Results for "GPU infrastructure"
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12 results
Episodes
StandardSummaries onlyThe Big Problem with GPUs and How To Solve It | Randolph and Kandan, MantisGrid AI
The Neon Show· Sep 15, 2026
We don't want the industry to fall apart, that's why we started this company.6 months ago, everyone was talking about model deployment. Now everyone has moved on to agentic AI deployment and autonomous agent swarms. But …
agents
Intelligent Report9am 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#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- 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 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
Intelligent ReportGavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting- Intelligent Report
Neil 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
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
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 ReportNaveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
All-In with Chamath, Jason, Sacks & Friedberg· Naveen Rao· Sep 21, 2026
Naveen Rao unveils the world's first physical dynamical computer—1,000x more power efficient than GPUs—and explains why AI's energy crisis will be solved by rethinking computing from the ground up.
inference- Intelligent Report
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In with Chamath, Jason, Sacks & Friedberg· Aug 14, 2026
Anthropic's $2T IPO, Zuckerberg's open-source AI manifesto, Nvidia's GPU financing play, and the great debate over centralized vs. decentralized AI futures.
anthropic
