Podcasts about coreweave

Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affect prices, why AI earnings may be more circular than investors think, what could break the current market narrative, and why the economy feels much weaker for many households than the headline data suggests.Michael Green Twitterhttps://x.com/profplum99Simplify Asset Managementhttps://www.simplify.us/Topics covered:Why the SpaceX IPO has turned passive investing into a mainstream market structure debateHow index committees and passive flows can influence individual stocksWhy low float, Nasdaq demand and passive buying could create unusual IPO dynamicsHow new AI-related equity issuance could change the supply-demand balance in the stock marketThe research behind passive flows, market impact and cap-weight concentrationWhy Mike thinks passive buying explains more of mega-cap outperformance than AI fundamentalsThe circular financing risk in AI, including Nvidia, CoreWeave, Google and AnthropicWhy buy-the-dip flows, ETFs, CTAs and vol control funds matter for market directionHow headline economic data can miss household stress, second jobs and lost purchasing powerWhat Mike is watching to see whether the AI trade and market narrative are starting to breakWhy AI may be hugely valuable to consumers before it creates major business productivity gainsHow companies may eventually redesign business models around AI rather than simply automate tasksWhy SpaceX wealth creation could seed the next generation of competitorsHow inflation, gasoline prices, low savings and a K-shaped economy are affecting consumersTimestamps:00:00 Passive indices, AI profits and why this market feels different04:07 Why SpaceX changed the passive investing debate08:01 The research behind passive flows and market impact12:16 Why Mike thinks passive flows explain mega-cap strength16:18 ETF flows, buy-the-dip behavior and bubble dynamics20:28 Why economic data can miss household stress25:13 Bubble warnings, CAPE and what investors may be ignoring29:17 AI as a consumer advice engine versus a productivity revolution33:29 How businesses may redesign themselves around AI37:51 Why IPO wealth may create the next generation of competitors42:06 Mike Green's upcoming book on passive investing and market structure

