Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement.
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Microsoft officially tops $4 trillion in market cap, joining Nvidia in ... Show More
Sep 3
Nvidia Buys Hugging Face For A Rabbit?
Nvidia agreed to buy Hugging Face for $12.9B, betting on its $399 Microduck robot as a physical-AI data engine, Meta rolled out Muse Spark 1.3 to rival Fable 5.1 and GPT-5.6 Sol, and Microsoft restructured its reporting into two segments. Nvidia agrees to buy Hugging Face for $12 ... Show More
21m 32s
Jun 2025
AI arms race is only just getting started
Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In this Viewsroom podcast, Breakingviews columnists explain why investors are willing to support a long game that will yield a return. ... Show More
26m 59s
Dec 2024
TechStuff Looks at Three AI Startups
2024 has been a huge year for AI. But why should we focus only on the enormous companies like OpenAI, Microsoft, Google, Meta, and Amazon? We look at three startups that hope to make it huge in the AI space. See omnystudio.com/listener for privacy information.
41m 6s
Feb 2025
Deep Dive: Big Tech’s $325 Billion CapEx Spending Spree
<p>Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and ... Show More
8m 33s
Jun 2023
A.I.'s Inner Conflict + Nvidia Joins the Trillion-Dollar Club + Hard Questions
<p>A few days after a lawyer used ChatGPT to write a brief filled with made-up cases, a group of A.I. experts released a letter warning of the “risk of extinction” from the technology. But will A.I. ever be good enough to pose such a threat?</p><p>Then, FAANG is now MAAAN, with t ... Show More
1h 5m