Wed. 03/19 – Nvidia Wants To Change All Of Computing

Mar 19, 2025 16m

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The EU Commission has brought the hammer down on Apple and Google at the same time. All the big news from Nvidia’s big event yesterday. More details on that Google/Wiz deal. Two new Pebble smartwatches and Google’s new entry-level Pixel… that you can’t preorder yet.

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Links:

EU sends Apple first DMA interoperability instructions for apps and connected devices (TechCrunch)
Google Search charged with breaking EU antitrust rules (The Verge)
Nvidia announces Blackwell Ultra and Rubin AI chips (CNBC)
The key takeaways from Nvidia CEO Jensen Huang’s GTC keynote (SiliconAngle)
NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman (SemiAnalysis)
Google's $32 billion deal for Wiz accelerated under Trump, sources say (Reuters)
The first new Pebble smartwatches are coming later this year (The Verge)
The Pixel 9A is a midrange phone that actually looks like a good deal (The Verge)

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AI-Generated Summary

EU Commission vs. Apple and Google

The EU Commission has intensified its scrutiny of tech giants, issuing preliminary findings against both Apple and Google. Apple is mandated to open iOS to third-party devices under the Digital Markets Act, with specific instructions to enable interoperability features like peer-to-peer Wi-Fi connectivity, NFC capabilities, and better device pairing. Meanwhile, Google faces charges for violating EU antitrust laws by allegedly prioritizing its services over competitors in search and apps, risking hefty fines if these violations are confirmed.

Nvidia's Major Announcements at GTC 2025

Nvidia's recent GTC 2025 conference revealed groundbreaking AI-focused advancements, including the introduction of its Blackwell Ultra AI chips and the Vera Rubin CPU, set for release in 2026. CEO Jensen Huang emphasized a transformation of traditional data centers into AI factories, showcasing the scaled-up capabilities needed to manage the growing demand for AI processing. The newly launched operating system, Dynamo, is designed to optimize the performance of these chips, signifying a strategic pivot for Nvidia towards establishing itself as a leader in AI infrastructure.

Google's Acquisition of Wiz

The podcast discusses the news surrounding Google's acquisition of the cybersecurity firm Wiz for $32 billion, highlighting how changes in the U.S. political landscape and a friendly antitrust review encouraged the deal. The agreement features significant terms, including a high breakup fee that reflects the heightened regulatory risks in major acquisitions. With Wiz becoming part of Google Cloud, it marks another strategic move for Google to bolster its security offerings in the cloud computing sector.

New Pebble Smartwatches are on the Horizon

Eric Mijakowski, the original founder of Pebble, has introduced two new smartwatches set to launch in mid-2025. The Core 2 Duo and Core Time 2 aim to revive the old Pebble designs with updated technology, including longer battery life and enhanced features while maintaining the classic Pebble aesthetic. Assembling these watches has proven challenging yet rewarding for Mijakowski, who aims to please longstanding fans while bringing back a beloved product.

Google's Pixel 9A Unveiled

The podcast wraps up with the announcement of Google's Pixel 9A, a mid-range smartphone boasting impressive specifications such as a 48-megapixel rear camera and a vibrant 6.3-inch display. Despite initial delays in pre-order availability, the Pixel 9A is positioned as a competitive alternative to other budget phones, particularly against Apple’s recent releases.