Results for "AI chip"
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50 results
Episodes
Intelligent ReportMeta to Layoff 20%, AI Cured Dogs Cancer, Nvidia's New Chip
The Jaeden Schafer Podcast· Mar 16, 2026
A man with no biology background used ChatGPT to design a cancer vaccine for his dog, shrinking the tumor 75%—plus Meta's massive AI-driven layoffs, Nvidia's chip reveal, and OpenAI's $10B PE deal.
openai- Intelligent Report
OpenAI's $121B Funding Round Explained
The Jaeden Schafer Podcast· Apr 3, 2026
OpenAI closes a record $122B funding round, Anthropic accidentally leaks Claude Code's source code, and Huawei's new AI chip wins orders from ByteDance and Alibaba amid US-China chip tensions.
openaianthropic - 🎙️StandardSummaries only
Nvidia's AI Chip Surge, Despite Market's Cautious Response
Global News Today | 2 Min News | The Daily News Now!· May 21, 2026
Nvidia smashed records with $800B revenue and 85% YOY growth, yet stock dipped as sky-high expectations, competition fears, and classic buy-the-rumor selling tempered investor excitement.
agentsdaily 
Intelligent Report9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting
Intelligent ReportEtched - Building AI Hardware to Make Inference Faster and Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Jun 30, 2026
Etched founders Gavin Uberti and Rob Laakin explain how two college dropouts built a first-attempt working AI inference chip that outperforms Nvidia by targeting voltage, memory bandwidth, and cluster-scale latency no on…
openaiinferenceinvesting- 🎙️StandardSummaries only
Cisco, AI Stocks Surge; Markets Hit New Highs
Global News Today | 2 Min News | The Daily News Now!· May 14, 2026
U.S. stocks hit new highs Thursday, driven by Cisco Systems robust earnings and AI-driven growth. The S&P 500, Dow, and Nasdaq all surged, with Ciscos stock soaring 13.4% on strong demand for its products and an optimist…
aidaily - Intelligent Report
Sen. Elizabeth Warren on Trump Canceling Housing Bill Signing, Broadcom CEO & OpenAI President on New Processor, Cerebras Board Member 6/24/26
Squawk on the Street· Jun 24, 2026
OpenAI and Broadcom unveil custom AI chip 'Jalapeno'; Cerebras shares tumble post-IPO earnings; Trump cancels bipartisan housing bill signing; new home sales hit lowest level since January.
openaiinvesting - 🎙️StandardSummaries only
Samsung Union Pauses Strike, Averts Chip Shortage Crisis
Global News Today | 2 Min News | The Daily News Now!· May 21, 2026
Samsung Electronics Union Pauses Strike: A Tentative Pay Deal Averts Potential Crisis The largest union at Samsung Electronics, representing nearly 48,000 workers, has temporarily halted their strike plans. The dispute c…
aidaily - StandardSummaries only
9AM Hour: Broadcom Tumbles and Drags Down the AI trade, Dow Rallies, SpaceX IPO Roadshow 6/4/26
Squawk on the Street· Jun 4, 2026
Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiter…
aiinvesting 
StandardSummaries onlyNvidia exports and the battle for AI ecosystem dominance 12/10/25
TechCheck· Dec 10, 2025
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted…
aiinvestingmanagement- 🎙️StandardSummaries only
Samsung Family Pays Record Inheritance Tax
Global News Today | 2 Min News | The Daily News Now!· May 4, 2026
Samsung Family Settles Late Chairmans Eight Billion Dollar Inheritance Tax, Boosting Net Worth to Forty-Five Billion Dollars Amid Booming AI Chip Demand Support the show:Get a discount at https://solipillow.com/discount/…
aidaily 
StandardSummaries only20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Dec 18, 2025
AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hi…
openaianthropicinvesting- 🎙️StandardSummaries only
Nvidia's AI Boom: Record Earnings, Stock Dip
Global News Today | 2 Min News | The Daily News Now!· May 21, 2026
Nvidias latest quarterly earnings surpassed expectations with a massive surge in AI chip demand, reaching $58.32 billion. Despite consistent outperformance for three years and a significant stock buyback program, the mar…
aidaily 
StandardSummaries onlyKhamenei burial, Erdogan’s gun gifts, Meta’s AI chip and drone deliveries
Reuters World News· Jul 10, 2026
Iran hits U.S. military targets in the Gulf as it buries its slain leader, Ayatollah Ali Khamanei. NATO leaders leave Turkey armed – literally – after President Tayyip Erdogan hands out vintage revolvers. President Donal…
openaianthropic
StandardSummaries onlyKhamanei burial, Erdogan’s gun gifts, Meta’s AI chip and drone deliveries
Reuters World News· Jul 10, 2026
Iran hits U.S. military targets in the Gulf as it buries its slain leader, Ayatollah Ali Khamanei. NATO leaders leave Turkey armed – literally – after President Tayyip Erdogan hands out vintage revolvers. President Donal…
openaianthropicdaily- Intelligent Report
10AM Hour: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26
Squawk on the Street· Sep 14, 2026
AI safety fears rattle markets as Anthropic's Dario Amodei calls for pacing frontier models, the 10-year yield hits 5%, oil surges, and chip stocks slide—while investors debate regulation, China, and IPO timelines.
