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在按下播放前，先读读每集讲了什么。

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. Nothing broke, 5% is not high, and this is 1998 | Market Hang

    Yahoo Finance

    摘要
  2. Will France blow up the euro zone? | The Economist

    The Economist

    摘要
  3. Oil Pricing Is Going Crazy || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  4. Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals

    Macro Hive

    摘要
  5. October Fed Meeting Preview: A Pause Is Still a Recalibration

    PIMCO U.S.

    摘要
  6. AI Tech Fears Push Global Credit Spreads to 17-Month High

    Bloomberg Podcasts

    摘要
  7. Jeffrey Sherman on AI Debt Issuance and the Stress in Triple C | Bloomberg

    DoubleLine Capital

    摘要
  8. Dudley Sees Fed Likely to Hold With a Hike Coming in December

    Bloomberg Television

    摘要
  9. Rational Dissent Episode 014. Inflation is Still the Problem

    Bianco Research

    摘要
  10. The Only Way Out Is Through | Weekly Roundup

    Forward Guidance

    摘要
  11. Meta Is in SERIOUS Trouble (And Wall Street Is Freaking Out)

    Eurodollar University

    摘要
  12. Why Investors Are Reducing AI Exposure

    Goldman Sachs

    摘要
  13. $2 Trillion Debt Wave To Crush Markets, Economy, Here's When | Michael Howell

    David Lin

    摘要
  14. Oil Prices Could Crash — Diesel Might Not with Rory Johnston and Mikkel Rosenvold

    Real Vision

    摘要
  15. Why Oil Prices Are Surging Despite Recovering Supply

    Goldman Sachs

    摘要
  16. One Global Shock, Different Rate Paths

    Thoughts on the Market

    摘要00:11:33
  17. Free AI Skills Find Your Amazon PPC Wasted Spend & N-Grams [The PPC Den Podcast 406]

    The PPC Den: Amazon PPC Advertising Mastery

    摘要00:33:35
  18. Platinum songwriter Jimmy Webb

    Fresh Air

    摘要44 min
  19. KUMA美股投資EP65-大象一直都在

    KUMA熊美股筆記

    摘要52 min
  20. #2570 - Mystery Boys

    The Joe Rogan Experience

    摘要2 h 50 min
  21. This Is How You Should Actually Make Launch Videos

    Y Combinator Startup Podcast

    摘要00:47:08
  22. It’s Time for a Second Look

    60 Minutes: A Second Look

    摘要4 min
  23. #788. Top Gear制片人Andy Wilman：三个人的默契，电视节目没法第一天就造出来

    跨国串门儿计划

    摘要1 h 23 min
  24. Plus: How We Survive the News

    What Next | Daily News and Analysis

    摘要7:15
  25. #349 AJ Gentile - Grand Canyon Conspiracies, AI Extinction and Nuclear War on Mars

    The Shawn Ryan Show

    摘要2 h 45 min
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