Podcasts about ai boom

a16z's David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig into the economics of the infrastructure buildout, why compute investments can have unusually fast payback periods, and what happens when today's relatively small group of heavy AI users expands to hundreds of millions of people. They also debate the risk of an AI bubble versus an AI shortage, the backlash against data centers, orbital compute, the rise of multi-model architectures, and NVIDIA's position at the center of the AI supply chain. Gavin makes the case that the AI buildout could help reindustrialize America, while David explores whether the bigger near-term risk is not overbuilding, but failing to build enough. Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow David George on X: https://x.com/DavidGeorge83 Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks

Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging look at where AI investing stands right now. They cover the power-law dynamics driving venture dollars to a handful of companies, why Nvidia is starting to look like "the bank" of the AI industry, Anthropic's surge past $65 billion in revenue and its first profitable quarter, and how OpenAI, Microsoft, Google, and Meta are each positioning for what comes next. The conversation turns philosophical with a discussion of AGI, superintelligence, and the idea that Altman, Musk, and Amodei are all, in their own ways, trying to build God — before closing with a deep dive into China's AI progress, open source, and the robotics race. Matt also talks about his own podcast, The MAD Podcast, and his Data Driven NYC event series. Links Referenced The MAD Podcast (Apple Podcasts) The MAD Landscape (Matt's Website) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) Read "AI 2027" and "AI 2040" —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Click here to watch on YouTubeArtificial intelligence is changing the way we work, create and do business at extraordinary speed. In this episode, Brian shares why the real AI boom is only beginning and explains how those who learn to leverage it will have a major advantage in the years ahead. He explores the downside of innovation, the productivity gains AI will create and the new opportunities available to businesses of every size. He also shares how AI is shaping the future of Buffini & Company and why adaptability, continued learning and a long-term approach to investing will be more important than ever.YOU WILL LEARN:Why every major innovation creates disruption and opportunity.How AI will dramatically increase productivity and allow small businesses to operate like much larger companies.Why adaptability and continued learning will be essential in the AI economy.NOTEWORTHY QUOTES FROM THIS EPISODE:“History rewards the people who adapt. The AI boom will be no different.” – Brian Buffini“You can be its master and not its servant. You have to learn how to manage the AI and not have it manage you.” – Brian Buffini“The AI boom is the productivity boom.” – Brian Buffini“The more of you you put into it, the more of you it'll give you back.” – Brian Buffini“It's the ultimate leverage technology.” – Brian Buffini“There's nothing to be afraid of, if you're growing. There's a lot to be afraid of if you're waiting for things to stay the same.” – Brian BuffiniTheBrianBuffiniShow.com

