Hardware Podcasts
Hardware Podcasts
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode of the MacRumor Show, hosts Hartley and his co‑host discuss Apple’s surprise announcement of the second‑generation AirPods Max, focusing on the upgrade to the H2 chip and its impact on software features like 50% better active noise cancellation, improved transparency mode, adaptive audio, and conversation awareness. They compare the new model to the original 2020 release, noting that while the external design and hardware remain largely unchanged, the H2 chip delivers substantial audio and feature enhancements. The hosts weigh the upgrade’s value for existing owners, especially those with older units or battery degradation, and debate whether the improvements justify a purchase versus waiting for a future redesign. Personal anecdotes and user experience insights highlight how these software upgrades could affect everyday use, particularly in noisy environments like flights or city streets.
In this episode, Daniel Abreu Marquez interviews Augustin Friedel, an expert in software‑defined vehicles, about the pivotal role of high‑performance system‑on‑a‑chip (SoC) silicon in autonomous driving. They explain how SoCs integrate CPU, GPU, AI accelerators and memory to handle massive...
In this episode, Michelle Martin and AI‑investment specialist Alvin Chow dissect the $700 billion AI infrastructure spend, highlighting the massive CapEx by hyperscalers like Amazon, Google, Microsoft, Meta and Oracle and the ripple effect across hardware, memory, storage and photonics suppliers....
In this episode, Michelle Martin and Ryan Huang dissect Nvidia’s bold $1 trillion AI revenue forecast, highlighting the shift to agentic AI, the demand for next‑gen Blackwell and Vera Rubin chips, and even Nvidia’s space‑based data‑center ambitions. They then pivot to Warren...
In this episode the host reviews the SteelSeries Arctis Nova Elite gaming headset, highlighting how its advanced audio technology blurs the line between a gaming peripheral and a hearing aid. The discussion covers the headset's sound clarity, adaptive EQ, and...
Walmart is rolling out digital shelf label technology to all 4,600 U.S. stores, creating the largest electronic shelf label deployment ever. The system, supplied by Vusion, lets associates change prices via a mobile app and includes Stock‑to‑Light and Pick‑to‑Light features...
In this episode, Sean Kim explains how the Strait of Hormuz— a critical shipping lane for energy— could become a bottleneck for the global technology sector, especially advanced semiconductor manufacturing. He highlights that chip fabs, like those in Taiwan, consume...
In this episode, JP Morgan’s Eloise Goulder talks with Fawaz Chaudhry, CIO of Horizon Global Partners, about the firm’s thematic equity strategy and how it navigates today’s unprecedented macro shocks—pandemic, European land war, and trade war—and the rise of AI. Chaudhry...
In this episode, Andy Pickering talks with Joshua Sum, Chief Product Officer at Solayer, about the company's hardware‑accelerated blockchain built on Solana that aims to achieve ultra‑high throughput for real‑time financial transactions. Joshua explains Solayer's approach of separating consensus onto...
In this episode, NVIDIA VP of Generative AI Keri Britsky explains why a GPU chip maker is now deeply involved in building large language models (LLMs). She describes NVIDIA’s extreme hardware‑software co‑design process, where model development informs GPU architecture, precision...
In this episode, host Sebastian Hassinger talks with David Reilly and Tom Ohki, co‑founders of Emergence Quantum, about their unconventional focus on the "connective tissue" of quantum computers—cryogenic control electronics, high‑performance amplifiers, scalable packaging, and integrated systems that operate at...
In this episode recorded at MWC 2026, host Mariam Joir interviews Raj Talluri, CEO of Enovix, about the company's breakthrough 100% active silicon lithium‑ion battery that eliminates graphite and limits swelling to under 2% through a novel thin‑strip, steel‑cage construction....
The episode recaps Apple’s latest product announcements, highlighting the budget-friendly iPhone 17 E with doubled base storage, MagSafe, and Qi2 charging, the unchanged iPad Air now featuring an M4 chip and 12 GB RAM, and the new MacBook Air priced at $599...
![ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://megaphone.imgix.net/podcasts/5a391928-ccce-11ed-863b-7bdbc773faf2/image/55364bb6a294c4be08365a4dccb94c73.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
In this episode Matt Russell and Bailey Gifford portfolio manager Tom Walsh dissect ASML’s rise from a struggling Philips spin‑out to the unrivaled supplier of extreme ultraviolet (EUV) lithography machines that power today’s AI‑driven semiconductor manufacturing. They explain the fundamentals...
In this episode, Spirit Electronics CEO Marti McCurdy explains how her company provides end‑to‑end semiconductor services—from custom ASIC design and foundry access to wafer processing, packaging, board assembly, and final box builds—for aerospace, defense, and the rapidly growing new‑space sector....
