Results for "AI chips"
25 results
Episodes
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
StandardSummaries onlyTrump-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
(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) A…
openai
StandardSummaries onlyUK 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 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 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- 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 - 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
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg· Jun 2, 2026
(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (1…
openaianthropicagents - 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 - 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 only20VC: 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
AGENDA: 00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results 04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came 15:53 – Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat? …
anthropicinvesting
StandardSummaries onlyPragmatic Semi is Breaking the Rules and Bending Silicon Electronics
Moore's Lobby: Where engineers talk all about circuits· Mar 26, 2024
While Moore's Law scaling has driven incredible advancements in computing, AI, and smartphones, many applications don't need or benefit from the most advanced semiconductor nodes. From its inception, Pragmatic Semiconduc…
ai- 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
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship,…
anthropic 
StandardSummaries onlyGreen Chips: Intel Soars After Posting Blowout Quarter 4/24/26
Squawk on the Street· Green Chips· Apr 24, 2026
David Faber and Jim Cramer discussed what to make of Intel shares soaring and leading a big semiconductor sector rally on Wall Street. The chipmaker posted blowout quarterly results and issued upbeat guidance, driven by …
ai-regulationinvesting- 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 - StandardSummaries only
9AM HOUR: Chips Extend Slide, Software and Yields Jump, What Intel's CEO Told Cramer 5/19/26
Squawk on the Street· May 19, 2026
Carl Quintanilla, Jim Cramer and David Faber explored a tale of two tech sectors: Semiconductors extending their two-day slide after a red-hot run-up, while beaten-down software stocks move higher. Where should you put y…
aiinvesting