Podcasts about gpu

  • 1,989PODCASTS
  • 5,145EPISODES
  • 53mAVG DURATION
  • 2DAILY NEW EPISODES
  • Dec 4, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about gpu

Show all podcasts related to gpu

Latest podcast episodes about gpu

Business of Tech
MSP Cybersecurity: Addressing AI-Driven Threats and Rising RAM Prices

Business of Tech

Play Episode Listen Later Dec 4, 2025 15:00


Amazon Web Services (AWS) has made significant advancements in artificial intelligence (AI) at its reInvent event, introducing a new AI training chip, Trainium 3, which reportedly enhances performance for AI training and inference by up to four times while reducing energy consumption by 40%. Additionally, AWS launched new features in its Agent Core platform, allowing developers to set boundaries for AI agents and log user interactions. The introduction of customizable AI models through the new service, NovaForge, aims to make AI model development more accessible for businesses, addressing the high costs associated with creating models from scratch.Microsoft is facing challenges in selling its AI tools, with reports indicating a slowdown in customer adoption. Despite Microsoft's assertion that it has not lowered sales quotas for AI products, the situation highlights a broader issue: customers are struggling to see the value in AI investments due to messy data, inconsistent processes, and unclear governance. This resistance suggests that while demand for AI exists, readiness among customers remains low, presenting an opportunity for IT service providers to facilitate the transition by offering readiness assessments and governance frameworks.Managed Service Providers (MSPs) are increasingly utilizing AI, with a survey indicating that 80% have adopted AI-powered chatbots, which have improved customer support. However, one-third of MSPs report challenges in implementing AI, including high costs and a lack of internal expertise. As client expectations regarding data security rise, MSPs are deploying AI-driven threat detection solutions. The survey results indicate a commitment to leveraging AI for business transformation, but the complexity of integrating AI into existing workflows remains a significant hurdle.The surge in demand for RAM, driven by the AI industry, has led to a 500% increase in memory prices, creating a shortage of consumer-grade memory. This situation mirrors previous GPU shortages and indicates that high-performance computing components are now subject to the purchasing power of major AI companies. MSPs must prepare for ongoing volatility in hardware costs and communicate these changes to clients, adjusting budgets and refresh cycles accordingly. The evolving landscape emphasizes the need for MSPs to adopt a structured approach to AI, ensuring they are not merely adding tools but effectively transforming their service offerings. Four things to know today00:00 AWS Expands Full-Stack AI Strategy From Chips to Private Regions, Raising Governance and Lock-In Stakes for MSPs07:38 Reports of AI Sales Friction at Microsoft Highlight Market Hesitation and Open the Door for MSP Readiness Services09:28 Survey Shows AI Adoption Surging Among MSPs, Yet Cost, Expertise, and Security Pressures Undercut True Transformation11:51 AI-Driven RAM Shortage Forces MSPs to Reforecast Budgets as Prices Spike 500%This is the Business of Tech.    Supported by:  https://mailprotector.com/mspradio/

TechFirst with John Koetsier
Paypal for agents: welcome to agentic commerce

TechFirst with John Koetsier

Play Episode Listen Later Dec 4, 2025 23:57


AI agents can already write code, build websites, and manage workflows ... but they still can't pay for anything on their own. That bottleneck is about to disappear.In this episode of TechFirst with John Koetsier, we sit down with Jim Nguyen, former PayPal exec and cofounder/CEO of InFlow, a new AI-native payments platform launching from stealth. InFlow wants to give AI agents the ability to onboard, pay, and get paid inside the flow of work, without redirects, forms, or a human typing in credit card numbers.We talk about: • Why payments — not intelligence — are the missing link for AI agents • How agents become a new kind of customer • What guardrails and policies keep agents from spending all your money • Why enterprises will need HR for agents, budgets for agents, and compliance systems for agents • The future of agent marketplaces, headless ecommerce, and machine-speed commerce • How InFlow plans to become the PayPal of agentic systemsIf AI agents eventually hire, fire, transact, and manage entire workflows, someone has to give them wallets. This episode explores who does it, how it works, and what it means for the economy.

Rock i Borys
Może zabraknąć konsol na GTA 6

Rock i Borys

Play Episode Listen Later Dec 4, 2025 67:50


(00:00) Co tam u nas słychać?(02:16) Metroid, Disco Samurai i Project Thea(04:38) Luther, Ona jedzie z przodu, Zaginiony autokar(11:10) Koniec aplikacji messenger na desktopy(16:20) Stranded: Alien Dawn(18:32) Tematy z zeszłego odcinka
(21:56) Spotify Wrapped i co się liczy na YT(28:50) Problemy z RAMem(30:35) Powody wzrostu cen pamięci RAM(34:15) Skala inwestycji w infrastrukturę AI(36:15) Do kiedy potrwa kryzys(44:16) Jakie produkty podrożeją?(53:00) Chmura i GTA 6 Project Thea Release Trailerhttps://youtu.be/SxJFj9rGvSU?si=3hZuo7wATgq6OTMSDisco Samurai - Release Date Trailerhttps://youtu.be/sf35SK0V1qk?si=ceBCNXINNBm6GgM5Kryzys pamięci RAM może potrwać nawet do 2028 roku; Samsung i SK Hynix zabrali głos w sprawiehttps://www.gry-online.pl/newsroom/kryzys-pamieci-ram-moze-potrwac-nawet-do-2028-roku-samsung-i-sk-h/z02fa6aNvidia reportedly no longer supplying VRAM to its GPU board partners in response to memory crunch — rumor claims vendors will only get the die, forced to source memory on their ownhttps://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-no-longer-supplying-vram-to-its-gpu-board-partners-in-response-to-memory-crunch-rumor-claims-vendors-will-only-get-the-die-forced-to-source-memory-on-their-ownPamięć DRAM drożeje szybciej niż złoto. Twój komputer będzie kosztował fortunęhttps://ithardware.pl/aktualnosci/pamiec_dram_drozeje_zloto-46384.htmlGrupa Rock i Borys na FB - https://www.facebook.com/groups/805231679816756/Podcast Remigiusz "Pojęcia Nie Mam" Maciaszekhttps://tinyurl.com/yfx4s5zzShorty Rock i Boryshttps://www.facebook.com/rockiboryshttps://www.tiktok.com/@borysniespielakSerwer Discord podcastu Rock i Borys!https://discord.com/invite/AMUHt4JEvdSłuchaj nas na Lectonie: https://lectonapp.com/p/rckbrsSłuchaj nas na Spotify: https://spoti.fi/2WxzUqjSłuchaj nas na iTunes: https://apple.co/2Jz7MPSProgram LIVE w niedzielę od osiemnastej - https://jarock.pl/live/rockRock i Borys to program o grach, technologii i życiu

The Joe Rogan Experience
#2422 - Jensen Huang

The Joe Rogan Experience

Play Episode Listen Later Dec 3, 2025 153:55


Jensen Huang is the founder, president, and CEO of NVIDIA, the company whose 1999 invention of the GPU helped transform gaming, computer graphics, and accelerated computing. Under his leadership, NVIDIA has grown into a full-stack computing infrastructure company reshaping AI and data-center technology across industries.www.nvidia.com www.youtube.com/nvidia Perplexity: Download the app or ask Perplexity anything at https://pplx.ai/rogan. Visible. Live in the know. Join today at https://www.visible.com/rogan Don't miss out on all the action - Download the DraftKings app today! Sign-up at https://dkng.co/rogan or with my promo code ROGAN GAMBLING PROBLEM? CALL 1-800-GAMBLER, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT), or visit www.mdgamblinghelp.org (MD). 21+ and present in most states. (18+ DC/KY/NH/WY). Void in ONT/OR/NH. Eligibility restrictions apply. On behalf of Boot Hill Casino & Resort (KS). Pass-thru of per wager tax may apply in IL. 1 per new customer. Must register new account to receive reward Token. Must select Token BEFORE placing min. $5 bet to receive $200 in Bonus Bets if your bet wins. Min. -500 odds req. Token and Bonus Bets are single-use and non-withdrawable. Token expires 1/11/26. Bonus Bets expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. Ends 1/4/26 at 11:59 PM ET. Sponsored by DK. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cables2Clouds
Bots, Bursts, And Bare Metal: Because The Internet Wanted Drama

Cables2Clouds

Play Episode Listen Later Dec 3, 2025 32:56 Transcription Available


Send us a textWe break down Cloudflare's outage, why a small config change caused big waves, and what better guardrails could look like. We then unpack AWS and Google's cross‑cloud link, Megaport's move into bare metal and GPUs, Webex adding deepfake defenses, and a new startup aiming to tune AI networks at microsecond speed.• Cloudflare outage root cause and fallout• Automation guardrails, validation and rollbacks• AWS–Google cross‑cloud connectivity preview• Pricing, routing and policy gaps to watch• Megaport acquires Latitude SH for compute• Bare metal and GPU as a service near clouds• Webex integrates deepfake and fraud detection• Accuracy risks, UX and escalation paths• Apstra founders launch Aria for AI networks• Microburst telemetry, closed‑loop control and SLAsIf you enjoyed this please give us some feedback or share this with a friend we would love to hear from you as well and we will see you in two weeks with another episodePurchase Chris and Tim's book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

The Full Nerd
Episode 376: CES 2026 Expectations, Cheapest Black Friday Build & More

The Full Nerd

Play Episode Listen Later Dec 2, 2025 139:07


Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang talks about Adam's recent trip to Intel's performance testing lab, Black Friday deals for PC parts, how generative AI is hitting game developers and much more. And of course we answer your questions live! Links: - Cheap Black Friday build: https://www.pcworld.com/article/2992089/i-crafted-the-cheapest-black-friday-gaming-pc-build-again-its-brutal-this-year.html - CES 2026 expectations: https://videocardz.com/newz/what-to-expect-from-amd-nvidia-and-intel-at-ces-2026 - 9850X3D leaks: https://www.pcgamer.com/hardware/processors/amd-has-just-launched-the-ryzen-7-9850x3d-with-zero-fanfare-and-i-think-i-understand-why/ - Intel 1% GPU marketshare: https://www.pcworld.com/article/2996364/intel-storms-back-to-power-1-percent-of-pc-graphics-cards.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/WWnEzTDhw Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall @WillSmith ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup =============

Business Pants
Dell's $6bn “gift”, OpenAI's code red, Costco as moral center, and proxy advisors say no to a director

