This bonus episode of the pod comes courtesy of Pierre’s travel challenges and features returning special guest Gabriel Brown, Analyst at Heavy Reading. After reflecting on the circumstances that enabled this pod, as well as some of the stuff the lads have been up to recently, they get into a recent piece of research published by Brown stating that ‘5G standalone (SA) is set to scale worldwide’. A key question concerns the broader significance of 5G SA, which leads to musings on the nature of technological progress and best how to communicate that to the market. They eventually move on to talk about Intel’s struggles as they affect the telecoms industry, before concluding with a look at US President Trump’s increasingly forceful interventions in the tech industry. 

5G SA, Intel and Trump

La settimana si è chiusa in positivo per i mercati azionari globali, con rialzi guidati da small cap statunitensi, Europa e Cina. In evidenza Intel: secondo indiscrezioni, l’amministrazione Trump sarebbe pronta a entrare nel capitale del colosso dei semiconduttori, a sostegno dei piani per lo sviluppo di un polo manifatturiero in Ohio. Sul piano geopolitico, il colloquio fra Trump e Putin ha riacceso le speranze di un cessate il fuoco e di un possibile accordo di pace.

Sul fronte macroeconomico, l’inflazione statunitense resta al centro dell’attenzione. Se il dato sui prezzi al consumo è risultato migliore delle attese, a sorprendere è stato l’indice dei prezzi alla produzione, balzato dello 0,9% mensile contro lo 0,2% previsto. Un aumento legato alle tariffe, che potrebbe tradursi in pressioni sui margini aziendali o in un rialzo dell’inflazione al consumo. In questo contesto, i dati sulle vendite al dettaglio e le trimestrali di colossi come Walmart, Target e Home Depot offriranno indicazioni cruciali sulla tenuta dei consumi. Walmart, in particolare, arriva all’appuntamento con un P/E di 36 volte, per la prima volta superiore a quello di Amazon.

Le valutazioni di mercato restano elevate: l’S&P 500 tratta con multipli superiori alla media storica, ma ancora inferiori dell’8% rispetto ai picchi del 2000. Opportunità emergono però in settori penalizzati, come l’healthcare, e nelle small cap value, a sconto rispetto alle medie storiche. In Cina, l’azionario ha guadagnato il 32% nell’ultimo anno, raggiungendo i massimi decennali.

Il simposio di Jackson Hole sarà ora decisivo per chiarire le prossime mosse della Fed, con i mercati che scontano già un taglio dei tassi a settembre. In uno scenario incerto, la selettività negli investimenti resta la chiave per affrontare i futuri scossoni di mercato.

Difensivi come áncora di stabilità per i portafogli

In this episode, Edd Hall discusses the latest developments in cybersecurity and technology. From critical Microsoft update issues and AI zero-click exploits to major data breaches affecting Allianz Life, New York Business Council, and TPG/iiNet, we cover the risks facing individuals and organizations today. Edd also explores ransomware attacks in the pharmaceutical sector and vulnerabilities discovered in GPT-5, highlighting the growing importance of proactive security measures and careful technology deployment.

Microsoft Update Issues, Allianz Life Breach, and GPT-5 Vulnerabilities

This week Google drops a new series of devices including Pixel phones, watches and true wireless ear buds.
Plus, we find out more about AI and the science of longevity with our special guest Kennedy Schaal, CEO & founder of Rejuve.

Google gets smarter with the Pixel 10 and Rejuv's Kennedy Schaal on longevity

Charles Fain Lehman, Jesse Arm, Judge Glock, and Renu Mukherjee discuss President Trump’s threat to send National Guard troops to Chicago, Baltimore, and New York; the government’s stake in Intel; and New York City mayoral candidate Zohran Mamdani’s attempt to bench press 135 pounds. 

Will Trump Deploy the National Guard to Other Cities?

8/28/2025
prod. 3818
speak of the Holy pentium

lyrics:
Waste a beat, say its a joke
never understand and you never fuckin dou

Huh, Waste a beat, say its a joke
Sketched my future R&D was too slow

Line width tight but my focus is loose
Double pattern lies tied upon a noose
Moore litigation
Gone to cremation

Pulled back hard from the process lead
Lost the edge, stare at TSMC
Got stuck in a backward crawl
Scale slow, aayoulet it all fall
Alright right, Inside Inside

Well, EUV came, you missed that win
Intel inside, it’s deepfake skin
Crash out — back in ‘08 you did  
Everyone laughed, you ate that loss
3% gain, they all got tossed
Engineers wept, the beams got rocked