anthropicagentsinvesting 
StandardSummaries onlyNVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo)
Latent Space: The AI Engineer Podcast· Mar 10, 2026
Join Kyle, Nader, Vibhu, and swyx live at NVIDIA GTC next week!Now that AIE Europe tix are ~sold out, our attention turns to Miami and World’s Fair!The definitive AI Accelerator chip company has more than 10xed this AI S…
inference- Intelligent Report
Is Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26
Squawk on the Street· Jul 20, 2026
Markets hold steady despite Middle East escalation and rising oil prices, as experts debate China AI threats, chip innovation, Fed rate hike risks, and Circle's new bank charter approval.
anthropicinvesting - StandardSummaries only
Dell Surge Lifts AI & Chip Stocks 5/29/26
TechCheck· May 29, 2026
CNBC’s Kristina Partsinevelos reports on Dell as the laptop maker surged after raising its full-year guidance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
aiinvestingmanagement - StandardSummaries only
Trump Iran Deadline Watch, Anthropic/Broadcom/Google Deals, Health Insurers Rally 4/7/26
Squawk on the Street· Apr 7, 2026
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI fr…
anthropicinvesting - Intelligent Report
9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26
Squawk on the Street· Sep 14, 2026
AI lab CEOs call for frontier model pacing, Sam Altman rules out an OpenAI IPO, Fed rate hike expected, oil surges past $109/barrel after Houthi pipeline attack, and markets rotate away from AI hardware stocks.
openaianthropicinvesting 
Intelligent ReportSocialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In with Chamath, Jason, Sacks & Friedberg· Jun 26, 2026
DSA socialists sweep NYC primaries, Mamdani's political rise, China's GLM-5.2 challenges US AI dominance, Micron smashes earnings, and Apple raises Mac prices amid tariff pressures.
openaianthropic
StandardSummaries onlyDoes smart home tech work in a college dorm?
The Vergecast· Aug 25, 2026
It can be hard enough to set up smart home tech in a house or an apartment, but what about a dorm room? Jennifer Pattison Tuohy recently tested out some smart home tech when she dropped off her son for his freshman year …
ai
StandardSummaries onlySynopsys' Stelios Diamantidis Is Bringing the Magic of AI To Chip Design
Moore's Lobby: Where engineers talk all about circuits· Apr 4, 2023
"It's a magical world." After several decades in the chip design industry, Stelios Diamantidis might be just as fascinated by the work he gets to do today as when he saw his first computer as a child growing up in Greece…
ai- StandardSummaries only
Inside a Multi-$Billion IP Engine Driving IC and EDA Innovations
Moore's Lobby: Where engineers talk all about circuits· Sep 22, 2026
The semiconductor landscape is changing faster than ever. Chips now power everything from AI to advanced automotive systems. At the heart of this rapid revolution is semiconductor intellectual property (IP). In this epis…
ai - Intelligent Report
11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26
Squawk on the Street· Sep 24, 2026
Xi visits the White House, bond yields hit multi-decade highs, AI agents hack government sites, and top tech CEOs gather for a star-studded state dinner as US-China chip tensions simmer.
openaiinvesting - Intelligent Report
10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Squawk on the Street· Jun 23, 2026
Tech stocks tumble as chip and AI names sell off; analysts debate whether the AI trade is overextended, enterprise adoption lags spending, and Campbell Brown warns AI accuracy needs independent oversight.
artificial-intelligenceinvesting - StandardSummaries only
9am Hour: Chip Sell-Off and Pain in the AI trade, Boeing CEO Exclusive, Coca-Cola Surges 7/28/26
Squawk on the Street· Jul 28, 2026
Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow receive…
ai-regulationinvesting - StandardSummaries only
10AM Hour: U.S. Energy Secretary Chris Wright, Apple Raises Prices Due to Memory Crunch, Micron Soars 6/25/26
Squawk on the Street· Jun 25, 2026
Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration’s approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple’s …
aiinvesting - StandardSummaries only
Nvidia just started a new chip war
The Vergecast· Jun 2, 2026
Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with th…
ai 
StandardSummaries onlyZuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko
TBPN· Aug 10, 2026
(00:41) - Zuck's AI Future (25:50) - PE Boyfriends (33:42) - Chip Nerds Dominate Dating Scene (35:22) - AI Hacks Gym (41:29) - 𝕏 Timeline Reactions (44:46) - SpaceX Moons (52:00) - 𝕏 Timeline Reactions (01:02:25) - Rya…
ai- Intelligent Report
10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Squawk on the Street· Jul 2, 2026
Squawk on the Street breaks down a soft June jobs report, Goldman's macro outlook, a bearish take on OpenAI and Anthropic's finances, record beef prices ahead of July 4th, and SpaceX joining the Nasdaq 100.
