Episodes mentioning NVIDIA
Episodes tagged with NVIDIA in expert entities (same index as home Organizations). For keyword mentions in titles and summaries, search mentions.
50 results
Episodes
Intelligent ReportSen. Elizabeth Warren on Trump Canceling Housing Bill Signing, Broadcom CEO & OpenAI President on New Processor, Cerebras Board Member 6/24/26
Squawk on the Street· Jun 24, 2026
OpenAI and Broadcom unveil custom AI chip 'Jalapeno'; Cerebras shares tumble post-IPO earnings; Trump cancels bipartisan housing bill signing; new home sales hit lowest level since January.
openaiinvesting- Intelligent Report
9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting - Intelligent Report
11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Squawk on the Street· Jun 23, 2026
Tech sell-off hits chip and memory stocks as Goldman's Lindsey Rosner calls Fed regime change real, Sandbox AQ breaks Nvidia drug discovery news, and Meta debuts cheaper smart glasses starting at $299.
openaiinvesting - Intelligent Report
10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Squawk on the Street· Jun 23, 2026
Tech stocks tumble as chip and AI names sell off; analysts debate whether the AI trade is overextended, enterprise adoption lags spending, and Campbell Brown warns AI accuracy needs independent oversight.
artificial-intelligenceinvesting 
Intelligent Report20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 15, 2026
Perplexity CEO Aravind Srinivas on attacking Google, why the model isn't the product, token value per watt, China's underestimated edge, and building a $2T company with 10,000 people.
agentsinvesting
Intelligent ReportAll-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
All-In with Chamath, Jason, Sacks & Friedberg· Jun 12, 2026
Four fund managers pitch their best investment ideas live—MGM's hidden Japan & Dubai casino assets, Talon Energy's nuclear power scarcity play, Actis Oncology's precision radiotherapy platform, and Geodnet's crypto-power…
- Intelligent Report
10AM Hour: Exclusive with Palantir CEO Alex Karp, Chip Stocks Under Pressure 6/10/26
Squawk on the Street· Jun 10, 2026
Palantir CEO Alex Karp defends his company against AI rivals, markets navigate tech volatility and US-Iran military escalation, plus Oracle earnings anticipation and Supermicro's $7B financing plan.
investing - Intelligent Report
10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Squawk on the Street· Jun 9, 2026
Markets whipsaw as OpenAI files for IPO, AI capex approaches railroad-era levels of GDP, memory shortages fuel inflation fears, and retail SpaceX SPV investors may not own what they think they do.
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
20VC: 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 - Intelligent Report
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
All-In with Chamath, Jason, Sacks & Friedberg· Dan Loeb· Jun 5, 2026
Third Point's Dan Loeb traces his path from anonymous chat board troll to $30B hedge fund manager, covering short selling, AI, criminal justice reform, and his role in securing Ross Ulbricht's pardon.
agents - 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 - Intelligent Report
10AM Hour: Nvidia CEO Picks Next Trillion Dollar Company, Robinhood CEO, Early Anthropic Investor on IPO 6/2/26
Squawk on the Street· Jun 2, 2026
Enterprise AI demand surges as HPE and Marvell soar; Anthropic files for IPO; Robinhood enters Canada; jolts data beats; Bitcoin hits worst first half since 2022.
anthropicagentsinvesting - Intelligent Report
9am Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26
Squawk on the Street· Jun 2, 2026
Cramer and Faber dissect Alphabet's $80B equity raise, Jensen Huang's trillion-dollar Marvell blessing, Sam Altman's AI confidence, and a surprise White House intelligence appointment.
openaiinvesting - Intelligent Report
OpenAI 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 
Intelligent ReportInterviewing For A Job At Anthropic? DON’T Use AI.