In this episode, host Sebastian Hassinger talks with Harley Johnson, a UIUC professor and CEO of the Illinois Quantum and Microelectronics Park (IQMP), about how Illinois has built a world‑leading quantum ecosystem. Johnson traces his own journey from a 1994...
In this episode, Professor Scott Aaronson, a leading quantum computing theorist at UT Austin, discusses how long‑standing fault‑tolerance theories are finally being validated in modern labs, bringing large‑scale quantum computers within reach. He contrasts the empirical success of error‑corrected gates...
In this episode of the Mobile Tech Podcast, host Mariam Joir and Samsung expert Nirav Gondhia dive into hands‑on impressions of the newly unveiled Galaxy S26 lineup—including the Ultra, Plus, standard S26, Buds4, and Buds4 Pro. They highlight the Ultra’s...
The episode dissected Nvidia's post‑earnings sell‑off, debating whether the drop reflects a broader warning about AI‑driven capex sustainability or simply a volatility crush from massive call‑option exposure ahead of expiration. Hosts highlighted divergent market moves, with large‑cap AI names falling...
In this live episode from KickStart Europe, Greenscale’s senior procurement director Miriam van Koperen and Unica Data Centers’ VP of sales and marketing Luke Spin discuss the intense pressure to deliver data centers within 12‑14 months, highlighting supply‑chain bottlenecks, the need for...
In this episode, Magnetar Capital Managing Director Neil Tiwari explains how his firm finances the massive AI compute infrastructure boom, leveraging its expertise in private credit, real‑estate, and energy assets. He details innovative financing structures—such as SPV debt backed by...
In this episode, Ivan Poupyrev, CEO of Archetype AI, explains that "physical AI" goes far beyond robotics, embedding foundation‑model intelligence into everyday devices—from washing machines to HVAC systems—and enabling them to communicate and optimize as a unified system. He outlines...
The episode examines how Japanese toilet manufacturer Toto has leveraged its advanced ceramic division to become a major supplier of AI‑related semiconductor components, driving a sharp rise in its stock price and drawing activist investor interest. It details Toto's role...
In this brief episode, Reuters' Mike Dolan highlights the upcoming earnings report from Nvidia, the world’s most valuable company, and the market anxiety surrounding it. He points out that Nvidia’s soaring AI spending is heavily reliant on just four major...
In this episode, Anshal Saad and new co‑host Mike Dano discuss the winding down of the 5G Americas trade group as a signal that the industry is moving beyond the 5G lull toward 6G. They highlight Samsung and Korea Telecom's...
In episode 857, the PCPer team discusses the ongoing RAM shortage and its ripple effects, including Acer and ASUS being caught in an HEVC patent dispute and Intel’s new annual GPU release cadence. They highlight Micron’s unreleased PCIe 6.0 SSDs, Western...
In this episode, Ted Weatherford and John Carney of Xsight Labs discuss their SDN‑focused ASICs—the 12.8 Tbps X2 switch and the 800 Gbps E1 DPU—highlighting their low‑power, highly programmable designs built on TSMC N5. They explain how the X2’s 3072 MAP cores and...
In this episode, Jake Saunders, Vice President at ABI Research, breaks down the firm’s latest report on satellite IoT, highlighting a projected $3.1 billion market size by 2030. He outlines the most promising yet under‑served commercial verticals—such as remote agriculture, maritime...
The episode breaks down Apple’s unexpected lead in AI hardware, highlighting how its strategy focuses on powerful, cost‑effective devices like the Mac Mini rather than racing ahead in AI software. It examines upcoming AI‑enabled wearables and recent AirPods/Siri updates, then...
In this episode, host Jason Mittler updates listeners on Fort Pierce’s fiber rollout two years after its launch, highlighting continued network expansion, the city’s smart‑city initiatives, and steady subscriber growth. He discusses targeted digital‑equity programs in the Lincoln Park neighborhood that aim...
In this 16‑minute episode, host Brian Siegelwax and Dr. Stephen Walborn discuss quantum random number generators (QRNGs), focusing on their use cases, self‑testing, and certification processes. They explain the physical mechanisms that guarantee true randomness and compare API‑based services with...
In this episode, Sebastian talks with Martin Laforest, a physicist‑turned‑VC at Quantacet, about the practical challenges of building a quantum ecosystem from the ground up. Laforest explains how Quebec turned a 1970s academic gamble into a $400 M quantum hub, emphasizing...
In this episode, Yuval Boger talks with Joab Rosenberg, partner at Deep33, a new $100‑150 M venture fund targeting the future of compute, especially quantum computing. They examine the current state of quantum hardware, why Joab believes commercial applications will emerge...