Business Pants

Play Episode Listen Later Dec 2, 2025 55:25


The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I'm matching every rider's donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott's $19 billion donations have turned philanthropy on its head—why her style of giving actually worksFighting back! (Stakeholders Rule!)New York City Council passes landmark AI oversight packageThe New York City Council unanimously passed a collection of bills that are designed to provide a heightened level of oversight for the city's use of artificial intelligence tools.Bernie Sanders and Mamdani joined the Starbucks picket line in Brooklyn More than 1,000 Amazon employees sign open letter warning the company's AI ‘will do staggering damage to democracy, our jobs, and the earth'Costco sues Trump administration over tariffs, seeks full refundCostco filed a lawsuit at the U.S. Court of International Trade on Friday, saying the administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful.The 1977 law has historically been used to impose sanctions against other nations.Exxon bid to dismiss Connecticut climate lawsuit failsA judge moved the case closer to trial after rejecting the company's request to toss it out.OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse ItA coalition that tried and failed to block OpenAI's conversion earlier this year is back with a new tactic: a California ballot initiative aimed at reining in the startup's power.The planned initiative, dubbed the California Charitable Assets Protection Act, was filed Monday with California's attorney general. It doesn't mention OpenAI by name, but calls for the creation of an oversight board empowered to review and potentially reverse conversions to nonprofit organizations engaged in scientific and technological research that have happened in the state since January of 2024.Starbucks to settle with over 15,000 New York City workers for roughly $35 millionStarbucks will pay about $35 million to more than 15,000 New York City workers to settle claims it denied them stable schedules and arbitrarily cut their hours.The company will also pay $3.4 million in civil penalties under the agreement with the city's Department of Consumer and Worker Protection.It also agrees to comply with the city's Fair Workweek law going forward.Fighting back! (Shareholders Rule!)Michael Burry calls Tesla ‘ridiculously overvalued' and knocks tech industry for a widely used practiceThe post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.Burry said Tesla share dilution should continue following shareholder approval of CEO Elon Musk's historic pay package.Second proxy adviser calls for vote against Westpac director over ASX stintA second influential proxy adviser has recommended institutional investors vote against re-electing Westpac non-executive director Peter Nash, citing his six-year stint on the board of the troubled Australian Securities Exchange (ASX).CGI Glass Lewis said in a new report on Tuesday that investors should vote against Nash who joined the Westpac board in March 2018 and chairs the board's audit committee.Norway wealth fund to back call for Microsoft human rights report at AGMMicrosoft AGM takes place on December 5Norway wealth fund is Microsoft's eighth-largest shareholderThe fund also said it would vote against the re-appointment of CEO Satya Nadella as chair of the board, as well as against his pay package.PotpourriOpenAI declares ‘code red' as Google catches up in AI raceIn the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT.This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.Corporations say they prioritize people. So why do so few chief people officers become CEOs?Only 16 of the CEOs at the 1,000 biggest companies have HR experience.Stephanie Mehta is CEO and chief content officer of Mansueto Ventures, publisher of Inc. and Fast CompanyMATTUplifting stories:Costco sues Trump admin seeking tariff refunds before Supreme Court rules if they're illegalWhy it's uplifting:Costco is the retail bulwark against stupidity - and they're getting paid for it with persistent quarterly growthCostco board member defends DEI practices, rebukes companies scrapping policiesCostco Under Fire in 19 States for Taking Stand Against TrumpSecond proxy adviser calls for vote against Westpac director over ASX stintWhy it's uplifting:This IS NOT AN ACTIVIST DRIVEN VOTE, and it isn't about attendance! This is purely driven by conflict of interest - an ASX listed company using an ASX board member, a board member who up until 6 years ago lead KPMG in Australia - and KPMG is now Westpac's auditorThe move is underway - ISS/GL were never going to vote against directors in the US first, but Australia is much easier to targetGoogle's data centers could actually be going to the moonWhy it's uplifting:While we couldn't solve the climate crisis for the sake of HUMANITY, we WILL solve it for the sake of AI:one hundred trillion times more energy than we produce in all of Earth todayThe space pitch arrives when Earth is starting to look like a bad long-term landlord for the AI build-out. A 2024 Lawrence Berkeley National Laboratory report found that U.S. data centers already chew through about 4.4% of the country's electricity, and that share could climb to as much as 12% by 2028 as GPU farms multiply. McKinsey puts a price tag on the race to scale data centers: roughly $6.7 trillion in global data center capex by 2030, about $5 trillion of that aimed at AI-ready infrastructureextraterrestrial data centers could cut emissions by a factor of 10 compared with their earthbound cousinsAlso, GTFO!

Training Data
Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo

Training Data

Play Episode Listen Later Dec 2, 2025 40:13


Nathan Sobo has spent nearly two decades pursuing one goal: building an IDE that combines the power of full-featured tools like JetBrains with the responsiveness of lightweight editors like Vim. After hitting the performance ceiling with web-based Atom, he founded Zed and rebuilt from scratch in Rust with GPU-accelerated rendering. Now with 170,000 active developers, Zed is positioned at the intersection of human and AI collaboration. Nathan discusses the Agent Client Protocol that makes Zed "Switzerland" for different AI coding agents, and his vision for fine-grained edit tracking that enables permanent, contextual conversations anchored directly to code—a collaborative layer that asynchronous git-based workflows can't provide. Nathan argues that despite terminal-based AI coding tools visual interfaces for code aren't going anywhere, and that source code is a language designed for humans to read, not just machines to execute. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

IA pas que la Data
IA de l'actu (nov 2025)

IA pas que la Data

Play Episode Listen Later Dec 2, 2025 59:48


C'est le dernier épisode de "IA de l'actu" pour cette année 2025, et on termine sur les chapeaux de roues !

This Week in Tech (Audio)
TWiT 1060: A Shortage of Shame - Why Black Friday Numbers Aren't What You Think

This Week in Tech (Audio)

Play Episode Listen Later Dec 1, 2025 165:14


Is Black Friday really booming, or are inflated prices and AI shopping assistants just muddying the waters? This episode rips into the data, exposes retailer tactics, and debates if smarter tech is actually making us better shoppers. Black Friday data shows online sales strong, store results mixed Silicon Valley's man in the White House is benefiting himself and his friends View: Trump's AI agenda sails toward an iceberg of bipartisan populist fury 'We do fail ... a lot': Defense startup Anduril hits setbacks with weapons tech Solar's growth in US almost enough to offset rising energy use Datacenters in space are a terrible, horrible, no good idea China leapfrogs US in global market for 'open' AI models Danish authorities in rush to close security loophole in Chinese electric buses The Ford F-150 Lightning was supposed to transform the industry. Now, Ford may pull the plug Roblox is a problem — but it's a symptom of something worse Warner Music and Suno strike deal for AI music, giving artists control over their likeness Leak confirms OpenAI is preparing ads on ChatGPT for public roll out Jony Ive, Sam Altman: OpenAI plans elegantly simple device One tech tip: Modern cars are spying on you. Here's what you can do about it How a GM EV1 was sold for the first time GPU prices are coming to earth just as RAM costs shoot into the stratosphere Host: Leo Laporte Guests: Daniel Rubino, Sam Abuelsamid, and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ventionteams.com/twit deel.com/twit zapier.com/twit Melissa.com/twit zscaler.com/security

Syntax - Tasty Web Development Treats
959: TypeScript on the GPU with TypeGPU creator Iwo Plaza

Syntax - Tasty Web Development Treats

Play Episode Listen Later Dec 1, 2025 25:36


Scott and CJ sit down live at JSNation NYC with Iwo Plaza, creator of TypeGPU, to dig into how WebGPU is unlocking a new wave of graphics and compute power on the web. They chat about shader authoring in TypeScript, the future of GPU-powered AI in the browser, and what it takes to build a killer developer-friendly graphics library. Show Notes 00:00 Welcome to Syntax! 00:32 What is TypeGPU? High-level overview and why it exists 01:20 WebGPU vs WebGL – the new era of GPU access on the web 01:47 Why shader languages are hard + making them accessible 02:24 Iwo's background in C++, OpenGL, and discovering JS 03:06 Sharing graphics work on the web vs native platforms 03:29 WebGPU frustrations that inspired TypeGPU 04:17 Making GPU–CPU data exchange easier with Zod-like schemas 05:01 Writing shaders in JavaScript + the unified type system 05:38 How the “use_gpu” directive works under the hood 06:05 Building a compiler that turns TypeScript into shader code 07:00 Type inference, primitives, structs, and TypeScript magic 08:21 Leveraging existing tooling via Unplugin + bundler integration 09:15 How TypeGPU extracts ASTs and generates TinyEST metadata 10:10 Runtime shader generation vs build-time macros 11:07 How the AST is traversed + maintaining transparency in output 11:43 Example projects like Jelly Shader and community reception 12:05 Brought to you by Sentry.io 12:30 Does TypeGPU replace 3JS? How it fits the existing ecosystem 13:20 Low-level control vs high-level abstractions 14:04 Upcoming Three.js integration – plugging TypeGPU into materials compute shaders 15:34 Making GPU development more approachable 16:26 Docs, examples, and the philosophy behind TypeGPU documentation 17:03 Building features by building examples first 18:13 Using examples as a test suite + how docs shape API design 19:00 Docs as a forcing function for intuitive APIs 20:21 GPU for AI – browser inference and future abstractions 21:11 How AI examples inform new libraries (noise, inference, etc.) 21:57 Keeping the core package small and flexible 22:44 Building “TypeGPU AI”-style extensions without bloating the core 23:07 The cost of AI examples and building everything from scratch 23:41 Standard library design and future of the ecosystem 24:04 Closing thoughts from Iwo – OSS, GPU renaissance, and encouragement 24:34 Sick Picks & Shameless Plugs Sick Picks Iwo: Perogies Shameless Plugs Iwo: Syntax Podcast Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

This Week in Tech (Video HI)
TWiT 1060: A Shortage of Shame - Why Black Friday Numbers Aren't What You Think

This Week in Tech (Video HI)

Play Episode Listen Later Dec 1, 2025


Is Black Friday really booming, or are inflated prices and AI shopping assistants just muddying the waters? This episode rips into the data, exposes retailer tactics, and debates if smarter tech is actually making us better shoppers. Black Friday data shows online sales strong, store results mixed Silicon Valley's man in the White House is benefiting himself and his friends View: Trump's AI agenda sails toward an iceberg of bipartisan populist fury 'We do fail ... a lot': Defense startup Anduril hits setbacks with weapons tech Solar's growth in US almost enough to offset rising energy use Datacenters in space are a terrible, horrible, no good idea China leapfrogs US in global market for 'open' AI models Danish authorities in rush to close security loophole in Chinese electric buses The Ford F-150 Lightning was supposed to transform the industry. Now, Ford may pull the plug Roblox is a problem — but it's a symptom of something worse Warner Music and Suno strike deal for AI music, giving artists control over their likeness Leak confirms OpenAI is preparing ads on ChatGPT for public roll out Jony Ive, Sam Altman: OpenAI plans elegantly simple device One tech tip: Modern cars are spying on you. Here's what you can do about it How a GM EV1 was sold for the first time GPU prices are coming to earth just as RAM costs shoot into the stratosphere Host: Leo Laporte Guests: Daniel Rubino, Sam Abuelsamid, and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ventionteams.com/twit deel.com/twit zapier.com/twit Melissa.com/twit zscaler.com/security

All TWiT.tv Shows (MP3)
This Week in Tech 1060: A Shortage of Shame

All TWiT.tv Shows (MP3)

Play Episode Listen Later Dec 1, 2025 177:40


Is Black Friday really booming, or are inflated prices and AI shopping assistants just muddying the waters? This episode rips into the data, exposes retailer tactics, and debates if smarter tech is actually making us better shoppers. Black Friday data shows online sales strong, store results mixed Silicon Valley's man in the White House is benefiting himself and his friends View: Trump's AI agenda sails toward an iceberg of bipartisan populist fury 'We do fail ... a lot': Defense startup Anduril hits setbacks with weapons tech Solar's growth in US almost enough to offset rising energy use Datacenters in space are a terrible, horrible, no good idea China leapfrogs US in global market for 'open' AI models Danish authorities in rush to close security loophole in Chinese electric buses The Ford F-150 Lightning was supposed to transform the industry. Now, Ford may pull the plug Roblox is a problem — but it's a symptom of something worse Warner Music and Suno strike deal for AI music, giving artists control over their likeness Leak confirms OpenAI is preparing ads on ChatGPT for public roll out Jony Ive, Sam Altman: OpenAI plans elegantly simple device One tech tip: Modern cars are spying on you. Here's what you can do about it How a GM EV1 was sold for the first time GPU prices are coming to earth just as RAM costs shoot into the stratosphere Host: Leo Laporte Guests: Daniel Rubino, Sam Abuelsamid, and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ventionteams.com/twit deel.com/twit zapier.com/twit Melissa.com/twit zscaler.com/security

