Results for "AI chips"
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48 results
Episodes
StandardSummaries only9am Hour: SpaceX Tumbles, AMD CEO Exclusive, Dow and S&P 500 Extend Record Run 8/5/26
Squawk on the Street· Aug 5, 2026
Carl Quintanilla, Jim Cramer and David Faber drilled down on SpaceX's first quarterly report since going public. Shares of Elon Musk's company tumbled as a surge in AI spending overshadowed a Q2 beat. The anchors reacted…
aiinvesting- StandardSummaries only
10AM Hour: Broadcom’s Deal to Finance Anthropic’s Chips, Sofi CEO on Earnings, ‘Disruptive’ Launches New $10B Tech Fund 10/27/26
Squawk on the Street· Oct 27, 2026
A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Black…
anthropicinvesting 
StandardSummaries onlySpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
TechCheck· Dec 15, 2025
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for the 2026 IPO landscape. Plus, a look at the latest reporting o…
aiinvestingmanagement
Intelligent ReportTrump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
All-In with Chamath, Jason, Sacks & Friedberg· May 15, 2026
Marc Benioff joins to break down the Trump-Xi summit, AI's SaaS reckoning, the OpenAI-Apple fallout, and why multisensory models may be the next big wave.
openai
Intelligent Report20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 19, 2026
Positron AI's Thomas Sommers breaks down why anti-data center sentiment may be a Chinese psyop, why frontier AI companies are secretly printing money, and what GPT-6 Astra can now do that no model could before.
inferenceinvesting
StandardSummaries onlyThe 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- 🎙️StandardSummaries only
UK Company's Solar-Powered AI Lampposts in Nigeria
Global News Today | 2 Min News | The Daily News Now!· May 1, 2026
Conflow Power Group partners with Katsina State in Nigeria to deploy 50,000 solar-powered smart lampposts, iLamps, equipped with NVIDIA chips for AI tasks. These lampposts form a distributed data center, handling lighter…
aidaily 
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 onlyThe 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
StandardSummaries onlyThe iPhone Fold could make concerts even worse
The Vergecast· Aug 28, 2026
This week Apple announced a Mac Mini made for AI and a Mac Studio made for AI, both with faster M6 and M5 Pro chips made for AI. But that's all an amuse-bouche to Sept. 9's (expected) main course: the long-awaited foldin…
ai- 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 $22B valuation on institutional hedgin…
openaigoogle-ai 
StandardSummaries onlyNVIDIA: Jensen Huang. From near collapse to becoming the world’s biggest company
How I Built This with Guy Raz· May 18, 2026
NVIDIA is one of the most valuable companies in human history. Its chips run the AI systems transforming everything from entertainment to warfare. But for years, almost nobody believed in co-founder Jensen Huang’s vision…
ai
StandardSummaries onlyNVIDIA: Jensen Huang. From near collapse to becoming the world’s biggest company
How I Built This with Guy Raz· May 11, 2026
NVIDIA is one of the most valuable companies in human history. Its chips run the AI systems transforming everything from entertainment to warfare. But for years, almost nobody believed in co-founder Jensen Huang’s vision…
ai- StandardSummaries only
Why a16z Launched the Machine Age Fund | Jen Kha
The a16z Show· Jen Kha· Aug 30, 2026
a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that pow…
ai 
StandardSummaries onlyInside a Multi-$Billion IP Engine Driving IC and EDA Innovations
Moore's Lobby: Where engineers talk all about circuits· Sep 22, 2026
The semiconductor landscape is changing faster than ever. Chips now power everything from AI to advanced automotive systems. At the heart of this rapid revolution is semiconductor intellectual property (IP). In this epis…
ai
StandardSummaries onlyOpen Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
TBPN· Jun 29, 2026
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast plat…
ai
StandardSummaries onlyRisky Business #835 -- Why the Fast16 malware is badass
Risky Business· Apr 29, 2026
On this week’s show, Patrick Gray and James Wilson are joined by special guest-host Dmitri Alperovitch. They discuss the week’s cybersecurity news, including: The US government is mad as hell about Chinese firms stealing…
ai
StandardSummaries onlyPodcast EP332: How AI Really Works – the Perspectives of Linley Gwennap
SemiWiki.com· Feb 20, 2026
Daniel is joined by Linley Gwennap, technology analyst and author of the new book “How AI Really Works: The Models, Chips, and Companies Powering a Revolution.” Linley was the long-time editor of Microprocessor Report an…
ai- Intelligent Report
9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26
Squawk on the Street· Aug 17, 2026
Cramer and Quintanilla tackle rising yields, Iran tensions, AI memory stocks, retail earnings previews, and why buying stocks up 500% might not be crazy this time.
