Show Notes
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?
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
All that and more on this week’s Mixture of Experts.
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Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts
Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts
Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts
Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts On episode 125 of Mixture of Experts, host Tim Hwang and co-host David Zax are joined by Mihai Criveti and Abraham Daniels to discuss the back and forth of frontier AI development, IBM’s latest Granite news, and what’s next for personal agents.