Episode #94: ARM Wrestling: NVIDIA's Quiet Coup Against Intel

Podcast: Stewart Squared · Stewart Alsop II, Stewart Alsop III

Opublikowano: 2026-06-18

In this episode of the Stewart Squared podcast, host Stewart Alsop speaks with his father Stewart Alsop II, who joins from Tokyo while Stewart broadcasts from Buenos Aires at 5 AM his time. The conversation covers NVIDIA's new Spark chip announcement and its partnership with Microsoft to bring ARM-based processors to Windows PCs, finally allowing Windows to compete with Apple's performance gains from five years ago when they switched to their own ARM-based M-series and A-series chips. They discuss the competitive dynamics between chip manufacturers, the token apocalypse affecting AI coding assistants like Claude and Codex, and how companies like...