Results for "AI infrastructure investing"
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49 results
Episodes
StandardSummaries onlyBezos 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
StandardSummaries onlyWhere Brad Gerstner Is Investing Billions
TBPN· May 29, 2026
This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI…
anthropic
Intelligent Report10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
Squawk on the Street· Jun 26, 2026
Tech selloff deepens as OpenAI delays IPO plans, SpaceX hits two-week mark, Ed Yardeni sees earnings strength amid market fatigue, and AI infrastructure demand shows no signs of slowing.
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 onlyChina'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 onlyTop CEO: The 90% Rule, AI Infrastructure, and the Future of Investing | Connor Teskey
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- 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 
StandardSummaries onlyEp76 2025 Wrap: The Forces Reshaping Asia’s Energy Transition
The Asia Climate Finance Podcast· Joseph Jacobelli· Jan 8, 2026
Comments/ideas: ACFpod@outlook.comThis special year‑end episode of Asia Climate Finance unpacks the three defining themes that shaped the energy transition in 2025. Joseph Jacobelli explores the ratchet effect driving un…
aiinvestingmanagement- Intelligent Report
10AM Hour: Brookfield CEO on Data Centers, Yen Intervention, Potential Pharma Mega-Deal 8/3/26
Squawk on the Street· Aug 3, 2026
Brookfield's Bruce Flatt on a $100B Kentucky data center campus, the US-Japan yen intervention, surging ISM manufacturing data, oil's drop as Iran talks resume, and a potential AstraZeneca-Bristol Myers megadeal.
artificial-intelligenceinvesting - Intelligent Report
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 23, 2026
Rory O'Driscoll & Jason Lemkin break down China's new frontier models, why now may be the perfect time for OpenRouter to sell, Fireworks' $1.5B raise, and whether Stripe can pull off a PayPal takeover.
openaianthropicinvesting - StandardSummaries only
10AM Hour: Bob Iger, Josh Kushner to Buy Lakers, Goldman’s First Reaction to CPI, Lumentum CEO on Earnings 8/12/26
Squawk on the Street· Aug 12, 2026
Former Disney CEO Bob Iger and Thrive Capital founder Josh Kushner are set to buy the Los Angeles Lakers, marking a major shakeup for one of sports’ most valuable franchises. Then Goldman Sachs Chief U.S. Economist David…
aiinvesting - 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 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
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 - StandardSummaries only
10AM Hour: Iran's Economic "D-Day", Druckenmiller's Warning, & Checking on the AI Buildout 8/25/26
Squawk on the Street· Aug 25, 2026
Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMor…
aiinvesting - StandardSummaries only
Matthew Smith — Natural Gas: The Next Bottleneck
Invest Like the Best with Patrick O'Shaughnessy· Jul 21, 2026
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his…
aiinvesting - Intelligent Report
20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 11, 2026
Glean founder Arvind Jain debates Harry on AI ROI, frontier model commoditization, open source's rise, Microsoft bundling, shrinking teams, and why being a CEO means never being happy.
openaianthropicinvesting - StandardSummaries only
9am Hour: Nvidia’s $500B Partnership, The Fate of Hormuz, Intel Upsizes Stock Offering 8/11/26
Squawk on the Street· Aug 11, 2026
Carl Quintanilla, Jim Cramer, and David Faber broke down the impact of Nvidia’s massive $500 billion AI infrastructure partnership with six Wall Street giants, including Goldman Sachs, BlackRock, and Apollo. Also in tech…
aiinvesting 
StandardSummaries onlyTechCheck 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
10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26
Squawk on the Street· Aug 11, 2026
Nvidia’s half-trillion-dollar financing deal with Wall Street’s biggest lenders signals a new phase in the AI infrastructure boom. On today’s Squawk on the Street, tech investor Byron Deeter breaks down what the deal mea…
aiinvesting 
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
Zach Dell - Powering the Future
Invest Like the Best with Patrick O'Shaughnessy· Jul 22, 2025
My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batteries. We explore one of…
aiinvesting - Intelligent Report
9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26
Squawk on the Street· Sep 8, 2026
Jim Cramer kicks off post-Labor Day with AI warnings from OpenAI's chief scientist, Qualcomm's Amazon deal, Oracle earnings ahead, and why he's still joyous about the AI industrial revolution despite the alarm bells.