Nvidia will report earnings this Wednesday amid growing challenges for the AI industry, including the financial vulnerability of some of its biggest customers. WSJ's David Uberti breaks down what the chip giant is doing to shore up those potential weaknesses across the market. Plus, WSJ's Callum Borchers explains how companies are using AI to monitor worker productivity – and shares tips for evading the sneaky trackers. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MRKT Matrix - Tuesday, August 25th S&P 500 rises slightly as yields fall, Nasdaq boosted by chip names (CNBC) Oil drops 3% as U.S. shifts to economic pressure on Iran, easing fears of renewed war (CNBC) Canada unveils retaliatory tariffs on about $20 billion of U.S. goods  (NYT) Xi Signals Defiance as US Threatens Sanctions for Iran Support (Bloomberg) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyIs AI a bubble? Wrong question. It keeps you a spectator while the people moving capital are already three moves ahead. The right question: when this wobbles, are you a forced seller or the buyer of the wreckage?The technology is real. The financing structure underneath it is one of the most fragile capital architectures in recent history. Both are true at once.In this week's episode of Making Billions, I break down the circular financing loop, the depreciation mirage, and the exact four-move framework for positioning before the unwind starts. This episode is brought to you by Reef Pass | Serial Acquisition Investors: Reef Pass Investors has spent the last 10 years focused on partnering with founders to launch and build long-term holding companies, and has a proven track record doing exactly that.To reach out to Reef Pass Investors, email holdcofounders@reefpassinvestors.comWhat does "bubble" actually mean?Not that prices went up. A bubble is when price detaches from the cash flow justifying it, financed by belief instead of earnings. Pull the confidence, and the financing mechanism stops functioning entirely, not just prices drifting down.If you manage capital, raise it, or allocate it, the next 18 to 36 months transfer enormous wealth from the fully invested to the patient. That transfer is already loaded into the structure. The only thing undecided is which side you're on.Explore the risks and opportunities behind the AI boom with my AI Bubble Exposure & Capital Positioning framework. DOWNLOAD: The AI Bubble Exposure & Capital Positioning Scorecard[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Jase, Al, and Zach look ahead to the AI age and consider why it could make one decidedly old-school part of life more valuable than ever. The guys connect that idea to the family's unconventional relationship with the global church, debating accountability, community, and whether Christians have become too comfortable consuming church instead of living out their faith together. Plus, Zach gets Randy Travis' attention with a viral rendition of “I Told You So,” and Jase channels a little Phil Robertson spirit while sizing up an unsuspecting banker. In this episode: James 1, verses 5–6; James 1, verse 25; James 2, verse 26; James 3, verses 13–18; James 5, verse 14; John 1, verses 1–3; Acts 2, verses 1–47; Acts 15, verses 1–21; Acts 17, verses 16–34; Ephesians 1, verses 17–18; 1 Corinthians 12–14; 2 Timothy 3, verse 16 “Unashamed” Episode 1402 is sponsored by: Go to curehydration.com/unashamed and get 20% off your first order with promo code UNASHAMED https://preborn.com/unashamed — Visit the PreBorn! website or dial #250 and use keyword BABY to donate today. http://unashamedforhillsdale.com/ — Sign up now for free, and join the Unashamed hosts every Friday for Unashamed Academy Powered by Hillsdale College XXXXX NOT YET NOW LINKS XXXXXX — Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology.  We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race outright, what container shipping and the railroads of the 1870s tell us about the buildout, and why the binding constraint on all of this may be capital rather than compute.  Please enjoy my conversation with Ben Thompson. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:16) Winning the AI Race With China (00:08:28) Timing, Capital, and the Railroads (00:11:34) Berkshire, Google, and Absolute Profits (00:14:23) Verifiable and Unverifiable Domains (00:20:20) Aggregation Theory in the AI Era (00:22:06) The Real Cost of Inference (00:25:40) Why Consumer AI Needs Advertising (00:30:08) Compute Shortages and Commodity Markets (00:35:46) Memory Cycles and Boom Bust Dynamics (00:42:08) TSMC, Intel, and Where Risk Goes (00:44:51) The Best Setups in Big Tech (00:52:14) The Frontier Model Contenders (00:54:27) Microsoft's IBM Playbook (01:00:45) Meta, Attention, and Advertising (01:07:29) NVIDIA, Commodities, and Power

The latest on the AI Boom, The Third Space Age, Saturday September 12th at 10am is the Taxes in Retirement seminar with EP Wealth Advisors and CFP's Ryan Ignacio and Julie Chan-O'Rourke at the Don Tatzin Community Hall at the Lafayette Library

In this episode of The Localist, Carrie Rollwagen sits down with Austin Senseman and Robert Hill, the co-founders of Caravan. Caravan is a Birmingham-based AI training company that teaches business owners and their teams how to actually use tools like Claude Code and Claude Cowork. Austin is also co-founder of Birmingham AI, the 501(c)(3) that puts on free monthly AI events at Innovation Depot, and is a Claude Ambassador for Birmingham. Infomedia hired Caravan for a full team training earlier this year, and Infomedia also sells the class to clients. Austin and Robert talk about how Caravan started with a listening tour of 20 Birmingham businesses at the end of last year, and how the answer they kept hearing was not build me a product, it was teach me how to use these tools. They get into why they think Claude Code was the moment agentic AI became real for non-technical professionals, why every AI class is also a little bit of therapy, and why they update the curriculum every single week to keep up with what the tools can do. The second half is where the conversation goes deeper. Carrie, Austin and Robert all get honest about the ethics of AI, the anxiety it creates, and the reality of being a writer or a small business owner trying to navigate this moment. They talk about why anger is a common emotional home for people right now, why disengaging from AI often means leaving the conversation to bad actors, and why Robert thinks 2027 is going to get weird. They also talk about James Clear's identity framework, why buying local-ish beats buying local perfectly, and why Austin's favorite AI story is a Birmingham pastor who uses AI to save four hours a week on sermons so he can visit more people in hospice. If you are grappling with AI in your own work, this is a rare honest conversation. Watch on YouTube _______________________________________   Mentioned in This Episode    •       Caravan •       Birmingham AI •       Infomedia •       Claude •       Claude Code •       Anthropic •       Innovation Depot •       Hardware Park •       Sloss Tech Thanks to Our Sponsor, Infomedia The Localist is sponsored by Infomedia. They are a Birmingham-based web and digital marketing company. They help small businesses grow online. •       Contact Infomedia    Join Us at Localist Lab Localist Lab is a free event series for small business owners. It meets on the third Thursday of most months at Saturn in Avondale. Free tacos and coffee too. •       See upcoming events and register   Subscribe to Carrie's Newsletter Want more small business tips from Carrie? Sign up for her newsletter. •       Sign up here

