Micron Bets Big on Boise AI Memory, Adob...

(0:10): Unitree's Strong IPO Highlights Growing US-China Robotics Rivalry and Focus on Physical AI Evolution(2:13): Alibaba Boosts AI Investment by 75% Amid Profit Decline, Analysts See Undervaluation Potential(4:15): Claude AI Expands to Google Tools: Balancing Productivity Boos ... Show More

(0:10): AWS Launches Amazon Bedrock AgentCore Payments, Merging AI and Blockchain for Autonomous Transactions(1:40): Falcon 2 Launches: Cost-Effective Voice AI Revolutionizing Enterprise Communications(3:30): Google's AI Revolutionizes Global Flood Forecasting, Expanding to Urban ... Show More

(0:10): Google's AI Revolutionizes Global Flood Forecasting, Expanding to Urban Flash Floods and Beyond(1:56): Kubeflow Graduates from CNCF, Now Production-Ready AI Platform on Kubernetes(4:13): OpenAI and Anthropic IPOs Could Unleash $430 Billion in Philanthropic Giving(5:43): F ... Show More

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ... Show More

<p>SoftBank will invest $500mn into OpenAI as part of a fundraising round that will give the start-up a $150bn valuation, and Chinese equities post their best day since the 2008 global financial crisis. Plus, new data suggests artificial intelligence start-ups are bringing in rev ... Show More

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)Show NotesNvidia is keeping the U.S. out of a recessionEpisode transcripts seekingalpha.com/wsb. Sign up for ... Show More

<p>Nvidia capitalises on investor excitement over artificial intelligence, Japan’s TDK is claiming a breakthrough in materials used in its small solid-state batteries, and Silicon Valley companies are screening their staff for Chinese spying. Plus, the FT’s Saffeya Ahmed unpacks ... Show More

OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)Show Notes Hedge funds wrong-footed by Mag 7 earningsEpisode transcripts seekingalpha.com/wsb. Si ... Show More

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) President Emmanuel Macron gave his outgoing prime minister, Sebastien Lecornu, 48 hours to negotiate with France’s political parties in a last-ditch effort to prevent the country from fall ... Show More

Timestamps: 0:00 godspeed, tech news fan 0:10 Nvidia's $2 trillion, new Nvidia App 2:00 Gemini image gen, Stable Diffusion 3 4:10 Reddit's IPO, AI deal with Google 6:04 QUICK BITS INTRO 6:14 Vision Pro glass cracks 7:04 iPhone 15 battery twice as good 8:02 Vending machines with f ... Show More

<p>Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal th ... Show More

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet ... Show More