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Nvidia's Secret Play + AI Unicorns Multiply Fast
Episode 92
(0:15) Nvidia's Networking Division Hits $31 Billion in Annual Revenue, Rivaling Cisco (1:14) Micron Revenue Nearly Triples as AI Server Memory Deman…
5 months ago
Meta Crashes $310B; Woman Jailed by AI Error
Episode 91
(0:15) Meta Loses $310 Billion in Market Value as AI Spending and Legal Risks Spook Investors (1:05) Mistral AI Secures $830 Million in Debt Financin…
5 months ago
Lilly's $2.75B AI Drug Deal + Apple's Strategy Shift
Episode 90
(0:15) Eli Lilly Signs $2.75 Billion Deal for AI-Discovered Drugs From Insilico Medicine (1:25) Apple Repositions AI as a Platform Play Modeled on th…
5 months ago
OpenAI Kills Sora + $225M Bet Against Optical AI
Episode 89
(0:15) OpenAI Shuts Down Sora Video Generator After Failing to Compete (1:15) Microsoft Takes Over 900 Megawatt Texas Data Center After Oracle and Op…
5 months ago
Meta's $10B Power Play + Robots Enter White House
Episode 88
(0:15) Meta Funds Seven New Gas Plants to Power Louisiana AI Data Center (1:09) Oracle Credit Default Risk Hits All-Time High as AI Spending Spooks D…
5 months ago
Google's TurboQuant + Arm's $15B chip pivot
Episode 87
(0:15) Google Unveils TurboQuant Algorithm That Shrinks AI Memory Requirements by 6x (1:11) Arm Will Sell Its Own AI Chips for the First Time With Me…
5 months ago
Gap's AI Checkout + Alibaba's New Chip Revolution
Episode 86
(0:15) Gap Becomes First Major Fashion Retailer to Enable Direct Checkout Inside Google Gemini (1:29) Alibaba Launches Custom Chip for AI Inference a…
5 months, 1 week ago
Nvidia's AI Factories + Reddit's Bot Crisis
Episode 85
(0:15) Nvidia and Emerald AI Build Flexible Data Centers That Stabilize Power Grids (1:15) JPMorgan Launches Credit Default Swap Basket for Five Majo…
5 months, 1 week ago
OpenAI's IPO concerns + Amazon's secret chip lab
Episode 84
(0:15) OpenAI Scales Back Infrastructure Spending Plans Ahead of Potential IPO (1:25) Amazon Opens Its Trainium Chip Lab as OpenAI, Anthropic and App…
5 months, 1 week ago
FedEx AI Training + Pentagon's Palantir Pick
Episode 83
(0:15) FedEx Rolls Out AI Training to 440,000 Workers Worldwide (1:31) Pentagon Elevates Palantir's Maven AI to Permanent Program Status (2:35) World…
5 months, 1 week ago