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.
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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.
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 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.
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 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. Why should you be worried about the potential hostile takeover?
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 Qualcomm's new announcements around 5G and RF in China are all discussed.
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 all make an appearance.