Episode 119: Computex, Google I/O, Dell Tech World, and more
Analysts Ben Bajarin and Jay Goldberg discuss Computex, Google I/O, and Dell Tech World, highlighting NVIDIA's strategic pivot with NVLink Fusion to accommodate custom silicon and its geopolitical challenges in China. They analyze Google's consumer AI advancements, specifically Gemini Live Video, while debating the monetization of generative AI and the shift toward edge computing. The conversation also covers the competitive dynamics in China's software market and the evolving infrastructure needs for on-premise and edge AI factories.