Results for "hyperscalers"
Keyword scan across titles, descriptions, summaries, and tags. For interview listings, try Guest appearances.
10 results
Episodes
StandardSummaries onlyWhen Your New Neighbor Is… a Data Center
Climate One· Jun 26, 2026
Across the country, developers are racing to build huge new buildings to house computers to fuel the AI boom, creating an explosive demand for new energy. While some hyperscalers seek renewable energy, others are turning…
ai
StandardSummaries onlyAI 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 only9AM HOUR: Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26
Squawk on the Street· May 21, 2026
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. Th…
aiinvesting- 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 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 onlyGoogle Stops AI Exploit, Nadella Testifies, OpenAI's New $4B Unit
The Jaeden Schafer Podcast· May 11, 2026
Google's AI caught the first wild zero-day exploit by spotting hallucinated CVSS scores in AI-written malware, plus Nadella reveals Microsoft recovered $9.5B of its OpenAI investment and a Robinhood co-founder raises $27…
openai
Intelligent ReportOpenAI 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
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
Microsoft & OpenAI Partnership Evolves: New AI Alliances
Global News Today | 2 Min News | The Daily News Now!· Apr 28, 2026
Microsoft stops sharing revenue with OpenAI, reshaping the partnership that sparked the AI boom—while both giants push toward independence and OpenAI eyes a public debut.
openaianthropicdaily