anthropicinvesting - StandardSummaries only
10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26
Squawk on the Street· Oct 7, 2026
Stocks pull back from record highs as the 10-year Treasury yield hits its highest level since 2002. Market strategist Rebecca Patterson joins Squawk on the Street to discuss the growing risks from higher rates. Plus, Spa…
aiinvesting 
StandardSummaries only#782: Legendary Inventor Danny Hillis (Plus Kevin Kelly) — Unorthodox Lessons from 400+ Patents, Solving the Impossible, Real Al vs. “AI”, Hiring Richard Feynman, Working with Steve Jobs, Creating Parallel Computing, and Much More
The Tim Ferriss Show· Dec 11, 2024
Danny Hillis is an inventor, scientist, author, and engineer. While completing his doctorate at MIT, he pioneered the parallel computers that are the basis for the processors used for AI and most high-performance compute…
ai- StandardSummaries only
Nvidia 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 - Intelligent Report
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg· Jun 2, 2026
OpenAI CFO Sarah Fryer breaks down the $122B raise, compute scarcity, the ad strategy, IPO timing, and why staying closest to the customer is the only game that matters.
openaianthropicagents - Intelligent Report
9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26
Squawk on the Street· Sep 14, 2026
AI lab CEOs call for frontier model pacing, Sam Altman rules out an OpenAI IPO, Fed rate hike expected, oil surges past $109/barrel after Houthi pipeline attack, and markets rotate away from AI hardware stocks.
openaianthropicinvesting - StandardSummaries only
Anyone Want To Give Me A Betting Market Tip?
Tech Brew Ride Home· Mar 3, 2026
Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news on the betting markets. And Sam Altman says, no, sorry, we rushed thin…
ai 
StandardSummaries only#727 – Boat Anchor Warehouse
The Amp Hour· Boat Anchor Warehouse· Jul 2, 2026
AI Data Centers & Local LLMs: Dave discusses his noise concerns regarding a new AI data center and its diesel backup generators being built near his office. Chris shares his experience running local AI models like Gemma …
ai
StandardSummaries onlyWhat Top 1% Investors Look For in AI Startups | Umesh Padval, Seligman Ventures, Ex- Bessemer
The Neon Show· Feb 13, 2026
Do startup valuations today make sense?Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the time of his investment. He shares what he saw early that made him believ…
ai- StandardSummaries only
20VC: How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change with Cliff Weitzman, Speechify
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 5, 2026
Cliff Weitzman is the co-founder and CEO of Speechify, the world's leading AI voice and text-to-speech platform, used by more than 60 million people globally. Diagnosed with dyslexia as a child, Cliff first built Speechi…
aiinvesting - StandardSummaries only
Building the Cloud for an Agentic World | AWS CEO Matt Garman
The a16z Show· Oct 8, 2026
a16z’s Raghu Raghuram sits down with AWS CEO Matt Garman to discuss how AI is reshaping the cloud, from the needs of AI-native startups to infrastructure increasingly designed for agents.Matt explains how AWS is adapting…
agents - StandardSummaries only
20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 24, 2026
AGENDA: 05:00 Will we run out of energy? 19:00 Will specialised chips threaten NVIDIA's dominance? 26:00 Can we trust AI agents more than humans? 31:00 Will data companies become commodities? 36:00 What comes after trans…
agentsinferenceinvesting - StandardSummaries only
TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
TechCheck· Jan 28, 2026
China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of c…
aiinvestingmanagement - 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 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 onlyUnderstanding AI Economics: Mapping the Value Chain from Chips to Customers
Coffee and Investing with Saurabh Mukherjea· Apr 18, 2026
Interested to know more? Just fill in your details and we will reach out to you: https://marcellus.in/connect/-------------------------------------------------------------Watch other episodes of Coffee and Investing with…
aiinvesting- StandardSummaries only
10AM Hour: Exclusive: Jeff Bezos with Co-CEO of New AI Startup ‘Prometheus’ 6/11/26
Squawk on the Street· Jun 11, 2026
Jeff Bezos joins the show from San Francisco along with his co-founder and co-CEO of AI startup Prometheus. Just announcing a new $12B series B funding round which values the firm at $41B. Bezos speaking for one of the f…
aiinvesting - 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 - Intelligent Report
11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Squawk on the Street· Jul 13, 2026
Chips sell off on SK Hynix fears, Apple sues OpenAI sparking Musk-Altman drama, housing affordability bill becomes law, Trump's Hormuz blockade jolts oil markets, and ProCap's Pompliano touts AI finance agent Sylvia hitt…
openaiagentsinvesting 
Intelligent ReportNeil 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- 🎙️StandardSummaries only
U.S. and China AI Rivalry at a Crossroads | Global News
Global News Today | 2 Min News | The Daily News Now!· Global News· Sep 18, 2026
As the U.S. and China, two AI superpowers, prepare for their high-stakes meeting, the world watches to see if rivals can find common ground amid fierce competition. While American tech leaders urge cooperation to manage …
aidaily - Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting - 🎙️StandardSummaries only
Hanley and Pachal’s Uncertain Future | Calgary Flames News
Calgary Flames News Today | 2 Min News | The Daily News Now!· Calgary Flames News· Aug 29, 2026
Calgary Flames’ veteran defensemen Joel Hanley and Brayden Pachal are facing an uncertain future as the team pushes younger talent into the lineup, but their experience and penalty-killing prowess could make them valuabl…
aihockey - Intelligent Report
20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 7, 2026
Mag 7 earnings breakdown: Google wins big, Microsoft flat without AI, Meta's $150B capex mystery, plus SaaS apocalypse update with Atlassian & Twilio bouncing back, and Palantir's jaw-dropping numbers.
anthropicinvesting