The future of American manufacturing is being shaped by more than technology. It's being built by the people who are bringing new ideas, processes and capabilities to the factory floor. In this episode of the Optimistic Outlook, Lauren Curran, an industrial engineer and advanced manufacturing manager at Siemens' Fort Worth facility, gives us a firsthand look at how modern manufacturing is evolving. In a conversation with Siemens USA President and CEO Ann Fairchild, Lauren shares how advanced manufacturing, data, AI and continuous improvement are creating new possibilities for both the industry and the people who work in it. Siemens has invested $1 billion in U.S. manufacturing over the past five years, including a $190 million facility in Fort Worth producing switchgear and other electrical equipment that supports critical infrastructure across the country. Growing demand from industries including data centers and AI is accelerating the need for this equipment — and for the skilled workforce behind it. But technology and investment are only part of the equation. America also needs people with the skills to build, operate and continuously improve the factories of the future. Lauren shares her own rapid career journey, from industrial engineer to advanced manufacturing manager, and explains how curiosity, problem-solving and a willingness to embrace challenges have helped shape her career. She also offers a look inside the modern factory — from piloting new products and processes to working directly with assemblers to turn engineering designs into real-world products. Her experience challenges outdated perceptions of manufacturing and highlights the opportunities available to people considering careers in engineering, advanced manufacturing and skilled trades. In this episode, discover: How technology, data and AI are transforming modern manufacturing Why today's factory floor looks very different from the traditional image of manufacturing How U.S. manufacturing investment is creating new opportunities for innovation and growth What it takes to build the skilled manufacturing workforce America needs How continuous improvement and hands-on problem-solving drive innovation Lauren's journey from industrial engineer to manufacturing leader Why manufacturing careers can offer opportunities for growth, leadership and impact As the United States works to strengthen its manufacturing workforce, stories like Lauren's demonstrate what's possible when people are given the tools, training and freedom to innovate. Show notes Siemens manufacturing plant in Fort Worth, TX Siemens Opens $190M Fort Worth Manufacturing Hub to Support AI Infrastructure Boom

Wat zit er in De 7 vandaag?Er gaat een dikke streep door het grootste groene waterstofproject in de Antwerpse haven. Het Amerikaanse bedrijf Plug Power trekt de stekker uit een investering van 400 miljoen euro.Het natste natuurgebied van België gaat in vlammen op. Hoe konden de Hoge Venen toch zo droog worden dat het begon te branden?De AI-boom heeft de beurzen wereldwijd naar recordhoogtes gestuwd, maar economen van de Europese Centrale Bank waarschuwen voor een stevige terugval. Wat is daar aan de hand? Host: Bert RymenProductie: Lore Allegaert Check de actie voor een abonnement op De Tijd:tijd.be/promoSee omnystudio.com/listener for privacy information.

Nvidia, CoreWeave and Wall Street are pouring hundreds of billions of dollars into AI infrastructure. But how does the financial machine behind the AI boom actually work and where are the risks?In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack CoreWeave's extraordinary growth and $100bn+ revenue backlog, Nvidia's role at the centre of the AI ecosystem, and the huge amounts of debt and private capital being used to finance data centres and GPUs.We explain what neoclouds are, why GPUs are increasingly being treated as infrastructure assets, and how firms including BlackRock, Blackstone, Apollo, Goldman Sachs and KKR are helping finance the AI buildout.But there's another side to the story. We explore the “circular financing” concerns surrounding Nvidia and its customers, the growing concentration risk across the AI industry, and what could happen if hyperscalers such as Microsoft, Alphabet, Amazon and Meta begin to slow their enormous AI spending.Finally, we look at the wider macro picture, including the latest US CPI inflation data, Federal Reserve interest rate expectations and why the AI boom itself is beginning to show up in inflation.Is this the financial infrastructure needed to power the next technological revolution or is too much money becoming dependent on the AI boom continuing?(00:00) The $1 Trillion AI Spending Boom(03:51) CoreWeave's Incredible Growth(04:58) The $104BN AI Order Book(08:35) What Is a Neocloud?(11:18) The Huge Cost of AI Infrastructure(16:13) Nvidia's $500BN Wall Street Deal(17:53) How GPUs Became an Asset Class(21:14) Was Michael Burry Wrong on AI?(24:50) How Wall Street Finances AI(27:12) The AI Circular Financing Risk(33:34) Nvidia's Biggest Concentration Risk(37:18) Can the AI Spending Boom Continue?(38:50) How to Invest Beyond Big Tech(40:12) The Next Trillion-Dollar AI Company?(44:30) AI Boom or House of Cards?(45:06) US Inflation Falls Again(47:05) Will the Fed Hike in September?(49:27) What to Expect From Jackson Hole

At the top end of the market, Australia's richest investors are deeplyengaged in the AI boom: Some are betting the house on AI, others are fighting to rescue their reputation as AI sweeps through every industry sector. John Stensholt co-author of 'Tech Bros' the extraordinary story of Atlassian' joins Associate Editor, James Kirby in this episode. In today's show, we cover: Rich pickings in an AI bonanza How Atlassian's 'tech bros' are pivoting towards AI Wes Maas bets the house on Firmus Why did Gina Rinehart invest heavily in SpaceX? See omnystudio.com/listener for privacy information.

