Episode Details

The AI gold rush is heating up—and the real winners aren’t the miners, but the suppliers of the tools that make it possible. CoreWeave rents out GPU clusters to fuel AI development, while Bitzero builds energy infrastructure in renewable-rich regions like Norway. Vertiv keeps data centers cool with cutting-edge thermal tech, and Palantir turns AI into practical business solutions. Meanwhile, Tempus AI mines the most valuable resource of all: healthcare data, turning it into life-saving insights. The future of AI isn’t just about models—it’s about the invisible engines powering them.

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