The Tech Analysts Podcast

In this episode Ryan and Patrick sit down with Arm VP and GM of Client Business Nandan Nayampally to talk through the announcements of new high-performance cores and IP for mobile device markets. We touch on the design decisions that went into the new offerings and how this shift will help Arm move into areas like Windows more aggressively.

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Ryan sits down with AMD CVP Kevin Lensing to talk about Ryzen Pro and how AMD views the opportunity in the commercial space. Launching today is the second-generation Ryzen Pro desktop and Ryzen Mobile Pro notebook APU, hoping to address a big portion of the multi-billion dollar commercial TAM.

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Patrick and Ryan run through NVIDIA's earnings for the quarter, and also discuss the interesting news from Google I/O and Microsoft Build. Intel is attempting to show it can run with NVIDIA in the AI space, but can it hope to make inroads quickly? We also talk through early impressions of the new Oculus Go and Lenovo Mirage Solo untethered VR headsets.

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Patrick and Ryan talk through news on the week, including information from Dell Technologies World, how Apple proved people wrong with its earnings, NVIDIA killing the GeForce Partner Program, and thoughts on the Windows 10 April update.

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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.

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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.

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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.

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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.

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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.

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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.

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