A new ASX listed fund allows Aussies to invest in privately owned AI companies kike Open AI and Anthropic. Russell Pillemer CEO of Pengala Capital joins Scott Haywood to discuss. See omnystudio.com/listener for privacy information.

Greg Foss is back. After stepping away from Twitter and spending time on Nostr, the veteran credit analyst explains what pulled him back: young people reaching for socialism, and credit markets he sees as far less healthy than equities. The credit default swap thesis. Foss walks through his method: take the CDS spread on U.S. government debt, multiply by total obligations including unfunded liabilities, then compare that to Bitcoin's market cap. He flagged his spread number as from memory. Why insurance, not a risk asset. Most holdings are short volatility: when volatility rises, they fall. Foss argues Bitcoin should do the opposite, and credits BlackRock's Larry Fink as one of the few in traditional finance framing it that way. The rate the Fed does not control. Warsh has suggested AI productivity gains leave room to cut. Foss points instead to the 10-year Treasury, set in the open market, which could rise if investors demand more for U.S. credit risk. Credit markets are flashing before equities. A listener asked about widening CDS spreads across AI infrastructure names. Foss compared NVIDIA's vendor financing to Nortel and Lucent in 2000, and pointed to CoreWeave's tight debt service covenant. Banking is a leveraged business. From inside an insolvent Bank of Boston in 1992, Foss saw the math up close: roughly $5 of equity behind every $100 loaned. He argues Bitcoin can act as a safety net against that fragility. Bitcoin mining versus AI data centers. Miners can switch off in seconds and chase stranded energy; AI workloads cannot. Suze raised UK curtailment spending and ERCOT's grid balancing record, and asked whether mining gets built into AI sites. What the ETFs changed. Foss says a Wall Street wrapper was necessary for institutional allocation, while raising the paper Bitcoin question. He runs a 5% of global assets thought experiment, stressing he is not certain it happens. Treasury companies as an evolution, not an endpoint. Foss says he admires Michael Saylor without admiring every lever pulled, notes the premium to underlying Bitcoin has collapsed toward parity, and expects these vehicles to matter less over time. Bitcoin as collateral, and pensions inching in. Foss calls Bitcoin pristine collateral and a natural extension of lending. Dom described recommending it to pension boards years ago and pointed to a Michigan 13F filing adding to its position.

Aeluma (ALMU) CEO Jonathan Klamkin discusses the company's compound semiconductor technology and its role in supporting the AI data center buildout. He explains how Aeluma manufactures components such as lasers and photodetectors on silicon substrates, helping address supply chain challenges. Klamkin also highlights the technology's potential impact on U.S. manufacturing and national security.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

August 12, 2026 - Zach Abraham sits down with tech founder and investor Aviel Ginzburg for a wide-ranging conversation about what investors may be getting wrong about artificial intelligence. Aviel explains why AI can simultaneously produce a massive financial bubble and a genuine technological revolution, where he sees the biggest bottlenecks and opportunities, why billion-dollar AI investments can become obsolete astonishingly quickly, and how dramatically the technology is already changing software development. Later, Zach and Aviel turn to Washington State's proposed income tax, the state's changing business climate, and why Aviel believes the consequences could eventually extend well beyond millionaires.

The explosive growth of data centers is creating a surprising surge in demand for workforce housing near construction and operation sites. This under-the-radar connection between AI infrastructure and real estate markets opens up investment angles most people haven't considered.Today's Stocks & Topics: Medtronic plc (MDT), Market Wrap, UWM Holdings Corporation (UWMC), Valero Energy Corporation (VLO), How to Read the Charts, Target Corporation (TGT), Data Centers, Housing, and the Hidden Real Estate Play in the AI Boom, Retirement Account, DoubleVerify Holdings, Inc. (DV), Gold, Roblox Corporation (RBLX), Dell Technologies Inc. (DELL), Credit Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

August 11, 2026 - Zach and Chase discuss the increasingly difficult math behind the AI buildout as projected infrastructure spending climbs into the trillions, while the productivity gains needed to justify that investment remain far less obvious. They also break down escalating attacks on global oil infrastructure, why Iran may be content to let the current standoff drag on, tomorrow's potentially important inflation print, rising long-term Treasury yields, the Fort Knox gold debate, and why soaring equity valuations may encourage corporate America to unleash a wave of new stock issuance.

