Podcast Episodes

How Oracle could benefit from OpenAI's data center ambitions 7/22/25

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It posit…

8 months, 1 week ago

Nvidia's H20 China delays, plus the rise of AI companions 7/21/25

Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its rest…

8 months, 1 week ago

Impact of Nvidia’s return to China 7/18/25

Impact of Nvidia’s return to China 

Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government t…

8 months, 1 week ago

How European tariffs could backfire on U.S. chipmaking plans 7/16/25

Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepo…

8 months, 2 weeks ago

Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25

Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration …

8 months, 2 weeks ago

Cracks in the AI productivity bull case 7/11/25

Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the to…

8 months, 2 weeks ago

Nvidia's next catalysts after $4 trillion milestone 7/9/25

After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analyst…

8 months, 3 weeks ago

Meta poaches top Apple AI researcher 7/8/25

Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We …

8 months, 3 weeks ago

How the GOP bill could slow U.S. AI innovation 7/7/25

President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's…

8 months, 3 weeks ago

Google promotes “AI Mode” on homepage 7/2/25

The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig int…

8 months, 4 weeks ago