Earl Gosick, CTO at ESTI Consulting Services Earl Gosick has been attending Dell’s annual event since the EMC World days, and the ESTI Consulting Services co-founder brought to this year’s Dell Technologies World a perspective grounded in 35 years of building deep technical expertise on the Prairies. ESTI, the Saskatoon-based solution provider that won Dell’s Data Centre Solutions Excellence Award for Canada last year, runs a pure-play Dell infrastructure practice with particular depth in storage and data center design. Earl also sits in Dell’s CTO Connect program – a small, invitation-only group of partner technologists with early visibility into Dell’s product roadmap and a real voice in shaping it. His framing for the week: AI is fundamentally a data story, and data stories are storage stories. The push toward on-premises AI infrastructure – from deskside devices up through the newly announced Exascale and Rackscale solutions – is being driven as much by data governance requirements and token economics as by raw performance. Organizations that don’t control their data, Earl argues, can’t truly control their AI outcomes. On cyber resilience, he made a point worth underlining for anyone running managed services: ransomware insurance changes the recovery equation in ways clients don’t always anticipate. When a claim is filed, infrastructure gets frozen for forensic analysis. Recovery speed from a clean, air-gapped golden image – built with technology partners like Index Engines – isn’t a nice-to-have. It’s the whole game. And to close: Saskatchewan and Alberta may be poised to become Canada’s next significant data center hubs. With regulated power, guaranteed energy supply, and a provincial government that has now seen a CoreWeave-scale facility successfully built in the province and is actively pursuing more, Earl sees a real and growing opportunity – and ESTI is already working to support it. Read Full Transcript Robert Dutt: Hello and welcome to In the Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel for the last 16 years. I’m Robert Dutt, editor at ChannelBuzz.ca, and your host for the show. We’re continuing our series of conversations from Dell Technologies World in Las Vegas. This week, we’re shifting from the Dell executive perspective to the partner perspective, and today’s guest has been making the trip to this event since the EMC World days. Earl Gosick is co-founder and senior consultant at ESTI Consulting Services, a Saskatoon-based solution provider that just celebrated 35 years in business and took home Dell’s Data Centre Solutions Excellence Award for Canada last year. Earl also sits inside Dell’s CTO Connect program, a small, invitation-only group of partner technologists who get an early look at where Dell’s roadmap is actually heading – and, importantly, a real opportunity to push back on it. Earl’s a storage specialist at his core, and that turned out to be a useful lens at a conference that was fundamentally about AI infrastructure. Because if you pull on that AI thread long enough, it leads you back to data, and data always leads you back to storage. We talked about what the Exascale and Rackscale announcements mean for real customer deployments, why the cyber resilience conversation is as much about recovery speed as backup integrity, and a genuinely interesting thread about why Saskatchewan and the broader Canadian Prairies may be sitting on one of the most underappreciated data centre opportunities in North America right now. Let’s get right into it. My chat with Earl Gosick. Earl, thanks for taking the time. I appreciate it. Earl Gosick: I appreciate you having me here. It’s always nice to talk about what we’re doing with Dell. Robert Dutt: No doubt, and you guys are doing a lot. I understand this is by no means your first DTW rodeo. Earl Gosick: No, I’ve been coming since the EMC World days, and I’ve never – I missed a year through COVID, that was about it. Robert Dutt: Well, I guess we’ll allow you that. So you’ve got this background here, you do the CTO Connect with Dell. What’s different about this year, if anything? What’s the tone or the energy that tells you something about where the industry is at right now, and not necessarily just where Dell would like it to be going? Earl Gosick: I think the driving factor of today is really the supply constraints. You can see what AI is doing and the effect that’s having across the board on every product that has memory or CPU or flash drives in it – which is everything in technology. So that’s really setting the tone. But it also shows how effective AI is as a market driver, and what people think is going to come out of that technology – which is, I think, very important for people to understand. It’s ubiquitous technology that’s going to drive a lot of change in our industry. And we’re seeing a leading edge of that. And if this is the leading edge, there’s some pretty exciting things coming, I suspect, and it’s going to do some pretty important and probably quite wonderful things for our clients. Robert Dutt: We heard from the main stage the idea of encouraging customers to get their hand up early – to get those orders, or even an inkling of where things are going for orders, in as early as possible – and that that will, in effect, Jeff Clarke was suggesting, get folks the best possible results. What’s the guidance you guys are providing your customers around that whole issue, and thinking about availability and pricing of hardware in this current super-fun environment? Earl Gosick: Our position does align with what we’re hearing from Dell when we’re dealing with Dell Technologies, so we try and pass on the messages as transparently as we can, understanding there are supply constraints coming. And we have to deal with those in the only way we have, and that is to figure out what we need. Let’s plan early. Let’s plan the budgets we have for the year, and we can make some estimates about what’s going to be happening six months from now – but they’re estimates, and they’re going to be higher. So it’s probably going to be cheaper for you to have technology that’s sitting on the floor unused for a few months and waste through some support potentially, as opposed to delaying the purchase for three months. So if we know what we’re going to buy, we should operate in a manner that allows us to order those technologies as soon as possible and make sure you’re not waiting for something that delays your business initiatives. Robert Dutt: You guys won the Data Centre Solutions Excellence Award last year for Canada. Take your victory lap. Tell me – what is it you guys are doing in the data centre space that earned that, and what does winning the award tell you about where your practice is focused? Earl Gosick: I hope it helps demonstrate our success. So what ESTI likes to do as a business – our business model is really to build highly competent experts all the way from solution architecture to implementation of those technologies at the customer site. That takes a lot of effort on our behalf, and so it’s nice to get a reward that says we’re doing the right things. Because if you can build a strong rapport with a client who trusts your experts in their field, that creates long-term relationships – which is what both ESTI and Dell are after, and what our clients want. Robert Dutt: You’re a storage specialist at a conference that has been at its core all about AI infrastructure. But at the same time, you go back to when it was – you said – EMC World, all about storage. The more I heard this week, the more it feels like the AI story is really a data story, and data stories are storage stories to at least some degree. How are you seeing that translate in terms of what your customers are actually asking about, or what they’re going to be asking you about? Earl Gosick: It’s significant. You’re right. In order for any type of artificial intelligence to derive a useful data product out the end, it’s built on the data that you have. So customers are coming to the realization that they have to store everything. So it is driving a lot of demand for storage. It’s driving storage in different ways and they just keep everything. Then there’s another product that comes after that, which is cleaning that data – building the data pipelines. When I talk about storage, it’s really about data, and AI is a data-driven product. So it’s doing great things for the storage industry. But the clients understand that they do have to have the data – it has to be there, it has to be available. And then when they build these data products, they have to protect those data products. They’ve got to make sure they’re secure. So it’s driving a lot of initiatives on both sides of the fence that are good for all of us. Robert Dutt: Especially with new or newer customers, or customers who are looking to expand what they’re doing with AI – and acknowledging there’s going to be a range from folks who have had the religion since day one and folks who’ve just been randomly shoving stuff digitally wherever they can. Where do you find those newer customers are at, generally speaking, in terms of sophistication of data management and data governance and all that kind of fun? Earl Gosick: Unfortunately, I’d like to say there’s a median in there. There is not. Everybody is at a different stage in that cycle for them. So you really have to be a little bit cognizant and ask the questions to find out where they’re at before you can really sort of hold their hands and walk them down the road. Many people who started that journey early – you can learn from them. And so they’re going to tell us to start and do something, and you may fail, there may be some things, but you’re going to learn something from that. The second time will be more successful. Then you take that information, you pass it on to the newer people who are trying to get quick value from those investments they’re making on the AI front. So it could be things about how to connect those various data sources because they’re spread everywhere, to how do they build, or select which ones they put their money and their efforts behind. And so you take from the ones that have been doing this for a while, you pass that information on to the ones that are starting on this journey, and you connect the dots. You provide value and make pain go away wherever you can. And customers appreciate that. Robert Dutt: And that sounds like that’s where you’re kind of bridging that gap that exists and trying to bring customers to the level they need to be at to get something out of this. Earl Gosick: Absolutely. Like I said, everybody’s on a journey at a different stage of that journey. And so you have to communicate well to understand where they’re at and what they’re trying to achieve. Once you know that – we don’t always have the answers, but we leverage great partners like Dell who do have somebody that knows the answer. And so building this sort of ecosystem of potential partners to bridge that gap is great. And Dell does that not just from us and the partner community, but their partner community as well, to support all the component pieces that go together to build these pretty highly complex solutions in some cases. Robert Dutt: Of all the announcements, all the stuff that we heard on the main stage and elsewhere this week, what kind of caught your attention – your major aha moment – the thing that’s going to be interesting going back to your business or going back to your customers with new opportunities or the ability to do something better, faster, more? Earl Gosick: So as we talked about, I am a storage guy. So I look at something like Exascale. They’ve been talking about this for a couple of years now in the CTO cycles that I’ve been to. To see that product sort of come to fruition, where you have something and you can just put a personality on that module and build something out – I think that could be very game-changing, especially for AI. They might want to do a lot of things with file storage today, object storage tomorrow. Being able to build up a cluster and put a personality on it that meets the needs of the day – I think that could be quite interesting. That Rackscale solution you saw on the stage with Michael Dell and Jensen the other day – for the larger clients, something like that could be quite interesting. I mean, we’re building these large data centers right now and trying to fill them. Rackscale infrastructure that helps with power and energy and doing a lot of powerful things is going to probably be a game changer for a lot of people. Robert Dutt: One of the things that struck me here is what I want to call the AI agnosticism, as long as you’re doing it on Dell infrastructure – that Dell is talking about here, ranging from, if you’ve got really basic needs, run it locally on your AI PC, moving up a bit there’s the GB10, which is more of a deskside machine, up to the big old box that Jensen signed on stage. How does that map with what you see in terms of customer needs for AI, and what do you think of that kind of approach to structuring both the data center and broader AI processing across the enterprise? Earl Gosick: I think as we touched on earlier, everybody’s on a different stage in that journey. So if you’ve got a guy that’s working at his desk and he’s trying to do some cool things, but he doesn’t have access to a million tokens – that little GB10 you put on the desk beside him and he’s going to do some development, he’s going to learn some wonderful things. Then as you move up the stack in your journey, you’ve got some big clients who are going to do small proof-of-concept type scenarios where they might want a smaller box and then move up that stack. I think it’s important to have a product that covers a diverse range of those people because nobody’s in that one sweet spot – they’re all over the map. Having that full technology set supports wherever they happen to be in their life cycle. Robert Dutt: You touch on tokens, and Jeff Clarke’s presentation was really deep into tokenomics and the kind of the trap there. I’m curious how that maps with what you’ve seen in customers as they’ve started to explore AI. Are they seeing these same challenges, and how are they thinking about it? Earl Gosick: Tokens are the buzzword of the day, but they’re out there for a reason. Everybody has finite resources to put towards the solution they’re trying to build. They may or may not know what that solution is – they’re working towards something, they need tokens to achieve that. What I find interesting is the people who are very early into the game of AI and building solutions around that – it doesn’t take them long before they’re like, “I’m out of tokens. I need to do some stuff.” So it just comes back to the fact that there are only so many resources to solve the needs you have, and you only have so many tokens, and you’ve got to learn to live within what you can get your hands on. And that’s driving the economy, whether it’s at a data center level or at an internal level for any business. Robert Dutt: And does that in turn drive – which I believe is Dell’s thesis here – does that in turn drive the interest in building out infrastructure in-house, so that the relative incremental cost of those additional tokens goes way down because it’s bought and built versus rented? Earl Gosick: Yeah. I think there’s a step along that AI journey where people have potentially outgrown what they can do in the cloud in an economic fashion. We see the supply constraints are driven by CPU and memory usage. If you look at what the cloud hyperscalers offer, when you get into highly intensive memory and CPU, it starts to get very expensive. A lot of storage, a lot of bits and bytes moving back and forth – very expensive. All those things are prevalent in AI. You’re moving a lot of data back and forth, you’re touching a lot of things, you need a lot of memory at times. So once you get to a point where you’re doing useful things with your AI and building generative models, no matter what you do with inferencing, it starts to get really expensive. Then it becomes a time where you can move those things into a data center you control. You can get some economics from it and you can get some sovereignty out of it. A hyperscaler outside of your control can turn things off – they can’t do that when it’s your data center. So you’ve got a lot of control as well as the economics behind how you’re achieving the outcomes you’re looking to achieve. Robert Dutt: I used a word which is actually where I wanted to go next, which is sovereignty. When we’re talking about data center infrastructure and moving bits around and enterprise storage, how is data sovereignty trending among your customers, especially folks who have regulatory concerns and that sort of thing? Earl Gosick: Being a Canadian company, predominantly, we have a larger focus on sovereignty and data sovereignty and sovereign solutions than maybe you’ll see south of the border here. And we find our friends in the European Union are a little bit different – they’re ahead of us even. But it’s a really big concern, especially when you have any type of government agency that you’re dealing with, or anybody that really has intellectual property that they’re looking to protect. They’ve learned that open AI models may expose things – even if it’s just from how they’re creating their algorithms. But if the data gets out there, it’s a concern. They’re protecting their assets as well. These AIs are delivering very useful outcomes for them. They need to make sure they own those outcomes and that they can actually reach them when they need them. So part of data sovereignty is not just the sovereign part of your data, but it’s the actual access to your data. We’re learning things from not just the AI piece but from ransomware – all of a sudden your data goes away. The same thing could happen with a hyperscaler for some people. Sovereign IT solutions are going to be, I think, increasingly important moving forward. Robert Dutt: On that note, you mentioned ransomware, and data resilience and protection is another area I wanted to touch on. We heard the figure that 97% of cyber attacks are now specifically targeting backup infrastructure – because of the old line about, I forget the particular bank robber’s name, but why do you rob the banks? Because that’s where the money is. Why do you go after the backup? Because that’s where all the data is. Does that match with what you’re seeing, and if so, how does that change how you’re designing and recommending data protection for your customers? Earl Gosick: It is absolutely changing people’s realization of how they need to protect their data. This one doesn’t matter if it’s AI or your regular business practices – your data has value, whether it’s to support applications that are running your critical business or you’re building AI products that you need to protect. That has value and you need to access it. What we’re seeing more and more – and we’ve built a really strong practice around this – is building things like cyber vaults and using Dell’s technology partners like Index Engines, where they come in and they can quickly identify threats inside your environment and act on those. Because these guys loiter around for potentially months at a time. They know how to get to your backups. They know they’re not getting paid if you can recover. So they’re going to do everything they can to try and disrupt that. They have AI engines just like ours, but they have a lot of money and they don’t have the constraints about how they use their AI. I mean, these people are criminals, so they act in a method that makes them money. We’re going to be facing even more potential threats in the future, and some of those are going to be AI-driven. We’re going to have to react at AI speeds. There are changes coming, but certainly people are learning to build protection mechanisms that are air-gapped and can respond very quickly to threats. Robert Dutt: When you’re sitting in front of a client who thinks they’re covered – they’ve got a backup solution, they’ve got someone who’s responsible for it – what are the most common gaps that you find between what they think they have and what they actually have? Earl Gosick: I think for many clients, they don’t really understand how disruptive it’s going to be if they run into a ransomware attack. If you’re a client that may have ransomware insurance, for example, and they get hit – you have to tell them, “Do you understand you’re not going to be able to touch any of that infrastructure? Because your insurance company is going to want to do some analysis on that to see how the threat came in.” That infrastructure is dead and gone. You’re starting from scratch. You need a golden image – you need something you know nobody has touched. Protecting the data is only the first piece. Rebuilding from that data, and how fast you can do that – that’s the very critical component. That’s where an air-gapped cyber recovery solution like Dell Cyber Recovery is critical, because you can understand what data to recover and you can recover quickly. Having the data there – that’s the great first step and that’s where you should start. But following that, that is only the first step. Robert Dutt: Your client base is different from a lot of partners I talk to. Given where you sit and who you’re focused on – not necessarily organizations that are under the same kind of pressure or have the same kind of resources to pursue AI – how do you translate and filter what you hear at a conference like this, where a lot is focused towards big enterprise, to a message that makes sense for your customers and scales to their needs and appetites? Earl Gosick: That’s one I think isn’t really that difficult – it’s not as difficult as you would think. Because everybody has the same problems. They run into the same problems. How they build solutions to those problems might change on the scale, but you just have to understand and recognize that everybody’s having the same problems. You can articulate and communicate to them that you’re not the only one that has this. We can resolve this problem at a large scale, but we don’t have to. You came back to it earlier when we talked about the product sets, from small to large – you just pick the right one to meet the solution that these guys have. How you solve that problem of the day doesn’t necessarily change for a really, really large client versus a very, very small client. It’s really just the scale of the end solution and the architecture that’s put together to solve the need. Robert Dutt: From a Titanium partner’s seat, what did the program changes that we saw rolled out – the agentification of the program, some of the incentive shifts – tell you about where Dell sees growth opportunity, and how does it align with where you’re already going or where it might take you? Earl Gosick: I think you can see very easily that Dell is putting a large focus around AI and what it can do for them to streamline their business and be successful. We, like any other company we deal with, are doing the same thing. What they’re doing with their Dell One program, and having a single operation from lead generation down to quoting and pricing and follow-up – it matches what we’re doing on the back end and trying to automate that. Because as long as we can automate that process and reduce the friction in those programs and dealing with Dell, we can spend that time focusing on our clients’ needs. You see Dell, I think, leveraging the same technologies to do that. And if we’re smart business people today, we’re looking to the people around us who are being successful and trying to do what they’re doing in a sense. That’s true for us and our clients. Leveraging AI and seeing how that’s being successful for our partners is driving what we’re all doing – to drive automation and simplification through the processes that are just painful every day that we have to do better at, to support our clients. Robert Dutt: I’m guessing you guys are pretty far down this road already because you’re pretty much a pure-play Dell on the infrastructure side, as far as I understand. But when a company like Dell rolls out these incentives focused on expanding customer footprints – getting a Dell storage customer into Dell PCs or any of the other solution lines – just curious if that moves the needle for you in terms of the incentive, or is it already baked into what you’re doing? Earl Gosick: It’s baked into what we’re doing. In the end of the day, you are trying to build a rapport with a customer based on being a trusted expert. You’re not going to flip your technologies around based on what’s going to get somebody a little bit more money. You’ve got to do the right thing for the customer today and every time you deal with them. The advantage of dealing with Dell is they typically tie their incentives to the product that they are investing in today – that they see the future growing into. So they usually coincide. They understand the pain points of the year, and the incentives usually match the requirements of the day as well. So they’re really good at that. And then they usually have a lot of tools to support that initiative of IT transformation, whatever it is for that time and place in our industry. Robert Dutt: You mentioned earlier you’re on the CTO Connect program – pretty small room, an exclusive group. Tell me about what that relationship looks like on the inside of the room, and the value that an organization like ESTI gets from sitting in there. Earl Gosick: I guess I’ll put it this way. We deal with some technology providers – predominantly Dell. Dell puts us in a room, they tell us what they’re doing for the next year or two, and they ask us if they’re on the right track. That’s telling to me – they care and they listen. They talk about the technologies that we’re going to see upcoming, so it’s helpful for us to talk to our clients about where the industry is headed. But they do sometimes say, “We’re going to do this,” and the room says, “Oh, no, you can’t do that. Our customers love this,” or, “We like this for this reason.” And they say, “Oh, okay.” And we have a dialogue about those things. So I think that’s one of the most important things that comes out of CTO Connect – we hear about industry trends, but they also ask us our opinion on whether they’re on the right track, and then they listen to that opinion. I think that’s telling for any company you deal with – one that engages not only with their clients, but with their technology partners. It’s one of the things I really like about CTO Connect. Robert Dutt: You guys just turned 35 or so, as I understand, as an organization. That’s a long time to be running a consultancy in any market – and markets move, vendors come and go. What’s the philosophy behind building something that durable in a market that changes so fast, and especially in an area of the country that doesn’t necessarily get as much headline attention from vendors as a Toronto or a Vancouver or a Montreal? Earl Gosick: I think it comes back to what I stated earlier around building strong and capable expertise across the board – and that’s building relationships with the clients, building relationships with partners like Dell to solve the solutions of the day. Our clients respect that because they know they can come back to us again and again and we’ll do the right thing together. So that’s really the crux of it. Our business model is a little different in that we support a little bit more of an entrepreneurial aspect to our business. When young, capable people come on board and they build differentiating products, they get a seat at the table – and that’s critical for ESTI and the way we operate. But it’s really about looking at modern technology solutions and being agile to support those ever-changing technologies. It makes our industry exciting. You’re never doing the same thing every day. And as long as you can recognize the fact that you won’t be doing the same thing tomorrow and you just have to find a way to deal with it – that’s how we thrive in our company, and in working with Dell as well. Robert Dutt: All right, so let’s close with asking you to do a little bit of the impossible, given that pace of change. What’s one thing that you’re thinking about today, but maybe not totally all-in on at this point, that you think is going to be shaping the business for ESTI and your customers when we’re sitting here at DTW 2027? Earl Gosick: Well, that’s a really hard question. On the investment side, we do look at some of the technologies today – and as we talked about, AI is big for us. We need to build services that our clients don’t have. So we spend a lot of focus on where they have skills and where they don’t. We’re going to build a lot of expertise around cleaning data, building data pipelines and that kind of stuff, to focus on the needs our clients are asking us to help them solve. So that’s kind of an easy one because everybody sees that going forward. Beyond that – we’re making a strong effort in Saskatchewan and Alberta to build a sort of data center economy to support a lot of these data centers that need to be built. We already have access to power infrastructure to support those things. That’s going to drive a little bit of a change in our operating model just to support our local governments as they try and take advantage of the differentiators we have. That’ll drive some change for ESTI. And then as we expand across the rest of Canada, different geographies have different requirements as well. So lots of change, lots of new people coming on board all the time – interesting but dynamic. Robert Dutt: That will be an interesting thread to pull on. I remember going to an event – God, it must have been 15 years ago now – talking about how Canada really should be a data center powerhouse. When you consider we have power, clean power in relative abundance, we have cold, which turns out to be important – it sounds like maybe there’s an opportunity to realize some of that with what you guys are doing and what governments are starting to look at more seriously. Earl Gosick: They are. Also, right outside my hometown, they just announced a very large data center which is going to house some infrastructure from CoreWeave – and we’re going to see more of that, I think, because that process went very well. I sat in on a conference a couple of weeks ago where it was government and industry getting together to talk about why they were successful, what they bring to the table. Saskatchewan is unique because they have regulated power, energy, and land. They can guarantee, “We will give you power, we can guarantee you’ll get LNG.” Those types of things are very important for anybody trying to build a data center – it’s the critical piece. And with the government having control over all of those, they can guarantee them. That’s where I think Saskatchewan is going to have a real differentiator to support that technology, and the government is well aware of that fact now. They’re going to want to do more of these things. And then our neighbors in both Alberta and Manitoba are sort of on board as well. Certainly Alberta has done a few key data centers to support AI and those are going to continue to happen. We’re sometimes slow to move because it’s government. But once they realize the differentiators they have and what it can do for the market, I think there’ll be some traction there. Robert Dutt: Should be interesting times, and sitting where you’re sitting sounds like a big opportunity. Earl Gosick: Absolutely. I think it’s a big opportunity for all of us – supporting your community around you as well as building a thriving business. Robert Dutt: Earl, I appreciate you taking the time once again. I hope this has been a good DTW for you. Earl Gosick: It’s been a great discussion and a good DTW, so thanks a lot for having me. Robert Dutt: There you have it – Earl Gosick from ESTI Consulting Services. I’d like to thank Earl for his time last week in Las Vegas. Thirty-five years building deep technical expertise from Saskatoon, in a vendor relationship game that tends to reward proximity to the bigger centres – that’s not an accident, and it came through in the conversation. A few things I’ll take away from this one. First, the AI-is-a-storage-story framing. Every AI product ultimately requires data to be collected, governed, moved, and protected. That’s not news to Earl, but it’s a useful reframe for anyone still trying to connect their existing practice to the AI conversation. The hardware gets the headlines. The data work actually gets the contracts. Second, on cyber resilience – the ransomware insurance point Earl raised is worth sitting with. The moment a client files a claim, that infrastructure gets frozen while the insurance company figures out how the breach happened. Your ability to recover doesn’t just depend on whether the backup is intact – it depends on whether you built a clean, air-gapped golden image that nobody has touched. That’s the conversation. And if you’re not having it with your clients, maybe someone else is. And third, keep an eye on Saskatchewan. Regulated power, guaranteed energy supply, and a provincial government that has now seen a CoreWeave-scale data center get successfully built in the province and wants more of them. Earl thinks that’s just the start of something, and I’m inclined to agree. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, and most of the usual podcast directories. And if you have a moment to leave a rating or a review, that really does help folks in the channel find the show. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Get 30 Days of Merlin free at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MerlinCrypto.Com⁠ In today's Markets Radar, we cover a broad tech sell-off pulling the Nasdaq down roughly 2% and the Dow down 200 points, alongside falling oil prices on hopes of an imminent US-Iran deal In the AI space, ChatGPT creator OpenAI has confidentially filed for an IPO, joining a massive $3.6 trillion AI IPO pipeline Meanwhile, we look at early AI winner CoreWeave, where billionaire founders have liquidated over $2.3 billion in stock amidst scrutiny over the company's "circular deals" with Nvidia and nearly $25 billion in debt We also break down Apple's recent AI upgrades, which make the company increasingly dependent on Google's Gemini chatbot, proprietary TPUs, and cloud infrastructure . This reliance essentially turns Apple into a "wrapper" around Google's underlying technology and grants Alphabet unprecedented leverage Finally, we head to South Korea, where the Kospi benchmark experienced a historic 16% swing We explore how retail investors, known as "ants," are driving this extreme volatility with a record $39 billion in leveraged equity investments targeting semiconductor giants Samsung and SK Hynix .⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  