Big Tech is spending at a scale we've never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners.In this episode:00:00 Is the AI Boom Sustainable?03:52 Big Tech's Trillion-Dollar AI Bet06:58 AI Revenue Is Surging09:17 Who's Funding the AI Boom?12:19 The World Needs More Compute15:55 Why AI Stocks Swing Wildly20:01 Can AI Earnings Last?24:37 China's AI Threat29:36 AI's Battle for Your Ecosystem33:10 Did Apple Miss AI?37:40 Best Ways to Invest42:35 Protecting Against an AI BustETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR).———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expanding fund sizes, David and Founder Collective are one of the only successful franchises to truly stick to small, boutique funds.  AGENDA: 00:00 The Bubbles Are Getting Bigger—and There Will Be a Lot of Roadkill 05:21 The Worst-Performing Funds Will Be the $50M–$100M Seed Funds 25:06 "We're Greedy for Returns, Not Management Fees" 30:10 "Pro Rata Is the Original Sin" 32:59 "A $1BN Valuation Is the New Series A" 46:39 "I Have Never Seen Secondary Markets This Liquid" 58:03 Microsoft Has Done a Crappy Job of AI—and Another Dot-Com Crash Is Inevitable 01:08:25 OpenAI and Anthropic Will Be Disrupted—and China Could Do It 01:16:12 "Anyone Who Claims They Knew Is Full of Shit" 01:19:56 Our Children Won't Need to Drive—and Chemotherapy Will Look Prehistoric  

Plus: SK Hynix plans to invest about $38 billion to expand chip production. And video game company Take Two reports loss despite higher revenue. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next. This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking the shift toward state-directed growth and volatility suppression. We explore Fed-Treasury coordination, the AI capex boom, energy abundance, and whether Bitcoin is approaching a turning point. Enjoy! TIMESTAMPS: 00:00 Intro 00:58 Tyler's Farewell 04:34 Markets Enter A New Regime 06:22 Treasury Takes Control Of Volatility 15:11 Nuclear Power Supercycle? 20:18 Backstopping The Global Short Vol Trade 24:50 Are Policy Band-Aids Creating Bigger Risks? 28:48 Gold Sniffs Out The Policy Pivot 33:35 The AI Capex Boom Becomes Statecraft 40:42 Can Markets Survive The Midterms? 44:19 Regulation Builds The AI Moat 46:01 Bitcoin Enters A Cleansing Phase 50:31 How Narratives Drive Capital Flows 55:34 Final Thoughts FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/16t3aXIjnR07MLnyb7RGarzT0oaI7dOFH/view?usp=sharing EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

The $2.6 trillion spent on artificial intelligence, data centres and advanced chipmaking dwarfs the cost of previous infrastructure megaprojects. Yet AI has become a money pit for tech giants like Amazon, Google, Microsoft and Meta, and the tech is failing to hit its stratospheric targets. Could an AI crash take overinvested economies down with it? In the longer term, whose approach will dominate? Will it be the US's private-led model with tech giants at the top? Or China's tactic of spreading low-cost AI throughout the Global South, with an eye on dominating the future? Bronwen Maddox is joined by Alex Krasodomski, director of Chatham House's Digital Society Programme; James Kynge, a senior research fellow for China and the World with the Asia-Pacific Programme; and Creon Butler, director of the Global Economy and Finance Programme. Produced by Podmasters, with thanks to Stephen Farrell and Sara Seth. Explore Chatham House's latest: Comment | What the UK should learn from Kimi K3, WAICO and the Hugging Face incident Comment | What the UK government should do on AI and tech policy Research paper | Breaking the deadlock on AI governance Magazine issue | The World Today summer issue Audio | The Climate Briefing

Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July's sharp sell-off has left investors asking whether the AI trade is cracking or simply resetting. Hosted by Moz Afzal, Global CIO at EFG, in conversation with Henry Walters, EFG Equity Analyst, this episode explores what drove the July wobble – from crowded positioning and leverage to rising rates and credit spreads – against a backdrop of robust tech earnings and surging AI capital expenditure. They also discuss the battle between open and closed AI models as well as the key risks that could shape where AI infrastructure spending goes next.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Henry Waltershttps://bit.ly/4wbDgiuEFG:https://www.efginternational.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. 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The race to build AI infrastructure is often framed around the availability of power, chips, and capital.  But another critical constraint is becoming impossible to ignore: skilled labor. In this episode, Shayle sits down with Raymond Hawkins, chief customer officer at Compass Datacenters, about why a shortage of qualified electricians has emerged as one of the biggest bottlenecks to data center construction, and how the industry is responding.  Hawkins explains that labor shortages aren't preventing new data centers from being built, but they are driving up costs, extending project timelines, and forcing developers to compete aggressively for experienced electricians. As AI demand accelerates, companies are increasingly moving workers across the country, housing them near construction sites, and relying on a traveling workforce much like the healthcare industry relies on travel nurses. At the same time, demand is surging for highly specialized professionals capable of installing the sophisticated electrical systems that modern AI data centers require.  Hawkins also explores how modular construction and prefabrication are reshaping the way data centers are built, and how, as data centers expand into new markets, developers must become more transparent about their projects to earn a community's trust.  Shayle and Raymond discuss:- Why electricians have become one of the biggest constraints on AI data center growth - How workforce shortages are changing hiring, training, and construction practices - Compass Datacenters' partnership with community colleges to develop skilled labor - The role of modular construction and prefabrication in reducing labor demands - Strategies for earning community support through transparency, workforce investment, and responsible infrastructure development Resources: Catalyst: The State of Play of Data Center Development Catalyst: AI Scaling Pathways: On Grid, On Edge, Off Grid, Off Planet Latitude Media: As community scrutiny grows, data center developers turn to on-site power Latitude Media: The mechanics of data center flexibility Latitude Media: The off-grid data center fantasy  Credits: Hosted by Shayle Kann. Produced and edited by John Sheehan. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

In this episode of Data Center Revolution, Kirk Offel sits down with Drew Baglino, founder and CEO of Heron Power and an 18-year Tesla engineering veteran, to examine the power architecture behind the rapid expansion of AI infrastructure.Drawing on his experience with power electronics, the Tesla Supercharger network, energy storage, and Megapack, Drew explores whether the industry's greatest constraint is electricity generation—or the equipment required to move, convert, store, and reliably deliver that electricity.Kirk and Drew break down why 800-volt DC is gaining momentum, how increasing GPU density is changing rack-level power requirements, and how a simplified, modular architecture could remove traditional transformers, switchgear, distribution equipment, and standalone UPS systems. They also discuss safety, redundancy, liquid cooling, water use, capital costs, commissioning timelines, and Heron Power's path from engineering prototypes to commercial deployment.For more about us: https://weareoverwatch.com/data-center-revolution-podcast/For guest inquiries reach out to: podcasts@weareoverwatch.com

(August 05, 2026) Energy company profits are soaring with the Iran war… here is what California wants to do. Using a gun to protect yourself? The right to kill is growing. The AI boom is transforming the American economy beyond recognition. Gianni Infantino’s Kushner-linked World Cup scheme jeopardizes his FIFA reign.See omnystudio.com/listener for privacy information.

Darrell Crate, Founder and Managing Partner of Easterly Asset Management, warns that massive capital flows across the AI ecosystem may be creating an unsustainable market bubble. He explains why investors should consider stable, income-producing REITs, highlighting Easterly Government Properties.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tickets for our live show in New York are on sale now! Get yours here.  Leopold Aschenbrenner, age 24, was hailed as the ‘Nostradamus of AI.' With that reputation, the wunderkind built a multi-billion dollar hedge fund called Situational Awareness, taking on an enormous amount of debt. WSJ's Gregory Zuckerman explains how the fund crashed while Aschebrenner was preparing for his wedding. Ryan Knutson hosts. Further Listening: - Republican Megadonor Ken Griffin on Trump's Economy - Is the AI Boom… a Bubble? Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Could rising Treasury yields trigger the next major market downturn? In this exclusive interview, Jesse Felder, founder of The Felder Report, explains why he believes the 10-Year Treasury yield is the most important chart in the world—and why it could derail the AI boom, pressure stocks, and expose deeper problems in the global economy. Felder argues that investors are underestimating the risks building in the bond market, warns a slow-motion debt crisis is already underway, and explains why soaring government debt, persistent inflation, and higher interest rates could reshape markets for years to come. He also shares why Warren Buffett's massive Treasury position makes sense today, why momentum investing may be breaking down, where he sees value emerging, and why energy, oil, and commodities could outperform in the years ahead. In this interview: * Why Treasury yields matter more than ever * The biggest risk facing the AI boom * Why Jesse believes a debt crisis has already begun * The Federal Reserve's inflation challenge * What rising bond yields mean for stocks * Warren Buffett's defensive strategy * Gold, oil, and commodity investing * Value investing vs. momentum investing * What every investor should be watching next

Have U.S. markets quietly split into two completely different markets? In this conversation with Maggie Lake, Jim Bianco, President of Bianco Research, argues that's exactly what's happening. According to Bianco, just 41 AI-related companies now account for nearly half of the S&P 500, while the other 459 stocks are increasingly moving independently. He explains why investors should think of AI and non-AI stocks as two separate markets—and why he believes the AI boom hasn't yet reached bubble territory. Bianco also explains: * Why AI is the biggest technological revolution he's ever seen * Why today's AI rally is different from the dot-com era * What ultimately causes every technology bubble to burst * The biggest risk that could derail AI investing * Why the next phase of the AI trade could be even more volatile Whether you're bullish or bearish on artificial intelligence, this interview offers a framework for understanding where we may be in the AI investment cycle.