Radio Leo (Audio)
This Week in Tech 1060: A Shortage of Shame

Radio Leo (Audio)

Play Episode Listen Later Dec 1, 2025 164:14


Is Black Friday really booming, or are inflated prices and AI shopping assistants just muddying the waters? This episode rips into the data, exposes retailer tactics, and debates if smarter tech is actually making us better shoppers. Black Friday data shows online sales strong, store results mixed Silicon Valley's man in the White House is benefiting himself and his friends View: Trump's AI agenda sails toward an iceberg of bipartisan populist fury 'We do fail ... a lot': Defense startup Anduril hits setbacks with weapons tech Solar's growth in US almost enough to offset rising energy use Datacenters in space are a terrible, horrible, no good idea China leapfrogs US in global market for 'open' AI models Danish authorities in rush to close security loophole in Chinese electric buses The Ford F-150 Lightning was supposed to transform the industry. Now, Ford may pull the plug Roblox is a problem — but it's a symptom of something worse Warner Music and Suno strike deal for AI music, giving artists control over their likeness Leak confirms OpenAI is preparing ads on ChatGPT for public roll out Jony Ive, Sam Altman: OpenAI plans elegantly simple device One tech tip: Modern cars are spying on you. Here's what you can do about it How a GM EV1 was sold for the first time GPU prices are coming to earth just as RAM costs shoot into the stratosphere Host: Leo Laporte Guests: Daniel Rubino, Sam Abuelsamid, and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ventionteams.com/twit deel.com/twit zapier.com/twit Melissa.com/twit zscaler.com/security

M觀點 | 科技X商業X投資
EP256. 再談 TPU 與 GPU、Cybercab 得到公道、學習與 AI 共同創作 | M觀點

M觀點 | 科技X商業X投資

Play Episode Listen Later Dec 1, 2025 72:32


寫程式不再是工程師的專利,而是人人都能掌握的新時代超能力! 擁有 20 年程式開發經驗的 Mosky 老師,將為你精煉 1% 關鍵知識,搭配 AI 精準協作,你就能從零開始寫出可運行的程式,進而消滅瑣事、解放創意! 一起用 AI 寫程式打造全新生活:https://pse.is/8c7jxr 輸入專屬折扣碼:MIULA,即可享有 $250 的折扣喔! --- EP256. 再談 TPU 與 GPU、Cybercab 得到公道、學習與 AI 共同創作 | M觀點 --- (00:40) EP256 預告 (02:43) 業配時間:從零開始 AI 寫程式|用 1% 關鍵知識消滅瑣事、解放創意 (09:09) 第一個話題:再談 TPU 與 GPU (33:53) 第二個話題:Cybercab 得到公道 (44:31) 第三個話題:學習與 AI 共同創作 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

AI and the Future of Work
364: Inside the AI Infrastructure Race: TensorWave CEO Darrick Horton on Power, GPUs and AMD vs NVIDIA.

AI and the Future of Work

Play Episode Listen Later Dec 1, 2025 36:14


Darrick Horton is the CEO and co-founder of TensorWave, the company making waves in AI infrastructure by building high-performance compute on AMD chips. In 2023, he and his team took the unconventional path of bypassing Nvidia, a bold bet that has since paid off with nearly $150 million raised from Magnetar, AMD Ventures, Prosperity7, and others. TensorWave is now operating a dedicated training cluster of around 8,000 AMD Instinct MI325X GPUs and has already hit a $100 million revenue run rate. Darrick is a serial entrepreneur with a track record of building infrastructure companies. Before TensorWave, he co-founded VMAccel, sold Lets Rolo to LifeKey, and co-founded the crypto mining company VaultMiner. He began his career as a mechanical engineer and plasma physicist at Lockheed Martin's Skunk Works, where he worked on nuclear fusion energy. While he studied physics and mechanical engineering at Andrews University, he left early to pursue entrepreneurship and hasn't looked back since.In this conversation we discussed:Why Darrick chose AMD over Nvidia to build TensorWave's AI infrastructure, and how that decision created a competitive advantage in a GPU-constrained marketWhat makes training clusters more versatile than inference clusters, and why TensorWave focused on the former to meet broader customer needsHow Neocloud providers like TensorWave can move faster and innovate more effectively than legacy hyperscalers in deploying next-generation AI infrastructureWhy power, not GPUs, is becoming the biggest constraint in scaling AI workloads, and how data center architecture must evolve to address itWhy Darrick predicts AI architectures will continue to evolve beyond transformers, creating constant shifts in compute demandHow massive increases in model complexity are accelerating the need for green energy, tighter feedback loops, and seamless integration of compute into AI workflowsResources:Subscribe to the AI & The Future of Work NewsletterConnect with Darrick on LinkedInAI fun fact articleOn How the new definition of work

Topic Lords
319. Rolling Dice Like Mozart

Topic Lords

Play Episode Listen Later Dec 1, 2025 66:00


Lords: * Esper * Cort Topics: * Building your identity around a thing that you're kind of not as excited about lately * Stateless procedural music * Hulu can't decide whether it has X-Files * Offering, by Ursula K Le Guin * https://fleurmach.com/2016/09/28/ursula-k-le-guin-offering-2012/ Microtopics: * Figuring out new ways to make video games more expensive. * Puzzled Pint. * Oh man, this one's a real quart! * Puzzled Pint getting you through to the next MIT Mystery Hunt. * Blippo Plus. * If you're going to watch TV, why not watch TV from another dimension? * Capturing broadcast artifacts and CRT fuzz on a 1-bit display. * An amateur DSPist. (Such as myself.) * Whether Lucas Pope took time away from his busy life as a pirate actuary to make a video about temporally-stable dithering. * Dr. Richard Garfield, who loves lasagna and hates Mondays. * Final Fantasy espers vs. Magic the Gathering espers. * All the different licenses Wizards of the Coast is using to fuck up Magic the Gathering. * How to play Magic the Gathering without getting your ass kicked by a SpongeBob deck. * Splitbeard, my nemesis. * The Kickstarter backer tier that nobody pledged to get. * Jim's beard braids, still floating around in a Ziploc bag somewhere. * Electroswing Jackson. * Trying to continue to evolve as an artist after you named yourself Chrono Trigger Remix DJ. * A sci-fi weird constructed zone. * The guy on the team who comes up with names like "banalia" * Fake scam Oxford English Dictionaries. * A Finn named Viznut. * The C program on Viznut's business card. * Recognizing the twelfth root of two in an obfuscated C program. * Bytebeat. * Generating audio in ShaderToy. * A closed form function of T that produces the Terminator theme. * Learning how to put GLSL into the GPU. * Needing the preceding 200 samples to produce the current sample so you just start at T-200 and start crunching numbers. * The oldest film on Netflix. (From 1987.) * Trying to finish X-Files before it leaves your streaming service. * Esper's power over the Futurama production schedule. * Why would you attack and dethrone God when you could summon God to help you fight a slime? * Trying to summon your god in a tough JRPG battle and she's like "not right now I'm editing a podcast." * Trying to describe a vocal sample without saying what the voice is saying. * The bitrate itself shaping new phonemes. * Wahoo vs. wahey vs. waheh. * The great darkness where sleep goes and farther death goes. * The gods choking on all the dreams you forget. * The dump trucks of tasteless gruel keep coming. * How to prevent the data miners determining exactly how far the mystery goes. * You Can't Data Mine Fallen London. * The character who doesn't exist in the game, only the game data files, because he erased himself. * Media where you can predict how much longer the story goes and media where you can't. * The forty second episode of Topic Lords. * The episode of Game Changer that had the fake "end of video" screen before the episode continues. * Hitting tab to switch to the next field. * Hitting tab to highlight the secret clickable button. * Bittorrenting all eight hours of Bandersnatch and watching every scene in random order. * How many names does a Seaman know? * Escaping the internet. * Binge watching the PiCoSteveMo development thread.

All TWiT.tv Shows (Video LO)
This Week in Tech 1060: A Shortage of Shame

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Dec 1, 2025


Is Black Friday really booming, or are inflated prices and AI shopping assistants just muddying the waters? This episode rips into the data, exposes retailer tactics, and debates if smarter tech is actually making us better shoppers. Black Friday data shows online sales strong, store results mixed Silicon Valley's man in the White House is benefiting himself and his friends View: Trump's AI agenda sails toward an iceberg of bipartisan populist fury 'We do fail ... a lot': Defense startup Anduril hits setbacks with weapons tech Solar's growth in US almost enough to offset rising energy use Datacenters in space are a terrible, horrible, no good idea China leapfrogs US in global market for 'open' AI models Danish authorities in rush to close security loophole in Chinese electric buses The Ford F-150 Lightning was supposed to transform the industry. Now, Ford may pull the plug Roblox is a problem — but it's a symptom of something worse Warner Music and Suno strike deal for AI music, giving artists control over their likeness Leak confirms OpenAI is preparing ads on ChatGPT for public roll out Jony Ive, Sam Altman: OpenAI plans elegantly simple device One tech tip: Modern cars are spying on you. Here's what you can do about it How a GM EV1 was sold for the first time GPU prices are coming to earth just as RAM costs shoot into the stratosphere Host: Leo Laporte Guests: Daniel Rubino, Sam Abuelsamid, and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ventionteams.com/twit deel.com/twit zapier.com/twit Melissa.com/twit zscaler.com/security

Hashtag Trending
AI Limits, Supreme Court Piracy Case, and Amazon Workers Protest | Hashtag Trending

Hashtag Trending

Play Episode Listen Later Dec 1, 2025 9:00


In today's episode of Hashtag Trending, host Jim Love discusses the latest decisions by OpenAI and Google to restrict free access to their AI tools due to high demand and GPU strain. The Supreme Court is set to hear a major piracy case that could redefine the responsibilities of internet providers. Over 1,000 Amazon employees have signed a letter criticizing the company's climate policies and the use of AI, which they fear threatens job security. Lastly, a top AI conference is investigating the potential widespread use of AI-generated peer reviews. Tune in for all these stories and more. 00:00 Introduction and Sponsor Message 00:46 AI Giants Limit Free Access 02:13 Supreme Court Tackles Billion Dollar Piracy Case 03:40 Amazon Employees Voice AI Concerns 06:29 AI-Generated Peer Reviews at Major Conference 07:59 Conclusion and Sponsor Message

Radio Leo (Video HD)
This Week in Tech 1060: A Shortage of Shame

Radio Leo (Video HD)