Tech Brew Ride Home· Jun 1, 2026
Nvidia unveils ARM-based RTX Spark chips and a trillion-parameter desktop supercomputer, Minimax launches a coding model at 1/40th Anthropic's price, and Anthropic bans AI in its own hiring process.
anthropic- 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
20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Brendan Foody· Jun 1, 2026
Macaw co-CEO Brandon Foody busts myths about the company's hack and revenue, reveals spending more on AI tokens than employee salaries, and predicts at least one frontier lab hits $10 trillion.
openaiinvesting - Intelligent Report
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 28, 2026
Anthropic laps OpenAI in revenue growth, SpaceX drops a wild S1 worth debating, Nvidia prints $56B profit in a quarter, and AI layoffs accelerate—Jason & Rory break it all down.
openaianthropicinvesting - Intelligent Report
What If GPT-5.5 Is Actually Way Ahead?
Tech Brew Ride Home· May 27, 2026
Robinhood lets AI agents trade stocks autonomously, Micron hits $1 trillion fastest ever, YouTube auto-labels AI content, GPT-5.5 dominates new coding benchmark, and Roku redesigns its home screen.
anthropicagents - 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
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
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
Gavin Baker joins to break down Karpathy joining Anthropic, SpaceX's $1.75T IPO filing, Cursor's Pareto-dominant model leap on Colossus, AI's PR crisis, and why recursive self-improvement could redefine Moore's Law.
anthropic 
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- Intelligent Report
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026
Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.
anthropicinvesting - StandardSummaries only
OpenAI Takes Out Another Niche
Tech Brew Ride Home· May 18, 2026
OpenAI launches personal finance tools via Plaid, arXiv bans AI slop authors, the AI revenue gap widens, Siri's relaunch may still be beta, and SF's AI gold rush is warping everyone's sense of reality.
openaianthropic - Intelligent Report
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
All-In with Chamath, Jason, Sacks & Friedberg· May 15, 2026
Marc Benioff joins to break down the Trump-Xi summit, AI's SaaS reckoning, the OpenAI-Apple fallout, and why multisensory models may be the next big wave.
openai 
StandardSummaries onlyAnthropic + 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- 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 - 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
20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 7, 2026
Mag 7 earnings breakdown: Google wins big, Microsoft flat without AI, Meta's $150B capex mystery, plus SaaS apocalypse update with Atlassian & Twilio bouncing back, and Palantir's jaw-dropping numbers.
anthropicinvesting - StandardSummaries only
Cerebras IPO: Anticipating Market Reactions
The Jaeden Schafer Podcast· May 5, 2026
Anthropic courts Wall Street with 10 finance agents and Jamie Dimon on stage, while OpenAI beats ER doctors at diagnosis, DeepMind unionizes over Pentagon deals, and PayPal cuts 4,500 jobs blaming AI.
openaianthropic - Intelligent Report
Pentagon Picks Tech Giants for AI in Military
Global News Today | 2 Min News | The Daily News Now!· May 2, 2026
The Pentagon signs AI deals with Google, Microsoft, OpenAI, SpaceX & more to speed battlefield decisions, while Anthropic is notably absent after clashing with the Trump administration over AI ethics.
openaiai-regulationdaily - Intelligent Report
Anthropic to Raise at $900B, Musk Admits Grok Was Trained on OpenAI, Gemini Hits 4M Cars
The Jaeden Schafer Podcast· May 1, 2026
Anthropic gets shut out of Pentagon's classified AI network while racing to close a $900B valuation funding round, as Gemini takes over 4M GM cars and Elon admits xAI trained Grok on OpenAI outputs.
openaianthropicgoogle-aiai-regulation - 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
SOTS 2nd Hour: Your Earnings Playbook - from Big Tech to Healthcare, Plus Anthropic Fundraise Details 4/30/26
Squawk on the Street· Apr 30, 2026
Alphabet's AI cloud boom steals the show as Meta tanks on capex fears, Fed Chair Powell vows to stay put, Anthropic eyes a $900B valuation, and Apple earnings loom—all from the NYSE floor.
anthropicinvesting 
Intelligent Report#863: Elad Gil, Consigliere to Empire Builders — How to Spot Billion-Dollar Companies Before Everyone Else, The Misty AI Frontier, How Coke Beat Pepsi, When Consensus Pays, and Much More
The Tim Ferriss Show· Apr 29, 2026
Elad Gil — 40+ unicorn investor — breaks down AI compute constraints, why most AI startups should consider selling in the next 12–18 months, and how he spotted the AI wave before almost everyone else.
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