AP's Lisa Dwyer reports that College computer science majors are down. AI for everyone else is up.

George Hahn connects the dots across the week's biggest stories: how hidden debt is fueling America's AI buildout, why China is spreading cheap, open-source AI around the world, and what the rise of solo founders reveals about the new creator economy. Plus, No Mercy / No Malice turns ten. We'd love your feedback as we build this show! Let us know what you think: info@profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

60 published novels & over 150 million copies sold later; David Baldacci joins The Last Word to tell us about his love for writing, and his concerns over the rise of AI.To hear the full chat, press 'PLAY' on this page!

America needs data centers to power AI, but few communities want one nearby. Michael talks with The Free Press senior editor and writer Joe Nocera about the growing battle over data centers—who benefits, who pays and whether transparency, tax revenue and new technology can ease local resistance. Then, listeners weigh in on jobs, electricity, water, farmland and whether states should pause construction as the artificial intelligence boom accelerates. Original air date 30 July 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Meta CEO Mark Zuckerberg calls for policies that accelerate AI development. And DoorDash is building its own drone delivery network. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bustsWhat fixed income vehicles hold AI-linked debtWhat mechanisms are being used to transfer AI-debt risk.How circular finance is contributing to the AI infrastructure buildoutWhat could go wrong with the AI infrastructure buildout that could lead to losses on AI-related debtHow to tell what exposure you have to AI debtSponsorsDelete Me – Use code David20 to get 20% offNetSuite Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesAI debt slide deck used for episodeRBC Weighs $2 Billion Risk Transfer to Hedge Data Center-Linked Loans by Esteban Duarte and Paula Sambo—BloombergHyperscalers Tap External Financing as AI Capex Outruns Cash Flow—FactSet InsightWhat History Tells Us About The AI Investment Boom by Larry Swedroe—Financial AdvisorGoldman Sachs Warns on AI's Debt Tsunami — Is This the End of the AI Boom? by Rich Duprey—Yahoo! FinanceProgress and peril by Pablo Hernández de Cos—BISThe Opportunities and Risks AI Presents for the Economy and Financial System by Governor Lisa D. Cook—The Federal ReserveFinancial Stability Report by The Board of Governors of the Federal Reserve System—The Federal ReserveFinancing the AI infrastructure boom: on- and off-balance sheet borrowing by Egemen Eren, Ingomar Krohn and Karamfil Todorov—BISHow AI debt financing impacts duration supply and interest rates by Hugo De Vere, Srini Ramaswamy and Seth Searls—Federal Reserve Bank of DallasUS Life Insurers Held $807 Billion of Hard-to-Sell Credit by Alexandre Rajbhandari—BloombergInsurers are funding AI infrastructure – NAIC wants to know if the ratings hold up by Paul Lucas—Insurance BusinessUS Corporate Bonds Statistics—sifmaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nvidia President & CEO Jensen Huang says “this is the golden ages for Korea" after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. Speaking to Bloomberg Television's Ed Ludlow in an exclusive interview in San Francisco, Huang adds, “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO's appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung.See omnystudio.com/listener for privacy information.

George Hahn connects the dots across the week's biggest stories: how cheaper Chinese models are challenging America's AI dominance, why Oracle's growing debt is raising alarms about the AI boom, and what Derek Thompson's “antisocial century” reveals about risk, isolation, and the declining power of friendship. We'd love your feedback as we build this show! Let us know what you think: info@profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Google just reported something it had never reported in its entire history as a public company: Negative quarterly free cash flow. Not a small decline, either: $5.9 billion. From Japan to Thailand, China and the United States, the boom is producing some enormous numbers. What it is NOT producing—at least for the foreseeable future—is the real story.Eurodollar University's Money & Macro Analysis--------------------------------------------------------------------------------Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to: https://EurodollarGold.com or text EURO to 35052. ----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.reuters.com/world/china/chinas-june-trade-tops-forecasts-buoyed-by-ai-boom-2026-07-14/https://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.htmlhttps://www.instagram.com/reel/DUa50unFSzj/?hl=enhttps://www.facebook.com/FastMoney/videos/memory-surge-squeezes-mega-caps/990228643625342/https://www.instagram.com/reel/DRCybx2EcKk/https://finance.yahoo.com/video/metas-data-center-costs-are-skyrocketing-heres-what-you-need-to-know-203416070.htmlhttps://www.bloomberg.com/news/newsletters/2026-07-22/the-ai-export-boom-that-wasn-thttps://www.cnbc.com/2026/07/23/tesla-tsla-alphabet-googl-stock-today.htmlhttps://www.youtube.com/watch?v=O9tBCe-vR7ohttps://finance.yahoo.com/video/earnings-negative-cash-flows-make-big-tech-more-economically-sensitive-140918058.htmlhttps://www.bbc.com/news/articles/c235n47g8g8ohttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A lot of AI technology may not work very well, but providing consumers with reliable information was never its major commercial promise. Investors have poured billions into generative AI because of the promise that it will eliminate jobs on a massive scale. Tech journalist Brian Merchant joins Kelly to discuss how the AI boom is being used to displace workers, degrade information, expand surveillance and strengthen state violence—and why this brittle corporate project can be disrupted.

