Interesting thought. All of these platforms and powerful compute devices without any x86 chips from Intel or AMD. Arm is coming on strong!

The Dell booth was packed with the future product lines powered by NVIDIA. The Dell Pro Max line with GB10 and with GB300 could fundamentally change how professional workstations are designed. Will be an exciting year!

Wrong.

My latest on @marketwatch.com

www.marketwatch.com/story/why-mi...

🚀 Could Microsoft's AI investments be a game changer for it's 2025 trajectory?

In cloud infrastructure, commercial services, and personal software and devices, Microsoft has what looks to be the most comprehensive AI portfolio.

Ryan Shrout on LinkedIn: Is DeepSeek about to change the landscape for edge and device AI too? Is DeepSeek about to change the landscape for edge and device AI too? It’s kind of hard to believe that the DeepSeek-R1 model was released by the Chinese…

www.linkedin.com/feed/update/...

- Runs on the X Elite CPU at a reasonable speed (~7-8 tokens/sec) but SOARS on this RTX 5090 we happen to have sitting here (~120 tokens/sec)
- This all makes me want that Nvidia DIGITS system on my desk sooner rather than later...

Started testing DeepSeek-R1 models, just seeing what perf 'feels' like and what the output is, how we might use it internally. Observations:
- Love watching reasoning models "think out loud"
- Running the distilled model (7B) on LM Studio is incredibly simple

The NVIDIA GeForce RTX 5090 is beautiful and clearly a step ahead in design engineering. Early testing is underway, and looking forward to determining if this “neural rendering” thing is really the future of gaming.

@mcuban.bsky.social any help for the guys with a seat upgrade tonight?

My latest on @MarketWatch || Opinion: Why Nvidia’s stock is likely to leave the bears stranded again in 2025 🚀

I've seen enough today in early meetings and convos ahead of CES to assure you there is going to be a lot of news of interest for tech-heads. Excitement in the consumer and PC space is BIG, with new systems, components, and technology.

Photo of chips in the shop unrelated.

My last interaction with Gordon was during the launch of the Copilot+ AI PCs. He asked my views, talked about my new company's report on it, had both criticism and praise, which is how I know we'd done it right.

He will be missed.

I knew Gordon for more than 20 years, seeing and talking to him frequently at industry events. He was the original, and among the best, PC enthusiast press. He always wanted to talk about tech, get and give honest opinions.

It may be time to move away from YouTube TV finally. Never really thought I'd be checking out local cable / fiber TV pricing again...

I had to order one. The Intel Arc B580 graphics card was the last product I worked on at Intel. Will it succeed in making an impact on Radeon or GeForce? Hard to say, but at least I'll have one on a shelf in the office!

I just want the AI to do the thing. Sigh. Gemini in Gmail example of the gaps that still slow user adoption.

Still one of my favorite tree ornaments. NES was my first gaming console experience (though we had a TI-99), but SNES was the first time my passion went to reading magazines, playing early demos at Swallen’s, waiting for the launch.

🤣

The Holiday Magic is coming. Wishing you a merry and bright holiday season from Coca-Cola.

So this new Coca-Cola ad is 100% AI generated... No one saying anything about this? Are we going to talk about it?

Intel's decline, AI's rise and why semiconductors matter It's been quite a week for chips. A big change at Intel. Newly finalized funding for domestic semiconductor manufacturing. And new restrictions on semiconductor sales into China. But what does this me...

On Monday I talked with
@jowens510.bsky.social and @marketwatch.com for the "On Watch" podcast covering Intel (and Gelsinger's departure) and growth in the AI space for Nvidia and PCs. Give it a listen!

www.marketwatch.com/podcasts/on-...

Will our human minds merge with AI? Are we close to having the technology for nearly limitless lifespans? Can we really solve all of our resource limitations quickly enough?

Well worth the 10 hours if you are an audiobook person!

Just finished listening to The Singularity is Nearer by Ray Kurzweil. I am definitely in that “just finished a book” thought space but it’s hard to think this isn’t changing my outlook of what to do and how to plan for the next 10 or 20 years.