Results for "hyperscaler energy infrastructure"
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Episodes
Intelligent Report9AM 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 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