At WWDC 2026, Apple outlined the next evolution of Apple Intelligence, emphasizing quality, privacy, and safety over rushing AI features to market. In this episode of TechStack, we discuss Apple's vision for Siri, the distinction between AI assistants and autonomous agents, and the company's measured approach to integrating AI into everyday experiences. We also examine Apple's partnership with Google Gemini, how third-party AI models work with Apple apps, and what these announcements mean for th...
Jun 17, 2026•20 min
On this episode of TechStack, Principal Analyst from Tirias Research Jim McGregor and IBM's Luis Lastras discuss the future of enterprise AI and data security live from IBM Think 2026. Learn how IBM Granite Enterprise Models deliver small, efficient, and customizable AI capabilities through a modular architecture powered by Granite Switch, enabling organizations to compose and orchestrate AI models at scale. The conversation also explores IBM Guardium and its role in securing sensitive data acro...
Jun 02, 2026•15 min
In this special episode of the TechStack, industry analyst Mark Vena (SmartTech Research) is on-site at Dell Technologies World 2026 discussing AI factories, deskside agentic AI, and future plans with Dell’s Varun Chabra, Senior Vice President of Infrastructure (ISG) and Telecom Marketing, and Jon Siegal, enior Vice President of CSG & Online Marketing. You're not going to want to miss this one. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining p...
May 26, 2026•24 min
In this special episode of the TechStack, industry analyst Marco Chiappetta (HotTech Vision & Analysis) is on-site at Dell Technologies World 2026 discussing deskside agentic AI with Dell’s Head of Product for Commercial Notebooks & Education, Zach Noskey. 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...
May 22, 2026•10 min
The automotive industry is moving from hundreds of ECU modules to just a few zones in modern vehicles. If you're an engineer or a tech enthusiast trying to keep up with the Software Defined Vehicle revolution, hit play and subscribe. We’re breaking down the hardware that makes this shift actually work with the #1 leader in car zone control, Infineon Technologies. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and ...
May 07, 2026•22 min
In this episode of TechStack, the team breaks down two major shifts in the tech industry: Apple CEO Tim Cook steps down after a historic run, with John Ternus named the new CEO, signaling a new era for Apple leadership. We also analyze Intel’s latest Q1 2026 earnings report, highlighting positive momentum, improving performance, and what it could mean for Intel’s turnaround strategy. Tune in for expert insights on Apple leadership changes, Intel stock outlook, semiconductor trends, and the futur...
Apr 28, 2026•35 min
In this episode of TechStack, the team breaks down the biggest announcements from CadenceLIVE 2026, including Cadence Design Systems’ expanding AI ecosystem and its strategic partnerships with NVIDIA and Google. We discuss how Cadence’s new ChipStack “super agent” is transforming chip design — from specification to signoff — through advanced AI-driven workflows. Tune in for insights on what these innovations mean for the future of semiconductor engineering, AI infrastructure, and the broader tec...
Apr 20, 2026•26 min
On this episode of the TechStack, the team examines the latest developments in the technology sector, focusing on Qualcomm’s Snapdragon Elite X2 PC performance and Intel’s recent Terafab announcement. Tune in as we discuss performance implications, competitive positioning, and the broader impact on AI-driven computing and semiconductor strategy. 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 ...
Apr 14, 2026•35 min
On this episode of the TechStack, the Technologists visit the MediaTek Analyst Day event in San Francisco. 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’...
Apr 06, 2026•26 min
In this episode of TechStack, we cover Arm’s entry into the AI data center CPU market and its potential to compete with Intel Xeon, AMD EPYC, and Nvidia Grace platforms. We also break down key announcements from Intel Pro Day, including the new vPro-enabled Core Ultra 3 lineup, AI-driven DETECT security features for real-time threat monitoring, and the Arc Pro B65 and B70 GPUs designed for AI and creator workloads. Lastly, we discuss a major court ruling holding Google and Meta liable for allege...
Mar 30, 2026•49 min
In this episode of TechStack, the team covers the latest AI hardware and software technology from Nvidia's GTC 2026 conference. We dive into the new AI, data center, and graphics announcements including the expanding Vera Rubin platform, DLSS 5, and the OpenShell environment for assembling NemoClaw agents. 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...
Mar 23, 2026•38 min
In this special episode of the TechStack, industry analysts Mark Vena (SmartTech Research), Jim McGregor (Tirias Research), and Marco Chiappetta (HotTech Vision & Analysis), discuss MWC 2026 and the big announcements to come out of the show and talk about Qualcomm’s big reveals, including the AI200 rack, the Samsung Galaxy S26 line-up, latest Apple M5 silicon and new Macbooks, and more. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do...
