Results for "AI infrastructure"
49 results
Episodes
StandardSummaries onlyAmazon Devs "tokenmaxxing", SpaceX & Google Collab, Anthropic Legal Fight
The Jaeden Schafer Podcast· May 12, 2026
Orbital AI data centers, Anthropic vs. legal AI startups, Amazon's token-maxing scandal, celebrity AI consent registry, and SpaceX's $1.75T IPO pitch all collide in today's wild AI news roundup.
anthropic
StandardSummaries onlyDylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiinvesting
StandardSummaries only"Ceasefire Rally" and Beyond, Meta-CoreWeave $21B AI Deal, McCormick CEO "First on CNBC" 4/9/26
Squawk on the Street· Apr 9, 2026
arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of …
aiinvesting- StandardSummaries only
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Invest Like the Best with Patrick O'Shaughnessy· Apr 23, 2026
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema…
anthropicinvesting 
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 only
ChatGPT's in Your Bank, Google Spams the GEO Industry, Brockman Takes OpenAI Product
The Jaeden Schafer Podcast· May 16, 2026
Greg Brockman takes over all OpenAI products, AI models hilariously fail at running radio stations, Pennsylvania fights 60 data centers, Google declares war on AI search manipulation, and ChatGPT connects to your bank.
openai - 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
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 reportBrookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Brookfield's Connor Teskey breaks down how a trillion-dollar firm thinks about de-risking deals, building culture, deploying AI across 500 companies, and why liquidity is always undervalued until you desperately need it.
aisocietyculture
Intelligent reportTipping Point In The AI Horse Race?
Tech Brew Ride Home· Apr 7, 2026
Anthropic's revenue run rate surpasses OpenAI at $30B, Jeff Bezos's secret world-model startup poaches top AI talent, quantum computers may crack encryption by 2029, and AI SEO is a snake oil gold rush.
openaianthropic- 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 report
Stocks' AI-Fueled Run-Up, OpenAI-Microsoft Partnership Revamp, "Musk vs. Altman" Heads to Trial 4/27/26
Squawk on the Street· Apr 27, 2026
AI stocks hit record highs as Nvidia tops $5T, OpenAI rewrites its Microsoft deal, and Related Digital secures $16B to build Oracle's Michigan data center ahead of the Musk-Altman trial.
openaiinvesting - StandardSummaries only
Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
aisocietyculture - 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 - Intelligent report
Meta's New Model, Gemini 4, OpenAI Proposes AI Policy
The Jaeden Schafer Podcast· Apr 9, 2026
Anthropic's agent platform, Meta's closed-source pivot, Eli Lilly's drug-discovery supercomputer, a 100x AI energy breakthrough, Google's Gemma 4, and OpenAI's four-day workweek pitch all land in one episode.
openaigoogle-ai - Intelligent report
War Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26
Squawk on the Street· Apr 10, 2026
Jim Cramer and the CNBC team discuss market trends, the impact of tariffs on CPI, the rise of neurosymbolic AI in business, and Core Weave's new deals with Anthropic and Meta, while analyzing the potential risks and oppo…
anthropicinvesting - 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 
StandardSummaries only20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 30, 2026
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The Firs…
openaianthropicagentsinvesting- StandardSummaries only
The AI Sec-Pocalypse Is Actually Nigh?
Tech Brew Ride Home· May 11, 2026
Google confirms AI-assisted zero-day exploit, OpenAI launches $4B+ deployment company, Apple refines Liquid Glass, TikTok goes ad-free in UK, and why agentic AI will reshape compute infrastructure.
openaiagentsinference - Intelligent report
Anthropic's IPO Play, Novo Nordisk x OpenAI, and the First Brain Sensor Goes Human
The Jaeden Schafer Podcast· Apr 15, 2026
Zuckerberg's AI clone, Apple's smart glasses, Vercel's IPO readiness, Anthropic drama, banks testing a dangerous AI model, and a Molotov cocktail attack on Sam Altman's home.
openaianthropic 
StandardSummaries onlyCisco, 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
Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal
The Jaeden Schafer Podcast· Mar 18, 2026
Meta's Manus hits desktop, Anthropic dominates enterprise AI spend, a startup builds visual memory for robots, and OpenAI quietly embeds itself into U.S. government infrastructure via AWS.
