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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. The Single Smartest Case Against AI Doom

    Plain English with Derek Thompson

    摘要1 h 1 min
  2. Developing Measurements with Cat Hicks

    Fork Around And Find Out

    摘要1 h 16 min
  3. ‘There’s no such thing as democracy’: Yanis Varoufakis | Radical Thinking with Aditya Chakrabortty

    Today in Focus

    摘要00:52:59
  4. Why AI Agents Will Demand 1,000x More Compute | Aaron Levie

    MTS

    摘要00:24:47
  5. Apple Homeview, Microsoft Surface Ultra, and Fitbit Edge. It's TECHtober.

    Waveform: The MKBHD Podcast

    摘要1 h 32 min
  6. Max Wasserman Stays Long-Term Bullish on AI; Likes GOOGL, MSFT, AVGO

    Schwab Network

    摘要
  7. The 50-Year Market Regime That Just Ended

    tastylive

    摘要
  8. Trump Faces GOP Backlash Over Russia Sanctions

    Bloomberg Television

    摘要
  9. AI Debt Boom Faces Bond Market Reality Check

    Bloomberg Television

    摘要
  10. Hedging The AI Trade: 5% Yields & The Breaking Point

    LaDucTrading

    摘要
  11. Why you're paying more for worse tech | DW News

    DW News

    摘要
  12. Could France's debt crisis become a problem for Europe? | DW News

    DW News

    摘要
  13. Midterms 2026: Is a blue wave coming? | GZERO World

    GZERO Media

    摘要
  14. Zelenskyy says Ukraine 'will not prevail’ if U.S. takes Russia's side: Full interview

    NBC News

    摘要
  15. The Evolution of the Russian Military - Its Strengths and Shortfalls in 2026 (With Michael Kofman)

    Perun

    摘要
  16. Can India Win From the Globalization Reset?

    Bloomberg Television

    摘要
  17. Your Paycheck In 2027: Will You Get A Raise Or Get Laid Off? | Holly Wade

    David Lin

    摘要
  18. Per Jacobsson Foundation Lecture: Inside the Event Horizon

    IMF

    摘要
  19. "There's Only One Place to Put Your Money" — Peter Zeihan on America's Edge

    The Prof G Pod – Scott Galloway

    摘要
  20. Surviving The Fourth Turning | Neil Howe

    Adam Taggart | Thoughtful Money®

    摘要
  21. Why This Crypto Cycle Is Different

    Real Vision

    摘要
  22. The FINAL Domino in the US Debt Crisis. (Brace for Impact)

    Bravos Research

    摘要
  23. How Far Will the RBI Go to Defend the Rupee? The $80 Billion Question | Indian Express Special

    The Indian Express

    摘要
  24. AI Debt Boom Faces Bond Market Reality Check

    Bloomberg Podcasts

    摘要
  25. The 40-Year Credit Bubble Is Over (What's Next Could Be Ugly) | Hedgeye Investing Summit

    Hedgeye

    摘要
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