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IBM’s mainframe chip collab, NVIDIA’s Poolside deal & Ox Alpha’s reveal

2026 31 นาที

Visit Mixture of Experts podcast page to get more AI content → https://ibm.biz/~j8AlVLp98 On episode 122 of Mixture of Experts, hosts Tim Hwang and Aili McConnon are joined by Gabe Goodhart, Ash Minhas, Skyler Speakman to talk hot chips, mystery models, and major money moves. We open with IBM's Hot Chips conference reveal of its dual-architecture mainframe processor built with Arm that lets IBM Z and LinuxONE systems run Arm-native Linux workloads right alongside z/OS. We break down what this means for enterprises balancing legacy reliability with the fast-moving Arm software ecosystem. Next, we talk about NVIDIA and its $6 billion deal with Poolside to license its "Model Factory" software and hire over 100 of its staff. We unpack why NVIDIA keeps using this licensing structure instead of straightforward acquisitions and how it fits alongside its earlier deals. Finally, we dig into Ox Alpha, the anonymous "stealth model" that appeared on OpenRouter and was ultimately confirmed to be Z.ai’s open-source GLM-5.3-Flash, an efficient large language model built with sparse and linear attention techniques. But is the stealth launch the future of model releases? All that and more on this week’s Mixture of Experts. 00:00 – Intro 1:18 - NVIDIA’s $6 billion Poolside deal 13:10 - IBM’s new mainframe processor 24:30 - Ox Alpha, Z.ai’s newest model "The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. AI tools may be used to transcribe this episode and support selected stages of the production process. All AI-assisted content is reviewed by the production team before publication." AI news moves fast. Sign up for a monthly newsletter for AI updates from IBM → https://ibm.biz/~PX4y3khFW #aimodel #mainframe #nvidia AI was used in the creation of the transcript and metadata for this video.

ประเทศ

สหรัฐอเมริกา

ทำงานกับผู้สร้างคนนี้

แพ็กเกจที่เผยแพร่โดยผู้สร้างเบื้องหลังวิดีโอนี้

แพ็กเกจทั้งหมด

ผู้สร้างคนนี้ยังไม่ได้กำหนดอัตราของตน ส่งคำขอและเราจะส่งต่อไป — ราคาจะตกลงก่อนที่จะมีการเรียกเก็บใดๆ

การเข้าร่วมรายเดือน

ต่อเดือน

ที่นั่งที่เกิดขึ้นซ้ำในเนื้อหาของฉัน ผู้สมัครเข้าคิว — หรือจับฉลากเมื่อมีผู้สมัครมากกว่าช่อง — และปรากฏในวิดีโอเอง ในเครดิต หรือในคำอธิบาย

ราคาตามคำขอ

เข้าสู่ระบบเพื่อขอ

การวางตำแหน่งที่รับประกัน — วิดีโอใหม่

ครั้งเดียว

การปรากฏตัวที่รับประกันอย่างน้อย 10 วินาทีในวิดีโอถัดไปของฉัน ราคาขึ้นอยู่กับว่าการแทรกอยู่ตรงไหนของระยะเวลา

ราคาตามคำขอ

  • 1–3 นาทีแรก
  • กลางวิดีโอ
  • ท้ายวิดีโอ
เข้าสู่ระบบเพื่อขอ

การวางตำแหน่งที่รับประกัน — Short

ครั้งเดียว

การปรากฏตัวที่รับประกันอย่างน้อย 10 วินาทีใน Short ที่ตัดจากวิดีโอที่มีอยู่ของฉัน

ราคาตามคำขอ

เข้าสู่ระบบเพื่อขอ

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