Tech giants are spending hundreds of billions of dollars on an AI building boom, constructing massive data centers like a sprawling new complex in Texas. Is this a necessary investment for the future, or are we witnessing the next tech bubble? WSJ’s Berber Jin and Eliot Brown follow the money and consider whether or not it adds up. Jessica Mendoza hosts.
Fu ... Show More
May 2023
PepsiCo’s New Healthy Diet: More Potato Chips and Soda
For years, big food and beverage companies like PepsiCo leaned hard into launching new, healthy food products. But recently, PepsiCo has decided to double down on its flagship chips and soda and is looking to make those products healthier. WSJ's Jennifer Maloney explains what it ... Show More
16m 15s
Sep 2024
The Coming Wave of Ambient AI
What if AI could anticipate your needs without you even having to ask? This episode explores the emerging world of ambient AI and how it will revolutionize business operations. First, Courtney Baker, David DeWolf, and Mohan Rao discuss the shift from AI as a tool you go to, to AI ... Show More
31m 58s
Oct 2025
James van Geelen on the Next Phase of the AI Buildout
Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Resea ... Show More
38m 38s