3% gain, they all got tossed
Reticle broke, my tools interlocked
Litho dreams in my R&D trap
Rap some lyric, there always bad

inteL

Der Chip Hersteller intel entlässt 24.000 Mitarbeiter. Die Zeichen stehen auf Sturm. Neben dem Kampf der Prozessorarchitekturen gibt es einen Handelskrieg zwischen dem Westen, dem Osten und den BRICS-Staaten.
Es geht um Unabhängigkeit (Decoupling) und die erste AGI, die die Welt verändern wird.
-
✘ Werbung:
Mein Buch Politik für Wähler ► https://amazon.de/dp/B0F92V8BDW/
Mein Buch Katastrophenzyklen ► https://amazon.de/dp/B0C2SG8JGH/
Kunden werben Tesla-Kunden ► http://ts.la/theresia5687
Mein Buch Allgemeinbildung ► https://amazon.de/dp/B09RFZH4W1/
-
Q1 ► https://www.mintellity.com/itnews/ein-ueberblick-ueber-zhaoxins-neueste-x86-cpu-den-kx-7000
Q2 ► https://www.hardwareluxx.de/index.php/news/hardware/prozessoren/66454-loongson-3c6000-chinas-server-prozessor-kommt-nun-mit-64-kernen.html
Q3 ► https://www.golem.de/news/mit-loongson-3a6000-unser-ueberraschend-guter-made-in-china-pc-2501-192858.html
Q4 ► https://www.sfa-oxford.com/market-news-and-insights/china-imposes-export-controls-on-key-rare-earths/ 
-
Schnittrechner ► https://youtu.be/kdpd-mmBhzk
1 Jahr Linux ► https://youtu.be/ckHdcunS2aA
Mein NAS ► https://youtu.be/qMM3ueQjUPM
AMD 80% US-Markt ► https://youtu.be/-6CpxuoObRY
AMAZON Top 100 CPU Liste ► https://www.amazon.com/Best-Sellers-Computer-CPU-Processors/zgbs/pc/229189
PC Schnüffelei ► https://youtu.be/YI1tSmsBb4w
xAI Rechenzentrum ► https://youtu.be/Jf8EPSBZU7Y
Demokratisierung des Kriegs ► https://youtu.be/O2LgTiiwtYA
-

Kampf um IT-Vorherrschaft – Intel, AMD, NVIDIA – x86, ARM, RISC-V -  USA, CHINA, BRICS

Your hosts Addison Snell and Doug Eadline are back to talk about 'the artful deal' between Intel, NVIDIA, and The White House.

TWIHPC Episode 386 - When Grants Aren’t Grants… and Tariffs Aren’t Tariffs

"Antwerp — are you ready for the dark side of the data stream?"
"This one is for the Intel team at the Antwerp police."
"Phones up, lights out."

Neon lights and shadows fall
City breathes a silent call
Steel minds and cyber eyes
Algorithms in disguise

Surveillance scans the night
Data streams in pixel light
Truth hidden in the codes
Digging deep to crack the nodes

At the Antwerp Intel team
we lock into the data stream
of criminal activities
protecting safety boundaries.

//Lock in!//
\\Lock in!\\

Digital shadows all around
In the data we’re unbound
Crime unfolds in quiet streams
Dystopia in endless dreams

Patterns form in endless loops
Police forge their neural troops
Truth caught in the cyber net
Justice in the cold reset

In the circuits answers hide
Can’t escape the system’s tide
Echoes of a future’s crime
Caught within the endless rhyme

\\Caught within—\\
//the endless rhyme!//

Digital shadows all around
In the data we’re unbound
Crime unfolds in quiet streams
Dystopia in endless dreams

“Just you…”

Digital shadows all around
Dystopia in endless dreams

Images in holograms
Tearing through the secret plans
Truth unfolds but questions rise
Hypnotized by data lies

At the Antwerp Intel team
we lock into the data stream
of criminal activities
protecting safety boundaries.

Protect!
*Protect!*

Protect!
*Protect!*

Boundaries!
*Protect!*

Boundaries!
*Protect!*

Digital shadows all around
In the data we’re unbound
Crime unfolds in quiet streams
Dystopia in endless dreams

Digital shadows all around
In the data we’re unbound
Crime unfolds in quiet streams
Dystopia in endless dreams

“You’ve been unbelievable"
"Stay sharp, stay safe. Good night!”

*Protect!*
*Protect!*
*Protect!*

Digital shadows!
Digital shadows!
Digital shadows!