openaiinvesting 
Intelligent ReportOpenAI 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- StandardSummaries only
10AM Hour: SpaceX Falls for First Time, HPE CEO on Nvidia Partnership, U.S. Oil Reserves at Lowest Level Since 1983 6/17/26
Squawk on the Street· Jun 17, 2026
SpaceX shares trade lower for the first time since the company’s public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, …
aiinvesting - StandardSummaries only
20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 29, 2026
KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 …
aiinvesting - StandardSummaries only
20VC: 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 - Intelligent Report
20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 11, 2026
SpaceX's $1.77T IPO, OpenAI filing confidentially, Uber cutting HR, Ramp at $44B, and why lean AI-native startups may permanently shrink the workforce—Rory, Jason, and Harry break it all down.
openaigoogle-aiinvesting - Intelligent Report
Brookfield 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 
StandardSummaries onlyBitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z
Latent Space: The AI Engineer Podcast· Feb 19, 2026
Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sa…
openaianthropic- Intelligent Report
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 16, 2026
Apple sues OpenAI for trade secrets, Meta launches Llama Spark 1.1 with aggressive pricing, and SK Hynix hits NASDAQ — plus why late-stage venture is eating early-stage alive.
openaianthropicinvesting - Intelligent Report
9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26
Squawk on the Street· Sep 1, 2026
Cramer, Faber, and Quintanilla tackle rising bond yields, surging oil prices, Nvidia's $35B Anthropic deal, Apple's new CEO John Ternus, and Elon Musk's bold AI productivity predictions at the G20.
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 - Intelligent Report
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting - Intelligent Report
9am Hour: Tech Extends Rebound, OpenAI Joins the IPO Race, Apple Unveils "Siri AI" at WWDC 6/9/26
Squawk on the Street· Jun 9, 2026
Cramer and Quintanilla break down the Nasdaq bounce, OpenAI's confidential IPO filing, Apple's WWDC AI moves, SpaceX pricing concerns, Nvidia's sovereign demand story, and why Oracle's earnings could be the week's real m…
openaianthropicinvesting - Intelligent Report
10AM Hour: OpenAI CEO Sam Altman on New Model, Palo Alto Networks CEO on AI Spending, Match Group CEO on AI & Dating 7/9/26
Squawk on the Street· Jul 9, 2026
OpenAI CEO Sam Altman unveils ChatGPT's 54% more token-efficient model, Palo Alto Networks' Nikesh Arora weighs in on AI costs, and H.R. McMaster analyzes escalating U.S.-Iran strikes.
openaiinvesting - Intelligent Report
11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Squawk on the Street· Jul 27, 2026
Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.
openaiinvesting - 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 - Intelligent Report
10AM Hour: Wells Fargo, Chime & Charter CEOs 9/9/26
Squawk on the Street· Sep 9, 2026
Wells Fargo CEO backs tariffs, defends consumer health, and warns on crypto bill; plus AI existential risk debate, Charter's Cox integration, Chime's bank acquisition, and Apple event options buzz.
aiinvesting - Intelligent Report
11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Squawk on the Street· Aug 5, 2026
AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.
openaianthropicinvesting - 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 - Intelligent Report
10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
Squawk on the Street· Jul 30, 2026
Jersey Mike's IPO debut, Microsoft vs. Meta earnings split, a $45B hedge fund's dramatic collapse, and what Apple & Amazon must deliver tonight.
aiinvesting - Intelligent Report
Etched - 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 - Intelligent Report
9AM HOUR: New Warnings About AI, Brent Tops $100/Barrel, CoreWeave CEO at "Communacopia" 9/9/26
Squawk on the Street· Sep 9, 2026
CNBC's Squawk on the Street tackles AI existential risk warnings from Anthropic researchers, rising oil prices cracking $100, Apple's foldable iPhone debut, and exclusive Goldman Sachs Communicopia conference interviews.
openaianthropicinvesting - Intelligent Report
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 18, 2026
SpaceX's $2.7T IPO, Anthropic's government ban, Salesforce's $3.6B Fin acquisition, and why any liquidity for pre-AI SaaS companies is top-decile performance—Benchmark GP Everett Randall joins to break it all down.
anthropicmistralinvesting - Intelligent Report
Is Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26
Squawk on the Street· Jul 20, 2026
Markets hold steady despite Middle East escalation and rising oil prices, as experts debate China AI threats, chip innovation, Fed rate hike risks, and Circle's new bank charter approval.
anthropicinvesting - Intelligent Report
9AM Hour: SpaceX IPO Details, "Greed" and the Markets, Private Credit Stocks Slide 6/3/26
Squawk on the Street· Jun 3, 2026
SpaceX targets a record $75B IPO at $135/share, markets chase a 10th straight winning week, private credit fears resurface, and Cramer warns retail investors about market orders on IPO day.
aiinvesting - 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
