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刚刚摘要

在按下播放前，先读读每集讲了什么。

Motley Fool Hidden Gems Investing

Is Microsoft’s Office Moat In Trouble?

AI 摘要 The rapid expansion of artificial intelligence is reshaping corporate software and infrastructure investment, though its long-term impact remains debated. While Anthropic’s Claude has introduced a productivity suite to challenge Microsoft Office, the latter’s entrenched…

  • Claude
  • Copilot
  • CoreWeave

18 minEnglish摘要 · 转录

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

更多新节目

全部 英文 中文
  1. How a Frontier Team Can Help Your Company Keep Up With AI

    The Every Podcast

    摘要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

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

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

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

    Making Sense

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

    Global Data Pod

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

    Podzept - The Bigger Picture

    摘要
  7. Global FX: Uneasy calm

    At Any Rate

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

    Nomura – The Week Ahead

    摘要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

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

    Forward Guidance

    摘要57 min
  11. The Credit Market Boogeyman

    The Macro Trading Floor

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

    At Any Rate

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

    At Any Rate

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

    Tom Bilyeu's Impact Theory

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

    Motley Fool Hidden Gems Investing

    摘要41 min
  16. How surveillance crept up on us

    Planet Money

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

    The Journal.

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

    NDTV Profit

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

    Veritasium

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

    42 Macro

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

    tastylive

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

    Bloomberg Television

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

    NVIDIA

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

    Yahoo Finance

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

    Geopolitical Futures

    摘要
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