The TechStack

Qualcomm Investor Day 2026 marked a major shift for the company, from its mobile-centric past toward a broader compute, AI infrastructure and data center silicon company, highlighted by the debut of its Dragonfly C1000 server CPU and the $3.9B acquisition of Modular Inc. It also raised long-term revenue targets—especially in data center, automotive, and IoT—while naming Meta as its first major cus...

At Computex 2026, premium AI PCs and high-end systems dominated the spotlight, but what about the low-cost laptop market? In this episode of TechStack, we discuss whether Windows OEMs need to challenge Apple's MacBook Neo or if competing at the low end is simply a race to the bottom. We examine Intel's Wildcat Lake processors and Firefly design concept, Dell's new $599 XPS 13, and Qualcomm's Snapd...

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 Goo...

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 model...

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...

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 s...

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...

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 e...

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...

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 discuss...

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 techno...

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...

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 entertai...

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 hop...

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 w...

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. Jo...

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...

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 a...

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...

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...

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 h...

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, insightf...

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_conf...

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 Vis...

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 th...