Results for "AI infrastructure buildout"
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22 results
Episodes
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 onlyThe $1 Trillion AI Buildout | State of Markets
The a16z Show· Sep 30, 2026
a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like insi…
ai- 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 onlyWhere 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 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- StandardSummaries only
The 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 - 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 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
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026
OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.
openaianthropic - 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
10AM Hour: Remembering 9/11, Oracle Earnings Reaction, Situational Awareness Returns to Public Markets 9/11/26
Squawk on the Street· Sep 11, 2026
On the 25th anniversary of 9/11, Squawk on the Street covers a hotter-than-expected CPI fueling Fed rate hike bets, Oracle's AI-driven earnings surge, Leopold Aschenbrenner's return to markets, and tributes from those wh…
investing - StandardSummaries only
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
The a16z Show· Gavin Baker· Aug 31, 2026
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all.…
ai - Intelligent Report
10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26
Squawk on the Street· Oct 13, 2026
Big bank earnings show resilient consumer spending and AI infrastructure boom, while Goldman's Solomon says $10T data center buildout is underway and Paul Tudor Jones warns 2027 could be a challenging year for stocks.
anthropicinvesting - Intelligent Report
10AM Hour - Mastercard CEO, Ferrari’s First Fully Electric Model, Pope Leo’s AI Warning 5/26/26
Squawk on the Street· May 26, 2026
Mastercard CEO on consumer spending & agentic commerce, Anthropic's explosive growth amid papal AI warnings, Ferrari's $640K electric debut disappoints, and Iran deal hopes lift markets.
anthropicai-regulationinvesting - StandardSummaries only
Is 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 - Intelligent Report
11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26
Squawk on the Street· Sep 14, 2026
Anthropic CEO's AI slowdown essay shocks markets, rattles chip stocks, and sparks debate over whether it's genuine safety concern or IPO strategy—as oil spikes, the 10-year hits 5%, and Apple faces OpenAI in court.
openaianthropicinvesting 
Intelligent Report20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026
Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.
anthropicinvesting- 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: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26
Squawk on the Street· Oct 15, 2026
AI funding concerns mount as tech bond issuance drops, DRAM stocks hit a losing streak, Anthropic preps for IPO, and data centers spark political backlash ahead of midterms.
anthropicinvesting - StandardSummaries only
10AM Hour: Iran's Economic "D-Day", Druckenmiller's Warning, & Checking on the AI Buildout 8/25/26
Squawk on the Street· Aug 25, 2026
Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMor…
aiinvesting
