Results for "AI chip"
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50 results
Episodes
Intelligent ReportMeta to Layoff 20%, AI Cured Dogs Cancer, Nvidia's New Chip
The Jaeden Schafer Podcast· Mar 16, 2026
A man with no biology background used ChatGPT to design a cancer vaccine for his dog, shrinking the tumor 75%—plus Meta's massive AI-driven layoffs, Nvidia's chip reveal, and OpenAI's $10B PE deal.
openai- 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 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
Intelligent Report9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting
Intelligent ReportEtched - Building AI Hardware to Make Inference Faster and Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Jun 30, 2026
Etched founders Gavin Uberti and Rob Laakin explain how two college dropouts built a first-attempt working AI inference chip that outperforms Nvidia by targeting voltage, memory bandwidth, and cluster-scale latency no on…
openaiinferenceinvesting- 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
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
Samsung Union Pauses Strike, Averts Chip Shortage Crisis
Global News Today | 2 Min News | The Daily News Now!· May 21, 2026
Samsung Electronics Union Pauses Strike: A Tentative Pay Deal Averts Potential Crisis The largest union at Samsung Electronics, representing nearly 48,000 workers, has temporarily halted their strike plans. The dispute c…
aidaily - StandardSummaries only
9AM Hour: Broadcom Tumbles and Drags Down the AI trade, Dow Rallies, SpaceX IPO Roadshow 6/4/26
Squawk on the Street· Jun 4, 2026
Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiter…
aiinvesting 
StandardSummaries onlyNvidia exports and the battle for AI ecosystem dominance 12/10/25
TechCheck· Dec 10, 2025
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted…
aiinvestingmanagement- StandardSummaries only
Samsung Family Pays Record Inheritance Tax
Global News Today | 2 Min News | The Daily News Now!· May 4, 2026
Samsung Family Settles Late Chairmans Eight Billion Dollar Inheritance Tax, Boosting Net Worth to Forty-Five Billion Dollars Amid Booming AI Chip Demand Support the show:Get a discount at https://solipillow.com/discount/…
aidaily 
StandardSummaries only20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Dec 18, 2025
AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hi…
openaianthropicinvesting- StandardSummaries only
Nvidia's AI Boom: Record Earnings, Stock Dip
Global News Today | 2 Min News | The Daily News Now!· May 21, 2026
Nvidias latest quarterly earnings surpassed expectations with a massive surge in AI chip demand, reaching $58.32 billion. Despite consistent outperformance for three years and a significant stock buyback program, the mar…
aidaily 
StandardSummaries onlyNVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo)
Latent Space: The AI Engineer Podcast· Mar 10, 2026
Join Kyle, Nader, Vibhu, and swyx live at NVIDIA GTC next week!Now that AIE Europe tix are ~sold out, our attention turns to Miami and World’s Fair!The definitive AI Accelerator chip company has more than 10xed this AI S…
inference- StandardSummaries only
Dell Surge Lifts AI & Chip Stocks 5/29/26
TechCheck· May 29, 2026
CNBC’s Kristina Partsinevelos reports on Dell as the laptop maker surged after raising its full-year guidance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
aiinvestingmanagement - StandardSummaries only
Trump Iran Deadline Watch, Anthropic/Broadcom/Google Deals, Health Insurers Rally 4/7/26
Squawk on the Street· Apr 7, 2026
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI fr…
anthropicinvesting 
Intelligent ReportSocialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In with Chamath, Jason, Sacks & Friedberg· Jun 26, 2026
DSA socialists sweep NYC primaries, Mamdani's political rise, China's GLM-5.2 challenges US AI dominance, Micron smashes earnings, and Apple raises Mac prices amid tariff pressures.
openaianthropic
StandardSummaries onlySynopsys' Stelios Diamantidis Is Bringing the Magic of AI To Chip Design
Moore's Lobby: Where engineers talk all about circuits· Apr 4, 2023
"It's a magical world." After several decades in the chip design industry, Stelios Diamantidis might be just as fascinated by the work he gets to do today as when he saw his first computer as a child growing up in Greece…
ai- 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
10AM Hour: U.S. Energy Secretary Chris Wright, Apple Raises Prices Due to Memory Crunch, Micron Soars 6/25/26
Squawk on the Street· Jun 25, 2026
Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration’s approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple’s …
aiinvesting 
StandardSummaries onlyNvidia just started a new chip war
The Vergecast· Jun 2, 2026
Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with th…
ai- Intelligent Report
10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Squawk on the Street· Jul 2, 2026
Squawk on the Street breaks down a soft June jobs report, Goldman's macro outlook, a bearish take on OpenAI and Anthropic's finances, record beef prices ahead of July 4th, and SpaceX joining the Nasdaq 100.
openaianthropicinvesting 
StandardSummaries onlyDeep Dive into Arm’s Physical AI and Robotics Strategies with Drew Henry
The Robot Report Podcast· Drew Henry· Jun 23, 2026
Explore the cutting-edge developments in Arm’s physical AI space as Drew Henry, EVP of Arm’s physical AI business unit, shares insights on technology innovation, market trends, and the future of robotics and autonomous s…
ai
StandardSummaries onlyPodcast EP318: An Overview of Axelera AI’s Newest Chip with Fabrizio Del Maffeo
SemiWiki.com· Fabrizio Del Maffeo· Nov 26, 2025
Daniel is joined by Fabrizio Del Maffeo, CEO and co-founder of Axelera AI, a Netherlands-based startup delivering the world’s most powerful and advanced solutions for AI at the edge. Fabrizio describes the significant mo…
ai- 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 ReportThe 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- StandardSummaries only
Podcast EP328:A Brief History of Chip Design and AI with Dr. Bernard Murphy
SemiWiki.com· Jan 23, 2026
Daniel is joined by Dr. Bernard Murphy, a friend and fellow blogger on SemiWiki. Dan explores some key milestones in Bernard’s journey in semiconductors and EDA, beginning with a focus on nuclear physics. Bernard explain…
ai - StandardSummaries only
Google’s Nvidia Chip Alternative 4/7/26
TechCheck· Apr 7, 2026
CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect…
aiinvestingmanagement - Intelligent Report
Podcast EP352: The Path to High Impact Parallel AI Agents with ChipAgents CEO and Founder William Wang
SemiWiki.com· Jun 26, 2026
Chip Agents CEO William Wang explains how multi-agent AI is compressing semiconductor verification from weeks to under an hour, and previews the path toward fully autonomous tape-out within a decade.