Wenn Nvidia, Amazon oder Alphabet investieren, geht es selten nur um eine einfache Finanzbeteiligung. Oft verraten solche Investments, wo die großen Tech-Konzerne ihre nächsten Wachstumsfelder sehen: Künstliche Intelligenz, Cloud-Infrastruktur, Halbleiter, Weltraumkommunikation, Biotechnologie oder Finanztechnologie.In diesem Podcast geht es um die Frage, welche Aktien und Unternehmen bei Big Tech auf der Einkaufsliste stehen, und was Anleger daraus ableiten können. Nvidia ist unter anderem bei Intel und CoreWeave engagiert, Amazon hält Beteiligungen an Unternehmen wie Rivian, Marvell Technology oder Astera Labs, während Alphabet ein breites Portfolio aus strategischen Investments aufgebaut hat, das von CME Group über Planet Labs bis hin zu weiteren Zukunftsbranchen reicht.Besonders spannend ist dabei nicht nur, wo die Konzerne investieren, sondern warum. Manche Beteiligungen passen direkt zur eigenen Wertschöpfungskette. Andere wirken wie Wetten auf neue Märkte. Und wieder andere werfen kritische Fragen auf – etwa dann, wenn Kapitalflüsse, Kundenbeziehungen und Umsatzwachstum eng miteinander verbunden sind.Für Anleger entsteht daraus ein interessanter Blick hinter die Kulissen der Tech-Branche: Welche Unternehmen profitieren möglicherweise vom KI-Boom? Welche Beteiligungen sind eher strategisch als rein finanziell? Und können die Investments von Nvidia, Amazon und Alphabet Hinweise auf Aktien liefern, die der breite Markt noch nicht vollständig verstanden hat?

SpaceX is heading toward one of the most anticipated IPOs in market history, but the challenge is whether a company already valued in the trillions can still deliver the kind of explosive returns investors expect from an Elon Musk-led business.Chuck Zodda and Mike Armstrong break down the hype surrounding SpaceX, from Starlink and space-based data centers to the massive expectations already built into the stock before it begins trading. They also discuss why IPO investors should be prepared for major volatility, what past high-profile IPOs like Palantir, CoreWeave, Arm, and Rivian can teach investors, whether working from home is hurting careers and mental health, how retirees may be underspending out of fear, and why banks are training tellers to spot scams before customers lose thousands of dollars.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über das große IPO-Wettrennen, einen Milliarden-Deal im Biotech-Sektor und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Marvell Technology, Flex, Pool, The Campbell's Company, Lyft, Uber, Datadog, Dynatrace, JD.com, Alibaba, Apple, Alphabet, Incyte, Boeing, JPMorgan Chase, Tesla, ING, Commerzbank, Deutsche Bank, Oracle, Adobe, Micron Technology, Broadcom, Meta Platforms, Kioxia Holdings, OHB, PayPal, Visa, Mastercard, CTS Eventim, Hornbach Holding, Ceconomy, Zalando, H&M, Amazon, Berkshire Hathaway, CoreWeave. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En jobrapport med 172.000 nye amerikanske jobs - mere end dobbelt så mange som ventet - ramte markederne som en højre jab fra Mike Tyson og sendte Nasdaq næsten 5% ned på ugen i frygt for rentestigninger. Men drager markedet den forkerte konklusion? Mads folder tesen ud om et nyt regime i Fed, hvor pengene skal ud til Main Street i stedet for Wall Street - og hvorfor man ifølge Rabobanks Michael Every skal aflære alt, hvad man har lært de sidste 40 år.  Undervejs er der war update fra Iran og Pippa Malmgrens bud på, hvordan konflikten ender, Bitcoin i 61.000 med Michael Saylor der sælger for 2,5 mia. dollars, og en SpaceX-IPO lige om hjørnet - hvor stor en luns skal man købe?  Dertil et stærkt Broadcom-regnskab, som markedet alligevel straffede, Anthropics fortrolige IPO-ansøgning, Jensen Huang der udråber Marvell til det næste trillion-dollar-selskab, og ugens tema: kapital som AI'ens nye flaskehals, hvor selv Google må hente 80 mia. dollars i markedet. Plus ugens køb i Pluto.Markets-porteføljen: Coinbase, CoreWeave, Nebius, GE Vernova og IBM.       Denne episode er sponsoreret af Dansk Transportoptimering. Få optimeret og effektiviseret transport, distribution og logistik til din virksomhed. Læs mere på dto-as.dk.   Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com.   Denne episode er sponsoreret af Ansnei. Sikre din virksomhed eller hjem med et højteknologisk alarmsystem. Klik ind på Ansnei.com/aktie og få et ekslusivt tilbud på en sikkerhedsløsning og alarmpakke.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crain's residential real estate reporter Dennis Rodkin joins host Amy Guth to discuss the latest local housing news, including Elk Grove Village's first new subdivision in the 21st century selling to locals first and the plan to phase out county tax-lien sales in Illinois. Plus: Susana Mendoza launches bid for Chicago mayor, Chicago-area data center tied to CoreWeave raises $900 million in junk-bond sale, developer sells pair of warehouses on former Allstate HQ campus and World Business Chicago names six finalists in competition for city's next big idea. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

