Podcasts about compute

What is Spaceborne Lunar? This week, Technology Now explore how, and why, you would put a supercomputer on the moon. We ask why anyone would want to put a supercomputer on the moon, we discover how one would go about doing such a thing, and we explore the benefits that this sort of extreme edge computing could bring. Norm Follett, Senior Director, HPE Global Technical Marketing, Space Technologies & Solutions, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Norm: https://www.linkedin.com/in/normfollett/Sources:https://www.hpe.com/us/en/newsroom/accelerating-space-exploration-with-the-spaceborne-computer.htmlhttps://spectrum.ieee.org/software-as-hardware-apollos-rope-memoryhttps://www.bcs.org/articles-opinion-and-research/the-first-computers-on-the-moon/https://www.sciencefocus.com/space/what-tech-would-the-apollo-11-mission-have-todayhttps://www.bbc.co.uk/future/article/20230516-apollo-how-moon-missions-changed-the-modern-worldAverill C., 2022, a Brief Analysis of the Apollo Guidance Computer, https://doi.org/10.48550/arXiv.2201.08230

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ --- In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into the real constraints, from electricity shortages to institutional inertia, why mid-2026 matters for enterprise AI, and why so many people remain uneasy about a technology they use every day. I cover: (00:03) Predicting AI's next two years (01:50) How life changing are chatbots, really? (03:36) Our current biggest AI constraint (07:58) The remarkable increase in token efficiency (10:43) Why mid-2026 is a crucial turning point (13:01) Do we actually want AI in our lives? (15:28) Should organizations wait to jump in? (16:39) How is OpenAI reckoning with Gemini? (18:41) The market's reaction to OpenAI's code red (19:32) Where will value accrue in the supply chain? (20:51) What's the best strategy for middling powers?Where to find me: Exponential View newsletter: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar/Twitter/X: https://x.com/azeem Production by supermix.io and EPIIPLUS1 Production and research: Chantal Smith and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For episode 651 of the BlockHash Podcast, host Brandon Zemp is joined by Andrew Sobko, CEO of Argentum AI, an Enterprise level ready AI-powered compute marketplace.Andrew Sobko is a serial entrepreneur with a background in building transformative marketplaces. He founded one of the fastest-growing companies in America, recognized by the Financial Times and honored by Goldman Sachs' Builders & Innovators award. Andrew has raised over $200 million from leading global investors including Sequoia Capital, Brookfield, and others. ⏳ Timestamps: (0:00) SUMSUB(0:44)  Introduction(0:53) Who is Andrew Sobko?(5:50) Argentum Marketplace(9:28) Advantages of Argentum(13:58) Trust & validation for Argentum clients(14:37) SUMSUB(16:00) Argentum Token(18:50) How to contribute compute(19:42) Future of Enterprise AI(22:05) Argentum roadmap for 2026(25:03) Events & conferences(25:30) Website & socials 

In this episode of Builders Bench, Peter interviews Navjit, the CEO of Iagon, discussing the innovative decentralized storage and compute solutions offered by Iagon. The conversation covers the unique Cyclone device that simplifies user participation, significant partnerships like the one with Worth Group, and the future plans for retail adoption and the role of the IAG token in the ecosystem.TakeawaysIagon connects idle resources for cost-effective storage and compute.Decentralization enhances data security and control.The Cyclone device simplifies participation for non-tech users.Partnerships with Fortune 500 companies expand Iagon's reach.Iagon's solutions provide redundancy against downtime.The Worth Group partnership taps into 3D printing for car parts.Retail adoption is a focus for Iagon's future growth.The IAG token is essential for running nodes and accessing services.Iagon aims to create a user-friendly experience for data storage.Future plans include a Dropbox-like solution for retail users.Chapters00:00 Introduction to Iagon and Its Ecosystem02:57 Understanding Iagon's Infrastructure Solutions05:59 The Cyclone Device: Simplifying Participation08:58 Partnerships and Innovations with Worth Group15:00 Retail Adoption and Future Plans for Iagon20:05 The Role of IAG Token in the EcosystemDISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

Energy planners used to talk about a “trilemma”: reliability, affordability and sustainability.As AI reshapes the global economy and data centres demand thousands of megawatts of new load, Alberta is adding a fourth leg to the stool — velocity — turning it into an energy quadlema.At the edge of Wabamun Lake west of Edmonton, the Keephills and Sundance power sites are being reimagined from coal-era workhorses into “AI-ready” power hubs. TransAlta is converting units to natural gas, opening up land for data centres and using existing transmission and cooling infrastructure to shorten the path from project to power.In this episode of Disruptors: The Canada Project, John Stackhouse speaks with Premier Danielle Smith and John Kousinioris, President & CEO of TransAlta, about how Alberta is experimenting with a new “bring your own power” model for hyperscalers — and how the recent Canada–Alberta energy MOU aims to unlock thousands of megawatts of AI computing capacity.Alberta is positioning itself as a testing ground for how countries can build domestic compute on their own grids — instead of just exporting raw energy — while navigating an energy quadlema of reliability, affordability, sustainability and speed to power. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sid Sheth is the CEO and co-founder of d-Matrix, the AI chip company making inference efficient and scalable for datacenters. Backed by Microsoft and with $160M raised, Sid shares why rethinking infrastructure is critical to AI's future and how a decade in semiconductors prepared him for this moment.In this conversation, we discuss:Why Sid believes AI inference is the biggest computing opportunity of our lifetime and how it will drive the next productivity boomThe real reason smaller, more efficient models are unlocking the era of inference and what that means for AI adoption at scaleWhy cost, time, and energy are the core constraints of inference, and how D-Matrix is building for performance without compromiseHow the rise of reasoning models and agentic AI shifts demand from generic tasks to abstract problem-solvingThe workforce challenge no one talks about: why talent shortages, not tech limitations, may slow down the AI revolutionHow Sid's background in semiconductors prepared him to recognize the platform shift toward AI and take the leap into building D-MatrixResources:Subscribe to the AI & The Future of Work NewsletterConnect with Sid on LinkedInAI fun fact articleOn How Mastering Skills To Stay Relevant In the Age of AI

