Results for "AI chips"
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48 results
Episodes
StandardSummaries only9am Hour: SpaceX Tumbles, AMD CEO Exclusive, Dow and S&P 500 Extend Record Run 8/5/26
Squawk on the Street· Aug 5, 2026
Carl Quintanilla, Jim Cramer and David Faber drilled down on SpaceX's first quarterly report since going public. Shares of Elon Musk's company tumbled as a surge in AI spending overshadowed a Q2 beat. The anchors reacted…
aiinvesting
StandardSummaries onlySpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
TechCheck· Dec 15, 2025
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for the 2026 IPO landscape. Plus, a look at the latest reporting o…
aiinvestingmanagement
Intelligent ReportTrump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
All-In with Chamath, Jason, Sacks & Friedberg· May 15, 2026
Marc Benioff joins to break down the Trump-Xi summit, AI's SaaS reckoning, the OpenAI-Apple fallout, and why multisensory models may be the next big wave.
openai
StandardSummaries onlyThe Infrastructure Behind the Machine Age
The a16z Show· Aug 28, 2026
Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data …
ai
StandardSummaries onlyUK Company's Solar-Powered AI Lampposts in Nigeria
Global News Today | 2 Min News | The Daily News Now!· May 1, 2026
Conflow Power Group partners with Katsina State in Nigeria to deploy 50,000 solar-powered smart lampposts, iLamps, equipped with NVIDIA chips for AI tasks. These lampposts form a distributed data center, handling lighter…
aidaily
Intelligent ReportGoogle Part III: The AI Company
Acquired· Ben Gilbert· Oct 6, 2025
Google invented the transformer, hired every AI pioneer, and still faces the ultimate innovator's dilemma — this is the untold story of how an AI company accidentally became a search company that forgot it was an AI comp…
openaianthropicgoogle-aitransformers
StandardSummaries onlyThe AI Essays Are Moving Markets
Tech Brew Ride Home· Feb 24, 2026
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And as fun as that tri-f…
anthropic
StandardSummaries onlyThe iPhone Fold could make concerts even worse
The Vergecast· Aug 28, 2026
This week Apple announced a Mac Mini made for AI and a Mac Studio made for AI, both with faster M6 and M5 Pro chips made for AI. But that's all an amuse-bouche to Sept. 9's (expected) main course: the long-awaited foldin…
ai- Intelligent Report
The 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 onlyNVIDIA: Jensen Huang. From near collapse to becoming the world’s biggest company
How I Built This with Guy Raz· May 18, 2026
NVIDIA is one of the most valuable companies in human history. Its chips run the AI systems transforming everything from entertainment to warfare. But for years, almost nobody believed in co-founder Jensen Huang’s vision…
ai- StandardSummaries only
Why a16z Launched the Machine Age Fund | Jen Kha
The a16z Show· Jen Kha· Aug 30, 2026
a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that pow…
ai 
StandardSummaries onlyOpen Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
TBPN· Jun 29, 2026
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast plat…
ai
StandardSummaries onlyRisky Business #835 -- Why the Fast16 malware is badass
Risky Business· Apr 29, 2026
On this week’s show, Patrick Gray and James Wilson are joined by special guest-host Dmitri Alperovitch. They discuss the week’s cybersecurity news, including: The US government is mad as hell about Chinese firms stealing…
ai
StandardSummaries onlyPodcast EP332: How AI Really Works – the Perspectives of Linley Gwennap
SemiWiki.com· Feb 20, 2026
Daniel is joined by Linley Gwennap, technology analyst and author of the new book “How AI Really Works: The Models, Chips, and Companies Powering a Revolution.” Linley was the long-time editor of Microprocessor Report an…
ai- Intelligent Report
9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26
Squawk on the Street· Aug 17, 2026
Cramer and Quintanilla tackle rising yields, Iran tensions, AI memory stocks, retail earnings previews, and why buying stocks up 500% might not be crazy this time.