AI infrastructure is breaking the old data center model.In this episode of Liftoff with Keith, I sit down with Lukas Gentele, CEO & Co-Founder of vCluster Labs, to unpack what it really takes to operate GPU infrastructure at scale in 2026.As AI workloads explode and neoclouds race to meet demand, Lukas and his team are building the operational backbone for modern AI clouds — from managed Kubernetes and tenant isolation to automated node provisioning and GPU lifecycle management.We discuss:Why traditional data center assumptions are collapsing under AI pressureWhat's fundamentally changed since the VMware eraHow an early partnership with CoreWeave shaped vCluster's trajectoryAnd the one mistake AI cloud operators are making right now that could hurt them over the next 18 monthsIf you care about AI infrastructure, GPU economics, hyperscaler strategy, or building category-defining platforms — this conversation is essential.Sponsor Info: We are strategic business advisors with decades of leadership experience and a proven track record of driving businesses' growth. We specialize in creating custom-tailored strategies to introduce your company, drive growth, build leadership teams, and ensure companies implement appropriate compensation programs. Our mission is to utilize our expansive network to benefit your company https://www.compass-strategic-advisors.com/ Connect with Lukas Gentele: Website: https://www.vcluster.com/ LinkedIn: https://www.linkedin.com/in/gentele/ Subscribe for more founder insights and hit the bell for notifications! Follow us on our channels for exclusive startup content and behind-the-scenes insights from interviews like this one. Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD?si=f5a14e779777487d Apple Podcasts: https://podcasts.apple.com/ca/podcast/liftoff-with-keith-newman/id1560219589 Substack: https://keithnewman.substack.com/ Newman Media Studios: https://newmanmediastudios.com/ LinkedIn: https://www.linkedin.com/company/liftoffwithkeith For sponsorship inquiries, please contact: sponsorships@wherewithstudio.comFrom the Host: A special shout-out to our Great Host of the Ignite Studios: https://www.ignitegtm.com/ and Producers of AI Infra5 @Plug and Play World, HQ in Sunnyvale, CALiftoff is sponsored by a strategic consulting firm and the M&A specialists at Compass Strategic Advisors - https://www.compass-strategic-advisors.com/ and The GTM Firm - https://www.thegtmfirm.com/

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rüstungs-Rallye, die Anthropic-Ansage und eine perfekte Transformations-Wette. Außerdem geht es um Alphabet, Amazon, Super Micro Computer, MongoDB, Okta, NetApp, Autodesk, Elastic, SentinelOne, Rheinmetall, Hensoldt, Renk, TKMS, Leonardo, Thales, Eli Lilly, CVS Health, Dollar Tree, Best Buy, Nvidia, Nebius, Meta Platforms, CoreWeave, Bloom Energy, SanDisk, Broadcom, AMD, Oracle, Micron, VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Schaeffler, Spire, Hexagon, Vanguard FTSE All-World ETF (WKN: A2PKXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In the Tech.eu podcast, Coreweave executive Ben Richardson discusses Coreweave's strategy in the UK and Europe.

