Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors. SHOW: 978 SHOW TRANSCRIPT: The Cloudcast #978 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.l ... Show More
Jul 2025
How today’s AI giants mirror global empires of the past, with journalist Karen Hao
<p>In her New York Times bestseller “Empire of AI,” journalist Karen Hao traces the rise of an intriguing and controversial tech giant: OpenAI. In years spent chronicling the company, she came to a theory of how OpenAI’s operating model mimics imperialist empires of the past – an ... Show More
38m 16s
Oct 1
How Will AI Revamp Marketing—and the Role of CMOs?
AI is creating greater customer personalization, but a far more fundamental change is coming. Over the next decade, it will break down silos across organizations and give CMOs always-on access to better, deeper, and far more comprehensive information. In this episode, BCG’s Janet ... Show More
30m 33s