Results for "hyperscalers"
5 results
Episodes
StandardSummaries only9AM HOUR: Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26
Squawk on the Street· May 21, 2026
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. Th…
aiinvesting
StandardSummaries onlyGoogle Stops AI Exploit, Nadella Testifies, OpenAI's New $4B Unit
The Jaeden Schafer Podcast· May 11, 2026
Google's AI caught the first wild zero-day exploit by spotting hallucinated CVSS scores in AI-written malware, plus Nadella reveals Microsoft recovered $9.5B of its OpenAI investment and a Robinhood co-founder raises $27…
openai- 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 reportMicrosoft & OpenAI Partnership Evolves: New AI Alliances
Global News Today | 2 Min News | The Daily News Now!· Apr 28, 2026
Microsoft stops sharing revenue with OpenAI, reshaping the partnership that sparked the AI boom—while both giants push toward independence and OpenAI eyes a public debut.
openaianthropicdaily
