The Tech Analysts Podcast

This week we talk through the announcements from Apple’s event including the new iPhones, new Watch, and of course the new A12 Bionic silicon. NVIDIA announced from GTC Japan its plans for a new AGX line of automated robotics processing units including the Jetson AGX Xavier and Clara AGX. Qualcomm announces Snapdragon Wear 3100 and gets into with Broadcom over 802.11ax.

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Patrick and Ryan dive into the mess created by the reveal of benchmark cheating from Huawei in regards to its Kirin products and what that means for the latest launch from the company. Lenovo releases the first Snapdragon 850 powered Always Connected PC and Intel updates its 8th Generation Core processor family with Whiskey Lake and Amber Lake. GlobalFoundries surprised many by announcing a withdrawal from the development of 7nm process technology. Finally, we end with thoughts from Pat on the Note9 and Dell's updated PC-as-a-service initiatives.

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Patrick and Ryan return to put some thought into recent hardware releases in the market. This includes the new NVIDIA Turing-based Quadro and GeForce products and the AMD 2nd generation Threadripper processors. They discuss the move from Arm to tackle Intel in the mobile/notebook space with higher performance processing cores, what Intel showed analysts at its data-centric technology summit, and thoughts on if and how Tesla should consider building its own chips for autonomous vehicles.

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NVIDIA announced a new GeForce RTX family of graphics cards this week at the Gamescom show in Cologne, Germany. I was on hand to demo the new products and got to sit down with NVIDIA's Tom Petersen to talk about the implications of the new technology, what it means for a gaming card to get AI and ray tracing capability, and what the future might look like for games.

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This week Patrick and Ryan sit down to talk about a lot of interesting technology news starting with the killing off of the Qualcomm acquisition of NXP, a deal that was worth more than $40B. Qualcomm was also in the news for being replaced as the modem choice for the next-generation iPhone, while simultaneously releasing information that paints an incredible picture of its wireless performance metrics compared to Intel modem technology. Google updates a lot of its cloud services including integrating NVIDIA Tesla P4 GPUs for inference at Google Clould Next, and both AMD and Intel have impressive earnings results for the quarter.

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This week in The Tech Analysts Podcast, Patrick and Ryan discuss the impact of the $5B fine on Google and how it could change the landscape of mobile competition for search and browsing. They also discuss the new VR connection standard VirtualLink, AMD's claims of driver stability advantages with its GPUs over NVIDIA, Samsung hitting 3+ GHz with the upcoming Arm A76 core at 7nm, Sonos Beam first impressions, the impact of Microsoft Teams going with a free tier, as well as the future of Qualcomm's server division courtesy of President Cristiano Amon

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In this episode of The Tech Analysts Podcast, Ryan and Patrick talk through the new Microsoft Surface Go announcement, how Magic Leap might actually release a product this summer, NVIDIA's partnership with Daimler and Bosch to bring Level 4/5 driving in the next few years, the saga around Intel 5G development and its impact from the ongoing Qualcomm/Apple lawsuits, Micron's financial outlook, Intel purchasing eASIC for structured ASIC design, Broadcom buying CA (what?), and even Pat's thoughts on the Lenovo Miix 360 Qualcomm-powered ACPC!

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It's been two weeks since our last episode, so there is plenty on the discussion block today. Ryan and Patrick start with a dive into the how, why, and "what now" for Intel after its CEO Brian Krzanich departs. We look at recent Slack outages affect on its prognosis long term, AMD's 1 year anniversary of the EPYC processor, Lenovo reaching #1 in TOP500 systems, Disney's potential in AR and VR, and rumors about Qualcomm's Snapdragon 1000. 

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There is a lot of the table for discussion today as Patrick and Ryan dive into Intel's Core i7-8086K reactions, news that Qualcomm is, in fact, staying in the data center market, confirmation that Intel will have discrete GPU solutions available in 2020, indications that Intel could be worried about more market share loss to AMD's EPYC processors than originally expected, the new Oak Ridge supercomputer powered by IBM and NVIDIA, experiences with the ASUS NovaGo Always On, Always Connected PC, and notes from E3!

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Patrick and Ryan discuss the abundance of news from Computex. Intel shows a 28-core consumer CPU demo running at 5 GHz, but with caveats on cooling. The Core i7-8086K is a nod to the 40th anniversary of the original Intel 8086 CPU. AMD also demoed Threadripper 2nd gen with 32-cores and talked about momentum for EPYC server designs. NVIDIA released info on Jetson Xavier and the Isaac robotics platform that utilizes it. Qualcomm used Computex as the backdrop to talk about the Snapdragon 850 Mobile Compute Platform as an upgrade for future Always Connected PCs. And not to be left out, Apple hosted WWDC with details on the new iOS 12.

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