, and what both developments could mean for enterprise computing, Arm, RISC-V, AI infrastructure, and the evolving server CPU landscape. 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 #ibm #hotchips #datacenter

2 giờ trước

NVIDIA, Hugging Face, And The Future Of The Open AI Ecosystem

NVIDIA has now confirmed its $12.9 billion acquisition of Hugging Face, validating one of the biggest recent reports to emerge from the AI industry. In this TechStack episode, the team discusses why Hugging Face is strategically important to NVIDIA and what the deal could mean for open AI models, developers, and the broader AI software ecosystem. The discussion also examines NVIDIA’s expanding influence across the AI stack, from compute infrastructure and developer tools to model distribution and deployment. 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 #nvidia #huggingface #ai

31 thg 8

SiTime CEO On The Critical Timing Technology Powering The AI Boom

AI infrastructure depends on more than GPUs, CPUs and high-bandwidth memory. Precision timing technology is a critical piece of the puzzle, helping keep the massive amounts of compute, networking and data movement behind modern AI systems synchronized for optimal utilization. In this episode of TechStack, Dave Altavilla and Marco Chiappetta sit down with SiTime CEO Rajesh Vashisht to explore why the company's precision timing chips are becoming increasingly important as AI data centers scale, and where SiTime fits into the rapidly evolving AI infrastructure and semiconductor landscape. We discuss the technology behind SiTime's precision timing solutions, the demands AI workloads are placing on modern data centers, and why precision timing becomes even more critical as compute systems grow larger, faster and more complex. Featuring: Rajesh Vashisht — CEO, SiTime Dave Altavilla — President & Principal Analyst, HotTech Vision And Analysis, TechStack Co-Host Marco Chiappetta — Principal Analyst, HotTech Vision And Analysis, TechStack Co-Host If you're following AI infrastructure, semiconductors, data center technology, GPUs, networking or the companies enabling the next generation of AI infrastructure, subscribe for more TechStack interviews and analysis.

13 thg 8

NVIDIA Says AI Will Change Storage Technology Forever

On this episode of TechStack, analyst Jim McGregor meets with NVIDIA VP of Storage Technology Jason Hardy at Future of Memory and Storage (FMS) 2026 to discuss NVIDIA’s role in the evolving storage ecosystem. Learn how NVIDIA cuFile is helping connect accelerated computing with storage and supporting a more open, interoperable software ecosystem for AI infrastructure. Join us for a look at how NVIDIA is approaching AI storage, open-source development, and the growing data demands of next-generation AI workloads. 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 #nvidia #storage #memory

24 thg 7

Could This Be AMD’s Vera Rubin Killer? Hands-On The 72-GPU Helios AI Rack!

Is this the NVIDIA Vera Rubin killer? We got to step right up to AMD’s massive new Helios AI Rack at Advancing AI 2026, and the engineering inside is mind-boggling. Join me for a hands-on hardware walkthrough of the 72-GPU behemoth, featuring the brand new Instinct MI455X GPUs and Zen 6 EPYC 9006 processors! Deep Dive: What’s Inside the Rack? In this video, we do a physical, step-by-step breakdown of the AMD Helios rack-scale AI solution introduced at Advancing AI 2026. This isn't just a slide deck—we are looking at the actual compute and switch trays in the flesh. AMD is claiming a 15% FP4 compute advantage and 50% more memory capacity (31 TB of HBM4 per rack) compared to NVIDIA's Vera Rubin NVL72. We break down how AMD is using their new Ultra Accelerator Link over Ethernet (UALoE) to link 72 Instinct MI455X GPUs so they function as a single, massive 2.9 EFLOP processor. We also take a close look at the CDNA 5 architecture and how the new Zen 6 EPYC 9006 series CPUs tie this memory monster together. More Info: https://hothardware.com/news/amd-advancing-ai-2026-epyc-9006-instinct-mi400x-helios 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 #advancingai #helios #epyc #instinct #venice #mi455x

24 thg 7

Our Discussion Of Apple's Price Increases Went Off The Rails...

In this episode of the TechStack, industry analysts Mark Vena (SmartTech Research), Jim McGregor (Tirias Research), and Marco Chiappetta (HotTech Vision & Analysis), set out to discuss Apple’s recent price increases, what caused them, and how they might impact the broader market, but things didn’t exactly go to plan. 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 #apple #rampocolypse #ramageddon #tech #technology #techstack

13 thg 7

AMD Ryzen AI Halo And Intel Wildcat Lake: Did These Launches Move The Needle?

Two highly anticipated products officially launched recently, Intel’s Wildcat Lake Core Series 3 processors and AMD’s Ryzen AI Halo mini workstation for AI developers. We’ve tested them both and discussed whether or not Intel and AMD hit their marks with these products, relative to competitive offerings. It also raised long-term revenue targets—especially in data center, automotive, and IoT—while naming Meta as its first major customer for C1000 and projecting non-handset revenue to more than double by 2029. Dave, Jim and Marco were at the event and squeezed in a concise discussion between meetings. 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 #intel #amd #wildcatlake #ryzenaihalo #ai

26 thg 6

Qualcomm Investor Day 2026: The $15B Data Center AI Master Plan

Qualcomm Investor Day 2026 marked a major shift for the company, from its mobile-centric past toward a broader compute, AI infrastructure and data center silicon company, highlighted by the debut of its Dragonfly C1000 server CPU and the $3.9B acquisition of Modular Inc. It also raised long-term revenue targets—especially in data center, automotive, and IoT—while naming Meta as its first major customer for C1000 and projecting non-handset revenue to more than double by 2029. Dave, Jim and Marco were at the event and squeezed in a concise discussion between meetings. 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 #snapdragon #dragonwing #investorday #ai #6G #HBC #datacenter

The TechStack

IBM Reinvents The CPU, SiFive Drives RISC-V Into The Data Center

NVIDIA, Hugging Face, And The Future Of The Open AI Ecosystem

SiTime CEO On The Critical Timing Technology Powering The AI Boom

NVIDIA Says AI Will Change Storage Technology Forever

Could This Be AMD’s Vera Rubin Killer? Hands-On The 72-GPU Helios AI Rack!

Our Discussion Of Apple's Price Increases Went Off The Rails...

AMD Ryzen AI Halo And Intel Wildcat Lake: Did These Launches Move The Needle?

Qualcomm Investor Day 2026: The $15B Data Center AI Master Plan

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The TechStack

Tập

IBM Reinvents The CPU, SiFive Drives RISC-V Into The Data Center

NVIDIA, Hugging Face, And The Future Of The Open AI Ecosystem

SiTime CEO On The Critical Timing Technology Powering The AI Boom

NVIDIA Says AI Will Change Storage Technology Forever

Could This Be AMD’s Vera Rubin Killer? Hands-On The 72-GPU Helios AI Rack!

Our Discussion Of Apple's Price Increases Went Off The Rails...

AMD Ryzen AI Halo And Intel Wildcat Lake: Did These Launches Move The Needle?

Qualcomm Investor Day 2026: The $15B Data Center AI Master Plan

Giới Thiệu

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Có Thể Bạn Cũng Thích