Marek Kozlowski, Head of the AI Lab at Poland's National Information Processing Institute, discusses project PLLuM (Polish Large Language Models). PSA for AI builders: Interested in alignment, governance, or AI safety? Learn more about the MATS Summer 2026 Fellowship and submit your name to be notified when applications open: https://matsprogram.org/s26-tcr. He shares how countries like Poland can achieve AI sovereignty by training small, locally-adapted models for specific languages and cultures, ensuring control, privacy, and cost advantages. The conversation delves into challenges like frontier models' English bias, EU regulations, and technical strategies like "Language Adaptation" on base models. Discover how transparently created, locally-controlled AI offers a viable path for nations to maintain their technological destiny. LINKS: National Information Processing Institute Show notes source with images PLLuM open chat service Sponsors: Google AI Studio: Google AI Studio features a revamped coding experience to turn your ideas into reality faster than ever. Describe your app and Gemini will automatically wire up the right models and APIs for you at https://ai.studio/build Agents of Scale: Agents of Scale is a podcast from Zapier CEO Wade Foster, featuring conversations with C-suite leaders who are leading AI transformation. Subscribe to the show wherever you get your podcasts Framer: Framer is the all-in-one platform that unifies design, content management, and publishing on a single canvas, now enhanced with powerful AI features. Start creating for free and get a free month of Framer Pro with code COGNITIVE at https://framer.com/design Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) Sponsor: Google AI Studio (00:31) About the Episode (03:17) Sovereign AI in Poland (04:41) The Case for Localization (13:38) The PLUME Project's Mission (Part 1) (20:25) Sponsors: Agents of Scale | Framer (22:47) The PLUME Project's Mission (Part 2) (22:47) Defining Polish AI Values (35:32) Sourcing and Curating Data (Part 1) (35:38) Sponsors: Tasklet | Shopify (38:46) Sourcing and Curating Data (Part 2) (44:40) Small Models, Big Advantage (58:21) Training and Domain Adaptation (01:12:22) Compute, Talent, and Geopolitics (01:22:50) Forming International AI Alliances (01:27:41) Decentralized AI and Conclusion (01:31:47) Outro

xAI is introducing a solar-based optimization strategy aimed at balancing Grok workloads. The Colossus farm provides a steady foundation for sustained inference. Early assessments show strong consistency in power delivery.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoreWeave CFO Nitin Agrawal joins Run the Numbers to unpack the finance engine behind one of the fastest-growing AI infrastructure companies on the planet. CJ and Nitin dive into what it takes to build financial discipline in an environment where business models are being invented in real time, discussing the company's 700% growth last year and massive first-quarter performance as a newly public company. They cover capex strategy, securitizing GPUs, managing billion-dollar revenue backlogs, and structuring incentives for hyperscale deals, all while keeping investors grounded and servers running at full tilt. If you want a front-row seat to finance in the AI arms race, this episode delivers.—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is the cloud financial management platform that replaces spreadsheets, eliminates manual work, and keeps your books audit-ready—so you can scale without slowing down. It combines accounting, ERP, and real-time reporting for retail, financial services, logistics, tech, professional services, and more. Sage Intacct delivers fast ROI, with payback in under six months and up to 250% return. Rated #1 in customer satisfaction for eight straight years. Visit Sage Intacct and take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.—LINKS:Nitin on LinkedIn: https://www.linkedin.com/in/nitin-agrawal-cloudcfo/Company: https://www.coreweave.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:The Art and Science of a Day-One IPO Pop with OneStream Software CFO Bill Koefoedhttps://youtu.be/kYCn7XNkCBcFrom Facebook's Hypergrowth to Daffy's Disruption: A CFO's Playbook for Saying Yeshttps://youtu.be/bRIZ6oNPGD0—TIMESTAMPS:00:00:00 Preview and Intro00:02:54 Sponsors – Tipalti | Aleph | Fidelity Private Shares00:06:12 Interview Begins: Scaling CoreWeave00:06:52 CoreWeave's Pivot From Crypto to AI00:11:41 Why CoreWeave Is Uniquely Positioned to Lead AI Infrastructure00:13:32 Hiring for Both Scrappiness and Scale00:16:01 Post-IPO Whirlwind: Acquisitions, Debt Raises, and 10-Year Deals00:16:43 Sponsors – Sage Intacct | Mercury | RightRev00:20:13 Managing Investor Expectations With Radical Transparency00:22:39 Doubling Active Power in Six Months00:25:19 Risk-Balanced Capital Deployment: Power First, GPUs Second00:27:12 Financing GPUs With Delayed-Draw Facilities00:29:38 CoreWeave Rated Platinum for GPU Cluster Performance00:32:25 Compute as the Bottleneck for AI Growth00:33:47 Explaining Revenue Backlog Shape & Timing00:35:06 The Strength of Reserved Instance Contracts00:36:07 Giving Tight but Honest Guidance00:40:26 How Mega-Deals Require C-Suite Participation00:42:19 Tackling Revenue Concentration Through Diversification00:44:05 Building an AI-Only Cloud, Not a General-Purpose Cloud00:46:27 Capital Markets Muscle: Raising Billions at Speed00:47:47 Accounting Complexity in a Business With No Precedent00:49:33 Even the CFO Must Unlearn Old Cloud Assumptions00:51:29 Scaling Public-Company Processes in 90-Day Cycles00:54:42 The Couch Fire vs. House Fire Framework00:57:17 Balancing Risk Mitigation With Opportunity Seeking01:00:30 No Downtime for ERP Changes During Hypergrowth01:02:33 Why the Team Stays Energized Despite the Chaos#RunTheNumbersPodcast #CFOInsights #Hypergrowth #AIInfrastructure #FinanceStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode, Matt Garman's 2025 re:Invent keynote unveils exciting AI advancements, including Amazon Nova to Lite, a cost-effective reasoning model, and Amazon Nova 2 Sonic, a new speech-to-text model. The keynote also covers Security, Storage, Compute, Networking, and a whole lot more!