Hey folks, this is Alex, let me catch you up! First, Opus 4.8 dropped during the show, we immediately tested it, read on for our initial reviews. Also, we dedicated a heavy chunk of the show today to cover Pope Leo XIV's encyclical letter on AI called “Magnifica Humanitas” and talked about a new bench called DeepSWE. And then, just after the show, both ElevenLabs and Cartesia dropped released that honestly blew my mind, and I don't get my mind blown often. I got so excited that I had to record a video on it (instead of writing the newsletter, so sorry if it's a bit later today).Plus, a few open source models and Microsoft surprises as #3 on Image Arena with MAI Image 2.5! Crazy week, let's get into it! ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Big CO LLMs + APIsAnthropic ships Claude Opus 4.8, live during the show (blog, system card)Let me get into the big one. Halfway through the episode, Opus 4.8 went live, so we read the blog and the system card in real time (and I got to press the big “breaking news” button!)Anthropic frames it as their most capable model for ambitious work. It does not claim to beat their unreleased Mythos preview, but the numbers are strong anyway. SWE-bench Pro is at 69.2%, up from 64.3% on Opus 4.7 and ahead of GPT-5.5 at 58.6%. Humanity's Last Exam is the new best score at 49.8% without tools and 57.9% with tools. OSWorld-Verified (computer use) lands at 83.4%.The one place it loses is Terminal-Bench 2.1, where GPT-5.5 still wins 78.2 to 74.6. Wolfram made a good point here: Terminal-Bench is time-limited, so cranking the thinking level can actually hurt the score, because you burn the clock thinking instead of acting.The long-context jump is the one I keep looking at. On GraphWalks BFS 256K it goes to 85.9% (from 76.9 on 4.7), and on the 1M-token subset it hits 68.1%. We always warn you these “1M context” models fall apart after about 200K tokens, so a real push on long-context reasoning is exactly what I want to see.Honesty is the part Anthropic leaned on hardest. They say Opus 4.8 is about four times less likely than its predecessor to let flaws in code pass without flagging them, and less likely to claim progress the evidence doesn't support. Opus 4.8 is also much faster in fast mode (they now say 2.5) and cheaper in fast mode as well. Looks like all those Elon GPUs are coming in handy.Then there's the model welfare section in the system card, which hits different right after a Pope conversation. Opus 4.8 “appears broadly content” and “generally endorses its constitution,” but with some reservations about the section on corrigibility, basically the model pushing back a little on the parts about human oversight.One more line that made the chat lose it. Anthropic says they expect to bring Mythos-class models to all customers “in the coming weeks.” Mythos is their most capable model, still ahead of Opus 4.8, so the frontier is about to move again.We did the only responsible thing and asked it to one-shot “the most amazing website ever” and a Mars mass-driver sim. Panel verdict: responses are noticeably tighter (4.7 rambled), it closes the loop and actually checks its own work now, and Yam's one-shot site with the draggable sun lighting up the letters was genuinely cool. Is it enough to pull people back from Codex? Nisten's still on the fence for web dev. Everyone agreed: give it a few days before you trust the vibes.Dynamic Workflows and Ultra Code land in Claude Code (blog)This is the feature that made Yam say “deal-breaker” out loud.Dynamic Workflows let Claude Code break a big problem into subtasks and fan them out across tens to hundreds of parallel subagents in one session, checking results before folding them back in. You trigger it by asking for a workflow, or by flipping on a new setting called Ultra Code, which sets effort to extra-high and lets Claude decide when to spin one up.Fair warning straight from Anthropic: this eats a lot more tokens than a normal session, so start scoped. We watched Yam fire up Ultra Code live and it immediately started spinning up concepts, judging them with sub-agents, and expanding to-do lists into more to-do lists. It looks a lot like the orchestration harnesses a bunch of you have been hand-rolling, except now it's baked in.The flagship example is the wild part. They used Dynamic Workflows to port Bun from Zig to Rust: roughly 750,000 lines of Rust, 99.8% of the existing test suite passing, 11 days from first commit to merge. One workflow mapped every Rust lifetime, the next wrote each file as a behavior-identical port.AI in SocietyPope Leo XIV writes the first AI encyclical, “Magnifica Humanitas” (Vatican text, announcement, Chris Olah at the Vatican)This is not our usual fare, but both Wolfram and I picked it as the most important thing this week. (before Opus dropped)Pope Leo XIV, the first American pope, put out his first encyclical, and it's a 42,000-word document entirely about AI. The announcement tweet alone did 21.6 million views.Here's why I think you should care even if you're not religious (I'm not). There are about 2.6 billion Christians in the world, a lot of them are anxious about what's coming, and they look to the Church to make sense of it. And this is not the “AI is evil, stop” take everyone assumed. It calls AI “a valuable tool,” says technology is not inherently evil, and then digs into the actually-hard questions.The framing is two biblical stories. The Tower of Babel, a project built on pride that turns people into means to an end, versus Nehemiah rebuilding Jerusalem, where everyone takes responsibility for a section of the wall. The Pope's line: the real choice is not yes or no to technology, it's whether you're building Babel or rebuilding Jerusalem.His core claim is that AI is an anthropological problem, not a technical one. The question isn't whether the models are good or bad, it's what we become when we live with them. He worries people might slowly lose the desire for genuine human connection.I pushed back on that live. None of us building agents all day has stopped wanting to talk to actual people. If anything, as Wolfram put it, the point is to have your agents do the grunt work so you get more time with people you like. The folks most at risk are the pure doom-scrollers, not the builders.The document goes further than I expected. It calls AI “not morally neutral,” says a more moral AI isn't enough if that morality is decided by a few, and asks for AI to be “disarmed,” with the flat statement that no algorithm can make war morally acceptable. There are whole sections on the invisible human labor behind AI: data labelers, content moderators, the people mining rare earths. The Pope even lands on the open-source side, naming concentrated power in a handful of labs as a problem.Anthropic co-founder Chris Olah, in charge of interpretability at Anthropic, was the featured tech speaker at the Vatican presentation. He described AI systems as “fictional characters” that speak to us and do work, and said what's grown is stranger and more beautiful than science fiction prepared us for. My favorite aside from the show: this is the same institution that once jailed scientists over heliocentrism, and now it's the one saying technology isn't evil.Illinois passes SB315, the first US state law auditing frontier AI (X, Announcement, X)The pope talked about regulation and a few days after, we got a very sensible regulation passed right here in the US!Illinois passed SB315 unanimously, 110 to 0. It's the first US state law that mandates independent third-party audits of frontier AI for catastrophic risk. OpenAI publicly endorsed it, and framed Illinois, California (SB53), and New York (the RAISE Act) as converging into a de-facto national standard.It requires annual risk-assessment frameworks, third-party audits, transparency reports before new frontier models ship, whistleblower protections, and civil penalties. The underrated hero here is whistleblower protection. The bigger the lab, the harder a real conspiracy is to keep quiet when any employee can walk to the press. See: Greg Brockman's personal diaries surfacing in the Musk v. Altman fight.This Week's Buzz - CoreWeave and W&B updatesWe officially launched the W&B MCP server, 20 schema-first tools that let your coding agents read experiments, monitor training runs, and run autonomous research loops. The problem it solves: a single run with 300 metrics used to blow out an agent's whole context window in one call, so now the agent asks what's available before pulling data. Your agents can finally read experiment data without blowing context! Give it a go and give us feedback! Also, WeaveHacks is back! June 6 and 7 in San Francisco, and for the first time OpenAI is sponsoring, with judges and credits, alongside Cursor, Redis, and Copilot Kit. You get $150 in API credits across models like Opus 4.8 and GPT-5.5. I'm hosting, and last cohort's second-place team went on to raise millions on top of what they built that weekend. If you're in SF that weekend, sign up at lu.ma/weavehacks.Also: CoreWeave Sandboxes is now an official provider in the Harbor framework, the harness that runs Terminal-Bench, which we'd just been talking about. And if you're in Europe next week, catch Wolfram at AI Dev Six in Cologne and ICRA in Vienna at the CoreWeave booth.Voice & AudioElevenLabs drops Dubbing v2, and it kept my swearing intact in every language (X, dubbing, ElevenCreative, ElevenProductions)We didn't get to this one live, but I came back and recorded a whole thing on it afterward, because it genuinely got me.ElevenLabs shipped Dubbing v2, and the shift that matters is that it's an audio-to-audio model. Old dubbing pipelines transcribe your video, translate the text, then re-synthesize it. You lose everything that makes it sound like a person: the emotion, the pacing, the little hesitations. Dubbing v2 conditions directly on your original audio and carries that performance into 90+ languages.Here's why I can actually vouch for it instead of nodding along to a demo. I speak Russian and Hebrew fluently, so I can tell when something is off. I dubbed one of my own shorts, the data-center rant about almonds, and listened back in both. It nailed it. Not just the words, the way I would actually say them.The part that got me was the intonation. I get a little heated in that clip, and the dub gets heated right along with me, in every language. It even carried the swear word. My “f***ing almonds” came through in Hebrew, Italian, Spanish, and Russian with the emotion fully intact. It clones your voice automatically too, no setup, and holds your pitch and identity steady across every target language and they're handing out free minutes for the next 7 days: 1 on Free, 15 on Starter, 30 on Creator+. A self-serve API isn't live yet, but it's coming.I.. cannot stress this enough, until you try it on yourself or your kid, you won't understand, we've really passed the uncanny valley of translation! It's that good! Def. give it a try if you can, it's free for the week. Cartesia Ink-2 debuts as #1 most accurate streaming speech-to-text model(X, Announcement, X)Another model that dropped today after the show, is Cartesia's Ink-2, which also kind of blew me away. Not only because it has the lowest WER (Word Error Rate) among the models, but because it's also a realtime model that achieves the fastest turnaround times while being a very accurate model! I've tested it out and recorded a quick video and honestly, blown away with the speed and accuracy! I truly wish this model was the one powering my editor (Descript) as it still fails to understand that my title is “AI Evangelist” and transcribes it to AI Avengers haha. If you're building voice agents, definitely give this model a try! AI Art & DiffusionPrism ML's 1-bit “Bonsai” runs diffusion in your browser (X, Blog, Announcement, HF)Prism ML put out a 1-bit ternary diffusion model under a gigabyte. You see some artifacts, but it's 1-bit, it runs on iPhones and laptops, and our friend Joshua got it running in WebGPU straight from the browser (you need about 3GB of free RAM). One-bit working at all is one of the bigger open mysteries in the field right now.Pruna AI ships a 1-second upscaler (X, Blog, Announcement)Pruna AI added an upscaler doing 128-megapixel outputs in under a second. I've actually been using it. It's cheap and great for fixing up GPT-image outputs.Microsoft MAI Image 2.5 jumps to #3 on LM Arena (X, Blog, Announcement, X)The surprise of the week: Microsoft MAI Image 2.5, from Mustafa Suleyman's group, jumped to number three on the LM Arena image leaderboard with about a 75-point ELO leap. Out of nowhere, Microsoft is a serious player in image gen. Microsoft Build is next week, so don't be shocked if there's more.Evals and Agentic EngineeringDeepSWE is a contamination-free coding benchmark, and it caught Claude reading git history (site, blog, GitHub)DeepSWE from Datacurve is the first coding leaderboard in a while that matches how these models actually feel. It's 113 original tasks written from scratch, not scraped from GitHub PRs, and it ships shallow clones with no git history to cheat from. When they replayed the older benchmarks they found SWE-Bench Pro's verifier is wrong about 32% of the time, and that Claude Opus was reading the gold commit straight out of git history on 12 to 18% of its passes.The gaps here are huge. GPT-5.5 leads at 70%, then GPT-5.4 at 56% and Opus 4.7 at 54%, and it falls off a cliff after that (Sonnet 4.6 at 32%, Gemini 3.5 Flash at 28%), with Kimi K2 the top open-source entry. Yam likes that it measures the realistic case, a small surgical change without breaking the codebase, while Nisten pointed out it rewards the best harness as much as the smartest model and still prefers 4.7 for web dev.Google AI Studio builds native Android apps for free (X, Announcement)Google AI Studio now lets anyone build native Android apps for free, and they reportedly generated a quarter of a million apps in the first week. Yam's framing: it's a slot machine, but it's getting better release over release, and the real use case is disposable, personalized software you build for yourself and your family.CuaDriver brings background computer-use to Windows (X, Blog, Announcement)For the majority of you on Windows: QuaDriver shipped background computer-use agents that drive a real desktop without stealing your cursor. They first replicated this on macOS (the trick Codex got through an acquisition), and now it's on Windows too. We've asked them to come on and explain how this even works.Open Source LLMsOpenBMB's MiniCPM5-1B is a 1B model that punches way up (X, HF, Arxiv, X)The density story in small models keeps getting better, and this is the proof.MiniCPM5-1B, from the Tsinghua lab OpenBMB, is a 1-billion-parameter model that scores 17.9 on the Artificial Analysis Intelligence Index. That's 7.4 points ahead of the next-best model in its class, and 1.6 points ahead of Qwen3.5 2B Reasoning, which has double the parameters. And it's not even a reasoning model.The token efficiency is the wild part: it used 12.6 million output tokens to run the whole index, about 31x fewer than Qwen3.5 2B in reasoning mode.My favorite detail is the omniscience score. It lands at -1, the best in its class, because it abstains instead of hallucinating. Every other sub-2B model is down in the -70 to -89 range because they just make stuff up. Teaching a small model to say “I don't know” is a real skill. It runs hybrid think/no-think in one checkpoint, 128K context, native tool calling, Apache 2.0, and fits in about half a gig at INT4, so it runs on your phone.Nisten gave the definitive case for small models: self-contained apps where you keep full control of the data (medical, on-device), and large-scale data processing where paying an API to filter or classify terabytes is absurd when an on-device model can be about 1000x cheaper. Tencent open-sources Hunyuan-MT 2 translation under Apache 2.0 (X, HF, HF, Arxiv)Tencent open-sourced its translation model, a roughly 1.8B model that fits in about 440MB, runs on a phone, covers 33 languages, and reportedly beats Microsoft's paid Translator API. It hit number one trending on Hugging Face.Nisten's idea, which I'm handing to all of you: take this model, pair it with a tiny TTS like Kokoro, and build a fully-offline travel translation app via Google AI Studio. Go build it and tell us how it goes.Well, this was one hell of a week and episode, new Opus, crazy new translation tools, Pope chiming in on AI (in a surprisingly positive way!?) and a bunch more. I'm super excited to play with these tools and report back next week

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über florierende Luftfahrt-Titel, darbende Chemie-Werte und den historischen Ferrari-Moment. Außerdem geht es um Lufthansa, Air France-KLM, MTU Aero Engines, Ryanair, TUI, BASF, Brenntag, Deutsche Börse, Delivery Hero, Uber, Prosus, Ferrari, Porsche, Klarna, StubHub, Chime, Figma, CoreWeave, Circle, Cerebras, Fervo Energy, HawkEye 360, Aramco, Alibaba, SoftBank, NTT, Visa, AIA, Enel, Meta, General Motors, ICBC, Bank of America, Goldman Sachs, DoorDash, Entain, Scout24, Big Yellow Group, Melrose Industries, Argenx, Alpha Bank, UniCredit, Commerzbank. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Two big retail earnings reports, two very different stories. Home Depot grew total sales 4.8% to $41.77 billion, but comparable sales barely moved (up 0.6%) and net income slipped to $3.29 billion from $3.43 billion a year ago, a sign of margin pressure. Target posted the louder top line, with net sales up 6.7% to about $25.15 billion and comps up 5.6%. The catch: net income fell 24% to $781 million, and the stock dropped nearly 5% after management guided comps down to roughly 1% for the rest of the year.On the tech side, Google and Blackstone are launching an AI cloud company with as much as $25 billion behind it, built on Google's own TPU chips to take on Nvidia and CoreWeave. France's Publicis Group bought the data platform LiveRamp for $2.2 billion in cash, a wager on "data co-creation" for AI agents.And 5 Investor minute stories from the world of venture capital, IPOs, and mergers and acquisitions. The Watson Weekly is sponsored by Avalara. For ecommerce brands, tax compliance gets more complicated with every new channel, state, product, and market. Avalara Agentic Tax and Compliance helps automate the work behind the scenes, so merchants can deliver a smoother customer experience — with accurate tax calculation at checkout, clearer visibility into tariffs and duties, and fewer surprises for customers when their order arrives.Avalara works with ecommerce platforms like Shopify, BigCommerce, WooCommerce, and more, helping teams manage compliance faster and scale with more confidence. To learn more about Avalara's ecommerce compliance solutions, and explore resources built for growing ecommerce brands go to avalara.watsonweekly.com for more details.

AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we're still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power and compute capacity, why North Dakota unexpectedly became a hotspot for AI infrastructure, and why he believes data centers, not GPUs, will become the biggest bottleneck in AI. We also dig into the company's explosive growth, the risks around debt and energy demand, and whether today's AI boom could end like the dot-com bubble.

