Podcast Episodes

Nvidia's self-funded AI loop 10/8/25

Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into xAI on top of its commitments to OpenAI, CoreWeav…

Published on 1 month ago

Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25

Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s latest acquisition deepens its robotics bet.

Host…

Published on 1 month ago

Inside OpenAI’s data center hunt 10/3/25

OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been running a secretive competition to pick data cent…

Published on 1 month, 1 week ago

OpenAI’s AI video “slop” backlash 10/2/25

OpenAI officially hitting a $500B valuation amid a flurry of product and partnership announcements. Including the launch of its latest Sora AI image generator – which is already facing backlash onlin…

Published on 1 month, 1 week ago

Google’s smart home AI revamp 10/1/25

Google is unveiling a major overhaul to its smart home systems, bringing Gemini AI into devices like its nest cameras and smart speakers. We dig into the news and how AI is pumping new life into the …

Published on 1 month, 1 week ago

Amazon touts Alexa+ in new devices 9/30/25

Amazon unveiling long-awaited updates to its Echo, Ring, and Alexa+ digital assistant at it’s “Devices and Services” event today. We dig into the news and what the updates mean for the future of Amaz…

Published on 1 month, 1 week ago

EA’s $55 Billion Deal and Anthropic Heats Up AI Arms Race 9/29/25

Electronic Arts is being acquired in what will be the biggest leveraged buyout in history. CNBC’s Steve Kovach takes a closer look at why one of the major investors in the deal continues to make mass…

Published on 1 month, 1 week ago

Anthropic, OpenAI rivalry goes global 9/26/25

Anthropic is announcing a major global hiring blitz as the startup says it is seeing enterprise demand surge overseas. We dig into what the expansion means and how it escalates the OpenAI rivalry.

Ho…

Published on 1 month, 2 weeks ago

Amazon’s $2.5B Prime settlement, and the $100M Databricks, OpenAI deal 9/25/25

Amazon has reached a $2.5 settlement with the FTC over accusations of deceptive practices locking consumers into Prime subscriptions. Plus, we talk to Databricks CEO Ali Ghodsi in an exclusive interv…

Published on 1 month, 2 weeks ago

OpenAI and Oracle's data center ambitions 9/23/25

OpenAI and Oracle's flagship data center site in Abilene, Texas is up and running, betting big on America's AI future with a sweeping infrastructure push to secure more compute power. OpenAI CFO Sara…

Published on 1 month, 2 weeks ago