Hardware Podcasts

Episode 119: Computex, Google I/O, Dell Tech World, and more

The Circuit · 27 May 2025 · 37m · Episode 120

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, Google, Dell, Qualcomm, Fujitsu, Vertiv, Broadcom, Marvell, AMD, MediaTek, TSMC, Intel, OpenAI, Anthropic, Meta, Facebook, Core Wave, Amazon, Johnny I's company, Morgan Stanley
Products
TikTok, WeChat, Gemini Live, NVLink Fusion, Lepton, H20, Blackwell, RTX Pro, Project Astra, Seti at home
Chips
TPUs

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