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Jim Mcgregor

Jim Mcgregor

Oct 3, 2026

1:58
Jim.
1:59
Go! NVIDIA and MediaTek announced the expansion of their partnership along with $3.5 billion investment in MediaTek, expanded collaboration.
2:08
NVIDIA acquired Hugging Face for $13 billion.
2:12
The NVIDIA announced an open security platform with OpenShell and their new Sentry platform running on their Bluefield DPU.
2:21
We have Qualcomm announced the, their first major customer for the data center and custom Silicon and IO Silicon being Amazon AWS.
2:30
They announced two new smartphone processors, premium phone processors at their Snapdragon summit, along with the new.
2:38
Snapdragon eight elite sound processor.

16 MINS LATER

18:27
It's all relative.
30:59
Yeah.
31:05
Where's that slap feature? I need it.
31:07
Um, no, they continue to look at new opportunities and I think that's the best thing about Nvidia.
31:13
The matrix is proposing putting logic on top of memory, whereas Qualcomm and Samsung are looking at putting memory on top of logic.
31:22
So.
31:23
Uh, it's gonna be interesting.
31:24
I think there's still a lot of innovation to be had throughout our industry.

10 MINS LATER

41:38
You're

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