Play Episode Listen Later Dec 1, 2025


Is Black Friday really booming, or are inflated prices and AI shopping assistants just muddying the waters? This episode rips into the data, exposes retailer tactics, and debates if smarter tech is actually making us better shoppers. Black Friday data shows online sales strong, store results mixed Silicon Valley's man in the White House is benefiting himself and his friends View: Trump's AI agenda sails toward an iceberg of bipartisan populist fury 'We do fail ... a lot': Defense startup Anduril hits setbacks with weapons tech Solar's growth in US almost enough to offset rising energy use Datacenters in space are a terrible, horrible, no good idea China leapfrogs US in global market for 'open' AI models Danish authorities in rush to close security loophole in Chinese electric buses The Ford F-150 Lightning was supposed to transform the industry. Now, Ford may pull the plug Roblox is a problem — but it's a symptom of something worse Warner Music and Suno strike deal for AI music, giving artists control over their likeness Leak confirms OpenAI is preparing ads on ChatGPT for public roll out Jony Ive, Sam Altman: OpenAI plans elegantly simple device One tech tip: Modern cars are spying on you. Here's what you can do about it How a GM EV1 was sold for the first time GPU prices are coming to earth just as RAM costs shoot into the stratosphere Host: Leo Laporte Guests: Daniel Rubino, Sam Abuelsamid, and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ventionteams.com/twit deel.com/twit zapier.com/twit Melissa.com/twit zscaler.com/security

Gamekings
'Steam Machine kost 699' & PlayStation krijgt stablecoin

Gamekings

Play Episode Listen Later Dec 1, 2025 24:32


Deze vodcast wordt mede mogelijk gemaakt door NVIDIA. Alle meningen in deze vodcast zijn onze eigen. NVIDIA heeft inhoudelijk geen inspraak op de content en ziet de video net als jullie hier voor het eerst op de site.Welkom bij een nieuwe aflevering van Gamekings Daily. In deze gaming vodcast praten twee presentatoren van Gamekings over het laatste nieuws uit de wereld der videogames. Immer vergezeld van een pittige mening. JJ wordt ditmaal vergezeld door Koos, die inmiddels van zijn jetlag af is. Hij zit dus fris en fruitig in de studio klaar. Getweeën praten ze over de prijs van de Steam Machine, die nu Valve niks zegt, gewoon ingevuld wordt door de experts. Ook kijken de twee wat vooruit op de aankomende The Game Awards. Want daar was opeens die vage tease van Geoff Keighley die een screenshot van een boom in de Mojave woestijn toonde. Voor welke game kan dit zijn? De antwoorden op deze vragen kun je zien en horen in de Gamekings Daily van maandag 1 december 2025.Steam Machine gaat volgens de kenners 699 euro kostenEen ander topic betreft de uitspraak van Konami dat ze nog niet weten welke Metal Gear Solid ze hierna gaan remaken. Plus de remake van Metal Gear Solid 4 gaat zeer, zeer lastig worden. Waarom dat is, hoor je in deze video. JJ en Koos spreken tot slot ook over Hollow Knight: Silksong dat nu al de handdoek in de ring gooit bij The Game Awards. Ze hebben gelukkig ook een leuke mededeling voor de fans. Plus PlayStation komt met een stablecoin.Pak honderden euro's korting op desktops en laptops met de NVIDIA RTX 50-series GPU aan boordOp zoek naar een dikke videokaart, een nieuwe PC of een laptop? Zoek dan niet verder en check alle Cyber Monday deals van videokaarten, desk- en laptops (met een RTX 50-series GPU aan boord) bij MeGekko. Je kunt hier tientallen euro's korting krijgen op de videokaarten van Nvidia en hier honderden euro's korting op de producten van onder andere ASUS, HP, MSI en Lenovo.#ad

The {Closed} Session
How to build a global AI infrastructure company

The {Closed} Session

Play Episode Listen Later Dec 1, 2025 34:12


Most enterprises burn millions on idle GPUs while developers wait weeks for access. Haseeb Budhani, CEO of Rafay Systems, built a global GPU orchestration platform after exits at Soha Systems (acquired by Akamai) and brings deep infrastructure expertise to solving the $100B GPU waste crisis. He reveals why 93% of Fortune 500 companies achieve sub-85% GPU utilization, how sovereign AI requirements are driving hundreds of "Neo clouds" globally, and the specific multi-tenancy frameworks that transform expensive compute from sunk cost into competitive advantage.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Weekly Tech Rant with Jay and Karl
Episode 231: Cleared Hot Lands, RAM Prices Go Wild, Nvidia's VRAM Gamble, and Intel's Nova Lake Strikes Back

The Weekly Tech Rant with Jay and Karl

Play Episode Listen Later Dec 1, 2025 36:01


Episode 231: Cleared Hot Lands, RAM Prices Go Wild, Nvidia's VRAM Gamble, and Intel's Nova Lake Strikes BackJay and Karl return with a packed week of tech news — from the long-awaited launch of Cleared Hot to RAM shortages so extreme shops are pricing modules like luxury seafood. Nvidia flirts with dropping VRAM bundles, Intel fires back at AMD with an absurdly specced Nova Lake chip, and Apple rumours round out the show.Full show notes & links:techrant.online/weekly-tech-rant-episode-231/Also available on:Apple Podcasts | YouTubeIn This EpisodeNewsCleared Hot launches — the long-awaited helicopter sim finally arrives.RAM prices surge — shortages push costs high enough that one retailer compares it to lobster.Nvidia may stop bundling VRAM — raising concerns over GPU pricing and value.Nvidia plays down Google chip threat — insists cloud competition won't dent AI momentum.Intel's Nova Lake strikes back — a monstrous chip with 288 MB vertical cache and 52 cores.RumoursLow-cost MacBook reportedly launching in Q1 2026.OLED iPad mini gets fresh launch timing leaks.Say hello —@WeeklyTechRant | @weeklytechrant.bs

The MacRumors Show
174: Apple's Big Plans for iPad Mini

The MacRumors Show

Play Episode Listen Later Nov 28, 2025 46:07


On this week's episode of The MacRumors Show, we talk through the latest rumors about Apple's upcoming iPad mini 8. The next-generation version of the ‌iPad mini‌ is expected to feature an OLED display, as part of Apple's plan to expand the display technology across many more of its devices. Apple's first OLED device was the Apple Watch in 2015, followed by the iPhone in 2017 and the iPad Pro in 2024. It now apparently plans to bring the technology to more devices, such as the iPad Air, MacBook Air, and MacBook Pro, and could start with the ‌iPad mini‌ next year. The current ‌iPad mini‌ has a Liquid Retina LCD display, just like the ‌iPad Air‌. OLED offers higher contrast with true blacks, wider viewing angles, faster response times, better efficiency, and generally better perceived picture quality than LCD. The current ‌iPad mini‌ came out in 2024, with the main upgrade over the previous version being the A17 Pro chip and Apple Intelligence support. The previous generation introduced a complete redesign and the A15 Bionic chip. In August, Apple mistakenly shared code that revealed key information about the next-generation ‌iPad mini‌ with the codename J510/J511: The device features the A19 Pro chip, which is used in the iPhone Air, iPhone 17 Pro, and ‌iPhone 17 Pro‌ Max. The current ‌iPad mini‌ uses a version of the A17 Pro chip from the ‌iPhone‌ 15 Pro with a five-core GPU. The A19 Pro used in the ‌iPhone Air‌ also has a five-core GPU, as opposed to the full six-core version in the ‌iPhone 17 Pro‌ models, so it seems likely that this binned version of the chip will be the one used in the next ‌iPad mini‌. Bloomberg claims that Apple is working on a version of the ‌iPad mini‌ that has a more water resistant design, making it the first iPad with a water resistance rating. While the ‌iPhone‌ has IP68 water resistance that allows it to withstand submersion in water up to six meters deep for 30 minutes, it is not yet known what IP rating the ‌iPad mini‌ might feature. The ‌iPad mini‌'s updated casing is expected to offer water resistance similar to the ‌iPhone‌, making it safe for casual use in wet environments like a bath or a pool area. Apple has reportedly developed a new speaker system for the ‌iPad mini‌ that uses vibration-based technology, allowing for the speaker holes in the device to be removed. Removing the speaker holes would cut down on areas where water could get into the crevices of the ‌iPad mini‌. For the ‌iPhone‌, Apple uses adhesive and gaskets to protect the speaker holes and other ingress points from water intrusion, so the ‌iPad mini‌'s design would be radically different. The current ‌iPad mini‌ does not have an official water resistance rating and it is not safe to get it wet. With an OLED display, water resistance, a new speaker system, and a faster chip, the device is expected to be more expensive, and Apple could charge up to $100 more for the device. The ‌iPad mini‌ is currently priced starting at $499. Apple will purportedly launch the ‌iPad mini‌ 8 with OLED display in the third quarter of next year at the earliest. We also discuss further thoughts on the M5 Vision Pro, weighing up its utility for travel and day-to-day use-case, and take a look at the growing differentiation and optionality within Apple's product lineups. This episode is sonsored by uncommon goods and notion. Visit the links below for more details: Visit https://www.uncommongoods.com/mac for 15% off Visit https://www.notion.com/macrumors to try Notion and Notion Agent today!

Eye On A.I.
#304 Matt Zeiler: Why Government And Enterprises Choose Clarifai For AI Ops

Eye On A.I.

Play Episode Listen Later Nov 28, 2025 55:04


Try OCI for free at http://oracle.com/eyeonai This episode is sponsored by Oracle. OCI is the next-generation cloud designed for every workload – where you can run any application, including any AI projects, faster and more securely for less. On average, OCI costs 50% less for compute, 70% less for storage, and 80% less for networking.  Join Modal, Skydance Animation, and today's innovative AI tech companies who upgraded to OCI…and saved. Why is AI inference becoming the new battleground for speed, cost, and real world scalability, and how are companies like Clarifai reshaping the AI stack by optimizing every token and every deployment? In this episode of Eye on AI, host Craig Smith sits down with Clarifai founder and CEO Matt Zeiler to explore why inference is now more important than training and how a unified compute orchestration layer is changing the way teams run LLMs and agentic systems. We look at what makes high performance inference possible across cloud, on prem, and edge environments, how to get faster responses from large language models, and how to cut GPU spend without sacrificing intelligence or accuracy. Learn how organizations operate AI systems in regulated industries, how government teams and enterprises use Clarifai to deploy models securely, and which bottlenecks matter most when running long context, multimodal, or high throughput applications. You will also hear how to optimize your own AI workloads with better token throughput, how to choose the right hardware strategy for scale, and how inference first architecture can turn models into real products. This conversation breaks down the tools, techniques, and design patterns that can help your AI agents run faster, cheaper, and more reliably in production. Stay Updated: Craig Smith on X: https://x.com/craigss  Eye on A.I. on X: https://x.com/EyeOn_AI 

TD Ameritrade Network
Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC

TD Ameritrade Network

Play Episode Listen Later Nov 28, 2025 6:37


Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future. Phil tells investors to brace for a Santa Claus rally as he sees many headwinds behind markets. He also sees a more dovish FOMC once Jerome Powell leaves his position as Fed chair. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The New Stack Podcast
From Cloud Native to AI Native: Where Are We Going?

