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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. Why Is Gold Crashing? GLD ETF: The Most Complete Analysis On YouTube

    Goldman Starch

    摘要
  2. Francis Fukuyama Changed His Mind About AI. Here’s What Scared Him. | Mona Charen Show

    The Bulwark

    摘要
  3. Someone Bought $27 Million in Calls Into a 47% Crash

    tastylive

    摘要
  4. OXFORD: CHINA WILL NO LONGER OVERTAKE THE U.S. ECONOMY - w/ Jeffrey Snider

    Mario Nawfal

    摘要
  5. Markets Looking to Big Tech for AI Payoff

    Bloomberg Podcasts

    摘要
  6. Sundar Pichai: Anthropic, SpaceX, TPUs in Space and more

    Big Technology

    摘要
  7. US, Israel Elections Loom Over Iran War

    Bloomberg Podcasts

    摘要
  8. The Russian Military Beyond 2026 - Pain Points, Potential & Lessons for NATO (with Michael Kofman)

    Perun

    摘要
  9. Bloomberg News Now: US Weighs Iran Escalation

    Bloomberg Podcasts

    摘要
  10. Why Mistral Is Betting on a Different Kind of AI

    Bloomberg Television

    摘要
  11. Is an AI Recession Coming? | The David Frum Show

    The Atlantic

    摘要
  12. Paste This Into Claude, Never Hit a Token Limit Again

    AI News & Strategy Daily | Nate B Jones

    摘要
  13. Best of British: UK Budget Preview

    Deutsche Bank

    摘要
  14. Uranium Stocks Are Crashing! What is Lobo Tiggre Buying?

    Resource Talks

    摘要
  15. The 'Unravelling' That Triggers Biggest Market Reset Ever | Peter Grandich

    David Lin

    摘要
  16. Why More Oil Isn't Lowering Prices | What's the Market Missing?

    David Woo Unbound

    摘要
  17. The Credit Cycle Just Flipped (The Stock Market Is Next)

    Eurodollar University

    摘要
  18. "We're Worried About 2027" - Stocks To Plunge 30%? | Chance Finucane @OxbowAdvisors

    Adam Taggart | Thoughtful Money®

    摘要
  19. 行走江湖前你需要知道的事儿：《影之刃》世界观设定

    机核游戏频道

    摘要1 h 24 min
  20. 客栈里的武林：夜奔北京的游侠列传

    日谈公园

    摘要1:48:02
  21. Why Your Marriage Feels Like A Prison Instead Of An Adventure

    The Jordan B. Peterson Podcast

    摘要1 h 47 min
  22. The Global Story: They were loyal Democrats. Then came Gaza

    Global News Podcast

    摘要34 min
  23. Stop Using Obsidian. This Simple Second Brain Setup Actually Works (Andrej Karpathy + Claude Cowork)

    Build Great Products

    摘要
  24. Complete Guide to building an AI Second Brain with Claude

    Ray Fu

    摘要
  25. Elon v. Kara, Tesla’s SpaceX Lifeline, and Sacha Baron Cohen on Satire

    Pivot

    摘要1 h 8 min
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