Results for "AI infrastructure"
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50 results
Episodes
StandardSummaries only20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Roman Chernin· Jun 8, 2026
Roman Chernin is Co-Founder and Chief Business Officer of Nebius, one of the fastest-growing AI infrastructure companies in the world. Today, Nebius operates some of the largest AI compute clusters globally and serves le…
openaianthropicinvesting
StandardSummaries onlyNvidia'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
StandardSummaries onlyAmazon Devs "tokenmaxxing", SpaceX & Google Collab, Anthropic Legal Fight
The Jaeden Schafer Podcast· May 12, 2026
Orbital AI data centers, Anthropic vs. legal AI startups, Amazon's token-maxing scandal, celebrity AI consent registry, and SpaceX's $1.75T IPO pitch all collide in today's wild AI news roundup.
anthropic
StandardSummaries onlyRisky Business #839 -- TeamPCP stole GitHub's internal repos
Risky Business· May 27, 2026
On this week’s show Patrick Gray, Adam Boileau and James Wilson discuss the week’s cybersecurity news. They cover: TeamPCP breached GitHub’s internal repos. Now what? Some absolute plonker glued Coruna to a hijacked npm …
ai- StandardSummaries only
AI Surge Powers Markets Amid Global Shifts
Global News Today | 2 Min News | The Daily News Now!· Jun 2, 2026
AI is fueling a massive stock surge, with Nvidia hitting $5 trillion and companies like Hewlett Packard Enterprise and Marvell Technology soaring on AI demand. Hyperscalers like Alphabet are pouring $80 billion into AI i…
aidaily 
StandardSummaries onlyPodcast EP348: How Lemurian Labs is Building the Foundation for AI’s Next Era with Jay Dawani
SemiWiki.com· Jay Dawani· May 29, 2026
Daniel is joined by Jay Dawani, co-founder and chief executive officer of Lemurian Labs, where he leads the company’s mission to reinvent AI infrastructure for greater efficiency, accessibility and performance. With a ba…
ai
StandardSummaries onlyDylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiinvesting
StandardSummaries only"Ceasefire Rally" and Beyond, Meta-CoreWeave $21B AI Deal, McCormick CEO "First on CNBC" 4/9/26
Squawk on the Street· Apr 9, 2026
arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of …
aiinvesting- StandardSummaries only
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Invest Like the Best with Patrick O'Shaughnessy· Apr 23, 2026
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema…
anthropicinvesting - Intelligent report
11AM Hour: Vista Equity Partners CEO Robert Smith, Honeywell Aerospace CEO Ahead of Spinoff & Medtronic CEO on Earnings 6/3/26
Squawk on the Street· Jun 4, 2026
M&A veteran Paul Taubman tempers deal-making optimism, Vista's Robert Smith unveils low-cost AI inference infrastructure, and Space X targets a record-shattering $75B IPO as markets navigate Iran tensions and alt-manager…
inferenceinvesting 
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 only
ChatGPT's in Your Bank, Google Spams the GEO Industry, Brockman Takes OpenAI Product
The Jaeden Schafer Podcast· May 16, 2026
Greg Brockman takes over all OpenAI products, AI models hilariously fail at running radio stations, Pennsylvania fights 60 data centers, Google declares war on AI search manipulation, and ChatGPT connects to your bank.
openai - 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 
Intelligent reportA Claude Clawback
Tech Brew Ride Home· Jun 11, 2026
Anthropic reverses secret AI model degradation policy; OpenAI eyes price war ahead of IPO; Dario Amodei calls for FAA-style AI regulation; FBI seizes fake Chinese consulting domains; DoorDash launches AI ordering.
openaianthropicai-regulation- 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 reportBrookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Brookfield's Connor Teskey breaks down how a trillion-dollar firm thinks about de-risking deals, building culture, deploying AI across 500 companies, and why liquidity is always undervalued until you desperately need it.
aisocietyculture
StandardSummaries onlyRailway: The Agent-Native Cloud — Jake Cooper
Latent Space: The AI Engineer Podcast· May 20, 2026
Take the 2026 AI Engineering Survey and get >$2k in credits and AIE WF tickets!This was recorded before Railway suffered a major GCP outage on May 19, despite being a multi-AZ, multi-zone mesh ring, with HA fiber interco…
ai- StandardSummaries only
10AM Hour: SpaceX Falls for First Time, HPE CEO on Nvidia Partnership, U.S. Oil Reserves at Lowest Level Since 1983 6/17/26
Squawk on the Street· Jun 17, 2026
SpaceX shares trade lower for the first time since the company’s public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, …
aiinvesting - Intelligent report
10AM Hour: Exclusive with Palantir CEO Alex Karp, Chip Stocks Under Pressure 6/10/26
Squawk on the Street· Jun 10, 2026
Palantir CEO Alex Karp defends his company against AI rivals, markets navigate tech volatility and US-Iran military escalation, plus Oracle earnings anticipation and Supermicro's $7B financing plan.
investing - 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 - Intelligent report
Tipping Point In The AI Horse Race?
Tech Brew Ride Home· Apr 7, 2026
Anthropic's revenue run rate surpasses OpenAI at $30B, Jeff Bezos's secret world-model startup poaches top AI talent, quantum computers may crack encryption by 2029, and AI SEO is a snake oil gold rush.
openaianthropic - StandardSummaries only
Stocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26
Squawk on the Street· May 7, 2026
S&P targets 7,400 amid Iran deal hopes; ARM CEO on trillion-dollar potential; consumer weakness hits McDonald's, Whirlpool; Anthropic's 80x growth stuns; SpaceX compute deal raises eyebrows.
anthropicinvesting - Intelligent report
9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26
Squawk on the Street· Jun 1, 2026
Faber reports live from Stargate's Michigan data center as Masa Son calls AI 50x bigger than dot-com, Nvidia enters PCs, Berkshire buys Taylor Morrison, and markets eye a 10th straight weekly gain.
openaiinvesting - Intelligent report
9am Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26
Squawk on the Street· Jun 2, 2026
Cramer and Faber dissect Alphabet's $80B equity raise, Jensen Huang's trillion-dollar Marvell blessing, Sam Altman's AI confidence, and a surprise White House intelligence appointment.
openaiinvesting - Intelligent report
Stocks' AI-Fueled Run-Up, OpenAI-Microsoft Partnership Revamp, "Musk vs. Altman" Heads to Trial 4/27/26
Squawk on the Street· Apr 27, 2026
AI stocks hit record highs as Nvidia tops $5T, OpenAI rewrites its Microsoft deal, and Related Digital secures $16B to build Oracle's Michigan data center ahead of the Musk-Altman trial.
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
Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
aisocietyculture - StandardSummaries only
Top CEO: The 90% Rule, AI Infrastructure, and the Future of Investing | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
aisocietyculture - 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
Exploring Trends: AI, SpaceX, and Politics
The Jaeden Schafer Podcast· Exploring Trends· May 22, 2026
SpaceX commits $2.8B to gas turbines for xAI, Anthropic eyes its first profitable quarter, Hark raises $700M Series A, and Google locks new AI agents behind a $100/month paywall.
anthropicagents - Intelligent report
Meta's New Model, Gemini 4, OpenAI Proposes AI Policy
The Jaeden Schafer Podcast· Apr 9, 2026
Anthropic's agent platform, Meta's closed-source pivot, Eli Lilly's drug-discovery supercomputer, a 100x AI energy breakthrough, Google's Gemma 4, and OpenAI's four-day workweek pitch all land in one episode.
openaigoogle-ai - Intelligent report
10AM Hour: Nvidia CEO Picks Next Trillion Dollar Company, Robinhood CEO, Early Anthropic Investor on IPO 6/2/26
Squawk on the Street· Jun 2, 2026
Enterprise AI demand surges as HPE and Marvell soar; Anthropic files for IPO; Robinhood enters Canada; jolts data beats; Bitcoin hits worst first half since 2022.
anthropicagentsinvesting - Intelligent report
War Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26
Squawk on the Street· Apr 10, 2026
Jim Cramer and the CNBC team discuss market trends, the impact of tariffs on CPI, the rise of neurosymbolic AI in business, and Core Weave's new deals with Anthropic and Meta, while analyzing the potential risks and oppo…
anthropicinvesting - Intelligent report
SOTS 2nd Hour: Where Markets Stand, Apple's Earnings Gains, & Is It Finally Time To Touch Software? 5/1/26
Squawk on the Street· May 1, 2026
S&P and Nasdaq cap their best month since 2020 as earnings surge, Fed hawks signal possible rate hikes, Apple nears record highs, and Anthropic eyes a $900B valuation.
anthropicinvesting - Intelligent report
9am Hour: Tech Extends Rebound, OpenAI Joins the IPO Race, Apple Unveils "Siri AI" at WWDC 6/9/26
Squawk on the Street· Jun 9, 2026
Cramer and Quintanilla break down the Nasdaq bounce, OpenAI's confidential IPO filing, Apple's WWDC AI moves, SpaceX pricing concerns, Nvidia's sovereign demand story, and why Oracle's earnings could be the week's real m…
openaianthropicinvesting - StandardSummaries only
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 30, 2026
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The Firs…
openaianthropicagentsinvesting - StandardSummaries only
The AI Sec-Pocalypse Is Actually Nigh?
Tech Brew Ride Home· May 11, 2026
Google confirms AI-assisted zero-day exploit, OpenAI launches $4B+ deployment company, Apple refines Liquid Glass, TikTok goes ad-free in UK, and why agentic AI will reshape compute infrastructure.
openaiagentsinference 
StandardSummaries onlyInside America's AI Strategy: Infrastructure, Regulation, and Global Competition
All-In with Chamath, Jason, Sacks & Friedberg· Jan 23, 2026
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globaliza…
ai- Intelligent report
Anthropic's IPO Play, Novo Nordisk x OpenAI, and the First Brain Sensor Goes Human
The Jaeden Schafer Podcast· Apr 15, 2026
Zuckerberg's AI clone, Apple's smart glasses, Vercel's IPO readiness, Anthropic drama, banks testing a dangerous AI model, and a Molotov cocktail attack on Sam Altman's home.
openaianthropic 
StandardSummaries only#2422 - Jensen Huang
The Joe Rogan Experience· Jensen Huang· Dec 3, 2025
Jensen Huang is the founder, president, and CEO of NVIDIA, the company whose 1999 invention of the GPU helped transform gaming, computer graphics, and accelerated computing. Under his leadership, NVIDIA has grown into a …
ai- 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
Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal
The Jaeden Schafer Podcast· Mar 18, 2026
Meta's Manus hits desktop, Anthropic dominates enterprise AI spend, a startup builds visual memory for robots, and OpenAI quietly embeds itself into U.S. government infrastructure via AWS.
openaianthropicagents - StandardSummaries only
OpenAI Raises Record $110B, Hits 900M Weekly Users
The Jaeden Schafer Podcast· Feb 27, 2026
In this episode, we break down OpenAI’s record-breaking $110 billion raise and what it signals about the future of AI investment. We also explore how the company reached 900 million weekly users and what this massive sca…
openai
