Wayne Ma

Wayne Ma, NVIDIA reporter covering GTC and chip roadmaps. Ethan Choi, investor on the U.S.-China AI race and superapp strategies. Laura Bratton, AI reporter tracking SaaS regulatory risk disclosures. Ann Davis-Vaughn, AI infrastructure columnist on data center scaling tricks. They discuss Nvidia’s GTC previews and inference chips. They explore China’s superapp AI edge. They flag SaaS’ AI risk signals. They reveal industrial data center hacks.

Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.

Wayne Ma, a tech reporter focused on NVIDIA, discusses Jensen Huang's vision for digital twins and the challenges of software delivery. Adam Mansfield, from UpperEdge, highlights the shift to consumption-based pricing models at Microsoft and Salesforce, emphasizing customer demands for transparency and governance. Sam Lessin, a venture capitalist, predicts that 2026 will be shaped by deep emotional narratives and niche creator communities, moving away from mass influencers. Together, they explore the future of tech and its cultural impacts.