Results for "Data center infrastructure"

11 results

Episodes

  • Squawk on the Street
    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
  • The Jaeden Schafer Podcast
    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
  • Global News Today | 2 Min News | The Daily News Now!
    StandardSummaries only

    Nvidia'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
  • The Joe Rogan Experience
    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
  • Squawk on the Street
    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
  • The Jaeden Schafer Podcast
    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
  • TechCheck
    Intelligent report

    AI Capex Concerns & Big Tech 3/30/26

    TechCheck· Mar 30, 2026

    Microsoft, Alphabet, and Meta face historic 2026 declines as massive natural gas-powered AI data center deals raise fears of margin compression from soaring energy and input costs.

    openaianthropicinvestingmanagement
  • Squawk on the Street
    Intelligent report

    9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26

    Squawk on the Street· Jun 1, 2026

    Faber reports live from Stargate's Michigan data center as Masa Son calls AI 50x bigger than dot-com, Nvidia enters PCs, Berkshire buys Taylor Morrison, and markets eye a 10th straight weekly gain.

    openaiinvesting
  • Squawk on the Street
    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
  • The Jaeden Schafer Podcast
    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
  • Tech Brew Ride Home
    Intelligent report

    Small And Open Source Still Has A Horse In This Race

    Tech Brew Ride Home· Jun 4, 2026

    Google's Gemma 4 runs locally on 16GB devices, TSMC warns chip supply will lag demand for years, Ramp hits $44B valuation, and Anthropic says Claude now writes 80%+ of its code.

    anthropicmultimodal