openaianthropicagents - StandardSummaries only
OpenAI Raises Record $110B, Hits 900M Weekly Users
The Jaeden Schafer Podcast· Feb 27, 2026
In this episode, we break down OpenAI’s record-breaking $110 billion raise and what it signals about the future of AI investment. We also explore how the company reached 900 million weekly users and what this massive sca…
openai - Intelligent report
Anthropic DOESN’T Release A Model
Tech Brew Ride Home· Apr 8, 2026
Anthropic's new AI model is too dangerous to release publicly after autonomously cracking major operating systems, while China drops a massive open-source rival and Musk wants zero personal profit from his OpenAI lawsuit…
anthropic 
StandardSummaries only#2422 - Jensen Huang
The Joe Rogan Experience· Jensen Huang
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- StandardSummaries only
SpaceX Asks FCC for 1M AI Data Centers in Space
The Jaeden Schafer Podcast· Feb 6, 2026
In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent merger with XAI and…
ai 
StandardSummaries onlyAligning Passion With Purpose: A Journey to Electrification and Sustainability
Moore's Lobby: Where engineers talk all about circuits· Aligning Passion With Purpose· Jun 17, 2025
Dr. Mital Kanabar is the Senior Director of Innovation, Grid Automation, Grid Solutions at GE Vernova. He joins our podcast to discuss the explosive electricity demand driven by electric vehicles, AI data centers, and th…
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 - Intelligent report
Anthropic Ships Opus 4.7, $2B With No Product & Google AI Deals
The Jaeden Schafer Podcast· Apr 16, 2026
Anthropic's Claude Opus 4.7 launches with intentionally nerfed security features, a robotics sim-to-real startup raises $8.5M, and a 7-month-old chipmaker eyes a $2B valuation with zero products.
anthropicgoogle-ai 
StandardSummaries onlyInfrastructure Scaling and Compound AI Systems with Jared Quincy Davis
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)· Jared Quincy Davis· Jul 22, 2025
In this episode, Jared Quincy Davis, founder and CEO at Foundry, introduces the concept of "compound AI systems," which allows users to create powerful, efficient applications by composing multiple, often diverse, AI mod…
ai
StandardSummaries onlyPhysical AI that Moves the World — Qasar Younis & Peter Ludwig, Applied Intuition
Latent Space: The AI Engineer Podcast· Apr 27, 2026
From building Applied Intuition from YC-era autonomy tooling into a $15B physical AI company, Qasar Younis and Peter Ludwig have spent the last decade living through the full arc of autonomy: from simulation and data inf…
ai- Intelligent report
Meta 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 - StandardSummaries only
#2494 - Chamath Palihapitiya
The Joe Rogan Experience· Chamath Palihapitiya· May 5, 2026
Joe Rogan and Chamath Palihapitiya explore UAP disclosures, wealth inequality, AI's threat to white-collar jobs, government waste from decades of bad code, and why 'attention' has driven every major tech revolution.
ai - Intelligent report
Gumloop Raises $50M from Benchmark to Scale AI Agents
The Jaeden Schafer Podcast· Mar 12, 2026
Gumloop just raised $50M from Benchmark to turn every employee into an AI agent builder — and their viral growth strategy inside companies is why Shopify and others are now investors.
agents - StandardSummaries only
Google 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 - StandardSummaries only
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
The Jaeden Schafer Podcast· May 14, 2026
Anthropic partners with Gates Foundation for $200M global health AI push, Cerebras IPO doubles on day one, Microsoft hedges on OpenAI, and Jensen Huang donates $108M in CoreWeave compute to researchers.
openaianthropic - Intelligent report
Altman Gets Molotov Cocktail, Zuckerberg Creates AI Clone
The Jaeden Schafer Podcast· Apr 13, 2026
Zuckerberg's AI clone, Apple's smart glasses, Vercel's IPO readiness, Anthropic banning OpenClaw's creator, banks testing Mythos, and a Molotov cocktail attack on Sam Altman's home.
anthropic
