This week we talk through the announcements from Apple’s event including the new iPhones, new Watch, and of course the new A12 Bionic silicon. NVIDIA announced from GTC Japan its plans for a new AGX line of automated robotics processing units including the Jetson AGX Xavier and Clara AGX. Qualcomm announces Snapdragon Wear 3100 and gets into with B…

Patrick and Ryan dive into the mess created by the reveal of benchmark cheating from Huawei in regards to its Kirin products and what that means for the latest launch from the company. Lenovo releases the first Snapdragon 850 powered Always Connected PC and Intel updates its 8th Generation Core processor family with Whiskey Lake and Amber Lake. Glo…

Patrick and Ryan return to put some thought into recent hardware releases in the market. This includes the new NVIDIA Turing-based Quadro and GeForce products and the AMD 2nd generation Threadripper processors. They discuss the move from Arm to tackle Intel in the mobile/notebook space with higher performance processing cores, what Intel showed ana…

NVIDIA announced a new GeForce RTX family of graphics cards this week at the Gamescom show in Cologne, Germany. I was on hand to demo the new products and got to sit down with NVIDIA's Tom Petersen to talk about the implications of the new technology, what it means for a gaming card to get AI and ray tracing capability, and what the future might lo…

This week Patrick and Ryan sit down to talk about a lot of interesting technology news starting with the killing off of the Qualcomm acquisition of NXP, a deal that was worth more than $40B. Qualcomm was also in the news for being replaced as the modem choice for the next-generation iPhone, while simultaneously releasing information that paints an …

This week in The Tech Analysts Podcast, Patrick and Ryan discuss the impact of the $5B fine on Google and how it could change the landscape of mobile competition for search and browsing. They also discuss the new VR connection standard VirtualLink, AMD's claims of driver stability advantages with its GPUs over NVIDIA, Samsung hitting 3+ GHz with th…

In this episode of The Tech Analysts Podcast, Ryan and Patrick talk through the new Microsoft Surface Go announcement, how Magic Leap might actually release a product this summer, NVIDIA's partnership with Daimler and Bosch to bring Level 4/5 driving in the next few years, the saga around Intel 5G development and its impact from the ongoing Qualcom…

It's been two weeks since our last episode, so there is plenty on the discussion block today. Ryan and Patrick start with a dive into the how, why, and "what now" for Intel after its CEO Brian Krzanich departs. We look at recent Slack outages affect on its prognosis long term, AMD's 1 year anniversary of the EPYC processor, Lenovo reaching #1 in TO…

There is a lot of the table for discussion today as Patrick and Ryan dive into Intel's Core i7-8086K reactions, news that Qualcomm is, in fact, staying in the data center market, confirmation that Intel will have discrete GPU solutions available in 2020, indications that Intel could be worried about more market share loss to AMD's EPYC processors t…

Patrick and Ryan discuss the abundance of news from Computex. Intel shows a 28-core consumer CPU demo running at 5 GHz, but with caveats on cooling. The Core i7-8086K is a nod to the 40th anniversary of the original Intel 8086 CPU. AMD also demoed Threadripper 2nd gen with 32-cores and talked about momentum for EPYC server designs. NVIDIA released …

In this episode Ryan and Patrick sit down with Arm VP and GM of Client Business Nandan Nayampally to talk through the announcements of new high-performance cores and IP for mobile device markets. We touch on the design decisions that went into the new offerings and how this shift will help Arm move into areas like Windows more aggressively. Subscri…

Ryan sits down with AMD CVP Kevin Lensing to talk about Ryzen Pro and how AMD views the opportunity in the commercial space. Launching today is the second-generation Ryzen Pro desktop and Ryzen Mobile Pro notebook APU, hoping to address a big portion of the multi-billion dollar commercial TAM. Subscribe to stay up to date with The Tech Analysts! iT…

Patrick and Ryan run through NVIDIA's earnings for the quarter, and also discuss the interesting news from Google I/O and Microsoft Build. Intel is attempting to show it can run with NVIDIA in the AI space, but can it hope to make inroads quickly? We also talk through early impressions of the new Oculus Go and Lenovo Mirage Solo untethered VR heads…

Patrick and Ryan talk through news on the week, including information from Dell Technologies World, how Apple proved people wrong with its earnings, NVIDIA killing the GeForce Partner Program, and thoughts on the Windows 10 April update. Subscribe to stay up to date with The Tech Analysts! iTunes Link Google Play RSS file…

Patrick Moorhead and Ryan Shrout talk through the earnings results of Intel, AMD, and Qualcomm, and what impact the associated announcements could have on the future for each. We also discuss the leaked info about Apple building a VR/AR headset for 2020, and updates from Cisco. Subscribe to stay up to date with The Tech Analysts! iTunes Link Google…

Patrick Moorhead and Ryan Shrout walk through the latest AMD processor release and what it indicates about the company's execution, how Huawei is changing things up between the US and China in tech, Intel's FPGA integration with Dell EMC and Fujitsu, news out of RSA from Microsoft (including a Linux device!) and Intel (GPU-based security scanning),…

Patrick Moorhead and Ryan Shrout talk this week about the new iPad announcement and its impact on the education market, how Apple's rumored plan to replace Intel processors in its notebooks might change the industry, the Microsoft reorganization plan, more AMD momentum in various markets, and the latest updates from Intel on Spectre and Meltdown. S…