Mar 09, 2026•35 min
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 tarif...
Feb 23, 2026•31 min
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 ...
Feb 20, 2026•30 min
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-growi...
Feb 09, 2026•42 min
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!...
Jan 29, 2026•27 min
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 hono...
Jan 09, 2026•13 min
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 TechStac...
Jan 09, 2026•17 min
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. ...
Dec 22, 2025•32 min
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...
Dec 19, 2025•33 min
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! https://www.youtube.com/@Technologistsnetwork?sub_confirmation=1 Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: http...
Dec 03, 2025•30 min
The Technologists invite Michael Hurlston, CEO and President of Lumentum, on TechStack where we go deep on how high-speed networking and interconnect is undergoing a dramatic transformation with the arrival of optical technology, and how this company is leading that charge for the AI data center. Subscribe to our YouTube channel! https://www.youtube.com/@Technologistsnetwork?sub_confirmation=1 Visit us on our website: https://www.thetechnologists.net/ Subscribe to our socials: https://x.com/Tech...
Dec 03, 2025•33 min
Qualcomm's Alberto Martinez dives deeps on the new Snapdragon X2 Elite PC platform with us at the company's architecture day 2025. Don't miss this insightful TechStack episode from Qualcomm Architecture Day 2025. 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 ...
Nov 19, 2025•31 min
In this latest episode of TechStack, we discuss many of the disclosures from AMD’s Financial Analyst Day (2025). From EPYC CPUs to the MI500 GPUs and a projected $1T compute market, AMD made a lot of bold claims and Dave and Francis were on-site to absorb it all. 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 ...
Nov 15, 2025•30 min
On this TechStack episode, analysts Jim McGregor, Marco Chiappetta, and Mark Vena break down the latest developments in data centers and AI supercomputing. The team covers Qualcomm’s new AI200 and AI250 rack-level solutions, and the U.S. Department of Energy’s announcement of four new supercomputers powered by AMD and Nvidia. We discuss AMD’s continued lead on the Top500 list and its upcoming Lux (2026) and Discovery (2028) systems, along with Nvidia’s new Equinox and Solstice AI supercomputers,...
Nov 08, 2025•28 min
There's a critical, foundational technology you may not be aware of that's quite literally the heart beat of EVERY electronics system, and that's precision timing chips that keep everything from AI platforms to laptops, desktop PCs and smartphones alive and well. Put yourself in the know with our exclusive interview with Silicon Valley SiTime CEO Rajesh Vashist! We hope you enjoy the show. If you found our discussion interesting, insightful, or enteratining please do us the honor of liking and s...
Nov 06, 2025•31 min
In this TechStack episode, industry analysts Mark Vena, Marco Chiappetta, and Jim McGregor explore the current state of XR technologies and how platform strategies from Apple, Samsung, Qualcomm, and Meta are shaping the next phase of immersive computing. The team compares Apple Vision Pro’s vertically integrated ecosystem with the Samsung Galaxy XR’s open Android XR platform, co-developed with Google and Qualcomm. We examine hardware design, chip performance, and accessibility across emerging XR...
Oct 24, 2025•31 min
In this latest episode, join the entire TechStack team as we dive into the latest AI GPU related news. We discusses TSMC's Arizona fab producing the first NVIDIA Blackwell wafer in the U.S., AMD’s recent partnership with Oracle to supply 50,000 MI450 Instinct GPUs, and what these developments mean for the broader GPU ecosystem moving forward. Get insights on GPU manufacturing, AI acceleration, and the future of high-performance computing. We hope you enjoy the show. If you found our discussion i...
Oct 21, 2025•28 min
On this latest episode of TechStack, Jim is on-site at Synaptics Tech Day interviewing Google’s Billy Rutledge, Director, Systems Research Group. Jim and Billy discuss Google’s just-announced open-source Coral NPU and what it could mean for edge AI and intelligent IoT devices in the future. You don’t want to miss this one! For more information, also check out: https://coral.ai We hope you enjoy the episode. If you found our discussion interesting and insightful, please do us the honor of liking ...
Oct 21, 2025•8 min
On this latest episode of TechStack, Mark and Jim are on-site at Infineon’s OktoberTech event where the company revealed its future vision for robotics, quantum computing, AI, and how we’re going to power it all moving forward. Mark and Jim breakdown the highlights here – and you won’t want to miss it! We hope you enjoy the show. If you found our discussion interesting and insightful, please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for bein...
Oct 17, 2025•11 min
