Results for "hyperscaler"
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19 results
Episodes
Intelligent Report11AM 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- StandardSummaries only
11AM Hour: HPE CEO on Earnings, Generac CEO on Power Deal & IHG CEO on Travel Demand 6/2/26
Squawk on the Street· Jun 2, 2026
The CEO of HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler…
investing 
Intelligent ReportOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026
OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.
openaianthropic
StandardSummaries onlyClaude 365
Tech Brew Ride Home· Mar 9, 2026
Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could the war with Iran be s…
anthropicagents- StandardSummaries only
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
All-In with Chamath, Jason, Sacks & Friedberg· Jan 17, 2026
(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute …
openai - Intelligent Report
10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Squawk on the Street· Aug 14, 2026
Markets at all-time highs, but Lee Cooperman sees euphoria warning signs; plus OpenAI's C-suite exodus, memory stock surge, Disney CEO at D23, and space insurance as the next frontier.
openaiinvesting - 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 ReportGavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting- 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 Report20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting- Intelligent Report
10AM 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 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
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 
StandardSummaries onlyExploring the AI Investment Landscape
The Jaeden Schafer Podcast· May 4, 2026
OpenAI and Anthropic both dropped massive private equity deals on the same day, Greg Brockman claims AI wrote 80% of OpenAI's code in one month, and Morgan Stanley forecasts $805B in hyperscaler spending for 2026.
openaianthropic- Intelligent Report
New Apple CEO, OpenAI's New Image Model, Vercel AI Hack
The Jaeden Schafer Podcast· Apr 21, 2026
Tim Cook steps down, Snapchat cuts 16% of staff citing AI writing 65% of code, Amazon pours $25B into Anthropic, and OpenAI drops Image 2.0 in a jam-packed AI news roundup.
openaianthropicai-regulation