In this episode, Zain Asgar, co-founder and CEO of Gimlet Labs, joins us to discuss the heterogeneous AI inference across diverse hardware. Zain argues that the current industry standard of running all AI workloads on high-end GPUs is unsustainable for agents, which consume significantly more tokens than traditional LLM applications. We explore Gimlet's approach to heterogeneous inference, which involves disaggregating workloads across a mix of hardware—from H100s to older GPUs and CPUs—to optimize unit economics without sacrificing performance. We dive into their "three-layer cake" architecture: workload disaggregation, a compilation layer that maps models to specific hardware targets, and a novel system that uses LLMs to autonomously rewrite and optimize compute kernels. Finally, we discuss the complexities of networking in heterogeneous environments, the trade-offs between numerical precision and application accuracy, and the future of hardware-aware scheduling. The complete show notes for this episode can be found at https://twimlai.com/go/757.

Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $350M ARR with just $225M raised and a profitable company. A Stanford-trained AI scientist, Jonathan previously helped pioneer natural language search at Powerset, which was acquired by Microsoft. AGENDA: 03:35 Data, Compute, Algorithms: What is Most Abundant? What is Lacking Most? 09:18 What Does No One Know About AI's Data Requirements That Everyone Should? 17:05 The Biggest Challenges Enterprises Have with AI Adoption 20:38 Why Will 99% of Knowledge Work Will be Gone in 10 Years 27:12 How Will Data-Driven Feedback Loops Replace Technology as the Moat 36:08 Who Wins the Data Labelling Market? Who Loses? 38:23 Is Revenue BS in Data Labelling? Are Players Calling GMV Revenue?  45:20 Why is SaaS Dead in a World of AI? 51:23 Will the Phone be the Primary User Interface to an AI World? 57:07 Quickfire Round    

Welcome to AI Unraveled (From November 24 to November 30, 2025): Your daily strategic briefing on the business impact of AI.This week's headlines mark a pivot point in the industry—from the "scale-at-all-costs" mentality to a focus on efficiency, reasoning, and monetization.Strategic Pillars & Topics

Kony Kwong is the CEO and Co-Founder of GAIB AI, a pioneering platform transforming physical GPUs into a new yield-bearing asset class. As AI drives exponential demand for computational infrastructure, GAIB stands at the forefront of a new financial frontier — where AI and DeFi converge, to provide additional funding channels for cloud/data centers, while offering investors direct access to the explosive AI economy. With a background spanning quantitative trading, machine learning engineering at top-tier firms, and early bets on the AI + blockchain convergence, Kony brings a sharp operator-investor lens to one of the fastest-moving sectors in tech. In this episode, Kony unpacks WAGMI Ventures' thesis on why AI agents are the killer app for crypto in 2025 and beyond, how GAIB is transforming physical GPUs into a new yield-bearing asset class, designing autonomous onchain agents that actually own assets, trade, and compound value, and the unique model of simultaneously building and investing behind its own convictions. He dives deep into the technical and economic breakthroughs needed for truly agentic crypto systems, the massive alpha in AI economies, and how GAIB is positioning itself as building the first economic layer for AI compute, bringing new investment possibilities into this surging sector.

The rivalry intensifies as Nvidia says it's racing ahead. They want the industry to see a widening gap. We look at what's driving this claim.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AWS will construct a secure $50 billion compute foundation specifically for government AI operations. The plan enhances data governance and multi-layer verification. Officials expect this to streamline high-priority national workflows.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AWS plans a $50 billion enhancement to deliver higher-density compute for government AI. The initiative pushes efficiency and elevates multi-model support. Leaders say the investment prepares agencies for escalating AI demand.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Canisius and Bill dug into the whole on-prem vs cloud debate through the lens of AI, pointing out that massive compute needs and generative models pretty much force serious work into the cloud, with most operators moving to a hybrid setup rather than pure on-prem or multi-cloud. They spent a lot of time on trust, encryption, and data ownership, stressing that customer data stays isolated, is not used to train models unless you opt in, and that Microsoft's job is to be the secure, scalable platform while companies like Collide handle the oil and gas specific workflows and “last mile” value. They also hit on why “we already have Azure and Copilot” is not the same as having a purpose-built solution, why a single-cloud plus good governance usually beats juggling multiple hyperscalers, and closed with a look ahead to a world where agents manage other agents and AI is wired into everyday work across legal, operations, and the field.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

