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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-05-27
- Length: 37m
- Episode: 120
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more
- Listen: https://share.transistor.fm/s/2098a320

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=5) Introduction: Computex, Google I/O, and Dell Tech World Overview
- [1:11](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=71) Computex Highlights: Liquid Cooling and ODM Dynamics
- [4:28](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=268) NVIDIA's NVLink Fusion and Custom Silicon Strategy
- [11:45](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=705) NVIDIA Lepton and GPU Pooling Services
- [16:28](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=988) NVIDIA's China Sales Restrictions and Geopolitics
- [17:34](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=1054) Google I/O: Gemini Live Video and Consumer AI
- [28:40](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=1720) Dell Tech World: Edge Computing and On-Prem AI
- [33:46](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more#t=2026) China's Software Innovation and Copycat Dynamics

## Topics

- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises

## Mentioned

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

## Related episodes from other shows

- [AI NEWS | Episode 31](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-03-ai-news-episode-31) (Built 2 Scale)
- [Google CRUSHES Everyone + Elon's $10B Anime Crisis + The Age of Agents](https://hardwarepodcasts.com/podcast/built-2-scale/2025-08-29-google-crushes-everyone-elons-10b-anime-crisis-the-age-of-agents) (Built 2 Scale)
- [Silicon 100: Startups Worth Watching in 2023](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023) (EE Times Current)
- [Monte Carlo Formula E Race | Trade War: China’s View | AI @ Hot Chips](https://hardwarepodcasts.com/podcast/ee-times-current/2019-05-31-monte-carlo-formula-e-race-trade-war-chinas-view-ai-hot-chips) (EE Times Current)
- [Nvidia & Arm: The East Coast Perspective](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective) (EE Times Current)

## Citing this page

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