The New Stack Podcast

Play Episode Listen Later Nov 28, 2025 44:20


At KubeCon + CloudNativeCon 2025 in Atlanta, the panel of experts - Kate Goldenring of Fermyon Technologies, Idit Levine of Solo.io, Shaun O'Meara of Mirantis, Sean O'Dell of Dynatrace and James Harmison of Red Hat - explored whether the cloud native era has evolved into an AI native era — and what that shift means for infrastructure, security and development practices. Jonathan Bryce of the CNCF argued that true AI-native systems depend on robust inference layers, which have been overshadowed by the hype around chatbots and agents. As organizations push AI to the edge and demand faster, more personalized experiences, Fermyon's Kate Goldenring highlighted WebAssembly as a way to bundle and securely deploy models directly to GPU-equipped hardware, reducing latency while adding sandboxed security.Dynatrace's Sean O'Dell noted that AI dramatically increases observability needs: integrating LLM-based intelligence adds value but also expands the challenge of filtering massive data streams to understand user behavior. Meanwhile, Mirantis CTO Shaun O'Meara emphasized a return to deeper infrastructure awareness. Unlike abstracted cloud native workloads, AI workloads running on GPUs require careful attention to hardware performance, orchestration, and energy constraints. Managing power-hungry data centers efficiently, he argued, will be a defining challenge of the AI native era.Learn more from The New Stack about evolving cloud native ecosystem to an AI native eraCloud Native and AI: Why Open Source Needs Standards Like MCPA Decade of Cloud Native: From CNCF, to the Pandemic, to AICrossing the AI Chasm: Lessons From the Early Days of CloudJoin our community of newsletter subscribers to stay on top of the news and at the top of your game.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gamekings
EvdWL over Lara Croft, Clair Obscur: Expedition 33 & The Game Awards

Gamekings

Play Episode Listen Later Nov 28, 2025 104:56


Deze talkshow wordt mede mogelijk gemaakt door MSI. Alle meningen in deze video zijn onze eigen. MSI heeft inhoudelijk geen inspraak op de content en zien de video net als jullie hier voor het eerst op de site.Het weekend komt eraan. Als je goed kijkt, zie je hem al aan de horizon verschijnen. De hoogste tijd dus om een goed potje te gaan chillen. Het ‘verheugen op' het weekend doen we zoals tijd met het maken van een nieuwe aflevering van Einde van de Week Live. De talkshow waarin we aan het einde van de werkweek het belangrijkste game gerelateerde nieuws met jullie doornemen. In deze episode hebben Daan, Koos en Skate het onder andere over de aanstaande Game Awards en onze eigen awards. Daarnaast praten ze over Bungie die aan Destiny 3 schijnt te werken. Plus, Lara Croft is volgens het Guinness Book of Records de beste verkopende vrouwelijke game-heldin aller tijden. Deze onderwerpen en meer ga je zien en horen in de Einde van de Week Live van vrijdag 28 november 2025.Lara Croft best verkopende vrouwelijke main character in videogamesIn deze aflevering wordt verder gesproken over een nieuw initiatief om de demopods weer terug te brengen in de winkels. Ook bespreken ze de mogelijke prijs van de Steam Machine. Wat gaat die worden?Pak 100 euro korting bij aankoop van de Katana 15 HX gaming laptop van MSIDeze week zet MSI Katana 15 HX gaming laptop in het frisse zonnetje. Met dank aan een fraai actie bij Bol is de Katana 15 HX op dit moment de goedkoopste gaming laptop met een RTX 5060 GPU aan boord. Verder herbergt deze laptop een 14e generatie Intel Core i7 HX processor, een 512GB SSD, een 144Hz FULL HD paneel en een 4-zone RGB toetsenbord. Bij BOL hier dus extra scherp geprijsd.Scoor kaarten voor het concert van Sabaton in de Ziggo DomeLiefhebbers van het betere beukwerk, opgelet. De Zweedse heavy metalband Sabaton doet in het kader van The Legendary Tour 2025, op maandag 1 december een optreden in de Ziggo Dome. De band, die bekend staat om liedteksten die bijna zonder uitzondering gaan over historische oorlogen, veldslagen en personages, komt met een spetterende show. Het wordt daarin bij gestaan door The Legendary Orchestra. Ga dus maar uit van een unieke audiovisuele ervaring. Hier kun jij bij interesse de kaarten kopen.Scoor tijdens Black Friday fijne kortingen op Philips Evnia monitorenMonitoren zijn booming, logisch dus dat steeds meer producenten ons weten te vinden en hun gear aan onze community wil tonen. En dat kan. Hoe meer keuze, des te beter. Dit keer is het de beurt aan Philips Evnia, de op gamers gerichte sublijn van Philips-monitoren. De monitoren van Evnia onderscheiden zich van de concurrentie door een hoge kwaliteit tegen een scherpe prijs, de ingebouwde speakers (bij sommige modellen) en het gebruik van Ambiglow. Ambiglow is een RGB-LED-systeem dat achter de monitor kleuren synchroniseert met het beeld op het scherm. Bij Cyberpunk 2077 word je kamer dus mooi blauw en paars. Wil je meer weten over de monitoren van Philips Evnia, hier vind je een link naar een pagina waar je alle modellen en de aanbiedingen van Black Friday netjes op een rij aantreft.

AWS Bites
150. Exploring All-New ECS Managed Instances (MI) Mode

AWS Bites

Play Episode Listen Later Nov 28, 2025 26:59


Love AWS Fargate, but occasionally hit the “I need more control” wall (GPUs, storage, network bandwidth, instance sizing)? In this episode of AWS Bites, Eoin and Luciano put the brand-new Amazon ECS Managed Instances (ECS MI) under the microscope as the “middle path” between Fargate simplicity and ECS on EC2 flexibility. We unpack what ECS MI actually is and where it fits in the ECS spectrum, especially how it changes the way you think about clusters and capacity providers. From there we get practical: we talk through the pricing model (EC2 pricing with an additional ECS MI fee that can be a bit counterintuitive if you rely heavily on Reserved Instances or Savings Plans), and we share what it feels like to finally get GPU support in an experience that's much closer to Fargate than to “full EC2 fleet management”. To make it real, we walk through what we built: a GPU-enabled worker that transcribes podcast audio using OpenAI Whisper, including the end-to-end setup in CDK (roles, capacity provider wiring, task definitions, and service configuration). Along the way we call out the rough edges we ran into, like configuration options that look like they might enable Spot-style behavior, and the operational realities you should expect, such as tasks taking roughly 3–4 minutes to start when ECS needs to provision fresh capacity. We close by mapping out the workloads where ECS MI shines (queue-driven GPU jobs, HPC-ish compute, tighter storage/network control) and the scenarios where it's probably the wrong choice, like when you need custom AMIs, SSH access, or stricter isolation guarantees.In this episode, we mentioned the following resources: Amazon ECS Managed Instances: ⁠https://aws.amazon.com/ecs/managed-instances/⁠ ECS Managed Instances documentation: ⁠https://docs.aws.amazon.com/AmazonECS/latest/developerguide/ManagedInstances.html⁠ Amazon Bottlerocket (what it is): ⁠https://aws.amazon.com/bottlerocket/⁠ Our CDK ECS MI template: ⁠https://github.com/fourTheorem/cdk-ecs-mi-template⁠ Ep 42. How do you containerise and run your API with Fargate?: ⁠https://awsbites.com/42-how-do-you-containerise-and-run-your-api-with-fargate/⁠ Ep 72. How do you save cost with ECS?: ⁠https://awsbites.com/72-how-do-you-save-cost-with-ecs/⁠ Ep 10. Lambda or Fargate for containers?: ⁠https://awsbites.com/10-lambda-or-fargate-for-containers/⁠ Ep 38. How do you choose the right compute service on AWS?: ⁠https://awsbites.com/38-how-do-you-choose-the-right-compute-service-on-aws/⁠ Ep 143. Is App Runner better than Fargate?: ⁠https://awsbites.com/143-is-app-runner-better-than-fargate/⁠ Do you have any AWS questions you would like us to address?Leave a comment here or connect with us on X/Twitter, BlueSky or LinkedIn:- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/eoins⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/eoin.sh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/eoins/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/loige⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/loige.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/lucianomammino/

Cloud Streaks
92. Is there an AI bubble? Thoughts On What Markets Are Really Pricing In. Mentioning Warren Buffet, Paul Volcker, Larry Page & More

Cloud Streaks

Play Episode Listen Later Nov 27, 2025 65:35


This blog is the best explanation of AI intelligence increase I've seen: https://metr.org/blog/2025-03-19-measuring-ai-ability-to-complete-long-tasks/ ### Defining Market Bubbles - Traditional definition: 20%+ share price decline with economic slowdown/recession - Alternative perspective: hype/story not matching reality over time (dot-com example) - Duncan's view: share prices ahead of future expectations - Share prices predict future revenue/profit - Decline when reality falls short of predictions ### Historical Bubble Context - Recent cycles analyzed: - COVID (2020) - pandemic-led, quickly reversed with government intervention - GFC (2008) - housing bubble, financial crisis, deeper impact - Tech bubble (1999) - NASDAQ fell 80%, expectations vs reality mismatch - S&L crisis (1992) - mini financial crisis - Volcker era (1980s) - interest rates raised to break inflation ### Current AI Market Dynamics - OpenAI: fastest growing startup ever, $20B revenue run rate in 2 years - Anthropic: grew from $1B to $9B revenue run rate this year - Big tech revenue acceleration through AI-improved ad platform ROI - Key concern: if growth rates plateau, valuations become unsustainable ### Nvidia as Market Bellwether - Central position providing GPUs for data center buildout - Recent earnings beat analyst expectations but share price fell - Market expectations vs analyst expectations are different metrics - 80% of market money judged on 12-month performance vs long-term value creation ### AI Technology Scaling Laws - Intelligence capability doubling every 7 months for 6 years - Progress from 2-second tasks to 90-minute complex programming tasks - Cost per token declining 100x annually on frontier models - Current trajectory: potential for year-long human-equivalent tasks by 2028 ### Investment Scale and Infrastructure - $3 trillion committed to data center construction this year - Power becoming primary bottleneck (not chip supply) - 500-acre solar farms being built around data centers - 7-year backlog on gas turbines, solar+battery fastest deployment option ### Bubble vs Boom Scenarios - Bear case: scaling laws plateau, power constraints limit growth - Short-term revenue slowdown despite long-term potential - Circular investment dependencies create domino effect - Bull case: scaling laws continue, GDP growth accelerates to 5%+ - Current 100% GPU utilization indicates strong demand - Structural productivity gains justify investment levels ### Market Structure Risks - Foundation model layer: 4 roughly equal competitors (OpenAI, Anthropic, Google, XAI) - No clear “winner takes all” dynamic emerging - Private company valuations hard to access for retail investors - Application layer: less concentrated, easier to build sustainable businesses - Chip layer: Nvidia dominance but Google TPUs showing competitive performance

