Results for "Data center infrastructure"
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32 results
Episodes
StandardSummaries onlyTae Kim Sounds Off, Big Companies Are Hiring Again, NVIDIA $50B Tenant | Tae Kim, Ben Zweig, Aakash Thumaty
TBPN· Jul 28, 2026
(01:17) - Big Companies Are Hiring Again (09:58) - 𝕏 Timeline Reactions (20:19) - NVIDIA $50B Tenant (23:33) - The Three Anthropic Proposals (35:00) - Tae Kim discusses negative sentiment around AI and semiconductor sto…
anthropicagents
Intelligent Report9am 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 Report
9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26
Squawk on the Street· Sep 17, 2026
Markets rebound after a hawkish Fed rate hike, Goldman forecasts another hike, OpenAI discloses alarming AI misalignment behaviors, oil retreats on Saudi pipeline workaround, and a potential Workday take-private emerges.
openaiinvesting - StandardSummaries only
Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman
TBPN· Sep 9, 2026
(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discus…
openaianthropicagents - 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 onlyCourse 45 - IE Data Center Network Design | Episode 5: Virtual Routing, Multi-Tenancy & Data Center Management Design
CyberCode Academy· Oct 7, 2026
Data Center Virtualization and Secure Management ArchitectureEpisode OverviewModern data centers must provide both strong network isolation and reliable administrative access.In this episode, we explore two foundational …
courses
Intelligent ReportOpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
All-In with Chamath, Jason, Sacks & Friedberg· Apr 17, 2026
OpenAI vs. Anthropic growth rates, NYC pied-à-terre taxes, data center NIMBY battles, and a game show roasting the most overvalued startups ever — Allbirds, Clubhouse, and Juicero.
openai
StandardSummaries only#2422 - Jensen Huang
The Joe Rogan Experience· Jensen Huang· Dec 3, 2025
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- 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 
StandardSummaries onlySpaceX 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 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 - 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 - Intelligent Report
10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26
Squawk on the Street· Oct 13, 2026
Big bank earnings show resilient consumer spending and AI infrastructure boom, while Goldman's Solomon says $10T data center buildout is underway and Paul Tudor Jones warns 2027 could be a challenging year for stocks.
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
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
9AM HOUR: U.S.-Iran Effect on Markets, Chevron-Microsoft AI Power Deal, Greenspan Dies at 100 6/22/26
Squawk on the Street· Jun 22, 2026
Markets open higher on Iran talk progress, Alan Greenspan dies at 100, Microsoft announces massive Texas data center deal with Chevron and GE Vernova, and Goldman cuts US recession odds to 15%.
anthropicinvesting - 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
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 - Intelligent Report
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
All-In with Chamath, Jason, Sacks & Friedberg· Naveen Rao· Sep 21, 2026
Naveen Rao unveils the world's first physical dynamical computer—1,000x more power efficient than GPUs—and explains why AI's energy crisis will be solved by rethinking computing from the ground up.
inference 
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 onlyHow Utah locals fought Kevin O'Leary's AI data center
Decoder with Nilay Patel· Oct 1, 2026
Today I’m talking with Josh Dzieza, a longtime features writer here at The Verge, about a massive data center in Utah that does not exist, might never exist, and yet has already completely reshaped the politics of the en…
ai
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 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
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
All-In with Chamath, Jason, Sacks & Friedberg· Blake Scholl· Sep 22, 2026
Boom Supersonic's Blake Scholl reveals how a 50-person team broke the sound barrier, killed the sonic boom ban, and is now funding supersonic flight through AI data center jet engines.
inference - 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 - 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 ReportIs It Ironic If Amazon Is Shredding Books?
Tech Brew Ride Home· Aug 17, 2026
Stripe acquires OpenRouter for $7B, OpenAI locks a 10GW Ohio campus with Nvidia backstopping it, $3T in off-balance-sheet AI commitments found, and AirTags catch Amazon destroying rare books for AI training.
openaianthropic