Chip Agents AIWilliam WangUC Santa BarbaraUCSB Center for Responsible Machine LearningUCSB NLP Groupagents - Intelligent Report
What If GPT-5.5 Is Actually Way Ahead?
Tech Brew Ride Home· May 27, 2026
Robinhood lets AI agents trade stocks autonomously, Micron hits $1 trillion fastest ever, YouTube auto-labels AI content, GPT-5.5 dominates new coding benchmark, and Roku redesigns its home screen.
anthropicagents - StandardSummaries only
9am Hour: Micron Soars on Blowout Quarter, Apple Hikes Prices, Nasdaq Rally Hopes Fizzle 6/25/26
Squawk on the Street· Jun 25, 2026
Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks…
aiinvesting - StandardSummaries only
OpenAI Grabs OpenClaw’s Creator
Tech Brew Ride Home· Feb 16, 2026
OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik Buterin is growing co…
openaianthropic - StandardSummaries only
China's AI Revolution: Mass Adoption & Global Impact
Global News Today | 2 Min News | The Daily News Now!· May 6, 2026
China's 600M+ generative AI users are turning the country into the world's largest real-time AI testing ground, closing the gap with US models and reshaping global adoption.
agentsgenerative-aidaily - StandardSummaries only
10AM Hour: Potential U.S.-Iran Deal, CEO of Chip Designer Synopsys, Rail Deal Trouble?
Squawk on the Street· May 28, 2026
The market briefly spikes on a new Axios report that the U.S. and Iran have reached a deal but still need President Trump’s final approval. Then the CEO of chip designer and Nvidia partner Synopsis, on earnings and AI de…
aiinvesting - Intelligent Report
Interviewing For A Job At Anthropic? DON’T Use AI.
Tech Brew Ride Home· Jun 1, 2026
Nvidia unveils ARM-based RTX Spark chips and a trillion-parameter desktop supercomputer, Minimax launches a coding model at 1/40th Anthropic's price, and Anthropic bans AI in its own hiring process.
anthropic 
StandardSummaries onlyAccelerating AI Training and Inference with AWS Trainium2 with Ron Diamant
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)· Ron Diamant· Feb 24, 2025
Today, we're joined by Ron Diamant, chief architect for Trainium at Amazon Web Services, to discuss hardware acceleration for generative AI and the design and role of the recently released Trainium2 chip. We explore the …
inferencegenerative-ai- 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 - Intelligent Report
9AM Hour - Markets Extend Record Run, Micron Scores an AI Trade Triple, SpaceX IPO Watch: Stocks in Rocket Mode 5/26/26
Squawk on the Street· May 26, 2026
Cramer and Faber debate AI's unstoppable momentum, Micron's surging price targets, SpaceX's historic IPO, and whether tech giants like Microsoft are becoming irrelevant as Anthropic's growth shows signs of slowing.
anthropicai-regulationinvesting - StandardSummaries only
Microsoft’s Quantum Leap with Majorana Two
Global News Today | 2 Min News | The Daily News Now!· Majorana Two· Jun 2, 2026
Microsoft just dropped a quantum computing bombshell with their new Majorana Two chip—1,000x more reliable than its predecessor, with qubits now stable for 20 seconds (up from milliseconds). While still tiny at just 12 q…
aidaily - 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 - Intelligent Report
11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Squawk on the Street· Jun 23, 2026
Tech sell-off hits chip and memory stocks as Goldman's Lindsey Rosner calls Fed regime change real, Sandbox AQ breaks Nvidia drug discovery news, and Meta debuts cheaper smart glasses starting at $299.
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 - StandardSummaries only
AI Surge Powers Markets Amid Geopolitical Tension
Global News Today | 2 Min News | The Daily News Now!· Jun 1, 2026
AI is driving global markets higher as Japan and South Korea hit record highs, fueled by booming chip exports and tech stocks like SoftBank and Samsung soaring. Meanwhile, Middle East tensions linger, pushing oil prices …
aidaily - StandardSummaries only
🔬Why There Is No "AlphaFold for Materials" — AI for Materials Discovery with Heather Kulik
Latent Space: The AI Engineer Podcast· Heather Kulik· Mar 24, 2026
Materials science is the unsung hero of the science world. Behind every physical product you interact was decades of research into getting the properties of materials just right. Your gym clothes contain synthetic fibers…
ai 
StandardSummaries onlyNVIDIA: Jensen Huang. From near collapse to becoming the world’s biggest company
How I Built This with Guy Raz· May 18, 2026
NVIDIA is one of the most valuable companies in human history. Its chips run the AI systems transforming everything from entertainment to warfare. But for years, almost nobody believed in co-founder Jensen Huang’s vision…
ai- StandardSummaries only
The AI Essays Are Moving Markets
Tech Brew Ride Home· Feb 24, 2026
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And as fun as that tri-f…
anthropic