DH Unplugged
DHUnplugged #779: Rip the Dip

DH Unplugged

Play Episode Listen Later Nov 26, 2025 64:19


Rough Week – does not phase bulls! Bitcoin – Bottoming? Let’s take a look at Walmart and Target again Homeowners! Mortgage Reform? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Short Week - Markets closed on Thursday and short Friday (1pm) - Can't have a down week for TDAY! - Too much table talk - Recession News - Let's take a look at Walmart and Target again - Homeowners! Mortgage Reform? Markets - Rough Week - does not phase bulls! - Bitcoin - Bottoming? - NVDA - China Bound? - NASDAQ Weighting Inflation - Still Up There - They are now pressing for a cut in December (How are we handicapping this?) - All of a sudden the parade of Fed speakers - all seem a bit more dovish. Meanwhile - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries. - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers. Quantum Stocks GOOD NEWS! - NO Recession risk! - Bessent says inflation due to services economy, not tariffs - Treasury secretary says Republicans should end filibuster in event of another shutdown - Bessent says administration working to lower prices where it can - Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting) Rigging it - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg Weird News - Buried in the NVDA earnings report - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI. - Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. - Soooooo - is this all hot air???? More NVDA - Here we go. Another reversal - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China. - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick. ------ Read that again - money versus national security - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies. Chip in question: H200 - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us) EVEN MORE - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" | - The tip of the Iceberg - this is what Michael Burry has been pressing..... HPQ Earnings - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts - Stock down 6% Amazon - The Spend keeps going... - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the company said in a blog post on Monday. Google/Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL.O), further reduced its stake in Apple - Google on a ramp since - new Gemini and... - Meta Platforms Inc. is in talks to spend billions on Google's AI chips, adding to a months long share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. - Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, and may rent chips from Google's cloud division next year. - Really smart people at Berkshire? What did they know? NASDAQ 100 - Uninvestable? - Top 10 stocks are over 70% weighting - SP500 top 10 stocks = 38% - This is not a diversified approach any longer - Coming up on next week's TDI Podcast - Howard Silverblatt - S&P Dow Jones - Keeper of the data Something They Don't Want You To Know - “Magnificent 7” Companies Reported Lowest Earnings Growth Since Q1 2023 - With NVIDIA reporting actual results for Q3 on November 19, all the companies in the “Magnificent 7” have now reported earnings for the third quarter. - “Magnificent 7” companies reported actual earnings growth of 18.4% for the third quarter. This earnings growth rate is below the average earnings growth rate of 28.8% for these seven companies over the previous four quarters. Novo Nordisk - Pummeled - Shares of Novo Nordisk on Monday fell to a four-year low after the Danish pharmaceutical company said a highly anticipated trial for Alzheimer's disease failed to meet its main goal. - The trial tested whether semaglutide — the active ingredient in Novo's blockbuster diabetes and weight loss drugs Ozempic and Wegovy — helped slow progression for Alzheimer's disease. -While treatment with semaglutide resulted in improvement of Alzheimer's disease-related biomarkers in two separate trials, this did not translate into a delay of disease progression, Novo said in a statement Monday. The goal had been to slow patients' cognitive decline by at least 20%. - Reminiscent of Pfizer - after Covid shot had noting left... Bitcoin - Live by the sword.... - iShares Bitcoin Trust had $2.2 billion in net outflows in November, according to WSJ - Big month of losses for crypto - not too much mention and support by Whitehouse - Selling started - coincidentally with  the pardon of Changpeng Zhao, the convicted founder of the Binance Remember DOGE - DOGE disbanded eight months ahead of scheduled end in July 2026 - Former DOGE employees take new roles in administration - Elon Musk initially led DOGE, promoting its work on social media - bagged out when stock tanked - DOGE claimed to have slashed tens of billions of dollars in expenditures, but it was impossible for outside financial experts to verify that because the unit did not provide detailed public accounting of its work. Walmart - Walmart raised its sales and earnings outlook last week as the retailer posted revenue gains in its fiscal third quarter, driven by double-digit e-commerce growth and new customers across incomes. - The retailer said it expects full-year net sales to climb between 4.8% and 5.1%, up from its previous expectations of 3.75% to 4.75%. - It said it expects its adjusted earnings per share to range from $2.58 to $2.63, a slight raise from its prior range of $2.52 to $2.62. - Stock went vertical ---- - Much different story than Target - WMT up 16% YTD - TGT down 37% Beef Prices - Not Going Down - Tyson Foods stock rallying on Monday following the company's official confirmation that it will shutter its Lexington, Nebraska, beef facility, a strategic move that validates earlier reporting by The Wall Street Journal. - The decision comes as the meat and poultry giant grapples with historically low U.S. cattle inventories, which have severely compressed margins and led to a reported $426 mln adjusted operating loss for its beef segment in FY25.| - Seems that investors like this decisive cost-cutting measure, viewing the capacity reduction as a necessary step toward restoring profitability in a challenging commodity environment. Japan - Japanese Prime Minister Sanae Takaichi's cabinet approved a 21.3 trillion yen ($135.40 billion) economic stimulus package last Friday, marking the first major policy initiative under the new leader, who has pledged to pursue expansionary fiscal measures. - The package includes general account outlays of 17.7 trillion yen, far exceeding the previous year's 13.9 trillion yen and representing the largest stimulus since the COVID pandemic. It will also include 2.7 trillion yen in tax cuts. - Problem is that the Yen is sliding and intervention is imminent - Inflation issue and they will make it worse with this stimulus Larry Summers? - Epstein Files - IS there any There , There? Talk about a 50 Year Mortgage? - Such a bad idea  - and these boneheads think it is smart - 30-Year Mortgage Monthly Payment: $1,610.46 Total Payment: $579,767.35 Total Interest Paid: $279,767.35 - 50-Year Mortgage Monthly Payment: $1,362.42 Total Payment: $817,449.78 Total Interest Paid: $517,449.78 Thanksgiving Costs 2025 National Average (American Farm Bureau Survey) - 2025: $55.18 for a classic dinner for 10 people (about $5.52 per person) - 2024: $58.08 for the same meal - Change: Down 5% year-over-year This is the third consecutive annual decline since the record high of $64.05 in 2022. Key Drivers Turkey prices dropped sharply: A 16-pound frozen turkey averages $21.50, down 16% from 2024. Sides are mixed: Dinner rolls and stuffing are cheaper (down 14.6% and 9%). Sweet potatoes and veggie trays are much higher (up 37% and 61%). Regional Differences South: $50.01 (most affordable) West: $61.75 (most expensive) Classic Meal for 10 ($55???????) 16-pound turkey (frozen, whole) Stuffing mix (14 ounces) Sweet potatoes (3 pounds) Rolls (12-count package) Peas (1 pound) Cranberries (12 ounces) Carrots and celery (for a veggie tray) Pumpkin pie mix (30 ounces) Pie shells (two, 9-inch) Whipping cream (half pint) Milk (1 gallon) - Love the Show? Then how about a Donation? THE CTP FOR: iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

The Neuron: AI Explained

Play Episode Listen Later Nov 26, 2025 61:02


While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.Subscribe to The Neuron newsletter: https://theneuron.aiTry Modular: https://modular.comGetting Started Guide: https://modular.com/get-started

Cleaning Up. Leadership in an age of climate change.
Inside Europe's Largest AI Data Centre: A Green Giant Rises | Ep235: Robert Dunn

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 26, 2025 62:52


What does it take to build Europe's largest and most sustainable data-centre campus, from an empty plot of land to a 1.2-gigawatt giant of AI? How do you future-proof a facility when chip technology is evolving at breakneck speed? And what happens when the site of former coal-fired power plant becomes a global hub for AI?In this special, on-location episode of Cleaning Up, Michael Liebreich visits Sines, Portugal, where Start Campus is transforming the site of a decommissioned coal plant into a next-generation data-centre campus that once finished will be Europe's largest data centre. CEO Robert Dunn takes us inside the first operational building, currently 29MW but just 2.5% of what's to come, to explore the engineering, economics, and vision behind a €10 billion physical infrastructure build that will eventually house an additional €40 billion in incoming IT hardware.From earthquake-proof structures to seawater cooling and uninterruptible power supply systems, Rob breaks down what it means to design for 99.99999% uptime in an AI-driven world. Michael and Rob also dive into the reality and hype surrounding AI: the surge in GPU-hungry AI training, the race to build at gigawatt scale, the challenges of financing these mega-projects, and the balancing act between speed, cost, sustainability, and long-term viability.Set against the backdrop of Microsoft's freshly announced $10 billion investment in the Sines campus, this episode illuminates how the data-centre industry is reshaping global energy systems, local communities, and the future of compute.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Watch this episode on YouTube: https://youtu.be/juAyLAUmU3wThe Start Campus website: https://www.startcampus.pt/Microsoft makes one of its largest investments in Europe at Start Campus in Portugal: https://www.startcampus.pt/microsoft-makes-one-of-its-largest-investments-in-europe-at-start-campus-in-portugalMichael's Green Giant's Whitepaper: https://pioneerpoint.com/wp-content/uploads/2021/11/2021.11.17-Green-Giants-White-Paper-Final.pdfThe Year Energy Woke Up To AI | Audioblog 14: Generative AI, The Power and the Glory: https://www.youtube.com/watch?v=OwZ2iNh133A

聽天下:天下雜誌Podcast
【天下零時差11.27.25】輝達投資人為什麼該擔心Google的AI突破?

聽天下:天下雜誌Podcast

Play Episode Listen Later Nov 26, 2025 5:36


一款AI(人工智慧)驅動的新聊天機器人異軍突起,牽動科技股的領頭羊之爭,也促使市場對於美股當紅炸子雞輝達(Nvidia)的需求產生新的疑慮。 文: 樂羽嘉 製作團隊:樂祈 *閱讀零時差,點這看全文

Chip Stock Investor Podcast
Google Stock: The Real Reason It's Doubled (It's Not Just AI)

Chip Stock Investor Podcast

Play Episode Listen Later Nov 26, 2025 10:23


The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April?In this episode, we dig past the headlines to uncover the real catalyst behind Google's recent stock performance—and it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and Android.We also break down Alphabet's massive $56B R&D spend, their aggressive AI data center CapEx, and why their impressive per-share profit growth makes them a potential "soft hedge" against Nvidia in your semiconductor portfolio. Plus, we touch on why Broadcom remains a key beneficiary of Google's custom silicon build-out.#GoogleStock #Alphabet #Nvidia #TPU #SemiConductors #ChipStockInvestor #AI #Antitrust #BroadcomJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters[00:00] The Media Flip-Flop on Google AI[01:00] Google's Profitability: EPS & Free Cash Flow Growth[02:22] The Real Catalyst: Antitrust Updates (Chrome & Android)[04:45] Analyzing the $56B R&D Budget: Money Well Spent?[06:20] Google as a "Soft Hedge" for Nvidia & Broadcom's Role[06:50] Conclusion & Upcoming Semis ReportsIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Nick and Kasey own shares of Alphabet, Nvidia, Broadcom, Meta, Amazon

Irish Tech News Audio Articles
Dell Technologies Advance Enterprise AI Innovation With NVIDIA