Patrick Moorhead and Ryan Shrout are live at NVIDIA GTC 2018 and talk through the numerous announcements made. This includes the Quadro GV100 and the $399,000 system based on 16 of them called DGX-2. NVIDIA CEO Jensen Huang also talked through improvements in training for robotics and self-driving cars with DRIVE Constellation, deep learning and AI…

Patrick Moorhead and Ryan Shrout dive into the situation surrounding the AMD security vulnerabilities, how Google is using IBM POWER9 in deployments, Microsoft Teams and its surprising leadership, Intel going into healthcare with AI, Xilinx, and Facebook. Subscribe to stay up to date with The Tech Analysts! iTunes Link Google Play RSS file…

Patrick Moorhead and Ryan Shrout entertain the idea of Intel buying Broadcom, the CFIUS input on the Broadcom/Qualcomm acquisition, HP's DaaS changes, 5G modules, Windows ML API for machine learning, AMD GPU market share uplift last quarter, and early input on the Surface Pro with LTE. Subscribe to stay up to date with The Tech Analysts! iTunes Lin…

Patrick Moorhead and Ryan Shrout discuss the implications of various launches and announcements from Mobile World Congress in Barcelona. This includes the Samsung Galaxy S9/S9+, Sony's Xperia XZ2 with 4K HDR capture using the Snapdragon 845 SoC, and a future ASUS smartphone using Qualcomm RF front-end technology. We also touch on the Snapdragon 845…

Patrick Moorhead and Ryan Shrout discuss the new Arm-based server processor from Ampere, how the POWER9 platform helps IBM, the Dell and AMD announcement of EPYC-powered servers, and Intel's Xeon D-2100 processor launch for edge compute. Subscribe to stay up to date with The Tech Analysts! iTunes Link Google Play RSS file…

Patrick Moorhead and Ryan Shrout discuss the early review of the Apple HomePod and where it can still improve. They also talk through the most recent Qualcomm announcements in the areas of 5G, LTE, and Snapdragon, and how these changes impact its status with Broadcom and the mobile market. Finally, they summarize AMD's Ryzen with Vega graphics desk…

Patrick Moorhead and Ryan Shrout sit down with Tom Caulfield, SVP of GlobalFoundries and GM of Fab 8 in Malta, NY, to talk fab technology. We debate the long term value that 14nm might provide, the difference between GF's implementation of 7nm and the competition, and how EUV technology will help drive advances going forward. Subscribe to stay up t…

Patrick Moorhead and Ryan Shrout decide to dive into a discussion around Broadcom's bid to purchase Qualcomm and the potential impact that could have on both companies as well as the industry at large. The future and potential for Qualcomm is explored, including its expansion into server, Windows PCs, 5G, RF, and more. Is this good or bad for the m…

Patrick Moorhead and Ryan Shrout sit down to talk about some important movement in the technology markets, starting with the availability of the Apple HomePod. The impact that AMD's new leads at the Radeon group are debated, how cryptocurrency mining continues to hammer the PC market, Intel's decision to not push Kaby Lake-G for gaming, and Qualcom…

Patrick Moorhead and Ryan Shrout talk through the announcements at CES from AMD, Intel, and NVIDIA, and determine what impact they will have on the technology landscape in 2018. AMD has a lot to live up to after a very successful 2017, Intel is using Radeon graphics technology for its latest processor, and NVIDIA cements its position in automated v…

Just before CES gets under way, Ryan Shrout and Patrick Moorhead discuss the security concerns around the Meltdown and Spectre vulnerabilities and how all parties involved might be affected. Apple, Dell, and Lenovo also make an appearance. Meltdown and Spectre security analysis Will Intel be affected financially? Will AMD take advantage of the cont…

This week Patrick and Ryan look at Apple's problems around iPhone performance and its battery, CES predictions, Ryzen Mobile thoughts, iMac Pro, and more! Apple battery and performance discussion Family holiday tech CES expectations iMac Pro Ryzen Mobile Intel Goldmont Plus and Gemini Lake iPhone X sales figure rumors Subscribe to stay up to date w…

Patrick and Ryan discuss NVIDIA's new Titan V machine learning card, Tesla's move to build its own AI hardware, the possibilities for Synaptics under-screen fingerprint sensor, and more. Subscribe to stay up to date with The Tech Analysts! iTunes Link Google Play Spotify (coming soon!) RSS fileBy Ryan Shrout and Patrick Moorhead

Our final podcast from the Qualcomm Snapdragon Tech Summit has Patrick and Ryan talking about the Snapdragon 845 mobile platform and what value Qualcomm is bringing to the table. Subscribe to stay up to date with The Tech Analysts! iTunes Link Google Play Spotify (coming soon!) RSS fileBy Ryan Shrout

In our second episode Ryan Shrout of Shrout Research interviews Qualcomm VP of Global Product Marketing, Don McGuire. Discussions center around Windows on Snapdragon and questions of how users will judge the value of battery life, how application compatibility will work going forward, and how soon we might see future generations of Snapdragon integ…

The first episode of The Tech Analysts Podcast comes to you from the shores of Maui and the 2017 Qualcomm Snapdragon Tech Summit. Hosts Ryan Shrout of Shrout Research and Patrick Moorhead of Moor Insights & Strategy talk through Qualcomm's moves into Windows PCs, a new Qualcomm and AMD partnership, continued takeover discussions from Broadcom, as w…