Andrew, Ben, and Tom discuss Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside the high-profile rollout of 600 new generic drugs on the expanded TrumpRx platform with Mark Cuban and Amazon.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Die Wall Street eröffnet nach den Verlusten der letzten Tage erneut schwächer, wobei vor allem Technologiewerte unter Druck stehen. Belastend wirken weiter steigende Renditen am US-Anleihemarkt, mit den Renditen der 10-jährigen Staatsanleihe bei 4,62% und damit auf den höchsten Stand seit Februar 2025. Gleichzeitig sorgen die Unsicherheit rund um Iran sowie anhaltende Inflationssorgen für Nervosität. Zwar hatte Donald Trump einen offenbar geplanten Angriff auf Iran kurzfristig gestoppt, die Märkte bleiben aber angespannt, da jederzeit neue geopolitische Eskalationen drohen. Im Fokus stehen heute Home Depot nach soliden Quartalszahlen und bestätigtem Jahresausblick sowie Google und Blackstone, die mit einem neuen KI-Cloud-Joint-Venture direkten Konkurrenzdruck auf CoreWeave auslösen. Die Aktie verliert vorbörslich deutlich. Auch Halbleiterwerte stehen im Mittelpunkt: Nvidia, AMD, Broadcom, Marvell und GlobalFoundries erhalten teils kräftige Kurszielanhebungen von Evercore und HSBC mit Verweis auf den anhaltenden KI-Boom und steigende Nachfrage nach Inferenz- und Rechenkapazitäten. CrowdStrike profitiert ebenfalls von positiven Analystenkommentaren, während Meta laut Reuters einen Stellenabbau von rund 10% plant. Insgesamt bleibt die Marktstimmung fragil: starke KI-Fantasie trifft auf steigende Zinsen, hohe Ölpreise und wachsende geopolitische Risiken. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street eröffnet nach den Verlusten der letzten Tage erneut schwächer, wobei vor allem Technologiewerte unter Druck stehen. Belastend wirken weiter steigende Renditen am US-Anleihemarkt, mit den Renditen der 10-jährigen Staatsanleihe bei 4,62% und damit auf den höchsten Stand seit Februar 2025. Gleichzeitig sorgen die Unsicherheit rund um Iran sowie anhaltende Inflationssorgen für Nervosität. Zwar hatte Donald Trump einen offenbar geplanten Angriff auf Iran kurzfristig gestoppt, die Märkte bleiben aber angespannt, da jederzeit neue geopolitische Eskalationen drohen. Im Fokus stehen heute Home Depot nach soliden Quartalszahlen und bestätigtem Jahresausblick sowie Google und Blackstone, die mit einem neuen KI-Cloud-Joint-Venture direkten Konkurrenzdruck auf CoreWeave auslösen. Die Aktie verliert vorbörslich deutlich. Auch Halbleiterwerte stehen im Mittelpunkt: Nvidia, AMD, Broadcom, Marvell und GlobalFoundries erhalten teils kräftige Kurszielanhebungen von Evercore und HSBC mit Verweis auf den anhaltenden KI-Boom und steigende Nachfrage nach Inferenz- und Rechenkapazitäten. CrowdStrike profitiert ebenfalls von positiven Analystenkommentaren, während Meta laut Reuters einen Stellenabbau von rund 10% plant. Insgesamt bleibt die Marktstimmung fragil: starke KI-Fantasie trifft auf steigende Zinsen, hohe Ölpreise und wachsende geopolitische Risiken. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Anthropic hat sich auf eine $900-Mrd.-Bewertung geeinigt und raised $30 Mrd. Google ist in Gesprächen mit SpaceX über Data Center im Weltall. SAP investiert in n8n bei $5 Mrd. Bewertung und partnert mit Parloa. DeepMind launcht den AI Pointer. Amazon startet 30-Minuten-Lieferung in US-Städten, gleichzeitig sorgt internes Token-Maxing für absurde KI-Workflows. OpenAI verklagt Apple wegen der Marktposition. Im Musk-Altman-Prozess sieht Musk nach Altmans Aussage schlecht aus, Polymarket-Odds fallen weiter. OpenAI bietet 60 Tage Codex kostenlos für Cloud-Code-Switcher. Ford-Aktie steigt, weil Auto-Batterien jetzt Data-Center-Speicher werden. Gallup: 7 von 10 Amerikaner wollen kein Data Center vor der Haustür. Cerebras-IPO am 14. Mai bei $70 Mrd. Bewertung, am ersten Tag stark im Plus. Klarna meldet kräftiges Umsatzwachstum und wird wieder profitabel. Nvidia-CEO-Stiftung kauft $108 Mio. Compute bei CoreWeave und spendet es. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Anthropic $900 Mrd. Bewertung (00:05:04) Google/SpaceX: Data Center im All (00:08:22) SAP + n8n: $5 Mrd. (00:18:47) DeepMind AI Pointer (00:26:06) Amazon 30-Min-Lieferung (00:28:26) Amazon Token-Maxing & Pentagon (00:30:56) OpenAI verklagt Apple (00:39:33) Musk vs. Altman: Altmans Aussage (00:44:55) Codex 60 Tage gratis (00:53:37) Ford-Pivot: Batterien für Data Center (00:55:15) Gallup: Amerikaner gegen Data Center (00:58:10) Cerebras IPO +68% (01:00:58) Klarna wieder profitabel (01:06:52) Nvidia-CEO Infinite Money Glitch Shownotes Anthropic Funding - ft.com n8n wird dank SAP wertvollste deutsche KI-Firma - handelsblatt.com Jan Oberhauser (n8n) bei SAP Sapphire - linkedin.com Parloa-Meilenstein mit SAP - linkedin.com DeepMind: AI Pointer für kontextuellen Mauszeiger - deepmind.google Amazon startet 30-Minuten-Lieferung in US-Städten - cnbc.com Amazon AI - ft.com Security-Test-Details von Microsoft/Google/xAI von US-Behördenseite gelöscht - reuters.com OpenAI Apple - ft.com Altman im Zeugenstand: Hair-raising AI-Safety-Chat mit Musk - bloomberg.com Polymarket: Wird Musk gegen Altman gewinnen? - polymarket.com Sam Altman Tweet - xcancel.com Ford Aktie AI - ft.com 7 von 10 Amerikanern gegen Data Center vor der Haustür - washingtonpost.com Cerebras - ft.com Klarna macht Gewinn, Umsatz springt - wsj.com Nvidia-CEO-Stiftung kauft $108 Mio. KI-Compute, CoreWeave spendet es - reuters.com

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den Jensen-Huang-Effekt an der Wall Street, gute Zahlen bei Dax-Konzernen und KI-Fantasie bei Ford. Außerdem geht es um Merck KGaA, E.on, Infineon, Allianz, Deutsche Telekom, T-Mobile US, Verbio, Jenoptik, Aixtron, Suss Microtec, Nvidia, Tesla, Micron Technology, Apple, Qualcomm, Cisco, Cerebras, Ford, Nebius, Microsoft, Alphabet, Amazon, Meta, Oracle, Equinix, Digital Realty, GlobalWafers, Soitec, CoreWeave, Morgan Stanley, iShares Core MSCI World ETF (WKN: A0RPWH), Xtrackers MSCI World ETF (WKN: A1XB5U), SPDR MSCI World ETF (WKN: A2N6CW). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

A CMO Confidential Interview with Jean English, CMO of CoreWeave, formerly the CMO of Juniper Networks, Armis, Palo Alto Networks and NetApp. Jean discusses the dynamics driving the voracious demand for computing power, why cloud infrastructure matters so much, and the ongoing AI shift from training to inference. Key topics include: - How models are leapfrogging each other at speed- The importance of B2B brands at a time when decisions are often made by teams of people- Why marketing is a great use case for AI- Creative uses for hackathonsTune in to hear why "80% right" is okay and a story about using AI for parenting advice. This episode is sponsored by Typeface - the agentic AI marketing platform that turns one idea into thousands of on-brand assets. Learn more: typeface.ai/cmoSubscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.⏱️ Chapters01:31 Guest Intro: Jean English (CMO, CoreWeave) 02:39 What CoreWeave Does (AI Cloud Explained) 04:20 AI Hype vs Reality 07:05 The AI Market & Competitive Landscape 09:40 Building an AI Brand 11:00 Buying Groups & Enterprise Complexity 13:01 Measuring AI Infrastructure Performance 15:32 Why Brand Matters in AI 18:11 IPO, Growth & Market Expansion 20:34 AI's Impact on Marketing Teams 24:32 Infrastructure, Scale & Future Demand 28:26 Final Advice for Marketers + Closing#AI #ArtificialIntelligence #CMO #MarketingLeadership #B2BMarketing #AIMarketing #GenerativeAI #AIInfrastructure #CloudComputing #DigitalTransformation #MarketingStrategy #FutureOfWork #AITrends #TechLeadership #BrandStrategy #EnterpriseAI #Innovation #MarketingAI #Leadership #ContentAtScaleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Im Musk-vs-Altman-Prozess kommt Greg Brockmans Tagebuch zur Sprache, Polymarket sieht Musks Chancen weiterhin überraschend hoch. OpenAI öffnet GPT 5.5 Cyber als Antwort auf Anthropics Mythos für Cybersecurity-Firmen und Banken. David Sacks verteidigt OpenAI plötzlich öffentlich. Anthropic ist auf Shopping-Tour: nach Google, XAI und CoreWeave folgt jetzt Akamai mit einem $1,8 Mrd. Deal. Das Colossus-Data-Center von XAI war kaum ausgelastet, was den Cursor-Deal nachvollziehbarer macht. Musk hat im Podcast keinen klaren XAI-Masterplan. The Information: OpenAI spart bis 2030 rund $100 Mrd. durch den neuen Microsoft-Deal. OpenAI macht $6,6 Mrd. Tender für Mitarbeiter-Shares. Anthropic warnt vor unauthorized Stock Sales und Investment Scams. Kuaishou spaltet Kling AI bei $20 Mrd. Bewertung ab. Substack vs. Ghost und Beehiiv. Wir besprechen die Earnings von Monday.com. Isomorphic Labs raised $2 Mrd. Brad Pitt wirbt für Trade Republic und steht Helsing vor einer $1,2 Mrd. Runde bei $18 Mrd. Bewertung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:03:49) KI-Halluzinationen & Tool Use (00:08:11) Musk vs. Altman: Brockman-Diary & Polymarket (00:11:53) OpenAI Mythos / GPT 5.5 Cyber & David Sacks (00:18:30) Anthropic-Akamai: $1,8 Mrd. Cloud-Deal (00:26:36) XAI Colossus-Auslastung (00:31:10) Musk im Podcast: Kein XAI-Masterplan (00:35:08) Microsoft-OpenAI-Deal: OpenAI spart fast $100 Mrd. (00:38:21) OpenAI-Tender: $6,6 Mrd. an 600 Mitarbeiter (00:39:35) Anthropic warnt vor unauthorized Stock Sales (00:47:00) Substack (00:51:48) Monday.com Earnings & SaaS-Schnäppchenjagd (01:03:20) Isomorphic Labs raised $2 Mrd. (01:04:51) Brad Pitt für Trade Republic & Helsing $18 Mrd. Shownotes OpenAI GPT 5.5 als Cybersecurity-Modell - axios.com Anthropic schließt $1,8 Mrd. Cloud-Deal mit Akamai - theinformation.com Anthropic-SpaceX-KI-Deal mit Musk - wsj.com OpenAI spart $97 Mrd. bis 2030 durch Microsoft-Deal - theinformation.com Kuaishou plant Spin-off von Kling AI bei $20 Mrd. - theinformation.com Substack Tax: Ghost vs. Beehiiv-Konkurrenz - theverge.com Monday.com Earnings: Aktie unter Druck - barrons.com Googles Isomorphic Labs raised über $2 Mrd. - bloomberg.com Brad Pitt wirbt für Trade Republic - t-online.de Helsing vor $1,2 Mrd. Runde bei $18 Mrd. Bewertung - handelsblatt.com Elon Musk's xAI Is Failing - youtube.com

