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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. How a Frontier Team Can Help Your Company Keep Up With AI

    The Every Podcast

    要約43 min
  2. [人人能懂AI前沿] 从大师的操作手册、模型的微表情，到复杂系统里的简单秩序

    AI可可AI生活

    要約00:22:40
  3. Claude Duet is beautiful. I still forgot to use it

    How I AI (private feed for hi.fangyuhan@icloud.com)

    要約16 min
  4. How modern payments drive growth and resilience

    Making Sense

    要約19 min
  5. Global Data Pod: Pressures build, growth holds up in Western Europe

    Global Data Pod

    要約29 min
  6. Best of British: UK Budget Preview

    Podzept - The Bigger Picture

    要約
  7. Global FX: Uneasy calm

    At Any Rate

    要約19 min
  8. The Week Ahead – Time to look out the window

    Nomura – The Week Ahead

    要約27:15
  9. "Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros"

    Monetary Matters with Jack Farley

    要約1 h 45 min
  10. The Only Way Out Is Through | Weekly Roundup

    Forward Guidance

    要約57 min
  11. The Credit Market Boogeyman

    The Macro Trading Floor

    要約36 min
  12. Global Rates: French spreads in focus again into the October ECB meeting

    At Any Rate

    要約10 min
  13. Global Commodities: What is the price of oil?

    At Any Rate

    要約9 min
  14. The Ilhan Omar Immigration Scandal Is Way Crazier Than I Thought

    Tom Bilyeu's Impact Theory

    要約01:42:56
  15. Is the AI Bubble Popping?

    Motley Fool Hidden Gems Investing

    要約41 min
  16. How surveillance crept up on us

    Planet Money

    要約35 min
  17. The Money Problem Fueling France’s Riots

    The Journal.

    要約21 min
  18. On Rising Bond Yields, Rupee, Forex & More: RBI Governor Sanjay Malhotra At NDTV World Summit

    NDTV Profit

    要約
  19. No device could prove our theory of gravity wrong... until now

    Veritasium

    要約
  20. The Macro Minute: What Does Japan’s September CPI Data Mean for Investors?

    42 Macro

    要約
  21. The AI Trade is Unwinding and Bonds are Soaring. Is This the Turn?

    tastylive

    要約
  22. Saudi Aramco Said to Order HQ Evacuation, Oil Prices Set for Weekly Gain

    Bloomberg Television

    要約
  23. NVIDIA GTC Berlin 2026 Keynote With CEO Jensen Huang

    NVIDIA

    要約
  24. Al bear says we should let OpenAl and Anthropic die

    Yahoo Finance

    要約
  25. Trump, Zelenskyy, and the Inescapable Ukraine Stalemate

    Geopolitical Futures

    要約
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