You Should Have Been There

Digital Shadows – Live

Digital Shadows – Live

Addison and Doug talk about Nvidia's Intel investment and take a deep dive into the future of AI's integration into our lives, businesses, and careers. 

TWIHPC Episode 387 - Nvidia Invests in Intel / All Investment is AI

Stuudios on külas LHV vanemmaakler Marten Arumäe – räägime Nvidia värsketest sammudest tehisaru võidurelvastumisel, Oracle’i juhtkonna muudatusest, Disney ja Jimmy Kimmeli skandaalist ning Saksa autotööstuse kiratsemisest.

Saadet juhtis LHV investorkogukonna juht Nelli Janson.

Kirjuta meile aadressil turutegijad@lhv.ee

Finantsteenuseid pakub AS LHV Pank. Tutvu finantsteenuste tingimustega aadressil www.lhv.ee ja küsi nõu meie asjatundjalt. Podcastis esitatud seisukohad on informatiivsed ja ei ole mõeldud soovitusena müüa või osta mainitud väärtpabereid. AS LHV Pank ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Võimalike kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta. Investeerimisotsuste tegemisel kasuta ametlikku informatsiooni väärtpaberi kohta, tutvudes iseseisvalt riskide ja tingimustega.

Esitatud teave on informatiivse eesmärgiga ning ei ole vaadeldav investeerimisanalüüsina ega mõeldud soovitusena müüa või osta mainitud väärtpabereid. LHV ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Eelpool kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta.

24.09.2025 Nädal turgudel: võidurelvastumine tehisintellekti sektoris sai uue hoo

Latino Bambino

v^nv930'

Middle East AI News by Carrington Malin brought to you by Qualcomm – brought to you by Carrington Malin - Marketing for an AI First World. In this podcast: Khazna plans over 1GW data capacity expansion; Microsoft to launch local Copilot processing in UAE; Intel and AIREV team up on agentic AI growth

Sign-up for the weekly email news digest here:
https://www.middleeastainews.com

#MiddleEastAINews

Khazna plans over 1GW data capacity expansion

For ten years, David Burnell lived in the invisible war—serving as a U.S. Air Force Communications Operations Specialist during the most volatile decade of the late Cold War.
His battlefield wasn’t marked by trenches or gunfire, but by encrypted transmissions, coded messages, and the heavy silence of classified operations.

From the blackout classrooms of Sheppard Air Force Base to the fog-covered runways of RAF Sculthorpe, and from the jungles of Central America to the frozen plains of South Dakota, Burnell’s decade in uniform unfolded behind security fences, within cleared rooms, and beneath the constant hum of secrecy.

In The Quiet War, Burnell opens a window into the unseen world of intelligence operations—where loyalty is tested by polygraphs, trust is earned in whispers, and the smallest mistake can echo across nations.

He recounts the call that changed everything: volunteering for Task Force Bravo in Cabañas ’87, where a last-minute reassignment spared his life when a friendly-fire incident took down the helicopter he was meant to board.
He describes the OSI polygraph interrogations after the capture of Navy spy John Walker, and the eerie feeling of serving “in the glass bowl” where every heartbeat was measured for loyalty.
He walks through the fall of the Berlin Wall, the rising threat of global terrorism, and the quiet moments on the flight line when coffins draped in flags arrived home without ceremony.

Amid the secrecy and tension, Burnell’s story is deeply human. It is about faith, family, endurance, and the cost of commitment.
It’s about the dream that first drew him in—the desire to become a Pararescue operator (“That Others May Live”)—and how that same drive would later carry him into real-world search and rescue, humanitarian missions, and crisis response long after the uniform came off.

The Quiet War is more than a military memoir—it is a testament to those who serve in silence, whose battles are unseen but whose sacrifices are just as real.

For readers of The Right Stuff, American Sniper, and The Operator, this is the untold story of a warrior who lived at the intersection of technology, intelligence, and faith during one of the most complex eras in modern history.

The Quiet War: Ten Years Inside the Shadows of the Cold War (Audiobook)

small snippet🥺

cold blooded :3

love is in the air? WRONG!! corporate wiretaps in your house!!

land of the 34.99, home of the Intel management engine

The guys are delighted to welcome special guest Sam Tabbara, CEO of Paradise Mobile, this week. Paradise is a mobile network operator from Bermuda and Sam was over here in part to attend the Glotel Awards ceremony, so they start by reflecting on that event, before moving on to learn about Paradise. That leads to many fruitful tangents about the state of innovation in the telecoms industry, mobile technology and Bermuda itself. They eventually move on to discuss Intel’s decision not to flog its network and edge group, before concluding with a look at some recent telecoms-related drama in India.