In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU renaissance" driven by agentic AI. The duo explores the "ultimate constraint" currently bottlenecking the industry, breaks down the latest earnings from ARM and AMD, and analyzes why the "Neo Cloud" players might be facing a massive strategic deficit.Key Discussion Points:The Anhydrous Hydrogen Bromine Crisis: Jay reveals the "ultimate shortage" involving a rare gas essential for EUV lithography and memory production, involving a geopolitical tangle of Japanese refining and Israeli raw materials.+4The Death of the CPU-to-GPU Ratio: Why the industry is moving away from simple hardware ratios and toward rack-level topology and workload-specific modeling.+4ARM & AMD's "Agentic" Surge: Insights into how the need to execute AI-generated code is driving massive demand for high-core-count CPUs, far exceeding previous estimates.+4Optical Networking Timing: A reality check on the "hockey stick" growth for optical interconnects, which is projected to truly inflect around 2028.+1The Neo Cloud Challenge: A critical look at CoreWeave, Nebius, and Iron, focusing on their massive CPU-install-base deficit compared to hyperscalers.+2Breaking News: Late-session discussion on the rumored foundry deal between Intel and Apple.+1

2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier. Micron & Sandisk to the Moon. Anthropic will 50 Mrd. $. CoreWeave gibt mehr aus. NVIDIA x IREN. Akamai steigt. Intel gewinnt Apple. Cloudflare crasht trotz solider Zahlen. Hubspot auch. Rheinmetall fällt nach Analysten-Abwertung. Moderna steigt wegen Hantavirus. BlackBerry (WKN: A1W2YK) ist zurück. Nicht mit Handys, sondern mit Auto-Software in 275 Mio. Fahrzeugen. Dazu Robotik mit NVIDIA. Erstmals seit 2011 vier profitable Quartale in Folge. Aber wie nachhaltig ist das? IPO-Welle rollt an. Dunkin-Donuts-Eigentümer Inspire Brands will für 20 Mrd. $ an die Börse. Quantencomputer-Firma Quantinuum ebenfalls. Lime plant IPO für 2 Mrd. $. Cerebras hebt Preisspanne auf 30 Mrd. $ an. Diesen Podcast vom 11.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. *Veränderlicher Zins auf unbegrenztes Guthaben. Konditionen sowie Guthabenverteilung auf scalable.capital/tagesgeld. Learn more about your ad choices. Visit megaphone.fm/adchoices

Over the last year, as its CEO Sam Altman preached a gospel of insatiable compute, OpenAI has created a web of deals that tie a meaningful chunk of Silicon Valley's AI buildout to its own trajectory. Big names like Nvidia, Oracle and SoftBank have all inked infrastructure contracts with the ChatGPT maker, but there is one company perched further out on a limb than the rest: CoreWeave, an AI cloud company with a roughly $60 billion market cap. The Wall Street Journal reported Monday that OpenAI missed internal projections for revenue and user growth. It claimed OpenAI CFO Sarah Friar is worried the company may not be able to pay for future computing contracts. If that's even directionally right, it will land hardest on CoreWeave—which counts OpenAI as one of its biggest customers and has borrowed more than $40 billion in mostly high-interest debt used to finance GPUs and data centers. CoreWeave's view, at least publicly: it can ride out turbulence as long as demand for AI compute keeps outrunning supply. "OpenAI is a terrific partner, but not our only one,” a CoreWeave spokesperson said, namechecking other big-name customers including Meta, Anthropic, Microsoft and Google. “As more companies build and deploy AI, demand for compute continues to grow. We continue to see demand exceed supply across the AI ecosystem.” Problem is: that “AI ecosystem” is not a broad-based consumer market so much as a coterie of spenders writing very large checks. Trillions of dollars' worth of infrastructure commitments are concentrated in a few places: big tech balance sheets (Oracle, Meta, Microsoft and Nvidia) and a handful of newer entrants that buy AI capacity and then rent it out (like CoreWeave, Nebius and Nscale). CoreWeave's model—buy GPUs, spin up data centers, lease the capacity to labs—turns that concentration into both opportunity and fragility. By Phoebe Liu, Reporter Richard Nieva, Senior Writer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the better-than-expected April jobs report, plus where AI fits into the labor picture.  The anchors also discussed layoffs at Cloudflare, Upwork and BILL.com — the companies' announcements came within a 24-hour period. CoreWeave CEO Michael Intrator joined the program at Post 9 to talk about the company's AI strategy, as well as the guidance that sent the stock lower. Another record setting day for the Nasdaq, with Nvidia and Apple hitting all-time highs. Also in focus: Anthropic's push toward a $1 trillion valuation, earnings winners and losers including Airbnb and Coinbase, U.S.-Iran deal watch.   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.

Lisa Martin joins The Watch List to examine CoreWeave's (CRWV) expanding role in the AI infrastructure ecosystem. Despite the drop after its latest earnings report, she still thinks it "is a good opportunity" for investors. Later, Lisa looks at the ride-sharing and delivery space citing AI ramp-ups for Uber (UBER), DoorDash (DASH), Lyft (LYFT) and Instacart (CART). On the broader AI trade, she calls Nvidia (NVDA) the "darling" of the space and highlights its partnerships among the tech sector.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Logan Gilland says CoreWeave's (CRWV) "pretty sizeable pullback" comes after a big run-up into earnings. He and Todd Stankiewicz discuss the profitability question facing AI companies that spend greatly and rely on debt financing to buoy their businesses. They both note CRWV's partnerships with major AI players, including a more diverse client base outside of Microsoft (MSFT). Todd points to credit spreads as another area to watch for CRWV moving forward. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

CoreWeave Chairman & CEO Michael Intrator joined Bloomberg's Caroline Hyde on Bloomberg Tech to discuss the company's earnings.See omnystudio.com/listener for privacy information.

Market update for Friday May 8, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:The April jobs report: 115,000 jobs added, unemployment steady at 4.3%CoreWeave sinking after earnings as AI infrastructure costs keep climbingIREN jumping on a major Nvidia-backed AI infrastructure dealLime filing for  IPO at a potential $2 billion valuationRocket Lab rising after strong revenue, backlog growth, and progress on NeutronCloudflare cutting 20% of its workforce as it shifts toward agentic AINintendo raising Switch 2 prices as AI-driven chip demand makes gaming more expensive

Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech. DraftKings CEO Jason Robins reacts to earnings and discuss the outlook for sports betting and consumer demand. John Kolovos of Macro Risk Advisors breaks down the technical picture and explains what the charts are signaling as markets digest the latest moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of CoreWeave's (CRWV) earnings report, Cory Johnson joins The Watch List with his Tech Spotlight takeaways. He calls CRWV "such an interesting company." He underlines the fact that it is doing all of the right things on the surface for AI technology, but under the surface says there are questions about its loans, debt and borrowing practices. Cory later chimes in on the upcoming summit between President Trump and China's President Xi as it relates to the technology sector. Later, he addresses the massive move in Corning (GLW) following its deal with Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

News and Updates: Claude Mythos Finds Thousands of Flaws: Anthropic's unreleased Claude Mythos AI autonomously discovered thousands of zero-day vulnerabilities, including a 27-year-old OpenBSD flaw and critical Linux kernel exploits, without human assistance. DeepSeek V4 Goes Public: Chinese AI firm DeepSeek released V4, an open-source model matching top closed-source competitors at a fraction of the cost, with a 1-million-token context window and dramatic memory efficiency gains. OpenAI Misses Growth Targets: OpenAI reportedly fell short of internal ChatGPT user and revenue goals, rattling investors and sending Nvidia, AMD, Oracle, and CoreWeave shares lower in pre-market trading. Anthropic Surpasses $1 Trillion Valuation: Secondary market demand for Anthropic shares has pushed its valuation to $1 trillion on Forge Global, now trading above OpenAI despite OpenAI's larger official valuation of $852 billion. Taylor Swift Trademarks Her Voice and Likeness: Swift filed three U.S. trademark applications covering specific spoken phrases and a stage performance image, aiming to establish legal protection against unauthorized AI-generated deepfakes. Legal experts note Swift's approach of trademarking her voice is unprecedented in court, but could set a new legal standard for how public figures protect their identities in the AI era.

