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Jim McGregor

@tekstrategist

A technologist tracking the latest tech from AI to quantum computing.

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05.01.2025
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Latest posts by Jim McGregor @tekstrategist

Tata Consultancy Services and AMD partner to buildout India's AI infrastructure with Helios. A major opportunity for AMD. www.amd.com/en/newsroom/...

19.02.2026 00:55 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

2026 is the year of capacity constraints for semiconductors and the broader tech industry. Read more about it from TIRIAS Research on Forbes. www.forbes.com/sites/tirias...

18.02.2026 21:36 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Meta Builds AI Infrastructure With NVIDIA NVIDIA today announced a multiyear, multigenerational strategic partnership with Meta spanning on-premises, cloud and AI infrastructure.

Meta bets big on NVIDIA's AI data center technology stack. A deal that could be worth tens to hundreds of billions of dollars. nvidianews.nvidia.com/news/meta-bu...

18.02.2026 19:11 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Tech Earnings Deep Dive: Intel, AMD, Qualcomm & NVIDIA Futures
Tech Earnings Deep Dive: Intel, AMD, Qualcomm & NVIDIA Futures In this episode of the TechStack, analysts Jim, Francis, and Dave break down the latest financial results from Intel, AMD, and Qualcomm. We dive in to how these reports will impact the greater tech…

My fellow Technologist and I dig into recent tech earnings and what they mean on the latest TechStack episode. Join in and see what we see. www.youtube.com/watch?v=iefe...

10.02.2026 22:49 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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TI continues broadening its product portfolio with the acquisition of Silicon Labs. Silicon Labs adds valuable products and technology, including wireless tech, controllers, and sensors.

05.02.2026 17:13 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Qualcomm is in its best position as a company with record earnings, but issued a warning about future earnings due to memory constraints - a theme that will be consistent throughout the tech value chain in 2026.

05.02.2026 17:03 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Qualcomm Acquires Ventana Micro Systems, Deepening RISC-V CPU Expertise | Qualcomm

Qualcomm ramps up its RISC-V development with the acquisition of Ventana Micro Systems. Combined with its custom Oryon CPU architecture, Qualcomm is well-positioned to support any processor instruction set architecture. www.qualcomm.com/news/release...

10.12.2025 19:45 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The #AI data center buildout is driving competition, capacity, and strategy in memory & storage. Most recently, Micron Technology announced that it is shifting away from the consumer market to support the industry's needs. www.reuters.com/business/mic...

04.12.2025 17:20 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

@nvidia continues to use its AI leadership to reinvest in the industry. This time with a $2B investment with @Synopsys to further the tools for #AI chip development. ttps://www.reuters.com/technology/nvidia-invests-2-billion-chip-design-software-provider-synopsys-2025-12-01/

04.12.2025 17:11 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Part 2: How Photonics Will Transform AI Data Centers: Lumentum CSO/CMO Rafik Ward
Part 2: How Photonics Will Transform AI Data Centers: Lumentum CSO/CMO Rafik Ward Here's part "deux" of The Technologists deep dive discussion about Lumentum --- this segment is with Rafik Ward, the company's CSO and CMO, where we explore Lumentum's technology attributes in the…

The second #TechStack episode with Lumentum explores the growth in high-speed networking driven by #AI #datacenters. youtu.be/CRjODFE-jCg

04.12.2025 16:56 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Part 1: How Photonics Will Transform AI Data Centers: Lumentum CEO Michael Hurlston
Part 1: How Photonics Will Transform AI Data Centers: Lumentum CEO Michael Hurlston The Technologists invite Michael Hurlston, CEO and President of Lumentum, on TechStack where we go deep on how high-speed networking and interconnect is undergoing a dramatic transformation with the…

Get enlightened on optical networking in the latest #TechStack interview with Lumentum's Michael Hurlston. youtu.be/Sp4NUgi9IVM

02.12.2025 00:26 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Supercomputing 2025: Nvidia Advances HPC With Quantum
Supercomputing 2025: Nvidia Advances HPC With Quantum In this TIRIAScast, Jim McGregor sits down with Nvidia’s Head of Quantum Products, Sam Stanwyck, to dive into the future of supercomputing, HPC, and quantum computing. Recorded at Supercomputing…

Quantum computing was the hot topic at #SC25. In the latest TIRIAScast, I'm joined by Sam Stanwyck to discuss how Nvidia is enabling quantum through CUDA-Q, cuQuantum, and NVQLink. www.youtube.com/watch?v=c-V3...