Irish Tech News Audio Articles

Play Episode Listen Later Nov 26, 2025 9:26


Dell Technologies and NVIDIA are delivering the future of enterprise AI with advancements to the Dell AI Factory with NVIDIA. These advancements provide simplicity, performance and flexibility for advanced environments and support enterprises across AI applications, from traditional to agentic. Why it Matters A new era of high-performance computing (HPC) and enterprise AI is here. As enterprises scale, many face challenges such as managing complex ecosystems of hardware and software or gaining control over their data. According to recent research, 95% of enterprises believe working with a trusted technology partner like Dell Technologies reduces the risks associated with adopting new technologies. Additionally, 90% agree that bringing AI to their data creates greater value through enhanced control, fresh insights, and secure access. Enter the Dell AI Factory with NVIDIA - a game-changer for enterprises looking to accelerate outcomes, reduce complexity and maximise ROI. By integrating Dell's robust end-to-end infrastructure with NVIDIA AI technology, backed by expert guidance from Dell Professional Services, organisations can transform ideas into tangible results and stay ahead of evolving technologies and scaling needs. Accelerate deployment with integrated, automated platforms Dell's storage and AI solutions offerings help enterprises automate deployments, optimise performance and deliver real-time AI applications with greater efficiency and reliability. Dell ObjectScale and PowerScale, the Dell AI Data Platform's storage engines for unstructured data, are now integrated with the NVIDIA NIXL library, part of NVIDIA Dynamo. This integration enables scalable KV Cache storage, reuse and sharing, achieving a 1-second Time to First Token (TTFT) at a full context window of 131K tokens - 19X faster than standard vLLM - while reducing infrastructure costs and overcoming GPU memory capacity bottlenecks.[iv] The Dell AI Factory with NVIDIA now includes solutions with Dell PowerEdge XE7740/XE7745 servers featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and NVIDIA Hopper GPUs. These proven and validated offers feature next-level AI acceleration and computing power to execute advanced use cases - from large-scale multimodal models to emerging agentic AI applications and from enterprise-grade inferencing to training workloads. The Dell Automation Platform, now expanded to the Dell AI Factory with NVIDIA, will deliver smarter, more automated experiences by deploying validated, optimised solutions with a secure framework. This approach will produce repeatable outcomes, eliminate guesswork, and help unlock the full potential of AI-driven use cases powered by NVIDIA accelerated computing. Software-driven tools like the AI code assistant with Tabnine and the agentic AI platform with Cohere North are now automated, getting AI workloads into production faster, streamlining operations and enhancing scalability. Beyond the traditional data centre, Dell's ecosystem enablers for AI PCs offer organisations expanded silicon options, now supporting NVIDIA RTX Blackwell GPUs and NVIDIA RTX Ada GPUs, ensuring compatibility across a broader range of Dell devices. Dell Professional Services provides turnkey interactive AI use case pilots using real customer data to validate business value ahead of scaled investments. These expert-led pilots offer a hands-on preview for experimentation with clear success metrics and KPIs, delivering tangible ROI. Uplevel AI performance with next-generation infrastructure Dell infrastructure updates accelerate HPC and AI innovation by delivering platforms with powerful performance, scalability, and streamlined management. These solutions will help organisations build efficient systems for modern workloads. The Dell PowerEdge XE8712 server, available next month, sets a new standard by delivering the industry's highest GPU density in a standard rack with up to 144 NVIDIA Blackwell GPUs per Dell IR7000 rack. This b...

GREY Journal Daily News Podcast
Is Qualcomm's New Snapdragon 8 Gen 5 a Game Changer?

GREY Journal Daily News Podcast

Play Episode Listen Later Nov 26, 2025 2:47


Qualcomm launched the Snapdragon 8 Gen 5 chipset, which uses an Oryon CPU structure with lower clock speeds than the Elite version and delivers increased CPU and GPU performance compared to the Snapdragon 8 Gen 3. The chip supports satellite connectivity, ultra wideband, and an X80 modem with slightly reduced peak 5G speeds, while maintaining Bluetooth, Wi-Fi, charging, display, and most camera hardware capabilities. The Gen 5 does not support UFS 4.1 storage. Motorola, OnePlus, and Vivo plan to use the chip in upcoming devices, including the OnePlus 15R, with product launches expected soon.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

David Bombal
#523: Why We Are MASSIVELY Underestimating AI Infrastructure Demand

David Bombal

Play Episode Listen Later Nov 26, 2025 21:44


Big thanks to Cisco for sponsoring this video and sponsoring my trip to Cisco Partner Summit San Diego 2025. This video is a deep dive with Jeetu Patel on why the real AI revolution is happening in infrastructure and networking, not just in GPUs or chatbots. Jeetu explains that we are massively underestimating how much AI infrastructure the world will need. Power becomes the core constraint, GPUs are the core asset, and networking is the force multiplier that lets thousands of GPUs act as one system. He walks through how we went from models on a single GPU → 4–8 GPUs in a server → racks with hundreds of GPUs (like NVL-72 with 500+ GPUs) → clusters of racks, and now “scale across” between data centers when power and real estate are scattered across different regions. The conversation then shifts to edge AI and Cisco Unified Edge: instead of doing all token generation in big data centers, some inference and token generation must move to the edge (branches, factories, hospitals, stadiums, stores) where data is created. Jeetu explains why edge devices need to be plug-and-play, remotely managed, and integrate compute, networking, security and observability in a single platform. He also introduces the idea that AI is now constrained by three big bottlenecks: • Infrastructure • A trust deficit (people don't trust AI yet) • A data gap (models are mostly trained on human internet data, not on rich machine data) Jeetu explains how security becomes a prerequisite for productivity, not a trade-off, and describes Cisco's work with Splunk, open-sourced time-series models, and machine data (logs, metrics, traces) to close the data gap by correlating machine data with human-generated data for better insights. Globally, he talks about the “token generation race” – how every country now cares about having enough AI token generation capacity because it directly links to GDP and national security. He cites huge infrastructure build-outs with partners like G42 in the Middle East, at gigawatt and trillions-of-dollars scale. Finally, Jeetu tackles the “AI will take my job” fear. He outlines three stages of thinking: 1. “AI will take my job.” 2. “Someone who uses AI better will take my job.” 3. “Without AI, I won't be able to do my job.” His message to younger viewers: be excited, adopt AI as a companion, own your learning, and learn fast because AI compresses the time it takes to build skills. // Jeetu Patel's SOCIALS // LinkedIn: / jeetupatel Website: https://www.cisco.com/ X: https://x.com/jpatel41 // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // Menu // 0:00 - Coming up 0:33 - "Networking is sexy" 02:24 - Scale up, scale out and scale across explained 04:47 - Cisco and Nvidia partnership 05:55 - Cisco and G42 partnership // Addressing the AI bubble 08:11 - New Cisco Unified Edge 11:08 - Agentic AI in the future 13:05 - Huge demand for networking 13:57 - The three constraints 16:38 - AI in the real world 19:26 - How AI will take jobs away 21:38 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only.

The Pure Report
Accelerating Enterprise AI Inference with Pure KVA

The Pure Report

Play Episode Listen Later Nov 25, 2025 29:38


In this episode, we sit down with Solution Architect Robert Alvarez to discuss the technology behind Pure Key-Value Accelerator (KVA) and its role in accelerating AI inference. Pure KVA is a protocol-agnostic, key-value caching solution that, when combined with FlashBlade data storage, dramatically improves GPU efficiency and consistency in AI environments. Robert—whose background includes time as a Santa Clara University professor, NASA Solution Architect, and work at CERN—explains how this innovation is essential for serving an entire fleet of AI workloads, including modern agentic or chatbot interfaces. Robert dives into the massive growth of the AI Inference market, driven by the need for near real-time processing and low-latency AI applications. This trend makes the need for a solution like Pure KVA critical. He details how KVA removes the bottleneck of GPU memory and shares compelling benchmark results: up to twenty times faster inference with NFS and six times faster with S3, all over standard Ethernet. These performance gains are key to helping enterprises scale more efficiently and reduce overall GPU costs. Beyond the technical deep dive, the episode explores the origin of the KVA idea, the unique Pure IP that enables it, and future integrations like Dynamo and the partnership with Comet for LLM observability. In the popular “Hot Takes” segment, Robert offers his perspective on blind spots IT leaders might have in managing AI data and shares advice for his younger self on the future of the data management space. To learn more about Pure KVA, visit purestorage.com/launch. Check out the new Pure Storage digital customer community to join the conversation with peers and Pure experts: https://purecommunity.purestorage.com/ 00:00 Intro and Welcome 02:21 Background on Our Guest 06:57 Stat of the Episode on AI Inferencing Spend 09:10 Why AI Inference is Difficult at Scale 11:00 How KV Cache Acceleration Works 14:50 Key Partnerships Using KVA 20:28 Hot Takes Segment

Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0
After LLMs: Spatial Intelligence and World Models — Fei-Fei Li & Justin Johnson, World Labs

Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

Play Episode Listen Later Nov 25, 2025


Fei-Fei Li and Justin Johnson are cofounders of World Labs, who have recently launched Marble (https://marble.worldlabs.ai/), a new kind of generative “world model” that can create editable 3D environments from text, images, and other spatial inputs. Marble lets creators generate persistent 3D worlds, precisely control cameras, and interactively edit scenes, making it a powerful tool for games, film, VR, robotics simulation, and more. In this episode, Fei-Fei and Justin share how their journey from ImageNet and Stanford research led to World Labs, why spatial intelligence is the next frontier after LLMs, and how world models could change how machines see, understand, and build in 3D. We discuss: The massive compute scaling from AlexNet to today and why world models and spatial data are the most compelling way to “soak up” modern GPU clusters compared to language alone. What Marble actually is: a generative model of 3D worlds that turns text and images into editable scenes using Gaussian splats, supports precise camera control and recording, and runs interactively on phones, laptops, and VR headsets. Fei-fei's essay (https://drfeifei.substack.com/p/from-words-to-worlds-spatial-intelligence) on spatial intelligence as a distinct form of intelligence from language: from picking up a mug to inferring the 3D structure of DNA, and why language is a lossy, low-bandwidth channel for describing the rich 3D/4D world we live in. Whether current models “understand” physics or just fit patterns: the gap between predicting orbits and discovering F=ma, and how attaching physical properties to splats and distilling physics engines into neural networks could lead to genuine causal reasoning. The changing role of academia in AI, why Fei-Fei worries more about under-resourced universities than “open vs closed,” and how initiatives like national AI compute clouds and open benchmarks can rebalance the ecosystem. Why transformers are fundamentally set models, not sequence models, and how that perspective opens up new architectures for world models, especially as hardware shifts from single GPUs to massive distributed clusters. Real use cases for Marble today: previsualization and VFX, game environments, virtual production, interior and architectural design (including kitchen remodels), and generating synthetic simulation worlds for training embodied agents and robots. How spatial intelligence and language intelligence will work together in multimodal systems, and why the goal isn't to throw away LLMs but to complement them with rich, embodied models of the world. Fei-Fei and Justin's long-term vision for spatial intelligence: from creative tools for artists and game devs to broader applications in science, medicine, and real-world decision-making. — Fei-Fei Li X: https://x.com/drfeifei LinkedIn: https://www.linkedin.com/in/fei-fei-li-4541247 Justin Johnson X: https://x.com/jcjohnss LinkedIn: https://www.linkedin.com/in/justin-johnson-41b43664 Where to find Latent Space X: https://x.com/latentspacepod Substack: https://www.latent.space/ Chapters 00:00:00 Introduction and the Fei-Fei Li & Justin Johnson Partnership 00:02:00 From ImageNet to World Models: The Evolution of Computer Vision 00:12:42 Dense Captioning and Early Vision-Language Work 00:19:57 Spatial Intelligence: Beyond Language Models 00:28:46 Introducing Marble: World Labs' First Spatial Intelligence Model 00:33:21 Gaussian Splats and the Technical Architecture of Marble 00:22:10 Physics, Dynamics, and the Future of World Models 00:41:09 Multimodality and the Interplay of Language and Space 00:37:37 Use Cases: From Creative Industries to Robotics and Embodied AI 00:56:58 Hiring, Research Directions, and the Future of World Labs

TD Ameritrade Network
DigitalOcean (DOCN) CEO on Cloud Growth, Expanding A.I. Capabilities

TD Ameritrade Network

Play Episode Listen Later Nov 25, 2025 6:48


Paddy Srinivasan, CEO of DigitalOcean (DOCN), talks about how his company's recent earnings and the role cloud plays in business growth. He labels an addition of $1 million-plus customers and A.I. growth as the biggest drivers accelerating the company. As international companies like Alibaba (BABA) expand their A.I. capabilities, Paddy explains how DigitalOcean is adding muscle to stand against competitors, particularly through GPU networks. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TechCheck
TechCheck Takes: Brushing off new bubble warnings, Google's AI comeback and Nvidia's China threat 11/25/25

TechCheck

Play Episode Listen Later Nov 25, 2025 36:25


This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google's Sundar Pichai and Demis Hassabis are voicing doubts. CNBC's Deirdre Bosa speaks to Josh Woodward, Alphabet's VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

EUVC
E656 | This Week in European Tech with Dan, Mads & Lomax

EUVC

Play Episode Listen Later Nov 24, 2025 47:25


Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠ dissect the stories reshaping European venture, from Helsinki's Slush takeover to China's rising leverage, TPU vs GPU battles, the UK's AI money wave, and why immigrants found half the unicorns in the Western world.This week's episode ranges from Germany's €35B space ambitions to Meta's TPU dealmaking, from cookie law rollbacks to Lithuania's secondhand unicorn, all culminating in one conclusion: Europe's window for action is open, but narrowing.

