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.

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#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:

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#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 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:

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And while you're here, don't forget to connect with the team:

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#intel #amd #qualcomm #finance #earnings #technologists

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 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:

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Subscribe to our socials:

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And while you're here, don't forget to connect with the team:

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#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/

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And while you're here, don't forget to connect with the team:

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#Intel #PantherLake #CoreUltra3

In this special episode of the TechStack, Francis, Mark, Dave and Marco give their thoughts on some of the biggest takeaways from CES 2026. We got together for a quick lightning round between meetings at the show and offered up some takeaways on-site, direct from the Venetian Convention Center (and all of the interruptions that come with it! -- Which we edited out, of course...)

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:

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And while you're here, don't forget to connect with the team:

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#Intel #AMD #NVIDIA #Qualcomm #ces2026

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

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And while you're here, don't forget to connect with the team:

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#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:

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And while you're here, don't forget to connect with the team:

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#2025 #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:

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#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!

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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

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#Lumentum

#datacenters

#photonics

#AI

#technology

#MichaelHurlston

#RafikWard

#NVIDIA