The Circuit Episode 119: Computex, Google I/O, Dell Tech World, and more
24 snips
May 27, 2025 The hosts dive into the exciting highlights from Computex, particularly the pivotal role of AI and NVIDIA's strategic shifts. They discuss Google's innovative approaches to regain its edge in AI, as well as AI's impact on advertising. Geopolitical tensions and their effects on market dynamics, especially in China, take center stage. Liquid cooling technology emerges as a key player, while the potential of distributed GPU utilization sparks intriguing comparisons. A comprehensive look at consumer AI experiences uncovers the rapidly evolving tech landscape.
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AI and Liquid Cooling at Computex
- AI dominated Computex with pervasive integration but lacked blockbuster announcements.
- Liquid cooling emerged prominently reflecting increased demand for efficient server cooling.
NVLink Fusion's Niche Appeal
- NVIDIA's NVLink Fusion targets ARM/custom CPU integrations to enable cluster scaling.
- This appeals mainly to niche CPU vendors like Fujitsu, less so to hyperscalers who prefer custom networking.
NVIDIA's ODM Strategy Risks Ecosystem
- NVIDIA prefers ODMs to use its reference designs despite promoting modularity.
- This uniformity stifles ODM differentiation and risks margin compression for them.