Results for "AI infrastructure"
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50 results
Episodes
Intelligent Report10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
Squawk on the Street· Jun 26, 2026
Tech selloff deepens as OpenAI delays IPO plans, SpaceX hits two-week mark, Ed Yardeni sees earnings strength amid market fatigue, and AI infrastructure demand shows no signs of slowing.
openaiinvesting
Intelligent Report20VC: 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
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
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 onlyMartin Shkreli Breaks Down the Collapse of Situational Awareness
TBPN· Jul 30, 2026
This is our full interview with Martin Shkreli.We discussed the collapse of Leopold Aschenbrenner's AI-focused hedge fund, why leverage turns market corrections into disasters, how Wall Street unwinds massive positions, …
ai
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 onlyIs AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
The a16z Show· Jul 14, 2026
As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides …
ai
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
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
TBPN· Gavin Baker· Jun 15, 2026
This is our full conversation with Gavin Baker.We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are resha…
ai - StandardSummaries only
AI Eats the World? A Reality Check with Benedict Evans
The a16z Show· Benedict Evans· Jun 4, 2026
Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered. The conversation covers coding agents, foundation models, …
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 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 ReportOpen Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In with Chamath, Jason, Sacks & Friedberg· Jul 10, 2026
Cerebras CEO Andrew Feldman and Black Forest Labs CEO Robin Rombach break down the AI infrastructure boom, reasoning models, open-source sovereignty, and the road to superintelligence.
inference- Intelligent Report
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting - StandardSummaries only
10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26
Squawk on the Street· Aug 11, 2026
Nvidia’s half-trillion-dollar financing deal with Wall Street’s biggest lenders signals a new phase in the AI infrastructure boom. On today’s Squawk on the Street, tech investor Byron Deeter breaks down what the deal mea…
aiinvesting - StandardSummaries only
9am Hour: Nvidia’s $500B Partnership, The Fate of Hormuz, Intel Upsizes Stock Offering 8/11/26
Squawk on the Street· Aug 11, 2026
Carl Quintanilla, Jim Cramer, and David Faber broke down the impact of Nvidia’s massive $500 billion AI infrastructure partnership with six Wall Street giants, including Goldman Sachs, BlackRock, and Apollo. Also in tech…
aiinvesting 
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 - StandardSummaries only
Where Brad Gerstner Is Investing Billions
TBPN· May 29, 2026
This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI…
anthropic - 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 - StandardSummaries only
Sriram Krishnan on Open Source AI's Biggest Week Yet
The a16z Show· Jul 24, 2026
Sriram Krishnan joins Theo Jaffee and Sofia Puccini just after concluding his tenure as Senior White House Policy Advisor on AI to discuss one of the biggest weeks yet for open-source AI. They unpack the rapid release of…
ai-regulation 
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 - StandardSummaries only
10AM Hour: Bob Iger, Josh Kushner to Buy Lakers, Goldman’s First Reaction to CPI, Lumentum CEO on Earnings 8/12/26
Squawk on the Street· Aug 12, 2026
Former Disney CEO Bob Iger and Thrive Capital founder Josh Kushner are set to buy the Los Angeles Lakers, marking a major shakeup for one of sports’ most valuable franchises. Then Goldman Sachs Chief U.S. Economist David…
aiinvesting 
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- Intelligent Report
9am Hour: U.S. Debut Day for SK Hynix, Fed Chairman Warsh's Task Forces, Meta Jumps 7/10/26
Squawk on the Street· Jul 10, 2026
SK Hynix makes its historic $26.5B US trading debut as the S&P hovers near record highs, with Delta beating earnings, Apple eyeing a new all-time high, and AI infrastructure spending dominating market conversation.
investing 
StandardSummaries onlyBruce Flatt on Value, Discipline, and Durability
The Knowledge Project· Apr 1, 2025
Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management. At the core of Brookfield's strategy is a …
aisocietyculture- 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 Report
Brookfield 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
Inflation Chills, Fed Gets Breathing Room | Global News
Global News Today | 2 Min News | The Daily News Now!· Global News· Jul 14, 2026
Inflation just took a major step back—prices dropped 0.4% in June, the biggest monthly dip in four years, with core inflation holding steady despite gas spikes. Year-over-year inflation now sits at 3.5%, beating forecast…
aidaily - 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
10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
Squawk on the Street· Jul 30, 2026
Jersey Mike's IPO debut, Microsoft vs. Meta earnings split, a $45B hedge fund's dramatic collapse, and what Apple & Amazon must deliver tonight.
aiinvesting - Intelligent Report
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 23, 2026
Rory O'Driscoll & Jason Lemkin break down China's new frontier models, why now may be the perfect time for OpenRouter to sell, Fireworks' $1.5B raise, and whether Stripe can pull off a PayPal takeover.
openaianthropicinvesting - StandardSummaries only
20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 29, 2026
KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 …
aiinvesting - 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
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 onlyHow Path Robotics uses AI to optimize robotic welding
The Robot Report Podcast· Jul 10, 2026
Andy Lonsberry is redefining what welding robots can do, and in this conversation, he reveals how AI is pushing manufacturing beyond the limits of traditional automation. In this episode, Mike Oitzman and Gene Demaitre s…
ai- 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 - Intelligent Report
10AM Hour: OpenAI CEO Sam Altman on New Model, Palo Alto Networks CEO on AI Spending, Match Group CEO on AI & Dating 7/9/26
Squawk on the Street· Jul 9, 2026
OpenAI CEO Sam Altman unveils ChatGPT's 54% more token-efficient model, Palo Alto Networks' Nikesh Arora weighs in on AI costs, and H.R. McMaster analyzes escalating U.S.-Iran strikes.
openaiinvesting - 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 - Intelligent Report
20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 25, 2026
Jason Lemkin returns from China to break down DeepSeek's $7.4B raise, Google losing two generational researchers, and why Wall Street is finally demanding AI show its ROI.
openaianthropicinvesting
