Results for "Data center infrastructure"
11 results
Episodes
Intelligent report9AM 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 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 onlyNvidia'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#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
Intelligent reportStocks' 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 onlyChatGPT'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 report9am 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
StandardSummaries onlyStocks 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 reportMeta 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