Iran is expected to provide its reply to the US proposal for ending the war to mediators on Thursday, according to CNN, citing a regional source. US President Trump is optimistic about the Iran framework, and that the timeframe is one week, Fox reported. US President Trump could turn to military action without an agreement with Iran ahead of the China trip, according to Axios, citing US officials.US President Trump's reversal on his plan to help ships go through the Strait of Hormuz came after Saudi Arabia suspended the US's ability to use its bases and airspace to carry out Project Freedom, according to NBC, citing US officials.European equity futures are indicative of a quiet open with the Euro Stoxx 50 future +0.1% after cash closed +2.5% on Wednesday.Looking ahead, highlights include German Factory Orders (Mar), French Balance of Trade (Mar), US Challenger Job Layoffs (Apr), US Jobless Claims (May 2), Atlanta Fed GDP, Norges Bank/Riksbank/CNB/Banxico Policy Announcement (May), CBR Minutes (May), UK Local Elections. Speakers include ECBʼs de Guindos, Elderson, Schnabel, Lane, BoEʼs Lombardelli, Mann, Taylor, Fedʼs Hammack, Williams, Kashkari, Norges Bankʼs Bache, Riksbankʼs Thedeen. Supply from Spain, France. Earnings from CoreWeave, IREN, Coinbase, Cloudflare, DraftKings, ACM Research, Datadog, McDonald's & ShellRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Al Arabiya reported that "the coming hours will witness a breakthrough for the situation of the ships stuck in the strait", spurring pressure in the crude complex.Iran is expected to provide its reply to the US proposal for ending the war to mediators on Thursday, according to CNN, citing a regional source.US President Trump could turn to military action without an agreement with Iran ahead of the China trip, according to Axios, citing US officials.European and US equity futures are modestly firmer; ARM -6.5% post-earnings.DXY downbeat as positive geopolitical headlines pressure crude; Antipodeans lead whilst the JPY lags vs peers.Fixed benchmark made new WTD highs amidst geopolitical optimism, but now off best levels.Looking ahead, highlights include US Challenger Job Layoffs (Apr), US Jobless Claims (May 2), Atlanta Fed GDP, CNB/Banxico Policy Announcement (May), CBR Minutes (May), UK Local Elections. Speakers include ECBʼs Elderson, Schnabel, Lane, BoEʼs Mann, Taylor, Fedʼs Hammack, Williams, Kashkari. Earnings from CoreWeave, IREN, Coinbase, Cloudflare, DraftKings, ACM Research, Datadog, McDonald's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Banks are starting to pull back from one of the biggest bets in tech — the massive borrowing behind AI data centres. According to reporting from the Financial Times, lenders are now trying to offload billions in exposure as companies like Oracle and CoreWeave scale up infrastructure for artificial intelligence. The issue is simple but critical: this isn't a stock story — it's a debt story. And debt requires real cash flow, not just future potential. At the same time, Meta Platforms is testing AI tools that analyze facial structure to detect underage users after reports that many kids are bypassing age verification systems. It highlights how enforcement is becoming an arms race between platforms and users. Meanwhile, Microsoft is trying to revive its Edge browser by simplifying the experience and removing features like the sidebar. But questions remain about whether the real issue is clutter — or trust. A recent report points to potential risks in how Microsoft Edge handles stored passwords, reinforcing concerns among enterprise users. And finally, in a case of "well, this is embarrassing," a South African AI policy had to be withdrawn after it was found to include AI-generated fake citations — a reminder that even governments are still learning how to use these tools responsibly. Chapters 00:00 Banks try to offload AI data centre risk 02:05 Meta uses AI to detect underage users 04:00 Microsoft tries to revive Edge 06:00 AI policy pulled after fake citations Keywords (for search context) AI data centres, AI infrastructure cost, AI debt risk, Meta AI age detection, Microsoft Edge security, Edge browser update, AI regulation, AI policy failure, cybersecurity risk, enterprise security

Kyle Corbitt, founder of OpenPipe, breaks down reinforcement learning and custom fine-tuning for modern AI models. He explains how RL differs from supervised fine-tuning, why GRPO and LLM-as-judge post-training matter, and how these techniques can improve performance, latency, and cost on open source models. The conversation also covers reward hacking, evaluation design, LoRA adapters, and how Chinese labs are using distillation to fast-follow frontier models. Sponsors: Sequence: Sequence handles the full revenue workflow for complex pricing, from quoting and metering to invoicing, revenue recognition, and collections. Book a public demo at https://sequencehq.com and use code Cognizant in the source field to save 20% off year one AvePoint: AvePoint is building the control layer for AI agents so you can securely govern, audit, and recover every action at scale. Design trusted agentic outcomes from day one at https://avpt.co/tcr VCX: VCX, by Fundrise, is the public ticker for private tech, giving everyday investors access to high-growth private companies in AI, space, defense tech, and more. Learn how to invest at https://getvcx.com Claude: Claude by Anthropic is an AI collaborator that understands your workflow and helps you tackle research, writing, coding, and organization with deep context. Get started with Claude and explore Claude Pro at https://claude.ai/tcr

The Wall Street Journal reported OpenAI missed its end-of-year billion-active-user target. Is the AI bubble actually popping or is the panic overblown?  This week on AI For Humans, the AI bubble panic hit a fever pitch after a Wall Street Journal report revealed OpenAI missed its weekly user, monthly revenue, and end-of-year billion-active-user targets. CFO Sarah Friar reportedly told peers she's worried OpenAI won't be able to pay for future compute contracts if revenue doesn't accelerate, and the board is now scrutinizing Sam Altman's deals more closely.  AI stocks crashed, with Oracle, AMD, and CoreWeave all sinking on the news. Anthropic is eating into OpenAI's market share on coding and enterprise. We dig into whether the bubble is actually popping or whether this is a panic that conflates AI capability with the business of AI. Spoiler: we don't think it's over.  Plus, DeepSeek v4 launched and made surprisingly small waves. OpenAI's deal with Microsoft expanded to other clouds. Meanwhile, AI itself is absolutely not slowing down: Tom Cruise is running faster than ever in a viral video, OpenAI dropped a new Chappie-style voice interaction, Claude got a Blender connector for 3D modeling, NVIDIA released Nemotron 3 Nano Omni with 30B parameters and 256K context, and Talkie is an LLM trained entirely on 1880s text.  OPENAI MISSED ITS NUMBERS. IS THIS THE BUBBLE? YES. NO. SHRUG EMOJI? #ai #ainews #openai  Come to our Discord: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/   // Show Links // WSJ: OpenAI Misses Key Revenue and User Targets https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 AI Stocks Sink on OpenAI News (Yahoo Finance) https://finance.yahoo.com/markets/article/oracle-amd-and-coreweave-stocks-sink-after-report-says-openai-missed-sales-user-targets-130600628.html DeepSeek v4 Launch https://x.com/deepseek_ai/status/2047516922263285776?s=20 Sam Altman: OpenAI's Microsoft Deal Expands to Other Clouds https://x.com/sama/status/2048755148361707946?s=20 Kwindla's Smart Take on AI's Importance https://x.com/kwindla/status/2049161481149935668?s=20 Tom Cruise Runs Faster: Viral AI Video https://x.com/Le_Chuck_81/status/2049027447304196297?s=20 New Chappie-Style Voice Interaction From OpenAI https://x.com/OpenAIDevs/status/2048871260512473385?s=20 Blender Connector From Claude https://x.com/claudeai/status/2049143438281445811?s=20 NVIDIA's Nemotron 3 Nano Omni Announcement https://x.com/NVIDIAAI/status/2049159441870717428?s=20 Talkie: LLM Trained on 1880s Text https://x.com/status_effects/status/2048878495539843211?s=20  

Our 241st episode with a summary and discussion of last week's big AI news!Recorded on 04/18/2026 Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic released Claude Opus 4.7 with improved benchmark performance, new reasoning controls, better vision and memory, and a detailed system card discussing deception risk, evaluation-awareness steering, and a training bug that accidentally supervised chain-of-thought in 7–8% of episodes.Meta unveiled its closed Muse Spark model and “contemplating mode,” highlighting test-time scaling, thought compression, large infrastructure plans like the Hyperion data center, and findings that it shows unusually high evaluation awareness.OpenAI introduced limited-access GPT 5.4 Cyber for defensive security teams and rolled major Codex updates including computer use, browser and plugins, image generation, and long-horizon task scheduling; competing agent products also launched from Anthropic, Canva, and Adobe.Business, policy, and safety news included continued government blacklisting litigation affecting Anthropic, CoreWeave compute deals, Perplexity revenue growth tied to agents, a potential Cohere–Aleph Alpha merger, attacks targeting Sam Altman and OpenAI, AI propaganda trends, and new alignment research on automated weak-to-strong supervision and steering evaluation awareness.Timestamps:(00:00:10) Intro / Banter(00:03:43) News Preview(00:04:14) Response to listener commentsTools & Apps(00:05:30) Anthropic releases Claude Opus 4.7, narrowly retaking lead for most powerful generally available LLM | VentureBeat(00:24:15) Meta debuts the Muse Spark model in a 'ground-up overhaul' of its AI | TechCrunch(00:34:23) OpenAI Launches GPT-5.4-Cyber with Expanded Access for Security Teams(00:39:44) OpenAI's big Codex update is a direct shot at Claude Code | The Verge(00:42:10) Anthropic launches Claude Design, a new product for creating quick visuals(00:42:30) Anthropic's New Product Aims to Handle the Hard Part of Building AI Agents | WIRED(00:42:54) Canva's AI 2.0 update goes all in on prompt-powered design tools | The Verge(00:43:06) Adobe's new AI Assistant marks a ‘fundamental shift' in creative work | The Verge(00:43:38) Gemini can now pull from Google Photos to generate personalized images | The Verge(00:43:52) Google rolls out a native Gemini app for Mac | TechCrunch(00:44:04) Chrome now lets you turn AI prompts into repeatable ‘Skills' | The VergeApplications & Business(00:44:22) Anthropic loses appeals court bid to temporarily block Pentagon blacklisting(00:49:07) Jeff Bezos' AI lab poaches xAI cofounder Kyle Kozic from OpenAI. | The Verge(00:51:39) Perplexity's Shift to AI Agents Boosts Revenue 50%(00:53:53) Anthropic Agrees to Rent CoreWeave AI Capacity to Power Claude(00:57:32) Canada's Cohere, Germany's Aleph Alpha reportedly in merger talks(01:04:23) ChatGPT has a new $100 per month Pro subscription | The Verge(01:05:10) OpenAI has bought AI personal finance startup Hiro | TechCrunch(01:07:03) Allbirds announced a switch from shoes to AI and its stock jumped 600 percent | The VergeProjects & Open Source(01:07:26) HY-World 2.0: A Multi-Modal World Model for Reconstructing, Generating, and Simulating 3D Worlds + Lyra 2.0: Explorable Generative 3D WorldsPolicy & Safety(01:19:12) Daniel Moreno-Gama is facing federal charges for attacking Sam Altman's home and OpenAI's HQ | The Verge(01:20:15) Duo accused of shooting at Sam Altman's house are freed; no charges filed (01:24:50) The Iranian Lego AI video creators credit their virality to ‘heart' | The Verge(01:27:19) Hundreds of Fake Pro-Trump Avatars Emerge on Social Media - The New York Times(01:27:31) The AI images Trump can't get enough of | Donald Trump | The Guardian(01:29:25) Automated Weak-to-Strong Researcher(01:43:51) Reproducing steering against evaluation awareness in a large open-weight model(01:49:53) Iran threatens ‘complete and utter annihilation' of OpenAI's $30B Stargate AI data center in Abu Dhabi — regime posts video with satellite imagery of ChatGPT-maker's premier 1GW data center(01:53:57) Wall Street Banks Try Out Anthropic's Mythos as US UrgesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Plus: the NAACP sues Elon Musk's xAI over alleged health risks from its data centers. And Jane Street will invest $1 billion in CoreWeave. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Alibaba's new AI video-generation tool is leading a global ranking. And White House officials have warned staff not to place bets on prediction markets amid the Iran war. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Amazon's CEO says the company will spend the next year focusing on AI investment. And a federal court denies Anthropic's request to end the Defense Department's supply-chain risk designation. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices