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Big Technology Podcast

Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UI

AI 要約 Apple faces mounting pressure as rising memory costs and heavy AI infrastructure investments compress its historically high profit margins. Despite these challenges, the company’s new folding "iPhone Duo" represents a strategic shift toward premium, high-margin hardware,…

  • iPhone Duo
  • B Frontier
  • CapEx

1 h 1 minEnglish要約 · 文字起こし

TBPN

🇺🇸 Veterans Day 🇺🇸, The Great Hobby Debate, AI is BACK! | Dan Goldenberg, Darren Farber, Walter Goodwin

AI 要約 The intersection of defense technology, AI development, and veteran workforce integration defines the current industrial landscape. The Call of Duty Endowment utilizes a data-driven model to achieve veteran employment rates significantly higher than federal efforts at a fraction…

  • Call of Duty Endowment
  • CUDA
  • HBM (High Bandwidth Memory)

1 h 59 minEnglish要約 · 文字起こし

The Data Center Frontier Show

Alberta's Gigawatt Play: Data Centre West's Vlad Oujegov

AI 要約 Alberta’s data center market has transitioned from a phase of strategic planning to active execution, marked by significant project construction and infrastructure development. The industry demonstrates heightened self-awareness, prioritizing voluntary commitments to efficiency,…

  • Data Center West
  • Hyperscalers
  • Inference

24 minEnglish要約 · 文字起こし

Cool Vector

Inside CoreWeave's Race to Meet the Physical Demands of AI Expansion

AI 要約 Scaling data center infrastructure to meet the explosive demand for AI-driven compute requires balancing large-scale, remote training campuses with latency-sensitive, Tier 1 inference facilities. Power availability and grid interconnection remain the primary strategic…

  • CoreWeave
  • Hyperscalers
  • Inference

23 minEnglish要約 · 文字起こし

Energy Unplugged by Aurora

The AI Race Has a Power Problem EP. 314

AI 要約 The current inflection point in the US power sector stems from an unprecedented surge in electricity demand driven by the AI and data center revolution. Achieving "energy dominance"—defined as abundant, affordable, and reliable power—requires transitioning from reactive,…

  • Storm Uri
  • ERCOT (Electric Reliability Council of Texas)
  • National Energy Dominance Council

46 minEnglish要約 · 文字起こし

さらに新しいエピソード

すべて 英語 中国語
  1. US Economy's Resilience is 'Coming at a Cost,' Says Frances Donald

    Bloomberg Podcasts

    要約
  2. We're in the 'final innings' of the market correction, says Morgan Stanley's Mike Wilson

    CNBC Television

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  3. Why The Tech Selloff Just Reversed Course

    Prof G Markets

    要約
  4. China's Nov. 27 Deadline: America's Next Supply Shock? | Rodney Stevens

    David Lin

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  5. What CoreWeave’s Selloff Says About the AI Economy | Big Take

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  6. Default swaps on Big Tech quadrupled, and five canaries in the coal mine | Market Hang

    Yahoo Finance

    要約
  7. CME's Terry Duffy on the Disconcerting State of Finance Regulation | Odd Lots

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  8. 50% of the S&P 500 Is One Bet. Nvidia Is Lending to Its Customers. Are You Buying What Already Won?

    Excess Returns

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  9. Ep. 039 - [EMERGENCY] Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenters)

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  10. Cem Karsan AI’s Debt Bill Could Hit the Stock Market

    tastylive

    要約
  11. AI Debt & The "Detention" Panic

    Bianco Research

    要約
  12. Bonds Aren't Broken—They Just Returned to Reality

    Bianco Research

    要約
  13. A.I. To Cause Even Higher Inflation & Interest Rates? | Jim Bianco

    Adam Taggart | Thoughtful Money®

    要約
  14. David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%

    The Julia La Roche Show

    要約
  15. AI’s Next Winners: Signals From Private Markets

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    要約00:10:08
  16. GE & GM Earnings and Deals, Deals, Deals

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    要約24 min
  17. Has Sanae Takaichi Made Japan Great Again?

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  18. The Programmable Data Center — Evan Conrad, SF Compute

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  19. The passive income influencers

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  20. David Treuer traces America's relationship with violence back to the frontier

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    要約45 min
  21. Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products

    Big Technology Podcast

    要約47 min
  22. Daily English 42 - Talking to a Professor

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