With CapEx soaring, Google leads the AI infrastructure race. We explore competitors and potential industry shifts. This episode analyzes the strategic impact.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Google's 1,000X compute plan is more than a number—it's strategy. We discuss the implications for the AI ecosystem. Listeners learn why this investment is historic.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With CapEx soaring to $93B, Google's AI ambitions are off the charts. We explore the engineering challenges and strategic goals behind the move. This episode breaks down how it could reshape the AI landscape.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Google plans unprecedented growth in AI computing power. We explore the CapEx plan, its purpose, and the potential impact on the AI ecosystem. Listeners get a clear view of the company's ambition.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we unpack Google's internal directive that its AI compute capacity must double every six months to keep up with surging demand. We explore what this pace means for Google's infrastructure strategy and the future of large-scale AI growth.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As AI systems grow more powerful, the computational infrastructure behind them has become a strategic resource, one that is unevenly distributed across the world. This episode takes a deep look at the three layers of compute sovereignty: where data centers are located, who owns them, and who manufactures the chips that power them. Zoe explains how access to compute has quickly shifted from a technical issue to a core question of economic resilience and sovereignty.The conversation unpacks new research showing how few countries actually host advanced AI-relevant data centers, and how global dependencies on companies like Nvidia shape strategic decisions. Adarsh and Zoe discuss the implications for countries that are “compute deserts,” the growing push toward sovereign capabilities, and why a binary view of sovereignty is misleading. They also explore how countries are attempting to secure compute, through public investment, regional collaborations, and new transnational initiatives.Finally, the episode examines the emerging tension between the pursuit of compute sovereignty and the environmental and socioeconomic costs of data centers. As global investments flow into AI infrastructure, Zoe argues for a more grounded, people-centric approach to AI strategy, one that balances access, sustainability, and long-term national priorities amid evolving questions about the future of the AI industry.Episode ContributorsAdarsh Ranjan is a research analyst at Carnegie India where his research focuses on AI and emerging technologies, digital transformation, and technology partnerships. His current research explores India's evolving policy on AI compute and digital transformation in Global South countries.Zoe Jay Hawkins is the co-founder and deputy executive director of the Tech Policy Design Institute. Zoe brings extensive experience designing tech policy from government, big tech, academic and think tank perspectives. Zoe worked for the Australian government across communications, innovation, and foreign policy portfolios, as a ministerial adviser and in the public service. She is a Research Associate at the University of Oxford and an expert researcher for the OECD, having started her career at the Australian Strategic Policy Institute.  Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

In this episode of American Potential, host David From talks with Tanner Avery, Policy Director at the Frontier Institute in Montana, about how pro-innovation policies are helping Big Sky Country become a leader in both artificial intelligence and energy development. Avery explains how Montana's new Right to Compute law protects AI and modern computing as forms of free speech—calling them the “modern printing press”—and why that protection is vital for innovation and economic growth. He also dives into Montana's unique opportunity to pair energy abundance with the rise of data centers and AI-driven industries. With low regulation, smart permitting reforms, and a strong culture of freedom, Montana is attracting businesses and tech talent from high-regulation states. Avery and From discuss how AI can augment work, boost labor productivity, and create prosperity without fear or overregulation. This is a must-listen for anyone interested in AI policy, energy innovation, and the future of technology freedom in America.

How do networks keep our society running? This week, Technology Now continues with the third episode in its miniseries with a further three objects: the A52 WiFi 7, and Juniper access points. We dive into the birth of modern networking, the security and technology required for “bring your own device” connections, and the unexpected things a modern day WiFi router can detect. Stuart Strickland, Wireless Chief Technology Officer and HPE Fellow tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Stuart Strickland: https://www.hpe.com/psnow/doc/a00118725enw

Nillion announces the Nillion L2 on Ethereum. Privacy Pools proposes an EU-compliant architecture. Devconnect releases its PWA app. And Aave plans to offer zero-fee stablecoin onramps via Push. Read more: https://ethdaily.io/824 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Key Takeaways: The rise of digital oil wells: Learn how renting AI computing power—like “digital oil wells”—is changing the way people build wealth. AI is transforming industries: From finance to law, AI is helping businesses work faster, smarter, and more profitably. Take advantage of AI opportunities: Businesses can now rent powerful computer chips to run AI models and boost performance. Build new income streams: Discover how to use digital technology to create fresh sources of income within your business. Understand the AI supply chain: Learn how AI technology is made and distributed so you can find smart ways to take part in this growing industry.   Chapters: Timestamp Summary 0:00 Exploring Digital Oil Wells and AI in Wealth Building 2:49 Opportunities in AI Compute Rentals for Business Owners 4:13 AI's Impact on Evolving White Collar Professions 6:28 Leveraging Data Center Space for Business Expansion Opportunities 8:16 Maximizing Property Income Amidst Inflation Challenges 9:34 Leveraging AI to Enhance Business Profitability and Efficiency 10:27 Opportunities for CPA Firms in the Digital World   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

How has compute evolved to meet the changing demands of modern society? This week, Technology Now continues with its mini-series, exploring objects two, three and four: the HP35 calculator, the HP 65 calculator, and the ProLiant Gen 12 Server. We dive into this history of personal devices and computing, how compute has evolved over the years, and where the world of computing is going to go in the future. Kirk Bresniker, Chief Architect at HPE Labs, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Kirk: https://www.linkedin.com/in/kirkbresniker

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What's the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute bubble”? Nathan Lands (https://x.com/NathanLands) is joined by Evan Conrad (https://x.com/NathanLands), CEO of SF Compute and a leading expert in data centers and AI infrastructure. Evan, previously an AI audio model founder, now leads SF Compute—building a groundbreaking spot market for AI compute that transforms supercomputers into a tradable, financeable commodity. He's at the heart of the rapidly growing AI data center industry, shaping how AI is built, scaled, and funded. This episode pulls back the curtain on the biggest physical build-out in tech history—compute infrastructure. Nathan and Evan break down how AI companies actually get the raw power they need, the economics behind GPU clusters, credit risk bubbles, power constraints in the US vs. China, and why making compute tradable could make or break the future of AI. Whether you're an investor, founder, or just love tech, this is your crash course in the “invisible” industry driving the AI revolution. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Cluster Economics Explained (05:59) Venture Capital Dependency Risks (09:34) GPU Cloud Requires Long-Term Contracts (10:23) GPU Contracts and Market Solution (13:57) US vs China: AI Competition (19:33) Crypto vs. Automation Ambitions (22:03) US Plutocracy and Environmental Barriers (26:03) GPU Cluster Investment Management (26:55) Compute as Real Estate Model (29:52) Future Skills for a 12-Year-Old (34:20) Automated In-Home Delivery System — Mentions: Evan Conrad: https://www.linkedin.com/in/evan-conrad SF Compute: https://sfcompute.com/ Pipedream: https://pipedream.com/ Udio: https://www.udio.com/ Suno: https://suno.com/ Anthropic: https://www.anthropic.com/ Waymo: https://waymo.com/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

