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Big Technology Podcast

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

AI 摘要 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摘要 · 转录

TBPN

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

AI 摘要 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摘要 · 转录

The Data Center Frontier Show

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

AI 摘要 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摘要 · 转录

Cool Vector

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

AI 摘要 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摘要 · 转录

Energy Unplugged by Aurora

The AI Race Has a Power Problem EP. 314

AI 摘要 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摘要 · 转录

更多新节目

全部 英文 中文
  1. Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

    All-In with Chamath, Jason, Sacks & Friedberg

    摘要40:33
  2. "You Can See Everything" Sparks Debate, 17% GDP Growth Please, Call of Duty Campaign Review | Katie Drummond, Bing Gordon, Daksh Gupta, Jean-Denis Greze, Quinten Farmer

    TBPN

    摘要2 h 24 min
  3. 10-19-26 Why Bad Inflation May Be Good for Markets

    The Real Investment Show

    摘要
  4. Semis pricing in a crash? Here's what you need to know

    CNBC Television

    摘要
  5. Get Your Money Out of Private Equity If You Can, Former Fed Insider Warns

    Kitco NEWS

    摘要
  6. The Bankruptcy Crisis Wall Street Is Ignoring | Hedgeye Investing Summit

    Hedgeye

    摘要
  7. Verging on Another Escalation in the Middle East | Ali Vaez

    Hidden Forces

    摘要
  8. Danielle DiMartino Booth with Bloomberg Radio — Warsh boosts market expectations of Fed rate hold

    Danielle DiMartino Booth

    摘要
  9. Having the bond market regulate the AI trade is a big positive, says Ed Yardeni

    CNBC Television

    摘要
  10. Fed Could Raise Rates in October, Says Bhave

    Bloomberg Television

    摘要
  11. Inflation Jolt to Fade, Fed to Stay on Sidelines

    Bloomberg Podcasts

    摘要
  12. China’s AI Dumping Plan Could Trigger a U.S. Recession

    The Prof G Pod – Scott Galloway

    摘要
  13. Every Investor Needs to Know This If They Want Their Portfolio to Survive the Next 5-10 Years Intact

    42 Macro

    摘要
  14. France and Oil in Q4 and beyond

    Deutsche Bank

    摘要
  15. Market Forum | Oil Shock, Rupee Pressure & The Growth Challenge | Neelkanth Mishra

    CNBC-TV18

    摘要
  16. U.S.-Russia Diesel Deal, Europe-China Hybrid Vehicle Agreement, and Tariff Refunds

    Center for Strategic & International Studies

    摘要
  17. Podcast episode: The Strait of Hormuz crisis and the Middle East

    International Energy Agency

    摘要
  18. Are Small Caps the Anti-AI Trade? | Merryn Talks Money

    Bloomberg Podcasts

    摘要
  19. Gas Stations Just Sent a TERRIFYING Warning About the Economy

    Eurodollar University

    摘要
  20. Bond Market About To Flip: A Major Shakeup Is Coming | Jim Welsh

    David Lin

    摘要
  21. Tech Has Led for 20 Years. Bonds Yield Over 5%. What If Your Biggest Risk Is What You Don’t Own?

    Excess Returns

    摘要
  22. Don Wilson on the GPU Market's Trillion Dollar Question | Odd Lots

    Bloomberg Podcasts

    摘要
  23. The Treasury’s Gold Revaluation Play | Lyn Alden

    Wealthion

    摘要
  24. Is Inflation About to Derail the Rally? With Andreas Steno | Macro Mondays: October 19, 2026

    Real Vision

    摘要
  25. Break the Playbook with Justin Lubell

    Morgan Stanley

    摘要35 min
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