Jim Mcgregor
2
APPEARANCES
1
PODCASTS
012
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Oct 3, 2026
Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA
1:59
2:12
2:21
2:30

Jim McGregorGUEST
Go! NVIDIA and MediaTek announced the expansion of their partnership along with $3.5 billion investment in MediaTek, expanded collaboration.

Jim McGregorGUEST
The NVIDIA announced an open security platform with OpenShell and their new Sentry platform running on their Bluefield DPU.

Jim McGregorGUEST
We have Qualcomm announced the, their first major customer for the data center and custom Silicon and IO Silicon being Amazon AWS.

Jim McGregorGUEST
They announced two new smartphone processors, premium phone processors at their Snapdragon summit, along with the new.
16 MINS LATER
Silicon Futures for August 2026 - Hot Chips 2026, Octane, OpenAI Jalapeño
31:07
31:13

Jim McGregorGUEST
Um, no, they continue to look at new opportunities and I think that's the best thing about Nvidia.

Jim McGregorGUEST
The matrix is proposing putting logic on top of memory, whereas Qualcomm and Samsung are looking at putting memory on top of logic.
10 MINS LATER

