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

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...