Computex

And for all that, you're dropping down $300.

Now, that was definitely a big question that we had was at Computex when Intel announced the G3 and the G3 Extreme.

We were wondering, okay, how low can they go with the non-extreme version? And this leak, which once again, grain of salt, at least seems to point to, yeah, it's only a couple hundred bucks you're really saving here.

Yeah, I think a lot of it has to do with they kept the 32 gigabytes of RAM on this.

yeah I'm not a fan of that where it's like it's almost like they're kind of roadblocking each of these different color options I don't like that stuff.

uh yeah it's it this doesn't feel like the xbox ally x versus the xbox ally where it was like you know this one is 60 of the price you know the xbox one was and so that one really did feel like a big separation between the budget one which everyone could kind of you know be within their own budget and then that higher end one where this one feels like higher end and then not as high end but still high end

Yeah, I also do wonder, because we did ask Intel at Computex, hey, these G3 Extreme parts, are these binned compared to the full-fat Panther Lake parts in laptops, or are these purpose-built? And Intel had told us at the time that it's a mixture of both, that if they need to ramp up capacity, they can make this configuration, or they rely a lot on the...

It's not bidding.

Yeah, Jensen's been trying to beat that drum for a while being like hey Morris law is dead There's only so much power we can put through these tiny Transistors kind of thing so like there is something to it for sure I think on the CPU side there's still enough levers that people are trying especially Intel with the other new processes 18a 14a whatever stuff is so

I mean I think you was it Computex last year or CES last year where you had that quick Q&A session with Jensen and he actually said something to that effect about how like hardware's kind of hit a dead end and like software is really where the frontier is

yeah or at least you know what we think of as traditional raster yeah yeah like i still think there's probably tons of work to do on the tensor core side and that's where they would love to do the work because you know that's all aimed at the ai but it's not something that

we've traditionally evaluated as you know enthusiasts and reviewers We're not actually just saying like we've benchmarked the tensor cores, and this is what you're gonna get from it

Yeah

But I do plan on

still coming out here to San Francisco for a couple key points a year like I said Computex I think

what I'll do is I'll I'll stop here first before I do the next leg of the journey so I'll be here for that I'm sure there'll be trade shows or other points where I'm like hey I mean because like it's been a while but you know Brad came out a couple years ago to do some work out of the office too so you know we'll still get some sort of form of working together physically and yeah maybe you guys come out out there Yeah, we get Brad

What is the business value? And I don't have to focus on how the data platform operates, how it stores and how to retrieve the data.

Curious question, only if it's comfortable for you, is that at Computex in June, the CEO of NVIDIA, Jensen Huang, said, you know, in a world where agents are doing some of the searches and computing, agents are very impatient people compared to the actual humans.

How has that, you know, pushed you to innovate so that you can do that search process even faster than ever?

I think he's very right, right? And as a person who has developed a lot of agents myself, it's quite interesting.

And it's not just Lenovo.

Computex Acer launched Acer Swift Go 14, I think it was, or whatever.

And that's a Wildcat Lake based, also choice of colors, you know, also unibody metal, like basically MacBook Neo competitor.

They have a bigger size that you announced here at the show.

It's got NVIDIA RTX Spark, so it can do up to 128 gigs of unified memory.

It has two M.2 SSD slots up to four terabytes.

It's a monster, right? And it's nice because these all were announced at Computex.

And I'm excited by these RTX Spark, and we're going to talk about Asus' offering in a minute.

It's an IEEE conference, so it's an engineering event, and that makes the, the part that, you know, it, it makes it so relevant.

CES and Computex are more trade shows, uh, whereas this is def- a, an actual engineering event.

Companies go to announce products and shoot marketing at you at these trade shows, whereas at Hot Chips you're seeing the actual architects stand up for 30 minutes with block diagrams and die photos in front of a room of 500 people who design chips for a living who would know immediately if you were fudging it.

So there's no wr- written paper required, just the talk and the slides.

So Gaudi, its AI chip line, has effectively been ev- abandoned to the point that Intel stopped maintaining its open source driver.

AMD passed Intel in data center revenue last quarter.

And the detail that says the most, uh, within all this is when Intel demoed that, uh, disaggregated inference idea at Computex, the demo ran Nvidia GPUs for one phase and SambaNova chips for the other.

And Intel supplied the CPU doing the coordinating, which is why a SambaNova executive is sharing Intel's main stage panel at this thing.

I think the market for Homelab really started exploding with small NASAs.

We saw this at Computex, not this year, but last year.

And I think a lot of those models that we were starting to see and a lot of those developments kind of started hitting like mainstream manufacturing.

Gotcha.

So...

XPS 13, when it was announced around the time of Computex in Taiwan, where I was, I was very excited because I'm like, okay, finally, the PC world is reacting to this in a meaningful way.

Like, you know, there were some, you know, of course, there were some interesting things here and there.

Wildcat Lake is kind of the key enabler here, right? The Intel chip.

So I want your thoughts on that.

But as an aside for the audience, the other company that's done a good job of responding to that is Acer.

They have, I think the Acer Swift 14 something that came out of Computex.

And again, Wildcat Lake, you know, affordable, like in that $700 and all metal, beautifully made, beautifully finished.

Yeah.

Actually, uh, Jensen brought up this point in, uh, Computex 2026 during his keynote that, uh, data centers nowadays are getting power limited and that power is starting becoming the constraint.

If you have money, you can always get more servers, more chips, but the l- the constraint is starting to become the data center's power.

And, like, companies have tried go- getting through this using, uh, BTM or behind the meter power, but end of the day, the power tends to be your co- your constraint for building a data center.