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 incredible picture of its wireless performance metrics compared to Intel modem technology. Google updates a lot of its cloud services including integrating NVIDIA Tesla P4 GPUs for inference at Google Clould Next, and both AMD and Intel have impressive earnings results for the quarter.

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 the upcoming Arm A76 core at 7nm, Sonos Beam first impressions, the impact of Microsoft Teams going with a free tier, as well as the future of Qualcomm's server division courtesy of President Cristiano Amon.

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 Qualcomm/Apple lawsuits, Micron's financial outlook, Intel purchasing eASIC for structured ASIC design, Broadcom buying CA (what?), and even Pat's thoughts on the Lenovo Miix 360 Qualcomm-powered ACPC!

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 TOP500 systems, Disney's potential in AR and VR, and rumors about Qualcomm's Snapdragon 1000. 

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 than originally expected, the new Oak Ridge supercomputer powered by IBM and NVIDIA, experiences with the ASUS NovaGo Always On, Always Connected PC, and notes from E3!

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 performance increases, but nothing in the cards for gamers quite yet.

    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 VR reference headset update, the Huawei Matebook X Pro, updates to the Qualcomm Always Connected PC platform, and AMD's embedded Ryzen and EPYC processor release.

      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 desktop release and Microsoft's decision to lower the price to entry for Surface Book 2 and Surface Laptop.

        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.