The TechStack

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 su...

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...

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...

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 Goo...

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...

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 th...

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 Technologists drill down and separate fact from fiction on Intel's recent Technology Tour 2025, specifically digging in on its 18A foundry process, its upcoming Panther Lake (mobile) processors and the Clearwater Forest (data center) offerings. We hope you enjoy the episode. If you found our discussion insightful, please do us the honor of liking and subscribing – not just here on YouTube, but...

Red Hat is best known for its enterprise-grade open source Linux distros but virtualization and containerized applications are a big deal in the exploding AI landscape. Learn what Red Hat has architected and delivered for the new breed of cloud and enterprise AI data centers, here on TechStack! We hope you enjoy the episode. If you found our discussion insightful, please do us the honor of liking...

In this episode of TechStack, Dave Altavilla and Francis Sideco sit down with Qualcomm’s Cindy Lei at Snapdragon Summit 2025 to explore the powerful new Snapdragon 8 Elite Gen 5 SoC. They break down how Qualcomm’s next-generation mobile platform is driving the future of on-device AI, enabling personal AI assistants, pro-level AI photography, and secure, cross-device personalized knowledge graphs a...

In this episode of TechStack, Jim McGregor, Dave Altavilla, and Francis Sideco report from the Snapdragon Summit in Maui to discuss Qualcomm’s latest technology announcements. We cover the Snapdragon Elite 8 Gen 5 smartphones, X2 Elite and X2 Elite Extreme PCs, advances in agentic AI, and the expanding Snapdragon ecosystem. From next-generation devices to the future of AI, secure personal data, an...

On this latest episode of TechStack, Jim, Mark and Marco discuss the just-announced NVIDIA & Intel partnership, which sent shockwaves through the industry this morning, in addition to NVIDIA's Rubin CPX AI GPU announcement, fresh from InfraAI Global Summit’25. Give it a watch and let us know what you think. If you find our discussions fun, interesting or informative, please do us the honor or...

In this episode of TechStack, TIRIAS Research Principal Analyst Jim McGregor speaks with Anshuman Saxena, Qualcomm VP of ADAS and Autonomous Driving, about the company’s latest innovation in intelligent transportation: the Snapdragon Ride Pilot software stack. Designed with a safety-first architecture, Ride Pilot enables automakers to streamline development, validation, and large-scale deployment...

Recorded live from Apple's iPhone 17 Event, Mark Vena and Marco Chiappetta break down Apple’s latest technology announcements in this episode of TechStack. From the newest iPhone lineup to next-gen AirPods and the latest Apple Watch innovations, we dive into what these updates mean for consumers and the broader tech ecosystem. If you found our discussion interesting, please do us the honor or liki...

On this episode of TechStack, TIRIAS Research Principal Analyst Jim McGregor speaks with Suraj Gajendra, Arm's Automotive VP of Products and Software Solutions, about the company's latest innovations showcased at IAA Mobility 2025. We discuss how Arm is easing the development burden for its partners and accelerating time-to-market of software-defined vehicles by introducing the Zena Compute Subsys...

In this episode of TechStack, TIRIAS Research Principal Analyst Jim McGregor speaks with NVIDIA SVP of Networking Gilad Shainer about memory and networking powering AI systems beyond GPUs and accelerators. We also dive into the latest NVIDIA datacenter innovations, including how NVLink and Spectrum-XGS Ethernet are shaping the future of AI infrastructure. If you found our discussion interesting, p...

In this latest episode of The TechStack, the team discusses some of the leading technologies from Hot Chips 2025 and controversial government kickbacks proposed for AMD and NVIDIA on its AI accelerators being sold to China. Full Video Available Here: https://youtu.be/-D9knmPg58Q If you find our discussions fun, interesting or informative, please do us the honor or liking and subscribing – not just...

In this episode of TechStack, we break down the latest rumors surrounding Apple’s upcoming iPhone 17 event. From design changes to potential hardware upgrades, new AI-driven features, and what to expect from Apple’s next big launch. If you enjoyed our discussion, please do us the honor or liking and subscribing to our channels on your preferred social platforms. Thanks for being a part of TechStac...

In this episode of TechStack, the team discusses the movers and shakers in AI, from GPU and accelerator manufacturers, to storage, networking, and the edge. If you’d like a glimpse into what the future holds, this episode is for you. We hope you enjoy the episode. If you do and find our discussion interesting, please do us the honor or liking and subscribing – not just here on YouTube, but across...

In this episode of TechStack, we dive into the U.S. government’s possible investment in Intel and what it means for the semiconductor industry. We also explore the AI demand explosion highlighted at the FMS Summit, and how it could shape the future of technology. We hope you enjoy the episode. If you found our discussion insightful, please do us the honor or liking and subscribing to our channels...

In this episode we talk about the how’s and why’s of NVIDIA’s meteoric rise to a $4T and what it means for AI from data centers to the edge. We also discuss other rising stars in the space and what we think the future holds. We hope you enjoy the episode. If you enjoyed our discussion, please do us the honor or liking and subscribing – not just here on YouTube, but across the web. Thanks for being...

In our inaugural episode we explain why we formed The Technologists and created The TechStack. Dave, Jim, Francis, Mark and Marco talk about their motivations and what made teaming up the right thing to do at this moment in Tech. We hope this episode gives you all a taste of who we are and what our plans are moving forward. If you enjoy our discussion and personalities, please do us the honor or l...

In this latest episode of The TechStack we discuss Intel CEO Lip-Bu Tan coming under fire by the Trump Administration and the potential impact of massive tariffs that may impact the semiconductor industry moving forward. We hope you enjoy it. If you found our discussion interesting, please do us the honor or liking and subscribing to our channels on your preferred social platforms. Thanks for bein...