Podwise 處理的新節目，隨時可搜尋、瀏覽，並在完整應用中繼續。
在按下播放前，先讀讀每集講了什麼。
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,…
24 minEnglish摘要 · 逐字稿
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…
23 minEnglish摘要 · 逐字稿
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,…
46 minEnglish摘要 · 逐字稿
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,…
1 h 1 minEnglish摘要 · 逐字稿
AI 摘要 Deciphering the human genome requires bridging the complex gap between genetic instructions and cellular outcomes. AlphaGenome and its successor, AlphaGenome 2, utilize transformer-based deep learning to read DNA sequences and predict the molecular consequences of single-letter…
00:39:43English摘要 · 逐字稿
AI 摘要 AI infrastructure faces a significant risk of oversupply as massive capital expenditure outpaces real-world demand, potentially triggering a market correction. While semiconductors and data centers have experienced a speculative surge, long-term value resides with hyperscalers…
55 minEnglish摘要 · 逐字稿
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Round Table China
Round Table China
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Stuff You Should Know
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Masters of Scale
Prof G Markets
Hedgeye Podcasts
99% Invisible
Invest Like the Best with Patrick O'Shaughnessy
Death, Sex & Money
