Podcast Episodes
Back to SearchGoogle and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house…
5 months ago
Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25
Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would…
5 months, 1 week ago
Anthropic Divides Silicon Valley Over AI Regulation 10/21/25
Episode 2
Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White…
5 months, 1 week ago
Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25
Episode 1
As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol a…
5 months, 1 week ago
Tim Cook's China tightrope act 10/15/25
New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. …
5 months, 2 weeks ago
OpenAI and Broadcom sign 10 gigawatt deal 10/13/25
Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into …
5 months, 2 weeks ago
UAE aims to be Middle East’s AI hub 10/9/25
Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the Unit…
5 months, 3 weeks ago
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…
5 months, 3 weeks 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…
5 months, 3 weeks 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…
5 months, 3 weeks ago