As AI shifts from training to inference, founders, investors and VCs face a new frontier: the physical infrastructure that enables massive compute.  In this episode, Frazer and Éanna discuss:  The hidden development lifecycle of a hyperscale build - from dirt to green lights - and what that means for build‑to‑suit strategies. Why power, latency and land have become the new scalers of value, and how to spot when infrastructure constraints turn into opportunity. How investors and founders can position themselves early in this "third wave" of data‑centre build‑out to win sub‑1% of the market before it becomes crowded. — Éanna Murphy is CEO and Founder of Montera Infrastructure, a Stonepeak-backed datacenter developer focused on single tenant hyperscale campuses in North America. With over 17 years in the digital infrastructure industry, Éanna has held senior roles at Google and Yondr, scaling global delivery and operations across five continents. He serves on the boards of Digital Edge and H&MV Engineering, as an advisor to XYZ Reality and Beacon AI Centers and an Operating Partner at Stonepeak.  Éanna brings a global perspective shaped by deep experience across Digital Infrastructure, tech and capital markets. Originally from Ireland, he now lives in California with his family and is a passionate sports fan, girls soccer coach and golfer.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:    OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20  https://x.com/PatrickMoorhead/status/1985352179444863072?s=20  U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO says there are "no active discussions" to sell Blackwell there. Nov 7. (Dan) https://x.com/PatrickMoorhead/status/1986380431260815544?s=20  https://x.com/PatrickMoorhead/status/1985690392239513969?s=20  Microsoft's UAE Nvidia AI chip deal: Microsoft secured U.S. government approval to ship 60,000 Nvidia AI chips to the UAE, with a broader $9.7 billion contract for AI cloud services. (Dan) Google makes Ironwood TPUs generally available and adds new Axion Arm VMs for inference-heavy workloads. Announced Nov 6 (Pat) https://x.com/PatrickMoorhead/status/1986854566835748959?s=20  Kimi 2 Thinking costs $4.6M Dan  https://x.com/PatrickMoorhead/status/1986930007554531470?s=20  Cheap MacBook (pat) https://x.com/PatrickMoorhead/status/1985774551318368696?s=20  Bulls & Bears Arm Earnings  https://x.com/PatrickMoorhead/status/1986771536960008301 https://investors.arm.com/static-files/bde7f15e-4bc8-4524-a0e9-e016889b520d https://x.com/danielnewmanUV/status/1986203347439824919 AMD Earnings  https://x.com/PatrickMoorhead/status/1985979219352908272 https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results https://x.com/danielnewmanUV/status/1985822986063266013 https://x.com/danielnewmanUV/status/1985835687309165063 https://x.com/danielnewmanUV/status/1985895752372289986 Qualcomm Earnings  https://x.com/PatrickMoorhead/status/1986764581293977813 https://investor.qualcomm.com/news-events/press-releases/news-details/2025/Qualcomm-Earnngs-Release-Available-on-Companys-Investor-Relations-Website-c44bca3cf/default.aspx https://x.com/danielnewmanUV/status/1986185406744871045 Coherent Earnings  https://x.com/PatrickMoorhead/status/1986774118985794034 https://www.coherent.com/news/press-releases/first-quarter-fiscal-year-2026-results https://x.com/danielnewmanUV/status/1986205975171190977 Lattice Semiconductor Earnings  https://x.com/PatrickMoorhead/status/1985983349916143977 https://x.com/danielnewmanUV/status/1985475655241232529  

In this episode of Hashtag Trending, host Jim Love discusses the shift in AI financing towards debt markets, NVIDIA CEO's warning about China potentially winning the AI race due to cheaper electricity, and Montana's groundbreaking Right to Compute Act. We also cover Wikipedia's call for AI companies to stop scraping and start paying for its data, and the Coding for Veterans program reaching a significant milestone. Stay tuned for insights on the latest in AI, digital rights, and cybersecurity. 00:00 Introduction and Sponsor Message 00:49 AI Financing Shifts to Debt Markets 03:08 NVIDIA's CEO on China's AI Advantage 04:09 Montana's Right to Compute Act 04:58 Wikipedia's Stand Against AI Scraping 05:46 Coding for Veterans Milestone 07:21 Conclusion and Final Thoughts

The AI boom isn't just about chatbots.In this video, I explain why cloud companies and chipmakers are exploding in value: we're moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.If that's true, our demand for compute could approach infinity.I also break down new data from Wharton's 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/Timestamps:(00:00) The economic shift to computation (00:40) The surprising Cloud business boom (02:52) Is the hardware industry growth a bubble? (03:18) What is computing, really? (04:31) Our insatiable appetite for computing (09:15) Our economic dependence on computation (10:54) The rise of agentic workforces (13:05) What does infinite demand actually mean? (15:23) The future of compute demandWhere to find me:Exponential View newsletter: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azharTwitter/X: https://x.com/azeemProduction by supermix.io and EPIIPLUS1Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frontier AI is colliding with real-world infrastructure. Eiso Kant (Co-CEO & Co-Founder, Poolside) joins the MAD Podcast to unpack Project Horizon— a multi-gigawatt West Texas build—and why frontier labs must own energy, compute, and intelligence to compete. We map token economics, cloud-style margins, and the staged 250 MW rollout using 2.5 MW modular skids.Then we get operational: the CoreWeave anchor partnership, environmental choices (SCR, renewables + gas + batteries), community impact, and how Poolside plans to bring capacity online quickly without renting away margin—plus the enterprise motion (defense to Fortune 500) powered by forward deployed research engineers.Finally, we go deep on training. Eiso lays out RL2L (Reinforcement Learning to Learn)— aimed at reverse-engineering the web's thoughts and actions— why intelligence may commoditize, what that means for agents, and how coding served as a proxy for long-horizon reasoning before expanding to broader knowledge work.PoolsideWebsite - https://poolside.aiX/Twitter - https://x.com/poolsideaiEiso KantLinkedIn - https://www.linkedin.com/in/eisokant/X/Twitter - https://x.com/eisokantFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Cold open – “Intelligence becomes a commodity”(00:23) Host intro – Project Horizon & RL2L(01:19) Why Poolside exists amid frontier labs(04:38) Project Horizon: building one of the largest US data center campuses(07:20) Why own infra: scale, cost, and avoiding “cosplay”(10:06) Economics deep dive: $8B for 250 MW, capex/opex, margins(16:47) CoreWeave partnership: anchor tenant + flexible scaling(18:24) Hiring the right tail: building a physical infra org(30:31) RL today → agentic RL and long-horizon tasks(37:23) RL2L revealed: reverse-engineering the web's thoughts & actions(39:32) Continuous learning and the “hot stove” limitation(43:30) Agents debate: thin wrappers, differentiation, and model collapse(49:10) “Is AI plateauing?”—chip cycles, scale limits, and new axes(53:49) Why software was the proxy; expanding to enterprise knowledge work(55:17) Model status: Malibu → Laguna (small/medium/large)(57:31) Poolside's Commercial Reality today: defense; Fortune 500; FDRE (1:02:43) Global team, avoiding the echo chamber(1:04:34) Next 12–18 months: frontier models + infra scale(1:05:52) Closing

Floppy Days 156 - Interview with Paul Schindler, Computer Chronicles Patreon: https://www.patreon.com/FloppyDays Sponsors: 8-Bit Classics Arcade Shopper and https://thekeep.net FutureVision Research Tuc's Workbench Hello, and welcome to episode 156 of the Floppy Days Podcast for October, 2025. I'm Randy Kindig, your host for this "retro"spective covering vintage computers of the late 70's through the 80's and the people who were on the forefront of that incredible revolution. This month, I'm bringing you another interview episode with a tech media personality that was involved with the Computer Chronicles TV show (among many other things): Mr. Paul Schindler. Paul has a big personality and has a lot of great stories about Computer Chronicles and about the tech industry in general in those days. I really enjoyed talking with Paul and he made me laugh a lot! As you know, if you're a regular listener, I was able to interview Stewart Cheifet some ago about Computer Chronicles. Computer Chronicles was a great way to get information about computers in those early days and I've always wanted to do some follow-up. Thanks to S.M. Oliva, who is mentioned in the resulting interview, and who runs a blog called "Computer Chronicles Revisited", I was able to get in contact with Paul. Next up for Floppy Days will be a series of podcasts on the KayPro line of computers, for which I was able to line up an interview with a key figure from that company and was also able to find someone who knows a lot about the computer line to help me discuss the technical topics. Stay tuned for that series. As usual, I will begin this podcast going through new acquisitions and what I've been up to, upcoming vintage computer shows and more. Video version of the episode at YouTube: New Acquisitions/What I've Been Up To Tandy Assembly - https://www.tandyassembly.com TRS-80 LED sign - https://techdungeon.xyz TS2068 mailing list - https://ts2068.groups.io/g/main/topics Compute!'s Gazette - https://www.computesgazette.com Atari Tricky Tutorial #7 Disk Utilities by Jerry White - https://www.atarimania.com/documents/Tricky-Tutorial-7-Disk-Utilities.pdf TenoxVGA for Atari TT - https://www.legacypixels.com Call-A.P.P.L.E. - https://www.callapple.org/ News Compute's Gazette article from the October, 2025 issue about Floppy Days written by Brian Cox of FutureVision Research - https://shop.computesgazette.com/product/computes-gazette-issue-4-digital-edition-october-2025/ Upcoming Shows Ami West - November 1-2, Sacramento, CA - https://www.amiwest.net Atari Party 2025 - Nov. 22, 2025 (noon to 4) - Quakertown, PA Train Station - http://atariparty.org/ World of Commodore 2025 - December 6-7 - Admiral Inn, Mississauga, Ontario, Canada - https://www.tpug.ca/world-of-commodore/world-of-commodore-2025/ Vintage Computer Festival Montreal - Jan. 24-25, 2026 - Saint-Jean-sur-Richelieu, QC - https://vcfed.org/vcf-montreal/ Tandy Retro Show 2026 - Jan. 24-25 - virtual - tandyretroshow.com Vintage Electronics Expo - Jan. 31, 2026 - Oakland Expo Center, Waterford, MI - https://www.thevee.org/ Vintage Computer Festival SoCal - February 14-15, 2026 - Hotel Fera Events Center, Orange, CA - vcfsocal.com Indy Classic Computer and Video Game Expo - March 20-22 - Wyndham Indianapolis Airport Hotel, Indianapolis, IN - https://indyclassic.org/ VCF East - April 17-19 2026 - InfoAge Science and History Museums, Wall, NJ - https://vcfed.org/events/vintage-computer-festival-east/ Midwest Gaming Classic - April 24-26 - Baird Center, Milwaukee, WI - https://www.midwestgamingclassic.com/ The Annual "Last" Chicago CoCoFEST! - April 24-25, 2026 - Holiday Inn & Suites Chicago-Carol Stream (Wheaton), Carol Stream, Illinois - https://www.glensideccc.com/cocofest/ Schedule Published on Floppy Days Website - https://docs.google.com/document/d/e/2PACX-1vSeLsg4hf5KZKtpxwUQgacCIsqeIdQeZniq3yE881wOCCYskpLVs5OO1PZLqRRF2t5fUUiaKByqQrgA/pub Interview Paul's general Website - https://www.schindler.org Paul Website about the Computer Chronicles - http://compchron.com/ S.M. Oliva's Computer Chronicles Revisited Paul's long-running blog Paul's podcast, PS A Podcast on Things Paul recounts some tales from his Chronicles days Paul's YouTube channel Computer Chronicles at archive.org Computer Chronicles episodes on YouTube

ANTIC Episode 122 - Atypical Kay In this episode of ANTIC The Atari 8-Bit Computer Podcast… we introduce a new format for the news, there's lots of archiving going on, new software and hardware for our favorite 8-bits, and we find out Kay is atypical… READY! Recurring Links Floppy Days Podcast AtariArchives.org AtariMagazines.com Kay's Book "Terrible Nerd" New Atari books scans at archive.org ANTIC feedback at AtariAge Atari interview discussion thread on AtariAge Interview index: here ANTIC Facebook Page AHCS Eaten By a Grue Next Without For What we've been up to Via Mark Knudsen: 2" binder of "August 1987": Atari newsletter time capsule 1987-08 - https://archive.org/details/antc_Atari_newsletter_time_capsule_1987-08/ And individual newsletters - https://archive.org/details/@savetz?query=identifier%3Aantc_*1987-08 scanning Harry Stewart material: Here's his obit - https://www.mercurynews.com/obituaries/harry-stewart-san-jose-ca/ https://archive.org/details/stx_MicroTec_6500_Relocatable_Macro_Assembler_Manual https://archive.org/details/Bruce_Sherwood_Articles_about_Speech_Synthesis https://archive.org/details/Atari_Speech_Handler_Preliminary_Specification_1983-03-31 https://archive.org/details/Steve_Bristow_memo_on_Atari_810_drive_manual_1981-02-22 https://archive.org/details/atari-810-model-810-rear-board-schematic https://archive.org/details/Atari_810_disk_controller_firmware_memo_1980-12-22 https://archive.org/details/Atari_810_Disk_Drive_Peripheral_Device_Description_preliminary_release https://archive.org/details/Atari_810_Disk_Drive_Controller_Program_Report_1980-11-18 Atari Usenet groups on IA (so far, more to come): https://archive.org/details/net_micro_atari https://archive.org/details/net_micro_atari8 https://archive.org/details/net_micro_atari16 https://archive.org/details/comp_sys_atari https://archive.org/details/comp_sys_atari_announce https://archive.org/details/comp_sources_atari_st Allan and Kay continuing work to archive all APX programs. Still need: Missing (any version) manuals: Algicalc Basic Arithmetic Basic Renumber Utility (Renum) Character Set Editor Database/Report System Deep Blue C Disk Menu Dragons Quest or a twist in the tail Geography Gossip. (?) Home Loan Analysis Market Place Reversi Missing programs (some have other versions other than APX): Basic Utility for Renumbering Programs BURP Calculator Earth Science Geography (both lists) Home Loan Analysis (both lists) Instructional Computing Demonstration Market Place (both lists) Variable Changer Spreadsheet of APX archiving progress Atari poster - https://www.redbubble.com/i/poster/BASIC-Programmers-Guide-from-1981-by-ChoccyHobNob/39504539.LVTDI?asc=u&c=1128814-wall-art&ref=work_collections_grid Tricky Tutorial #7 from Kevin Lund - https://www.atarimania.com/documents/Tricky-Tutorial-7-Disk-Utilities.pdf News New and Updated Games: FujiLlama: https://www.atariorbit.org/2025/09/26/fujilama-is-a-new-multiplayer-game/ https://forums.atariage.com/topic/384764-a-new-fuji-net-game-fuji-llama-coming-soon/ https://boardgamegeek.com/boardgame/266083/llama New Italian text adventures for the Atari 8-bit: https://www.atariteca.net.pe/2025/10/nuevas-aventuras-de-texto-italianas.html Wild West - https://forums.atariage.com/topic/385434-wild-west-text-adventure-released/ Tin Star - https://forums.atariage.com/topic/385435-tin-star-text-adventure-released/ Desperados - https://forums.atariage.com/topic/385436-desperados-text-adventure-released/ New & Updated Software: https://forums.atariage.com/topic/234684-atari-8-bit-software-preservation-initiative/page/113/#findComment-5735315 Atari OS ROM collection - https://forums.atariage.com/topic/201133-os-source-code-all-revisions/page/6/#findComment-5730231 Mark "atarimac" Grebe updated Atari800MacX to 6.1.0 - https://forums.atariage.com/topic/385276-atari800macx-61-released/ Paulo Garcia continues his fantastic work on the FujiSan emulator (based on Atari800 emulator with emphasis on UI). - https://github.com/pedgarcia/fujisan/releases/tag/v1.0.5 Eric Carr updates the VSCode Extension for FastBASIC - https://forums.atariage.com/topic/351055-fastbasic-debugger-extension-for-vscode/ Publications Atari Insights October issue - https://ataribasics.com/newsletter-hub/ Compute's Gazette October issue - https://www.computesgazette.com ABBUC Magazine Special Mag 56 available in English (downloadable) for members - https://abbuc.de/download/abbuc-sondermagazin-56-papierbeilage-englisch/ Old School Gamer #48 - https://shop.oldschoolgamer.com/products/osg-issue-48-september-2025 New & Updated Hardware Atari 1027 printer belt by Jeri Ellsworth - https://bsky.app/profile/jeriellsworth.bsky.social/post/3m3ojeg7x6c2e New 1:1 1000dpi Replica of Atari XE Motherboard in production - https://forums.atariage.com/topic/383379-new-11-1000dpi-replica-of-atari-xe-motherboard-%E2%80%93-interest-check/page/7/ New 1:1 1000dpi Replica of Atari 600XL Motherboard – Interest Check - Piotr D. Kaczorowski - https://forums.atariage.com/topic/384709-new-11-1000dpi-replica-of-atari-600xl-motherboard-%E2%80%93-interest-check/ Contests ABBUC Software Competition: https://forums.atariage.com/topic/381593-abbuc-software-contest-2025 Video of the 13 games from the contest run on real hardware (Philsan) - https://forums.atariage.com/topic/381593-abbuc-software-contest-2025/page/5/#findComment-5735942 ABBUC Hardware Competition - https://forums.atariage.com/topic/381594-abbuc-hardware-contest-2025/ ATASCII Compo 2025: https://atariscne.org/news/index.php/atascii-compo-2025-is-running https://logiker.com/ATASCII Other https://tedium.co/2025/10/20/computers-fcc-rf-interference-history/ Atari 8-bit calendar (from Atariteca on Facebook): Article - https://www.facebook.com/share/p/17NVFQ4pA8/ Ordering - https://www.facebook.com/martin.grundy.94 Upcoming Shows 2025 Atari Party 2025 - Nov. 22, 2025 (noon to 4) - Quakertown, PA Train Station - http://atariparty.org/ 2026 Vintage Computer Festival Montreal - Jan. 24-25, 2026 - Saint-Jean-sur-Richelieu, QC - https://vcfed.org/vcf-montreal/ Vintage Electronics Expo - Jan. 31, 2026 - Oakland Expo Center, Waterford, MI - https://www.thevee.org/ Vintage Computer Festival SoCal - February 14-15, 2026 - Hotel Fera Events Center, Orange, CA - vcfsocal.com Indy Classic Computer and Video Game Expo - March 20-22 - Wyndham Indianapolis Airport Hotel, Indianapolis, IN - https://indyclassic.org/ VCF East - April 17-19 2026 - InfoAge Science and History Museums, Wall, NJ - https://vcfed.org/events/vintage-computer-festival-east/ Midwest Gaming Classic - April 24-26 - Baird Center, Milwaukee, WI - https://www.midwestgamingclassic.com/ VCF Southwest - May 29-31, 2026 - Westin Dallas Ft. Worth Airport - https://www.vcfsw.org/ Retrofest 2026 - May 30-31 - Steam Museum of the Great Western Railway, Swindon, UK - https://retrofest.uk/ Southern Fried Gaming Expo - July 31-Aug 2, 2026 - Atlanta, GA - https://gameatl.com/ Fujiama - August 26-30 - Lengenfeld, Germany - http://atarixle.ddns.net/fuji/2026 Event page on Floppy Days Website - https://docs.google.com/document/d/e/2PACX-1vSeLsg4hf5KZKtpxwUQgacCIsqeIdQeZniq3yE881wOCCYskpLVs5OO1PZLqRRF2t5fUUiaKByqQrgA/pub YouTube Videos A Brilliant Failure: The Atari 400 & 800 Story - Little Car - https://www.youtube.com/watch?v=gcUt0GCk-YI Atari Now! October 2025 News and Home brew for all Atari systems - Steve & Jeff Fulton - https://www.youtube.com/watch?v=OMhNSFx6gyg New at Archive.org Allan: https://archive.org/details/@allan52 : https://archive.org/details/math-mission-apx-ver-3 https://www.oconnormortuary.com/obituaries/david-paul-kosmal/ https://archive.org/details/wordgo-apx-ver-3 https://archive.org/details/atari-xl-product-line-fact-sheets https://archive.org/details/@archivingisimportant : I Heart Atari newsletters french - https://archive.org/details/atarinews_1 https://archive.org/details/@ted_skrecky New at GitHub https://github.com/illuminated-g/atari_asm_moon Feedback https://oldbytes.space/@fluidlogic/115248639418865349

Tom Lee and Arthur Hayes map how crypto is flipping Wall Street: BTC at fresh highs, ETH's comeback, and a surge of institutional capital, tokenization, and stablecoin rails. Tom lays out Bitmine's big ETH accumulation and bold targets (BTC $200–250k, ETH $10–12k), while Arthur dives into cycles, liquidity, why perps outshine leveraged ETFs, and the looming clash between prediction markets and TradFi. Plus: banks turning into on-chain tech companies and what Tether's rise signals for the new banking stack. Please visit https://fundstrat.com/tom  for complimentary access to Tom Lee's daily market updates, real-time market alerts, live webinars, and curated stock lists. ------

DoorDash's 1st food delivery robot has as a strategic feature… Cuteness.Etsy stock jumped 16% on a shopping deal with ChatGPT… but AI agents are also a website-killer.The impact of the Government Shutdown?… Just look at Cava lunch bowls & soybeans.Plus, since it's the 1st day of Q4, Nick wrote some publicly traded poetry.Vote for The Best Idea Yet to win “Best Business Podcast”: ​​https://vote.signalaward.com/PublicVoting#/2025/shows/genre/business$DASH $ETSY $CAVA NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.