anthropicinvesting 
StandardSummaries only#782: Legendary Inventor Danny Hillis (Plus Kevin Kelly) — Unorthodox Lessons from 400+ Patents, Solving the Impossible, Real Al vs. “AI”, Hiring Richard Feynman, Working with Steve Jobs, Creating Parallel Computing, and Much More
The Tim Ferriss Show· Dec 11, 2024
Danny Hillis is an inventor, scientist, author, and engineer. While completing his doctorate at MIT, he pioneered the parallel computers that are the basis for the processors used for AI and most high-performance compute…
ai- StandardSummaries only
Nvidia 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 - Intelligent Report
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg· Jun 2, 2026
OpenAI CFO Sarah Fryer breaks down the $122B raise, compute scarcity, the ad strategy, IPO timing, and why staying closest to the customer is the only game that matters.
openaianthropicagents - StandardSummaries only
Anyone Want To Give Me A Betting Market Tip?
Tech Brew Ride Home· Mar 3, 2026
Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news on the betting markets. And Sam Altman says, no, sorry, we rushed thin…
ai 
StandardSummaries only#727 – Boat Anchor Warehouse
The Amp Hour· Boat Anchor Warehouse· Jul 2, 2026
AI Data Centers & Local LLMs: Dave discusses his noise concerns regarding a new AI data center and its diesel backup generators being built near his office. Chris shares his experience running local AI models like Gemma …
ai
StandardSummaries onlyWhat Top 1% Investors Look For in AI Startups | Umesh Padval, Seligman Ventures, Ex- Bessemer
The Neon Show· Feb 13, 2026
Do startup valuations today make sense?Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the time of his investment. He shares what he saw early that made him believ…
ai
StandardSummaries only20VC: How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change with Cliff Weitzman, Speechify
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 5, 2026
Cliff Weitzman is the co-founder and CEO of Speechify, the world's leading AI voice and text-to-speech platform, used by more than 60 million people globally. Diagnosed with dyslexia as a child, Cliff first built Speechi…
aiinvesting- StandardSummaries only
TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
TechCheck· Jan 28, 2026
China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of c…
aiinvestingmanagement - StandardSummaries only
Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
The a16z Show· Jul 15, 2026
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg …
ai - Intelligent Report
Interviewing For A Job At Anthropic? DON’T Use AI.
Tech Brew Ride Home· Jun 1, 2026
Nvidia unveils ARM-based RTX Spark chips and a trillion-parameter desktop supercomputer, Minimax launches a coding model at 1/40th Anthropic's price, and Anthropic bans AI in its own hiring process.
anthropic - StandardSummaries only
10AM Hour: Exclusive: Jeff Bezos with Co-CEO of New AI Startup ‘Prometheus’ 6/11/26
Squawk on the Street· Jun 11, 2026
Jeff Bezos joins the show from San Francisco along with his co-founder and co-CEO of AI startup Prometheus. Just announcing a new $12B series B funding round which values the firm at $41B. Bezos speaking for one of the f…
aiinvesting - Intelligent Report
11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Squawk on the Street· Jul 13, 2026
Chips sell off on SK Hynix fears, Apple sues OpenAI sparking Musk-Altman drama, housing affordability bill becomes law, Trump's Hormuz blockade jolts oil markets, and ProCap's Pompliano touts AI finance agent Sylvia hitt…
openaiagentsinvesting 
Intelligent ReportNeil Movva - Making AI 10x Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Aug 25, 2026
Sail Research founder Neil Nova breaks down his 'token factory' vision—building the cheapest possible AI inference for long-running background agents by squeezing maximum efficiency from undervalued chips, creative data …
agentsinferenceinvesting- Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting 
StandardSummaries onlyHanley and Pachal’s Uncertain Future | Calgary Flames News
Calgary Flames News Today | 2 Min News | The Daily News Now!· Calgary Flames News· Aug 29, 2026
Calgary Flames’ veteran defensemen Joel Hanley and Brayden Pachal are facing an uncertain future as the team pushes younger talent into the lineup, but their experience and penalty-killing prowess could make them valuabl…
aihockey- Intelligent Report
20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 7, 2026
Mag 7 earnings breakdown: Google wins big, Microsoft flat without AI, Meta's $150B capex mystery, plus SaaS apocalypse update with Atlassian & Twilio bouncing back, and Palantir's jaw-dropping numbers.
