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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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

更多新節目

全部 英文 中文
  1. Unions for climate action! | Payton M. Wilkins (re-release)

    TED Talks Daily

    摘要12:04
  2. The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

    Prof G Markets

    摘要1 h 20 min
  3. #95: Trent Boehm (Stifel FirstEnergy) - Why It’s the Golden Era for Energy Profitability & Creative Deal Making

    The Trevor Rose Podcast

    摘要1 h 6 min
  4. #99: Steve Larke (Topaz Energy) - Capital Discipline vs. Wildcatting, Respecting the Balance Sheet & Why We Need All Forms of Energy

    The Trevor Rose Podcast

    摘要1 h 4 min
  5. #97: Neil Roszell (Headwater Exploration) - The Art of the Sale, 5 Exits & Why Low Prices Can Be an Opportunity

    The Trevor Rose Podcast

    摘要1 h 6 min
  6. #150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

    The Trevor Rose Podcast

    摘要51 min
  7. #176: Brian Hamm (McDaniel) - North America's Largest Oil Resource, 20% Discount Rates & What Makes a Quality Reserve Analysis

    The Trevor Rose Podcast

    摘要57 min
  8. #188: Jim Davidson (Topaz/ATB Financial) - An Optimistic Perspective: 40 Years of Energy Banking and a Few Lessons Learned

    The Trevor Rose Podcast

    摘要52 min
  9. #105: Steve Buytels (Tamarack Valley Energy) - Why to Protect the Balance Sheet, Rose Colored Glasses & Ensuring Capital Discipline

    The Trevor Rose Podcast

    摘要43 min
  10. #200: Marty Staples (Topaz Energy) - Growing to $4 Billion, Win-Win Deals & How a Pandemic IPO Created Opportunity

    The Trevor Rose Podcast

    摘要50 min
  11. #231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North

    The Trevor Rose Podcast

    摘要58 min
  12. #246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater

    The Trevor Rose Podcast

    摘要1 h 3 min
  13. #256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising

    The Trevor Rose Podcast

    摘要1 h 3 min
  14. Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy

    The Trevor Rose Podcast

    摘要44 min
  15. Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D

    The Trevor Rose Podcast

    摘要1 h 2 min
  16. Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival

    The Trevor Rose Podcast

    摘要52 min
  17. Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%

    The Trevor Rose Podcast

    摘要46 min
  18. Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz

    The Trevor Rose Podcast

    摘要41 min
  19. Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market

    The Trevor Rose Podcast

    摘要56 min
  20. Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company

    The Trevor Rose Podcast

    摘要51 min
  21. Chris Carter (NGP) — 38 Years of Energy Private Equity

    The Trevor Rose Podcast

    摘要1 h 16 min
  22. 179.巴伦街智播客：八只不依赖 AI 的成长股

    野格知识贩子

    摘要31 min
  23. The Death Of The Influencer (& The Future Of Creative Work)

    The Koe Cast

    摘要00:26:43
  24. Who was Cleopatra Queen of Egypt?

    History for Kids / History's Not Boring: The Kids History Podcast

    摘要12 min
  25. The New Full-Stack Designer

    Y Combinator

    摘要
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