21.11.2025 22:12 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Qualcomm Snapdragon X2 Elite Oryon CPU Deep Dive
Qualcomm Snapdragon X2 Elite Oryon CPU Deep Dive In this TIRIAScast, Principal Analyst Jim McGregor sits down with Qualcomm VP of Engineering Pradeep Kanapathipillai for a deep dive into the Snapdragon X2 Elite platform and Oryon CPU architecture…

In the latest TIRIAScast, I dig into the @Qualcomm Snapdragon Oryon CPU architecture with Pradeep Kanapathipillai. www.youtube.com/watch?v=nq30...

20.11.2025 17:41 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Snapdragon X2 Elite Deep Dive At Qualcomm Architecture Day 2025
Snapdragon X2 Elite Deep Dive At Qualcomm Architecture Day 2025 Qualcomm's Alberto Martinez dives deeps on the new Snapdragon X2 Elite PC platform with us at the company's architecture day 2025. Don't miss this insightful TechStack episode from Qualcomm…

My fellow technologist, Marco Chiappetta, and I talk to Qualcomm's Alberto Martinez about the Snapdragon X2 PC platform on the latest TechStack episode. www.youtube.com/watch?v=A7zr...

20.11.2025 17:25 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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A special thanks to Jon Duren for a tour of WWT's Advanced Technology Center. An impressive technology test and demonstration facility.

18.11.2025 23:31 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Author Thomas Koulopoulos believes the continued enhancement of AI to recursive (self-improving) AI, will lead to 6 major trends in the next 6-10 years: Ambient Care, Digital Workers, Digital Identity, Intelligence Everywhere, Mobility as a Service and Smart Cities. #SC25

18.11.2025 15:57 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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If trends hold, the number of compute devices will be an astronomical number by 2100. #SC25

18.11.2025 15:44 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The population distribution of the human population is shifting from a pyramid to a dome. This has huge implications economically. AI can help offset the impact. #SC25

18.11.2025 15:29 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The ultimate PC warning message for future generations. LOL #SC25

18.11.2025 15:23 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The theme for #SC25 is "HPC Ignites," but AI and quantum seem to be key topics.

18.11.2025 14:45 πŸ‘ 1 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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Announced at #SC25, Arm is joining the NVLink Fusion ecosystem.

17.11.2025 22:54 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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A good slide representing Nvidia's AI platform and its competitive moat. #SC25

17.11.2025 22:47 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Nvidia announces the Apollo family of open models for AI physics applications at @SC25.

17.11.2025 22:33 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Just from the opening press conference, a key theme at #SC25 is the confluence of HPC, AL, and quantum competing.

17.11.2025 19:44 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The #Green500 supercomputers are now all GPU accelerated. #SC25

17.11.2025 18:58 πŸ‘ 1 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0
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After the top 10, the list of supercomputers in the #Top500 is not so US dominant, and they all use GPUs. #SC25

17.11.2025 18:55 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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No changes in the top 10 of the #Top500 supercomputers for 2024, but the top 4 are now exascale scale computers.

17.11.2025 18:49 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Good morning St. Louis and welcome to #SC25 (supercomputing). In ready to get my AI, quantum, and servers on!

17.11.2025 17:09 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Travel during a government shutdown: 4 flight delays, 1 missed flight, 1 change to another airline, and I'm still stuck in an airport. Ugh!

10.11.2025 20:33 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Data Center Power Shift: Qualcomm AI200/AI250, DoE Supercomputers, AMD VS Nvidia
Data Center Power Shift: Qualcomm AI200/AI250, DoE Supercomputers, AMD VS Nvidia On this TechStack episode, analysts Jim McGregor, Marco Chiappetta, and Mark Vena break down the latest developments in data centers and AI supercomputing. The team covers Qualcomm’s new AI200 and…

There is never a dull day in AI data centers. Check out the latest on AMD, Nvidia, and Qualcomm on the TechStack episode with my fellow Technologists - Marco Chiappetta & Mark VenaTechGuy. www.youtube.com/watch?v=uQUK...

10.11.2025 19:11 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0