anthropicinvesting 
StandardSummaries onlyPragmatic Semi is Breaking the Rules and Bending Silicon Electronics
Moore's Lobby: Where engineers talk all about circuits· Mar 26, 2024
While Moore's Law scaling has driven incredible advancements in computing, AI, and smartphones, many applications don't need or benefit from the most advanced semiconductor nodes. From its inception, Pragmatic Semiconduc…
ai- StandardSummaries only
China's AI Revolution: Mass Adoption & Global Impact
Global News Today | 2 Min News | The Daily News Now!· May 6, 2026
China's 600M+ generative AI users are turning the country into the world's largest real-time AI testing ground, closing the gap with US models and reshaping global adoption.
agentsgenerative-aidaily - StandardSummaries only
9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26
Squawk on the Street· Jul 29, 2026
Carl Quintanilla, Jim Cramer and David Faber covered a lot of bases, engaged in spirited discussions about the AI trade and weighed in on the Fed ahead of its Wednesday decision on interest rates. The chip sector was und…
aiinvesting - Intelligent Report
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
Gavin Baker joins to break down Karpathy joining Anthropic, SpaceX's $1.75T IPO filing, Cursor's Pareto-dominant model leap on Colossus, AI's PR crisis, and why recursive self-improvement could redefine Moore's Law.
anthropic - StandardSummaries only
Green Chips: Intel Soars After Posting Blowout Quarter 4/24/26
Squawk on the Street· Green Chips· Apr 24, 2026
David Faber and Jim Cramer discussed what to make of Intel shares soaring and leading a big semiconductor sector rally on Wall Street. The chipmaker posted blowout quarterly results and issued upbeat guidance, driven by …
ai-regulationinvesting - StandardSummaries only
9am Hour: Stocks Shrug Off U.S-Iran Tensions, Chips Surge, PepsiCo CEO "First On CNBC" 7/9/26
Squawk on the Street· Jul 9, 2026
Carl Quintanilla, Jim Cramer and David Faber explored stocks rising and oil prices falling, despite the U.S. and Iran trading military strikes for a second consecutive night. Tech and the AI trade getting a big lift from…
ai-regulationinvesting - StandardSummaries only
9am Hour: Global Sell-Off: Tech Pain as Kospi plummets 10%, Chips Tumble 6/23/26
Squawk on the Street· Jun 23, 2026
Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on the tech-fueled global market sell-off: South Korea's Kospi tumbled ten percent from a record closing high — as chipmakers Samsung and SK Hynix fel…
aiinvesting - Intelligent Report
Report on OpenAI Revenue Hits the Chips, Musk vs. Altman Day 2, Earnings Parade Heats Up 4/28/26
Squawk on the Street· Apr 28, 2026
Cramer and crew debate a WSJ report questioning OpenAI's revenue targets, weigh old-economy earnings from Coke, GM, and UPS, and track rising oil prices as the UAE exits OPEC.
openaiinvesting - StandardSummaries only
9AM HOUR: Chips Extend Slide, Software and Yields Jump, What Intel's CEO Told Cramer 5/19/26
Squawk on the Street· May 19, 2026
Carl Quintanilla, Jim Cramer and David Faber explored a tale of two tech sectors: Semiconductors extending their two-day slide after a red-hot run-up, while beaten-down software stocks move higher. Where should you put y…
aiinvesting