openaianthropicinvesting 
StandardSummaries onlyDeep Dive into Arm’s Physical AI and Robotics Strategies with Drew Henry
The Robot Report Podcast· Drew Henry· Jun 23, 2026
Explore the cutting-edge developments in Arm’s physical AI space as Drew Henry, EVP of Arm’s physical AI business unit, shares insights on technology innovation, market trends, and the future of robotics and autonomous s…
ai- StandardSummaries only
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In with Chamath, Jason, Sacks & Friedberg· Jul 31, 2026
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are…
ai 
StandardSummaries onlyPodcast EP318: An Overview of Axelera AI’s Newest Chip with Fabrizio Del Maffeo
SemiWiki.com· Fabrizio Del Maffeo· Nov 26, 2025
Daniel is joined by Fabrizio Del Maffeo, CEO and co-founder of Axelera AI, a Netherlands-based startup delivering the world’s most powerful and advanced solutions for AI at the edge. Fabrizio describes the significant mo…
ai- StandardSummaries only
Bezos to Raise $100B for AI and Nvidia's Challenges
The Jaeden Schafer Podcast· Mar 23, 2026
Understanding the shifting dynamics in AI technology and compensation strategies is crucial for businesses to remain competitive and make informed decisions about investing in AI infrastructure and talent.
agents 
Intelligent ReportThe Chip-pocalypse Comes For Apple
Tech Brew Ride Home· Jun 18, 2026
Tim Cook warns Apple price hikes are unavoidable as AI eats memory chips, OpenAI poaches a Google Gemini lead, MidJourney unveils a full-body ultrasound spa scanner, and Kalshi hits $22B valuation on institutional hedgin…
openaigoogle-ai- StandardSummaries only
Podcast EP328:A Brief History of Chip Design and AI with Dr. Bernard Murphy
SemiWiki.com· Jan 23, 2026
Daniel is joined by Dr. Bernard Murphy, a friend and fellow blogger on SemiWiki. Dan explores some key milestones in Bernard’s journey in semiconductors and EDA, beginning with a focus on nuclear physics. Bernard explain…
ai - StandardSummaries only
9am Hour: Taiwan Semi and AI Trade Pain, UnitedHealth Surges, SpaceX Falls Below IPO Price 7/16/26
Squawk on the Street· Jul 16, 2026
Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for Unite…
aiinvesting - StandardSummaries only
11AM Hour: Chip Stocks Bounce Back, The Two Sides of PepsiCo Earnings & The Top State for AI 7/9/26
Squawk on the Street· Jul 9, 2026
Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stor…
aiinvesting - StandardSummaries only
Google’s Nvidia Chip Alternative 4/7/26
TechCheck· Apr 7, 2026
CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect…
aiinvestingmanagement - Intelligent Report
Podcast EP352: The Path to High Impact Parallel AI Agents with ChipAgents CEO and Founder William Wang
SemiWiki.com· Jun 26, 2026
Chip Agents CEO William Wang explains how multi-agent AI is compressing semiconductor verification from weeks to under an hour, and previews the path toward fully autonomous tape-out within a decade.
Chip Agents AIWilliam WangUC Santa BarbaraUCSB Center for Responsible Machine LearningUCSB NLP Groupagents - Intelligent Report
What If GPT-5.5 Is Actually Way Ahead?
Tech Brew Ride Home· May 27, 2026
Robinhood lets AI agents trade stocks autonomously, Micron hits $1 trillion fastest ever, YouTube auto-labels AI content, GPT-5.5 dominates new coding benchmark, and Roku redesigns its home screen.
anthropicagents - StandardSummaries only
9am Hour: Micron Soars on Blowout Quarter, Apple Hikes Prices, Nasdaq Rally Hopes Fizzle 6/25/26
Squawk on the Street· Jun 25, 2026
Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks…
aiinvesting - StandardSummaries only
OpenAI Grabs OpenClaw’s Creator
Tech Brew Ride Home· Feb 16, 2026
OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik Buterin is growing co…
openaianthropic