Paradise Mobile, telco innovation and Intel

The Middle East AI News Minute gives you a daily one-minute daily briefing on the top AI-related stories coming out of the Middle East. If you are a busy technology, business or government leader who want to get a quick update, then this is the podcast for you.

Each week, Intersect360 Research CEO Addison Snell and a knowledgeable guest dissect the week's top HPC stories. This Week in HPC is Copyright Intersect360 Research.

Benvenuti a Navigare i Mercati, il podcast di Pharus che ogni settimana vi aggiorna in pochi minuti sui mercati finanziari europei, americani ed emergenti, con particolare attenzione alla politica monetaria, ai tassi di interesse, ad azioni e obbligazioni da tenere monitorate. 
Il tutto per fornire indicazioni su come investire oggi, ma con obiettivi chiari e specifici che portino a risultati concreti nel medio e lungo termine.

The Daily HEAL Security Dispatch Podcast is a leading source for up-to-the-minute news and deep insights in the realm of healthcare cybersecurity and threat intelligence. 

At the heart of HEAL Security's vision is the commitment to equipping organizations and individuals with rapid, contextually rich cybersecurity updates, establishing itself as a pivotal force in unifying practice and data against the ingenious tactics of criminal and malicious entities. HEAL Security is fervently devoted to constructing a robust resource and community that champions the defense of the healthcare sector against the growing cyber threats from organized crime groups and antagonistic nation-states. Our core focus encompasses the protection of vital IT infrastructures, the security of sensitive patient and clinical information, the safeguarding of critical healthcare systems, and the assurance of continuous, undisturbed patient care services.

I’m a creative director at an AI company; exploring all kinds of AI-related applications, especially the generative AI (text, images, sound, …)

fuck you

okay bye

i love incelcore   (EPUNK IS FOR POSERS DUMMY!!10)

black metal is my fav too

Versatile and energetic DJ with 12 + years of experience performing across clubs and private events in Europe. Known for dynamic sets blending house,deep,tech, progressive and electro with seamless transitions and crowd-reading skills. Skilled in music production, live remixing, and building immersive sonic experiences.

新しい半導体リソグラフィーウェーハステッパーを組み合わせて、かわいい日本の女子高生の未来を救おう !!!!

Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.

Cinematic spoken-word reflections on war, service, and the human cost of duty—told with raw honesty and reverence.

LHV on Eesti pank ja pensionifondide haldur. Meie visiooniks on Eesti, kus inimesed ja ettevõtted julgevad suurelt mõelda, ette võtta ja tulevikku investeerida.  LHV Podcastiga juhime tähelepanu teemadele nagu majandus, investeerimine, ettevõtlus, pangandus ja innovatsioon. Kõigele, mis LHV-ga kokku käib. Põnevad jutuajamised ja inimesed. Ootame ka sinu tagasisidet. Head kuulamist!

Technology news from Ireland to the world

Sie finden hier die Audio-Tracks meines UnterBlogs auf YouTube, die sich für einen PodCast eignen. Ein größerer Teil der Vids (Outdoor + viele Diagramme) ist nur über https://YouTube.com/UnterBlog verfügbar.

i make music sometimes. like the Woeful Men of old i expell my undeveloped bs once per Mothin'. 
feel free to take it. my noise is for the people.
nothing i did pre-forskehue is real it doesnt count dont look at it ( it was a very hard time for me a hobo stole my kneecaps and the temporary transplants turned me into a redditor)


i'm known by many names: speedy mcfartass, the battleship, DarthGreninja,Sandwich, robotskeIeton, Jazz Dealer, ShitFart, Siegfried Sasson, the guatemala watermelon bandit,evil wizard,The Cone Ranger, Colonel Corn the Master of Maze and Wizard of Wheat, Finland's Bane, unknown assailant #3,Box Man, OmegaFlame, henry, zephyr,zephanie,etc. but here i am traffic_cone.mp3,makerr of Terrible Musicse for Terrible People. Listene if thou Chews.

lots of this is old and bad (repurposed old account when i tried to make a new one and it said "i already know you foo, you're traffic cone, speedy!"

 so uh yeah dont please

 traffic coning is bad for your health

if you or a loved one have been exposed to trace amounts of traffic cone at work, you may be entitled to financial compensation.

New tracks tagged #intel