Our guest on the podcast today is Brett Arends. Brett has been a columnist for MarketWatch, The Wall Street Journal, and other Dow Jones publications since 2007. His regular column for MarketWatch is called ROI, and he has also written for SmartMoney, TheStreet.com, and the Boston Herald. In addition, Brett has written several books including Storm-Proof Your Money: Weather Any Economy, Rebuild Your Portfolio, Protect Your Future. Brett took a double first in history at Cambridge University and did postgraduate research at Oxford University. He's also a chartered financial consultant. Episode Highlights 00:00:00 Financial Journalism Origins and Early Stock-Picking Lessons 00:11:12 Comparing the AI Boom to Dot-Com Bubble 00:21:53 Diversification, Index Funds, and AI Bubble Risk 00:26:25 Why Private Securities Are a Bad Deal 00:33:09 Why TIPS Are Attractive Under Rising Inflation 00:38:10 Generating Retirement Income and Immediate Annuities 00:45:35 Social Security and Policy Risks More From Morningstar GQG: Why We Are Still in an AI Stock Market Bubble Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market' How to Use TIPS in Your Portfolio If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI infrastructure is changing the economy faster than most people understand, and the real story is bigger than Nvidia, SpaceX, TSMC, or data centers. In this video, I'm breaking down the AI boom, chip demand, data center power, water usage, SpaceX valuation, China's AI infrastructure race, tariffs, inflation, grocery debt, and why I believe investing is one of the only ways everyday people can fight back financially.The Dark Side Of The AI Boom Nobody Wants To ExplainJoin our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.

A sharp sell-off in AI stocks sweeps across Asia. India joins a select group of countries running hydrogen-powered trains. And Netflix shares fall after its latest outlook disappoints investors. Presenter: Leanna Byrne Producer: Victoriya Holland Editor: Josh Martin

In this week's Stansberry Investor Hour, Dan welcomes Marko Papic back to the show. Marko is the chief strategist and head of GeoMacro at BCA Research, a global investment research firm.   Marko kicks things off by discussing the "second derivative of AI capex," which signals the beginning of the end of the AI boom. Due to tension in the Middle East potentially starting to ease up, the market is nearing the peak of the "Wall of Worry," and as a result, investors could lose a component that helps fuel the current rally. Additionally, Marko says that AI is inflationary. It takes labor, copper, and electricity to construct and run a data center, and with oil prices not likely to return to the levels they were at before the conflict at the Strait of Hormuz, that will just compound the inflation. Marko details what you can expect from the "endgame" of the Hormuz blockade. (0:00)   Next, Marko delves into oil prices and demand. He says that the conflict is starting to give several impressions to other countries after this passes. The first is that the U.S. creates demand when it has a desire to obtain resources and seeks them out. Countries will then start hoarding them as a means of securing them. The second impression the conflict shows is that our allies might not be able to rely on us in a prolonged conflict. Marko says that the raid in Venezuela earlier this year and the Strait of Hormuz situation were both supposed to be short-term incidents. The U.S. did not intend for the blockade to last as long as it has. So in the event of a drawn-out conflict, our allies might have second thoughts about asking for aid. However, even if we are shut out, Marko says America is integrated into the global infrastructure. (18:24)   Finally, Marko sums up the three main reasons why an "inflationary brew" is developing for data centers. The first is that Federal Reserve Chair Kevin Warsh might not be as dovish as hoped prior to entering the role. And it doesn't seem like President Donald Trump will do much to deter him from raising interest rates. That will make building data centers more expensive. The second is that the major AI IPOs are creating a massive supply with little liquidity. With many individual investors primarily having exposure to the S&P 500 Index, they'll be gaining exposure with their 401(k)s but won't be actively buying or selling them, resulting in stagnancy. And lastly, AI capex is slowing down since it's not feasible to build as many data centers as these companies desire. (36:06)