Ryan Shrout

Ramblings of a technology guy. President and GM at Signal65.

Formerly Graphics and AI product at Intel, former owner at PC Perspective.

[Six Five Media @TheSixFiveMedia]

One eight-word query. 42,000 tokens. 12 to 13 GB of KV data that has to be stored somewhere.

Avi Shetty of @solidigm breaks down why AI inference is making storage a first-order infrastructure decision. Watch the full conversation from COMPUTEX 2026 with @ryanshrout.

[Arm @Arm]

Introducing Neural Dawn. 📱

Developed by Arm and Sumo Digital, Neural Dawn is a new project to deliver a production quality game, showcasing the capabilities of Arm Neural Technology in next-generation Arm Mali GPUs coming to Arm CSS for mobile later this year.

The first mobile game to use @UnrealEngine MegaLights. https://t.co/30HQ5apBbd

[Daniel Newman @danielnewmanUV]

I am thrilled to announce that we have closed on our acquisition of ETR (Enterprise Technology Research) bringing Wall Street’s premier technology intent spending data together and its extensive list of institutional clients under The Futurum Group umbrella.

Welcome to Futurum, team @ETRnews. We cannot wait to bring our new combined offerings to our customer ecosystem. 👏🏻

[Patrick Moorhead @PatrickMoorhead]

Cisco really needs to be leaning more into “cost/time to secure first outcome” for enterprises, not “cost/time to first token”. I heard a bunch of analysts stressing tokens at the event but that’s not something Cisco will win at. That’s for the volume players.

Think about the cost/time to get that first token (compute-storage-scale-up/out NW) PLUS data PLUS observability PLUS security PLUS core-branch-scale across NW agents sit on top of the sits on and delivers against. That all takes time and money and effort. Cisco can win there in the enterprise.

$CSCO

[Arm @Arm]

A standout moment at #COMPUTEX2026.

Rene Haas welcomed NVIDIA CEO Jensen Huang to the stage to spotlight the Arm-based RTX Spark and the momentum shaping the future of Windows on Arm.

Built for the agentic AI era, this new generation of computing will redefine what’s possible—transforming how we create, build, work, and play. https://t.co/ouOBmFAqeV

[Ryan Shrout @ryanshrout]

@Snapdragon Kedar now talking about the agentic AI tools and frameworks and layers that run on Snapdragon today. And also the impact of the broad platforms (auto, mobile, IoT) across segments that Qualcomm addresses.

[Ryan Shrout @ryanshrout]

Back at Computex one more day, watching @Qualcomm’s Kedar Kondap walking through the company’s view on the era of agentic devices.

[Ryan Shrout @ryanshrout]

Now we are walking though the product portfolio that @Snapdragon has brought to market over the last 2 years to address this space.

[Alex Volkov @altryne]

.@satyanadella just put the whole "water" debate to rest.

Datacenters run on a closed loop cooling system, the water usage of a datacenter for an entire year is roughly equivalent to a usage of 1 restaurant!

[Arm @Arm]

AI is changing what’s expected from a PC.

The next generation of devices won’t just run applications—they’ll help observe, reason, plan, and act across increasingly complex workflows.

At #COMPUTEX2026, the Arm-based NVIDIA RTX Spark marked an important step forward for Windows on Arm and the future of agentic computing.

Powerful AI. Advanced graphics. Exceptional efficiency.

That future requires powerful, efficient compute built for AI from the ground up, built on Arm: https://t.co/yqCpEu1csy

[Ryan Shrout @ryanshrout]

I walked out of the @Qualcomm keynote at Computex this week convinced the milliwatts-to-megawatts strategy is the most coherent vision in compute. The one piece missing was the concrete next step.

Two days later at Microsoft Build, Project Solara answered it. A chip-to-cloud platform for agent-first devices, with @cristianoamon sharing the stage with @satyanadella, and a wearable badge that lands at the low-power end where Qualcomm has spent decades building an advantage.

The full vision still runs through the data center, and that gets earned through execution, with more news landing June 24. What Solara confirms is that the personal-device franchise is a real strength to lean on. Full take linked below.

[Ryan Shrout @ryanshrout]

https://t.co/2QjJokwrUn

[Ryan Shrout @ryanshrout]

https://t.co/2QjJokwrUn

[Brad Sams @bdsams]

This is the first time, in several years at Build, that Windows has a future.

[Ryan Shrout @ryanshrout]

I knew your team was holding back on me in my meetings this week in Taipei...

😀

[Pavan Davuluri @pavandavuluri]

Meet the new Surface RTX Spark Dev Box 🔥. Every detail of this experience was intentional, from purposeful configuration to preinstalled tools. We can't wait to see what you build with it. https://t.co/cqymZv4cpW

[Cristiano R. Amon @cristianoamon]

We’re shifting from apps and operating systems to agents, and that changes the device experience end to end. Great conversation with @satyanadella on what comes next.

Watch our discussion from #MSBuild.

Read the OnQ blog post for more. https://t.co/NzlCvlYhYy

[Ryan Shrout @ryanshrout]

@benitoz @nvidia He really does. Must be stressful for all the other employees to keep up! 😂

[Ryan Shrout @ryanshrout]

During the @NVIDIA Q&A with Jensen I had the chance to ask the final question: "With the PC market being low margin and cut throat, why enter it now?"

His answer was compelling. He dismisses margin concerns and focuses on the opportunity to add value and reinvent what we love.

[Ryan Shrout @ryanshrout]

@nvidia Thanks to @BrendanBurkeX for the video.

[Ryan Shrout @ryanshrout]

@ASUS @Lenovo @HP also showed both 16” and 14” versions, the larger the OmniBook Ultra 16. Unique tower hinge and cooler design.

[Ryan Shrout @ryanshrout]

Lots of hands on time with early @NVIDIARTXSpark systems today. First up, the @Dell XPS 16 Creator Edition. Very familiar, high quality design with a look and feel of a premium device for this audience. (Note no partner had systems available to turn on outside NV demo room.)

[Ryan Shrout @ryanshrout]

@ASUS The @lenovo Yoga Pro 9n has a great design that looks and feels like what makes a Yoga special.