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Yesterday
NVIDIA Invests $2B in CoreWeave
In this episode, we discuss NVIDIA's massive $2 billion investment in CoreWeave, a deal aimed at rapidly expanding CoreWeave's AI compute capacity to five gigawatts by 2030, a move that will position them among the world's most energy-intensive AI infrastructure providers. We als ... Show More
10m 54s
Yesterday
Microsoft Reveals Maya 200 AI Inference Chip
In this episode, we discuss Microsoft's new Maya 200 AI inference chip, highlighting its capabilities, its importance for efficient AI model deployment, and how it signifies a major shift towards custom silicon in the AI industry. We also touch upon its potential impact on cost s ... Show More
11m 17s
Jan 24
OpenAI Leadership Reshuffle, AI Unicorns, and White-Collar Work
In this episode, we explore OpenAI's strategic leadership changes to regain enterprise market share as competitors like Anthropic surge ahead. We also discuss how key AI infrastructure partners are reaching unicorn status, highlighting the growing value of the underlying technolo ... Show More
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