The Neuron: AI Explained
Inside Microsoft's AI Superfactory with Scott Guthrie

The Neuron: AI Explained

Play Episode Listen Later Nov 23, 2025 32:01


In this episode, we sit down with Scott Guthrie, EVP of Microsoft's Cloud + AI Group, to explore the architecture behind Azure's AI Superfactory. Scott oversees Microsoft's hyperscale cloud computing solutions including Azure, generative AI platforms, and next-generation infrastructure. We dive into Microsoft's strategic approach to AI datacenter buildout, the innovative Fairwater architecture with its 120,000+ fiber miles of AI WAN backbone, and how Microsoft is balancing performance, sustainability, and cost at planet-scale. From dense GPU clusters drawing 140kW per rack to closed-loop liquid cooling systems, Scott reveals the engineering trade-offs behind infrastructure that powers frontier AI models with trillions of parameters. Whether you're an enterprise leader planning AI adoption or a developer curious about cloud architecture, you'll leave understanding how Microsoft is executing on next-gen infrastructure that transforms global challenges into opportunities.Subscribe to The Neuron newsletter: https://theneuron.ai

This Week in Startups
Jason predicts a “major M&A moment” in the next six months! | E2213

This Week in Startups

Play Episode Listen Later Nov 22, 2025 55:35


Register here to join Founder University Japan's kickoff: https://luma.com/cm0x90mkToday's show:Google and Meta had their cases dismissed (or received a slap on the wrist)… Despite all the backlash and cynicism, AI companies continue making bank and releasing hot new products… What does it all mean?For Jason Calacanis, the signs are pointing to a “major M&A moment,” with huge opportunities for increased efficiency and consolidation among America's favorite brands and largest companies?Who will it be? Join Jason and Alex for a round of hot speculation.PLUS why Jason thinks Michael Burry is both right and wrong about GPU depreciation, why NOTHING is certain about these OpenAI mega-deals, Google's Nano Banana Pro can make infographics and they're VERY impressive… and much more.Timestamps:(1:54) Jason's calling in from Vegas… He's doing a hot lap at F1!(3:18) How restaurants are becoming the new Hot IP(6:50) Founder University is heading to TOKYO!(9:27) Why Jason thinks the future of startups is truly global(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist(11:39) Nvidia killed it on the numbers… but what are the vibes around AI? Jason sounds off.(13:05) Why nothing is certain when it comes to the Nvidia/OpenAI deal(19:40) Is Google now WINNING consumer adoption of AI? How did it get this close?(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(26:07) Meanwhile, AI apps are still dominating the iOS Store(27:09) Why Jason and Alex think Michael Burry's both right and wrong about GPU depreciation(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(37:46) We're testing out Nano Banana Pro on a BBQ infographic challenge(43:42) What a week for AI models! It doesn't seem like things are slowing down…(46:12) Kalshi is growing fast, but can it catch Polymarket?(47:50) Is a rate cut coming? Jason and Alex read the tea leaves.(50:13) Why Jason predicts a “major M&A moment” in the next six months(52:09) VIEWER QUESTION: What should a software engineer be working on RIGHT NOW.(54:02) Founder Friday is now… STARTUP SUPPER CLUBSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

Multipolarista
AI bubble madness: Why Nvidia's market cap fell $600,000,000,000 in ONE DAY

Multipolarista

Play Episode Listen Later Nov 22, 2025 28:25


The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=JAZqYQBwWNY Topics 0:00 AI bubble & Nvidia 2:40 Magnificent Seven (Mag7) Big Tech stocks 4:01 US GDP growth depends on AI capex 5:01 AI circular financing scheme 6:28 OpenAI is losing money, but owes $1.4 trillion 7:38 Nvidia profits rise in earnings report 9:27 US investor madness 12:04 China challenges Nvidia's chip monopoly 13:43 Crazy volatility in Nvidia stock 15:08 CEO Jensen Huang's private comments 17:11 $600 billion drop in one day 18:13 Four customers make up 61% of Nvidia revenue 20:25 IOUs: Nvidia's accounts receivable rises 21:43 GPU demand? Nvidia inventories surge 22:37 S&P 500 falls $2 trillion in 5 hours 24:12 US economy built on financial house of cards 26:13 Markets can remain irrational... 27:01 Dangers of a recession or depression 28:13 Outro

Apple Coding Daily
Los Neural Accelerators del M5 y MLX: el gran cambio de Apple en la IA

Apple Coding Daily

Play Episode Listen Later Nov 21, 2025 21:48


Descubre el Swift Mastery Program 2026: https://acoding.academy/smp26. La única forma de llegar a la Maestría para convertir en el profesional que buscan las empresas. Descarga Be Native, la app para aprender programación en Swift y estar al día de la tecnología Apple: https://benative.dev. ----------- ¿Por qué un modelo de IA tarda unos segundos antes de empezar a responder, pero luego las palabras fluyen a velocidad de vértigo? La respuesta está en cómo funcionan los LLMs y Apple acaba de hacer con el chip M5 que mejora este flujo exponencialmente. En este episodio desentrañamos los nuevos aceleradores neurales que Apple ha integrado en cada núcleo de la GPU del M5. No estamos hablando del Neural Engine de siempre, sino de algo completamente nuevo que está cambiando las reglas del juego en inteligencia artificial. Exploramos: Cómo funcionan realmente los modelos de lenguaje y por qué son máquinas de multiplicar matrices. La diferencia entre Neural Engine y Neural Accelerators: por qué Apple necesita ambos. Qué significa que generar el primer token sea 4 veces más rápido en el M5. Por qué la generación posterior solo mejora un 20-27% (y por qué tiene sentido) Hablamos de MLX y cómo ejecutar modelos de 30B parámetros en tu MacBook Pro sin despeinarse. Con datos del paper oficial de Apple Machine Learning Research, números reales de benchmarks y explicaciones que hacen accesible lo complejo. Desde multiplicaciones matriciales hasta arquitectura de memoria unificada, todo explicado para que lo entienda tanto un desarrollador senior como alguien que simplemente quiere saber qué está pasando bajo el capó de su Mac. Este es el tipo de contenido que hace que entiendas no solo el QUÉ, sino el CÓMO y el POR QUÉ. Porque ser un maestro de la tecnología significa entender los fundamentos. El desarrollo ha cambiado para siempre con la llegada de los agentes de IA, y para poder sacarle el mayor provecho y ser un desarrollador de los que buscan las empresas por su ultra-productividad, tienes que ser un Maestro: consígue la Maestría con el Swift Mastery Program 2026. Descárgala ya desde el App Store: Be Native y escúchanos desde ahí. Suscríbete a nuestro canal de Youtube: Apple Coding en YouTube Descubre nuestro canal de Twitch: Apple Coding en Twitch. Descubre nuestras ofertas para oyentes: - Cursos en Udemy (con código de oferta) - Apple Coding Academy - Suscríbete a Apple Coding en nuestro Patreon. - Canal de Telegram de Swift. Acceso al canal. --------------- Consigue las camisetas oficiales de Apple Coding con los logos de Swift y Apple Coding así como todo tipo de merchadising como tazas o fundas. - Tienda de merchandising de Apple Coding.

Digital Currents
If Crypto Winter Is Here, Is the AI Bubble About to Burst?

Digital Currents

Play Episode Listen Later Nov 21, 2025 53:34


In this episode, we explore why Bitcoin may have slipped back toward the $80K level, examining leverage washouts, ETF rotation, funding-rate resets, and how broader risk sentiment is shifting as markets reassess year-end liquidity. On the AI side, Nvidia posted another record-breaking revenue quarter, with demand for GPU compute still outpacing supply, even as Hugging Face CEO Clem Delangue warns that the real bubble sits in oversized LLMs rather than in AI as a whole, suggesting a move toward smaller, domain-specific models. We close by breaking down the latest Chart of the Week and jobs numbers, what they may signal for inflation trends, and how they may tie into both crypto and AI market momentum heading into the new year. Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

TechLinked
'Agentic' Windows double-down, Epic Games/Unity collab, Pebble vs Rebble + more!

TechLinked

Play Episode Listen Later Nov 20, 2025 9:37


Timestamps: 0:00 if you heard it your head would explode 0:10 Microsoft explains 'agentic' Windows 1:41 Unreal Engine x Unity's Epic collab 2:41 Pebble, Rebble feud over app store 4:13 WOLFBOX! 5:16 QUICK BITS INTRO 5:24 Cloudflare outage 6:03 AMD FSR Redstone, possible GPU price hike 7:01 Google launches Gemini 3 7:35 People entering Russia hit by 24-hour data blackout 8:08 TikTok AI content slider NEWS SOURCES: https://lmg.gg/ICDDV Learn more about your ad choices. Visit megaphone.fm/adchoices

Lex Fridman Podcast
#485 – David Kirtley: Nuclear Fusion, Plasma Physics, and the Future of Energy

Lex Fridman Podcast

Play Episode Listen Later Nov 17, 2025 165:22


David Kirtley is a nuclear fusion engineer and CEO of Helion Energy, a company working on building the world's first commercial fusion power plant by 2028. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep485-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/david-kirtley-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: David's X: https://x.com/dekirtley David's LinkedIn: https://bit.ly/4qX0KXp Helion: https://www.helionenergy.com/ Helion's YouTube: https://youtube.com/HelionEnergy SPONSORS: To support this podcast, check out our sponsors & get discounts: UPLIFT Desk: Standing desks and office ergonomics. Go to https://upliftdesk.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Miro: Online collaborative whiteboard platform. Go to https://miro.com/ LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex OUTLINE: (00:00) - Introduction (03:00) - Sponsors, Comments, and Reflections (11:35) - Nuclear fission vs fusion (21:35) - Physics of E=mc^2 (26:50) - Is nuclear fusion safe? (32:11) - Chernobyl (38:38) - Geopolitics (40:33) - Extreme scenarios (47:28) - How nuclear fusion works (1:20:20) - Extreme temperatures (1:25:21) - Fusion control and simulation (1:37:15) - Electricity from fusion (2:11:20) - First fusion power plant in 2028 (2:18:13) - Energy needs of GPU clusters (2:28:38) - Kardashev scale (2:36:33) - Fermi Paradox PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips