Podcasts about Infrastructure

Facilities and systems serving society

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    Latest podcast episodes about Infrastructure

    a16z
    Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

    a16z

    Play Episode Listen Later Oct 29, 2025 32:57


    AI isn't just changing software, it's causing the biggest buildout of physical infrastructure in modern history.In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what's being built — from chips to power grids to global data centers.They discuss the new “AI industrial revolution,” where power, compute, and network are the new scarce resources; how geopolitical competition is shaping chip design and data center placement; and why the next generation of AI infrastructure will demand co-design across hardware, software, and networking.The conversation also covers how enterprises will adapt, why we're still in the earliest phase of this CapEx supercycle, and how AI inference, reinforcement learning, and multi-site computing will transform how systems are built and run. Resources:Follow Raghu on X: https://x.com/RaghuRaghuramFollow Jeetu on X: https://x.com/jpatel41Follow Amin on LinkedIn: https://www.linkedin.com/in/vahdat/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Mike Hosking Breakfast
    Simon Ansley: Head of Foreign Director Investment for Invest New Zealand discusses new investments in energy infrastructure

    The Mike Hosking Breakfast

    Play Episode Listen Later Oct 29, 2025 2:53 Transcription Available


    Malaysian company 'Yinson Renewables' is set to invest in a new pipeline of projects totalling one gigawatt of wind energy - almost doubling New Zealand's current capacity. The $3billion investment would generate enough electricity to power 750,000 homes - exceeding Huntly's current output. Head of Foreign Director Investment for Invest New Zealand Simon Ansley told Mike Hosking that the company has already been operating under the radar in New Zealand, and is now ready to make a major impact. 'They've been supporting them through navigating New Zealand, regulatory environment, OAO, etc.' LISTEN ABOVESee omnystudio.com/listener for privacy information.

    Erin Burnett OutFront
    Monster Hurricane Approaches, Fears Infrastructure Won't Hold

    Erin Burnett OutFront

    Play Episode Listen Later Oct 28, 2025 46:14


    Hurricane Melissa is bringing life threatening flooding, storm surge, and mudslides all in the hours ahead. CNN is on the ground in Jamaica with the latest. Plus, the Trump family has at least nine deals going with ties to the United Arab Emirates making President Trump a lot richer.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

    RV Miles Podcast
    383. Should RVs be EVs?

    RV Miles Podcast

    Play Episode Listen Later Oct 27, 2025 75:06


    In this week's episode, we dive into the latest news rocking the EV and RV world: the cancellation of Chevy's Brightdrop electric van and its implications for RV manufacturers like Coachman and smaller companies like Grounded. We take a look at the challenges and benefits of EVs for towing and motorhomes based on our experience as EV owners.  *Become an RV Miles Mile Marker member and get your first month for $3 *Get your FREE weekly Road Signs Newsletter at https://rvmiles.com/mailinglist/ Support our Sponsors: * Harvest Hosts: Save 15% on a Harvest Hosts membership with MILES at https://harvesthosts.com *Check out all Blue Ox has to offer at https://BlueOx.com *Find all the RV parts and gear you need at etrailer: https://www.etrailer.com/vehicle-finder.aspx?etam=p0001 *Get 25% Off RV Life Pro here: https://my.rvlife.com/bill/signup/3?s=rvtw&coupon=QE7KAHVF3E. *Find Liquified at https://liquifiedrv.com/ Track SSTK_MUSIC_ID  437726– Monetization ID MONETIZATION_ID AMXDXB4BX5FLHUYE 00:00 Introduction 03:43 Major EV News: Chevy Bright Drop Van Cancellation 07:13 Ford Lightning Production Halted 08:56 The Evolution of EVs in the RV Industry 21:36 Challenges and Future of EV Towing 31:37 Cost and Infrastructure of EV Charging 43:29 Hybrid and Range Extender Models 47:46 Consumer Readiness for EVs 01:00:56 Rapid City: RV City USA 01:05:16 Heist at the Louvre 01:14:08 Podcast Wrap-Up

    a16z
    Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure

    a16z

    Play Episode Listen Later Oct 27, 2025 30:12


    From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology.In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape's browser battles shaped a generation of founders, and the inside story of one of the most successful tech acquisitions in history, VMware's $1.3B purchase of Nicira, which redefined modern networking and grew into a multi-billion-dollar business.They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade — from data-center robotics and energy-aware compute to how AI is reshaping both startups and giants alike. Resources:Follow Raghu on X: https://x.com/RaghuRaghuramFollow Ben on X: https://x.com/bhorowitzFollow Martin on X: https://x.com/martin_casadoFollow David on X: https://x.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Becker’s Healthcare Podcast
    The Future of Energy Infrastructure in Healthcare: Turning Capital Constraints into Opportunity

    Becker’s Healthcare Podcast

    Play Episode Listen Later Oct 27, 2025 18:23


    This episode features Frank Ferramosca, Executive Vice President at ENFRA, and Steve Scannell, Chief Investment Officer at Baptist Health. They share how Baptist Health leveraged an Energy-as-a-Service partnership to unlock significant operational savings, preserve capital, and drive long-term sustainability through smarter infrastructure investment.This episode is sponsored by ENFRA.

    Wisconsin Today
    FEMA denies Wisconsin’s public infrastructure request, Young Republicans eye 2026

    Wisconsin Today

    Play Episode Listen Later Oct 27, 2025


    Six Wisconsin counties will not get federal public assistance after a historic rainfall led to widespread flooding over the summer. And an in-depth look at young Republicans in Wisconsin following the assassination of conservative organizer Charlie Kirk.

    The PowerShell Podcast
    Always Hype About Automation with Hailey Phillips

    The PowerShell Podcast

    Play Episode Listen Later Oct 27, 2025 73:02


    Microsoft MVP Hailey Phillips joins The PowerShell Podcast to share her journey from systems engineer to automation innovator. She talks about IntuneStack, her new PowerShell-driven CI/CD project for Intune environments, and how it bridges the gap between systems engineering and DevOps. Hailey also reflects on her path to becoming an MVP, her experiences at MMS, and the importance of mentorship, collaboration, and authenticity in the tech community.   Key Takeaways: Bridging systems and DevOps – Hailey's IntuneStack helps IT pros apply DevOps principles like CI/CD and Infrastructure as Code to Intune environments. Automate and empower – True success in automation means enabling your team, not bottlenecking them. Collaboration beats perfectionism. Community and authenticity – Sharing knowledge, mentoring others, and showing up as your true self create lasting impact in the PowerShell ecosystem. Guest Bio: Hailey Phillips is a Systems Engineer, Microsoft MVP, and Professional Pokémon Trainer. She specializes in automation, endpoint management, and modern workplace strategy, bridging the gap between traditional IT and DevOps. Hailey's work focuses on building pragmatic, scalable solutions using tools like PowerShell, Microsoft Graph, Intune, and Azure Arc. When she's not deep in tech, you'll probably find her skiing in the Cascades, lifting heavy things, or at a metalcore show with a strong cup of coffee in hand.   Resource Links: Intune Stack Project – https://github.com/AllwaysHyPe/IntuneStack Hailey's Website – https://www.allwayshype.com/ Hailey on BlueSky – https://bsky.app/profile/allwayshype.com Hailey on GitHub – https://github.com/AllwaysHyPe Hailey's "Rage Coding" Spotify Playlist: https://open.spotify.com/playlist/692CBjUNRBnSzSsRncQJkn?si=9d8bf7e625104ce8 PowerShell Wednesdays – https://www.youtube.com/watch?v=2-d16gi3VEc&list=PL1mL90yFExsix-L0havb8SbZXoYRPol0B&pp=gAQB PDQ Discord – https://discord.gg/PDQ The PowerShell Podcast on YouTube: https://youtu.be/1YefrFekEJ

    Web3 with Sam Kamani
    313: Redefining Bitcoin: Yield, Infrastructure & Institutional Finance with Marvin Bertin from Maestro

    Web3 with Sam Kamani

    Play Episode Listen Later Oct 27, 2025 39:52


    In this episode, I sit down with Marvin, the co-founder of Maestro, to dive deep into the shift happening in Bitcoin infrastructure. What started as an experiment in running validators has now evolved into one of the most important platforms building the financial rails for Bitcoin-native institutions.Marvin shares how Maestro is powering a new kind of decentralized finance—not on Ethereum, but directly on Bitcoin. From providing miners access to real capital to enabling corporations to earn native Bitcoin yield, this episode reveals how Bitcoin is being used far beyond just a store of value. We also discuss open-sourcing Symphony, why Maestro won't ever launch a token, and why Bitcoin collateral is finally being taken seriously by global institutions.If you're curious about where real-world Bitcoin adoption is heading—this is a must-listen.⏱️ Key Learnings + Time Stamps:Connect:[00:01:00] Marvin's transition from AI in biotech to running validators in Web3[00:03:00] How Maestro started and became the top API provider on Cardano[00:04:00] Why Bitcoin's role is shifting from store of value to the foundation of a financial system[00:07:00] The institutional approval of Bitcoin—and why that changes everything[00:08:00] What Maestro actually solves and why it's more than just infrastructure[00:10:00] The Symphony indexer and why Bitcoin needed it[00:13:00] The launch of Maestro Institutional and the rise of Bitcoin-native yield[00:15:00] How Maestro works with miners to structure real loans backed by hash power[00:19:00] Yield Nodes vs Secured Credit—two ways miners can raise capital[00:26:00] Global trends: why retirement funds are now looking at Bitcoin[00:31:00] Projects like Meanwhile that are building life insurance powered by Bitcoin[00:33:00] Why Maestro is staying B2B and never launching a token[00:35:00] Marvin's biggest lesson: focus solely on Bitcoin from the beginning[00:36:00] What's next: Maestro's roadmap, partnerships, and Mining Disrupt conferenceConnect:Learn more: https://www.gomaestro.org/⚠️ Disclaimer:Nothing mentioned in this podcast is investment advice and please do your own research.

    Jeff's Asia Tech Class
    Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)

    Jeff's Asia Tech Class

    Play Episode Listen Later Oct 27, 2025 49:50 Transcription Available


    This week's podcast is the first in a series about AI infrastructure. Both capabilities and costs.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the article on the Agentic AI Operating Basics, which I wrote up last week.The GenAI / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data CentersAI-Ready Data Infrastructure Reference Architecture White Paperhttps://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paperAI Data Center Facility Reference Designhttps://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdfHere are the slides from the mentioned Huawei whitepaper.-------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

    WNHH Community Radio
    Inside Voices, Community Conversations | Ready or Not: Building Equitable Child Care Infrastructure

    WNHH Community Radio

    Play Episode Listen Later Oct 27, 2025 56:19


    Inside Voices, Community Conversations | Ready or Not: Building Equitable Child Care Infrastructure by WNHH Community Radio

    Tech Disruptors
    AWS Infrastructure in the Era of AI Workloads

    Tech Disruptors

    Play Episode Listen Later Oct 27, 2025 49:14


    “The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid cooling. Underneath, the data-center basic priorities hold -— security as job zero, plus availability, performance, and cost. He also explains why clusters must be fungible between training and inference so accelerators and power never sit idle, and how AWS retrofits existing regions rather than treating AI as a separate build. 

    Navigating Major Programmes
    Fast‑Track or Bottleneck? The Pros and Cons of Canada's New Major Projects Agencies

    Navigating Major Programmes

    Play Episode Listen Later Oct 27, 2025 35:03


    The federal government recently announced the Major Projects Office and Build Canada Homes agencies designed to administer funds and accelerate infrastructure—but will they streamline or weigh down progress with bureaucracy? Riccardo, Melissa Di Marco, and David Ho pull up chairs to a roundtable discussion of this timely and complex topic. In this episode of Uncharted Conversations, they explore the often default solution of agency development when issues arise and whether those at the helm are genuinely equipped to solve these particular problems. Questions of risk aversion and fragmented decision-making prompt skepticism from both private infrastructure bodies and Canadian citizens. The three seasoned experts unpack the structural and political realities that influence how agencies perform, reflecting on past examples, and consider whether the present country-wide urgency might push leaders to act differently this time.The conversation poses an essential question: Are these agencies being created to lead, or just to manage? Infrastructure in Canada today faces overlapping jurisdictions, unclear mandates, and high public expectation. Success will depend on more than just good intentions—it will require clarity of purpose, empowered leadership, and swift execution within a narrowing window of opportunity.Key TakeawaysThe challenge of clearly defining what problem an agency is meant to solve;How funding concerns can block and distract from forward progress;The sometimes murky relationship between provincial and federal in major programme delivery;The risk of adding bureaucracy instead of leadership in moments of urgency;The opportunity for optimism in the face of Canada's infrastructure crisis.Quote:“I think if somebody tried to create a new version of a provincial infrastructure agency today [like Infrastructure Ontario], they would be burdened with expectations of fixing almost everything, and I think might be quite unfair.” -David HoThe conversation doesn't stop here—connect and converse with our community via LinkedIn:Follow Navigating Major Programmes: https://www.linkedin.com/company/navigating-major-programmes/Follow Riccardo Cosentino: https://www.linkedin.com/in/cosentinoriccardo/Read Riccardo's latest at https://riccardocosentino.com/   Follow David Ho: https://www.linkedin.com/in/davidtho-ontario/Follow Melissa Di Marco: https://www.linkedin.com/in/melissa-di-marco/ Music: "A New Tomorrow" by Chordial Music. Licensed through PremiumBeat.

    The Infrastructure Podcast
    Data transforming infrastructure with James Lee

    The Infrastructure Podcast

    Play Episode Listen Later Oct 27, 2025 36:16


    In this week's episode we're taking a closer look at infrastructure's use of data – how emerging digital technologies and AI tools are shaping and transforming the way we manage our built and natural environment.To help me I am joined by James Lee, the new Chief Operating Officer at global infrastructure giant Bentley Systems in a quiet corner of the annual Year in Infrastructure tech gathering and celebration in Amsterdam.  It is clearly a moment when global infrastructure delivery faces unprecedented pressures — from net zero targets and climate resilience; to skills shortages and digital transformation.And as we have been hearing at the event, Bentley stands at the intersection of engineering and innovation with a mission “to close the gap between what the world demands and what we are able to deliver – as chief executive Nicolas Cumins puts it.So a lot to chat through with James today. He joins Bentley after a two-decade career spanning Google Cloud and SAP and so, I think, brings a unique perspective on operational challenges, AI integration, and the power of partnerships to drive transformation at scale.Let's explore how James plans to align these innovations with the realities of infrastructure delivery.ResourcesBentley Systems Year in InfrastructureBentley Systems websiteInfrastructure Policy Advancement - TIPLive summitsGoogle Cloud

    Connect the Dots……with Windstream Wholesale
    E04: Infrastructure Meets Intelligence: The AI Transformation in Connectivity

    Connect the Dots……with Windstream Wholesale

    Play Episode Listen Later Oct 26, 2025 22:29


    In this episode of Trusted Connections, we are joined by Kevin Sheehan, Chief Technology Officer at Ciena. Kevin explains the evolution of AI, its current adoption stage, and its future implications. He highlights the increasing demand for bandwidth and energy due to AI, Ciena's role in providing high-bandwidth connectivity, and the challenges of space and power in data centers. The conversation also touches on the importance of partnerships, transparency, and flexibility in managing supply chain risks and large deals.

    Startup Project
    The Invisible Layer Powering the AI Infrastructure | Co-Founder and CEO of Momento | Khawaja Shams

    Startup Project

    Play Episode Listen Later Oct 26, 2025 39:26


    We are republishing one of our favorite episode with the co-founder of Momento this week, we will be publishing a brand new episode next week. Discover how a NASA engineer leveraged AWS to build a serverless caching solution.About the episode:Join Nataraj as he speaks with Khawaja Shams, co-founder and CEO of Momento, a serverless caching solution that just closed a $15 million Series A round. Khawaja shares his journey from processing images for Mars rovers at NASA to leading engineering teams at Amazon and now revolutionizing caching with Momento. He discusses the challenges of building scalable infrastructure, the importance of developer productivity, and how Momento is simplifying real-time data infrastructure for enterprises. Learn how Momento addresses the complexities of traditional caching solutions, enabling developers to focus on building interactive experiences.What you'll learn- Hear Khawaja's experience at NASA, working on image processing for Mars Rovers and his transition to AWS to accelerate image processing.- Find out how AWS inspired Khawaja to join Amazon and contribute to the growth of cloud computing and its impact on innovation.- Learn how Momento addresses the complexities of traditional caching solutions, enabling developers to focus on building interactive experiences.- Understand Momento's accidental discovery of a two-tier caching system that evolved into a web server, enhancing developer productivity and scalability.- Discover the initial steps from zero to one in building Momento, including team hiring and partnering with design partners for customer feedback and product grounding.- Hear about target customers for Momento's solutions, focusing on media, entertainment, gaming, and fintech companies with spiky traffic and mission-critical needs.- Explore Khawaja's perspective on Amazon's leadership principles and Momento's core leadership values, emphasizing customer centricity and psychological safety.- Gain insights into building a company culture that attracts top talent and addresses the challenges of convincing individuals to join a startup.About the Guest and Host:Khawaja Shams: CEO and Co-Founder of Momento, previously at NASA and AWS, building serverless and low-latency solutions.Connect with Guest: → LinkedIn:  https://www.linkedin.com/in/kshams/Nataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor. → LinkedIn: https://www.linkedin.com/in/natarajsindam/  → Twitter: https://x.com/natarajsindam→ Substack: ⁠https://startupproject.substack.com/⁠→ Website: ⁠⁠⁠https://thestartupproject.io⁠⁠⁠In this episode, we cover(00:00) Introduction and Guest Introduction(01:14) Khawaja's Early Career at NASA(03:27) Transitioning Image Processing to AWS(05:59) Joining Amazon and the Cloud Computing Revolution(08:00) Early Days at Amazon and AWS Culture(10:08) Roles and Products at Amazon: DynamoDB and Elemental(13:58) The Vision Behind AWS's Growth(15:55) The Genesis of Momento: Identifying a Gap in Caching Solutions(19:07) Insights from DynamoDB Customers(21:30) Building Momento: From Zero to One(24:46) Ideal Design Partners and Target Verticals(27:24) Validating Product-Market Fit(28:43) B2B Marketing and Growth Strategies(31:19) Amazon's Leadership Principles and Company Culture(34:27) Building a Unique Culture at Momento(36:56) Attracting Talent to a Startup(39:26) Khawaja's Current Consumption (Books, Podcasts, etc.)(40:32) Mentors and Influences(41:50) Lessons Learned as a First-Time Founder(43:27) Thoughts on AI and Its Impact on Infrastructure(45:33) Concluding RemarksDon't forget to subscribe and leave us a review/comment on YouTube Apple Spotify or wherever you listen to podcasts.#Momento #Serverless #Caching #AWS #DynamoDB #NASA #CloudComputing #Startup #Entrepreneurship #Innovation #BainCapital #SeriesA #RealTimeData #Infrastructure #DeveloperProductivity #Tech #Podcast #AI #ArtificialIntelligence #MarsRover

    The John Batchelor Show
    26: Pacific Palisades Housing Dispute and West Coast Infrastructure Challenges. Jeff Bliss covers West Coast issues, including traffic disruption from new high-speed rail construction between Southern California and Las Vegas. Pacific Palisades residents

    The John Batchelor Show

    Play Episode Listen Later Oct 25, 2025 8:50


    Pacific Palisades Housing Dispute and West Coast Infrastructure Challenges. Jeff Bliss covers West Coast issues, including traffic disruption from new high-speed rail construction between Southern California and Las Vegas. Pacific Palisades residents are protesting state and local plans to use burned-out lots for high-density, multistory affordable housing, fearing the change in community character and increased traffic. Additionally, copper theft from EV charging stations is undermining Los Angeles's zero emissions goals. Homeless encampments are also sparking major brush fire concerns in areas like Malibu and the Sepulveda Basin.

    The John Batchelor Show
    22: The AI Infrastructure Gold Rush and Europe's Absence. Chris Riegel discusses how the AI revolution is driving a feverish rush to build large data centers (one gigawatt or better), though energy access is a critical choke point that may cause conflict

    The John Batchelor Show

    Play Episode Listen Later Oct 24, 2025 8:58


    The AI Infrastructure Gold Rush and Europe's Absence. Chris Riegel discusses how the AI revolution is driving a feverish rush to build large data centers (one gigawatt or better), though energy access is a critical choke point that may cause conflict between commercial demand and normal consumers by summer 2026. This intense global competition, likened to a gold rush, is primarily a two-horse race between the US and China. Europe is largely sitting out the advanced AI development wave, which is considered a tactical mistake that may leave them reliant on American or Chinese technolog 1965y.

    Packet Pushers - Heavy Networking
    HN802: Unifying Networking and Security with Fortinet SASE: Architecture, Reality, and Lessons Learned (Sponsored)

    Packet Pushers - Heavy Networking

    Play Episode Listen Later Oct 24, 2025 58:39


    The architecture and tech stack of a Secure Access Service Edge (SASE) solution will influence how the service performs, the robustness of its security controls, and the complexity of its operations. Sponsor Fortinet joins Heavy Networking to make the case that a unified offering, which integrates SD-WAN and SSE from a single vendor, provides a... Read more »

    Packet Pushers - Full Podcast Feed
    HN802: Unifying Networking and Security with Fortinet SASE: Architecture, Reality, and Lessons Learned (Sponsored)

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Oct 24, 2025 58:39


    The architecture and tech stack of a Secure Access Service Edge (SASE) solution will influence how the service performs, the robustness of its security controls, and the complexity of its operations. Sponsor Fortinet joins Heavy Networking to make the case that a unified offering, which integrates SD-WAN and SSE from a single vendor, provides a... Read more »

    The Bid
    237: Global Exchange: How Investors In Asia Pacific Markets Are Positioning For What's Next

    The Bid

    Play Episode Listen Later Oct 24, 2025 23:13


    Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.In this episode of The Bid, host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saigal, Head of Global Fixed Income for Asia Pacific. Joining from Singapore, they share on-the-ground insights into how investor sentiment, policy divergence, and portfolio positioning are evolving across the region.Alex explains how investors' appetite for risk has returned — with the strongest demand for equities and alternatives now coming from APAC. Navin highlights why Asia's fixed income markets have outperformed this year, as conservative fiscal policy and lower inflation have driven steady yields and strong demand. Together, they unpack what these shifts mean for APAC markets investing and global diversification.Sources: BlackRock Investor Survey, September 2025Insights include:· How global investors are reallocating toward Asia Pacific assets· Why policy divergence between the U.S. and Asia is creating opportunities in fixed income· The growing appeal of short-duration bonds and local-currency exposure· How correlations between the U.S. dollar, equities, and bonds are shifting· The renewed focus on gold and liquid alternatives as portfolio diversifiersKey moments in this episode:00:00 Introduction to Global Market Trends00:32 Focus on Asia's Market Dynamics00:51 Insights from Investment Experts01:53 Investor Sentiments and Diversification05:01 Opportunities in Asia's Fixed Income Markets07:25 Equity Market Opportunities11:03 Currency Risk and Hedging Strategies13:55 Challenges in Asia Pacific Investments16:05 Diversification Beyond Traditional Assets19:22 Looking Ahead: Market Predictions for 202521:53 Conclusion and Upcoming Episodes Check out this playlist to learn more about tariff volatility and global markets: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI

    Packet Pushers - Fat Pipe
    HN802: Unifying Networking and Security with Fortinet SASE: Architecture, Reality, and Lessons Learned (Sponsored)

    Packet Pushers - Fat Pipe

    Play Episode Listen Later Oct 24, 2025 58:39


    The architecture and tech stack of a Secure Access Service Edge (SASE) solution will influence how the service performs, the robustness of its security controls, and the complexity of its operations. Sponsor Fortinet joins Heavy Networking to make the case that a unified offering, which integrates SD-WAN and SSE from a single vendor, provides a... Read more »

    TD Ameritrade Network
    Overlooked Stock: LITE's Rally Boosted by AAPL & A.I. Infrastructure

    TD Ameritrade Network

    Play Episode Listen Later Oct 24, 2025 4:36


    Lumentum Holdings (LITE) is up more than 110% so far in 2025. Part of its rally is attributed to Lumentum's Apple (AAPL) connection. Alex Coffey offers a closer look behind the company's meteoric rise and how A.I. infrastructure buildout accelerated bullish hopes. He notes the company's financials ahead of earnings in early November.======== 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 Energy Gang
    Permitting reform and the politics of building the grid | Live from the ACORE Grid Forum in Washington, D.C.

    The Energy Gang

    Play Episode Listen Later Oct 23, 2025 47:28


    Everyone agrees it takes too long and costs too much to build energy infrastructure in America, but what exactly needs fixing, and can we make progress without rolling back vital environmental protections?In this special episode of Energy Gang, recorded live at the ACORE Grid Forum in Washington D.C., host Ed Crooks takes a deep dive into one of the most complex and consequential issues in US energy policy: permitting reform. Ed begins the episode in conversation with Matt Christiansen, partner at Wilson Sonsini and former General Counsel at the Federal Energy Regulatory Commission (FERC). Drawing on his experience inside the commission, Matt explains where the real choke points lie in the permitting process, how federal and state powers intersect, and what the newly confirmed FERC commissioners could do to accelerate much-needed grid investment.Later, Ed sits down with three experts who work daily on these challenges in Congress and the private sector: Elizabeth Horner, partner at ArentFox Schiff and former counsel to Senators Shelley Moore Capito and John Barrasso; Daniel Palken, Director of Infrastructure for Energy and Permitting at Arnold Ventures; and Jeremy Horan, Permitting Lead at ACORE. Together, they unpack the politics behind reform, the relationship between permitting and transmission planning, and the growing urgency created by surging power demand from data centers and new manufacturing.The group also discusses the mood in Washington, and hopes that bipartisan momentum can be built to support pragmatic, economy-wide permitting reform.This episode is the first of two recorded live at the ACORE Grid Forum, where industry leaders, regulators, and policymakers came together to discuss the future of America's electricity system.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Packet Pushers - Fat Pipe
    N4N041: Switched Virtual Interface (SVI) and Integrated Routing and Bridging (IRB)

    Packet Pushers - Fat Pipe

    Play Episode Listen Later Oct 23, 2025 49:58


    If you’ve ever wondered what the difference is between a Switched Virtual Interface (SVI) and Integrated Routing and Bridging (IRB), today’s show is for you! Ethan Banks and Holly Metlitzky start with some history and the basics of communication between layer 2 and layer 3 and then explain how the concepts of SVI and IRB... Read more »

    Institutional Real Estate, Inc. Podcast
    Episode 1326: Editors’ Roundtable: A discussion about real estate, data centers and, of course, AI

    Institutional Real Estate, Inc. Podcast

    Play Episode Listen Later Oct 23, 2025 24:05


    IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025) 

    Institutional Real Estate, Inc. Podcast
    Episode 1327: Editors’ Roundtable: A discussion about real estate, data centers and, of course, AI

    Institutional Real Estate, Inc. Podcast

    Play Episode Listen Later Oct 23, 2025 24:05


    IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025) 

    Institutional Real Estate, Inc. Podcast
    Episode 1325: Editors’ Roundtable: A discussion about real estate, data centers and, of course, AI

    Institutional Real Estate, Inc. Podcast

    Play Episode Listen Later Oct 23, 2025 24:05


    IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025)

    TD Ameritrade Network
    Investing in A.I. Infrastructure

    TD Ameritrade Network

    Play Episode Listen Later Oct 23, 2025 7:29


    Andrew Sobko discusses the seismic shift taking place in A.I. data center growth, adding his company's perspective and role in that industry. He dives into the reasons why companies are pivoting their business models to compete and keep up with the evolving interest in A.I. infrastructure. Additionally, Andrew provides his insights on T-Mobile (TMUS) after an earnings beat, but says the leadership change could be weighing on shares. ======== 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

    CruxCasts
    Quebec Gold Explorers Target Resource Growth in Infrastructure-Rich Mining District

    CruxCasts

    Play Episode Listen Later Oct 23, 2025 47:47


    Interview withKiran Patankar, President & CEO of Maple Gold MinesMatt Manson, President & CEO of Radisson Mining Resources Inc.Recording date: 16th October 2025Two junior mining companies are systematically advancing high-grade gold projects in Quebec's Abitibi greenstone belt, leveraging the region's extensive infrastructure while pursuing disciplined capital allocation strategies that prioritize technical de-risking over speculative development.Radisson Mining Resources focuses on the O'Brien Gold Project, a historical high-grade mine that operated until 1957 when economic constraints at $35-per-ounce gold forced closure at one-kilometer depth. CEO Matthew Manson now targets two kilometers as the economic floor, with approximately 1.5 million ounces of high-grade resources currently identified. The company has launched a 140,000-meter drill program, its largest ever, to systematically expand the resource base within the well-understood Piché formation geology adjacent to the Cadillac-Larder Lake break.Maple Gold Mines controls 481 square kilometers straddling the Cadillac Break, hosting over 3 million ounces including the historical Eagle mine that produced one million ounces at 6.5 grams per tonne between 1974 and 1993. Since 2021, CEO Kiran Patankar has restructured operations, reducing annual administrative costs from $6 million to $2 million while repositioning the company's joint venture with Agnico Eagle. The restructuring secured 100% project ownership while maintaining Agnico Eagle as a strategic equity partner.Both companies executed substantial institutional financings, with Radisson raising approximately $25 million through a fully institutional bought deal involving 22 institutions, and Maple securing investment at a 100% premium to previous rounds, including a $7 million lead order from a US mutual fund. These financings deliberately targeted long-term institutional investors rather than retail speculators, with Maple implementing 12-month lock-up agreements to ensure shareholder alignment.The Abitibi region provides critical infrastructure advantages that fundamentally alter project economics. Highway access, grid power at 4 cents per kilowatt-hour, proximity to multiple operating mills with existing permitted capacity, and an established mining workforce reduce capital requirements and enable toll milling opportunities. Both CEOs reject small-scale, bootstrapped development approaches in favor of right-sizing projects based on optimal economics.Strategic investor Michael Gentile plays a central role in both companies, providing capital, board expertise, and validation through thorough diligence-based investment decisions. His involvement signals quality to sophisticated investors and provides network access to institutional capital sources.With discovery costs around $30-40 per ounce against current company valuations near $150 per ounce, both management teams emphasize that successful systematic exploration creates immediate shareholder value accretion while positioning assets for potential acquisition by producers seeking to extend existing mill operations.Sign up for Crux Investor: https://cruxinvestor.com

    RNZ: Checkpoint
    Auckland infrastructure projects target of cartel conduct

    RNZ: Checkpoint

    Play Episode Listen Later Oct 23, 2025 6:58


    Publicly-funded infrastructure projects in Auckland have been the target of cartel conduct by two construction companies. The first company involved, Maxbuild Ltd, was sentenced last December and the second company learned its fate in the High Court today - although its identity remains secret. The Commerce Commission calls the prosecution historic and says it shows cartel type behaviour will be investigated and punished. Commerce Commission chairman John Small spoke to Lisa Owen.

    The Chief Strategy Officer Podcast
    #17—Winning the AI Infrastructure Game

    The Chief Strategy Officer Podcast

    Play Episode Listen Later Oct 23, 2025 32:32


    In today's episode, we speak with Oreste Donzella, former Chief Strategy Officer of KLA, a global leader in semiconductor process control and inspection. Oreste brings over three decades of experience in the semiconductor industry — a sector that quietly powers every technological advance we see today. You know, every strategist planning for AI's future is charting a course on assumptions about computational power, cost curves, and technological capability. But few are examining the foundation on which all of it rests: semiconductors. Without understanding where chip technology is headed—and the geopolitical forces reshaping its landscape—you're navigating without checking what lies beneath the waterline. Oreste is a veteran strategy officer with decades navigating the complex semiconductor stack, and here we explore the dynamics shaping foundational technologies—from manufacturing processes to geopolitical tensions—so you can better anticipate the forces that will enable or constrain your AI ambitions. In this episode we get into: Why AI's rise is really a story about semiconductors — and how the industry's “emotional revenge” is unfolding. The hidden complexity of the semiconductor supply chain — and how a few specialized companies shape global innovation. How geopolitics, national strategies, and power consumption are redefining the industry's future. The movement toward modular, heterogeneous chip design — and what it means for strategy leaders in every sector. Oreste's model for the three timeless pillars of great strategy execution: Collaboration, Innovation, and Execution. Oreste's perspective reminds us that strategy doesn't live in isolation — it operates often within vast, interconnected systems. And those able to think at the systems level, able to understand how they are evolving, will be the ones able to understand where value is truly pooling and therefore where to play.  Learn more about Outthinker's community of chief strategy officers - https://outthinkernetwork.com/ Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks

    The John Batchelor Show
    13: Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, includi

    The John Batchelor Show

    Play Episode Listen Later Oct 22, 2025 6:57


    Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 1860 OYSTER STANDS NYC

    The John Batchelor Show
    13: Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, includi

    The John Batchelor Show

    Play Episode Listen Later Oct 22, 2025 10:53


    Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 1868 PUBLISHER ROW

    The John Batchelor Show
    14: SHOW 10-21-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE MARKET ON A BULL RUN FIRST HOUR 9-915 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John

    The John Batchelor Show

    Play Episode Listen Later Oct 22, 2025 5:30


    SHOW 10-21-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1885 NYSE THE SHOW BEGINS IN THE DOUBTS ABOUT THE MARKET ON A BULL RUN... FIRST HOUR 9-915 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 915-930 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 930-945 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. 945-1000 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. SECOND HOUR 10-1015 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1015-1030 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1030-1045 The Financial Flow: China's Role in Fentanyl Money Laundering Josh Birenbaum, Foundation for Defense of Democracies, with John Batchelor Birenbaum discusses China's deep involvement in the fentanyl crisis, supplying precursor chemicals and dominating money laundering for Mexican cartels. Chinese money laundering gangs convert cartel dollars into RMB via a triangle system, catering to Chinese nationals who need US dollars outside of China's capital controls. Birenbaum suggests tracking dollars moving within the US and requiring proof of source of wealth for large purchases to disrupt this finance loop. 1045-1100 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. THIRD HOUR 1100-1115 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1115-1130 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1130-1145 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1145-1200 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. FOURTH HOUR 12-1215 1215-1230 1230-1245 Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1245-100 AM Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky.

    Packet Pushers - Full Podcast Feed
    D2DO285: The Death of IaC Has Been Greatly Exaggerated

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Oct 22, 2025 39:52


    While declaring the death of Infrastructure as Code (IaC) or Terraform may get you clicks on LinkedIn, IaC is alive and kicking. On today’s Day Two DevOps we talk about why IaC still matters. Guest Malcolm Matalka argues that IaC provides the tools and a model for managing infrastructure across its lifecycle in a structured... Read more »

    Packet Pushers - Fat Pipe
    D2DO285: The Death of IaC Has Been Greatly Exaggerated

    Packet Pushers - Fat Pipe

    Play Episode Listen Later Oct 22, 2025 39:52


    While declaring the death of Infrastructure as Code (IaC) or Terraform may get you clicks on LinkedIn, IaC is alive and kicking. On today’s Day Two DevOps we talk about why IaC still matters. Guest Malcolm Matalka argues that IaC provides the tools and a model for managing infrastructure across its lifecycle in a structured... Read more »

    The Civil Engineering Podcast
    Transportation Infrastructure Innovation for Civil Engineers: Building Smarter, More Sustainable Systems – Ep 299

    The Civil Engineering Podcast

    Play Episode Listen Later Oct 22, 2025 33:29


    In this episode, I talk with David Weiss, P.E., National Business Line for Transportation and Infrastructure Executive, at WSP in the U.S., about transportation infrastructure innovation and the powerful role engineers play in building smarter mobility systems. From modernizing project delivery to leveraging AI and digital twins for intelligent mobility, we dive deep into how […] The post Transportation Infrastructure Innovation for Civil Engineers: Building Smarter, More Sustainable Systems – Ep 299 appeared first on Engineering Management Institute.

    Let's Talk Future™
    The Drone Decade Building the Infrastructure of the Future

    Let's Talk Future™

    Play Episode Listen Later Oct 22, 2025 21:28


    In this episode of Let's Talk Future, Senior Analyst Tim Horan talks with Eric Brock, CEO of Ondas Holdings, about how drones are transforming industries. From infrastructure inspection to defense and public safety, autonomous systems powered by AI are creating massive growth opportunities. As technology, regulation, and manufacturing align, the drone economy is ready to take flight — and Ondas' platform strategy is at the center of it.   Podcast 109 The Drone Decade: Building the Infrastructure of the Future Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This podcast may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. This content is intended for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. No part of this podcast should be interpreted as a testimonial regarding the advisory services of Oppenheimer & Co. Inc. Any references to performance, investment opportunities, or market outlooks are based on current opinions, which are subject to change without notice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.   Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC  8516961.1

    TechCheck
    Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25

    TechCheck

    Play Episode Listen Later Oct 22, 2025 3:50


    Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would provide its custom TPU chips. The stock reaction could signal a shift in the way investors are trading the name.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    We Measure The World
    Episode 47: Bridging the data divide between ecology and infrastructure

    We Measure The World

    Play Episode Listen Later Oct 22, 2025 50:18


    The story of the energy transition is told in many languages: meter-scale satellite imagery, hyperlocal atmospheric data, ecological sustainability studies, infrastructure sustainability studies and more. Understanding the full story requires researchers to harmonize data collected across political lines and scientific disciplines at different scales, on varying platforms, and by organizations with varying assumptions and methodologies. In this episode, Dr. Michael Young talks about his approach to bringing all these elements together into collaborative systems that serve all stakeholders.

    Day 2 Cloud
    D2DO285: The Death of IaC Has Been Greatly Exaggerated

    Day 2 Cloud

    Play Episode Listen Later Oct 22, 2025 39:52


    While declaring the death of Infrastructure as Code (IaC) or Terraform may get you clicks on LinkedIn, IaC is alive and kicking. On today’s Day Two DevOps we talk about why IaC still matters. Guest Malcolm Matalka argues that IaC provides the tools and a model for managing infrastructure across its lifecycle in a structured... Read more »

    The Bus Stop
    Driving Attention to the Illegal Passing epidemic: A Conversation with Congressman Pete Stauber

    The Bus Stop

    Play Episode Listen Later Oct 22, 2025 38:28


    This week at NSTA: The Bus Stop - Executive Director Curt Macysyn welcomes U.S. House of Representatives member Pete Stauber (R-MN-08). Congressman Stauber shares insights into his remarkable journey from serving as a local elected official and police officer to representing Minnesota's 8th Congressional District—becoming only the second Republican to hold the seat since 1947. He discusses what inspired his decision to run for office, how he works to bridge the partisan divide, and what a typical day looks like as a member of Congress serving on the House Transportation and Infrastructure, Small Business, and Natural Resources Committees, where he also chairs the Subcommittee on Energy and Mineral Resources. The conversation highlights Stauber's address to attendees at the 2025 NSTA Capitol Hill Bus-In and explores his leadership on the Brake for Kids Act (H.R. 2348)—a key legislative initiative aimed at enhancing school transportation safety. Congressman Stauber also shares his passion for hockey, reflecting on his championship days at Lake Superior State, his time with the Detroit Red Wings organization, and his brother Rob's impressive career as a goaltender. The episode wraps up with a fun look at the upcoming NHL season and Stauber's thoughts on the Red Wings and hometown Minnesota Wild. Become a podcast subscriber and don't miss an episode of NSTA: The Bus Stop- NSTA Vendor Partners should reach out to us to take advantage of our comprehensive advertising package that reaches your target audience - student transportation professionals!Support the show

    The John Batchelor Show
    12: 6. US Military Infrastructure Needs Seek $150 Billion Investment from Private Equity Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the initiative by the President and his counselor to invite private equity firms to propose

    The John Batchelor Show

    Play Episode Listen Later Oct 21, 2025 2:25


    6. US Military Infrastructure Needs Seek $150 Billion Investment from Private Equity Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the initiative by the President and his counselor to invite private equity firms to propose creative ideas for funding crucial infrastructure needs estimated at $150 billion. These necessary projects include building military bases and data centers for the future of AI and national security. Ideas welcomed involve trading land or offering investment opportunities for equity firms in the military department. Private equity manages vast sums, cited at $13 trillion, and is enthusiastically seeking decent returns on investment. The effort is part of a broader deal-making drive, similar to the rare earth agreement with Australia designed to offset China's capital contr

    a16z
    How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure

    a16z

    Play Episode Listen Later Oct 21, 2025 37:57


    Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history.In this conversation with Martin Casado, Aghi shares how he went from a garage in Milan to building one of the world's leading API infrastructure companies, surviving years of rejection, living in the U.S. on $1,000 a month, and raising his first $50K while sleeping on Travis Kalanick's couch. They talk about the near-death moments that defined Kong's journey, the seven-year grind before breakout success, and how APIs became the “assembly line of software.” Aghi also explains how Kong evolved into the backbone of modern API and AI connectivity, and why the coming wave of AI agents will make APIs more essential than ever. Resources:Follow Aghi on X: x.com/sonicaghiFollow Kong on X: https://x.com/kongFollow Martin on X: x.com/martin_casado Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Catalyst with Shayle Kann
    Frontier Forum: The new power map for AI infrastructure

    Catalyst with Shayle Kann

    Play Episode Listen Later Oct 21, 2025 36:04


    As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink where power comes from. In this episode, KR Sridhar, CEO of Bloom Energy, lays out a radically different vision. He believes that many data centers will ultimately operate like refineries — powered by captive, off-grid generation that prioritizes resilience, speed, and local control over traditional grid economics. Sridhar argues that solid-state fuel cells have become an ideal solution to meet data center needs at AI speed and scale. They can be deployed in months rather than years, follow digital loads in real time, and integrate with future zero-carbon fuels like hydrogen. “I truly believe that this is a cyclical trend that's going to continue for well over a decade,” said Sridhar. This episode features an edited version of our live Frontier Forum conversation about what a future-proof AI power strategy really looks like. We talk about the tension between off-grid and grid-connected approaches, the importance of speed to power, carbon capture, and supply chains over the next decade of growth. The conversation also touches on Bloom's new white paper, Fuel Cells: A Technology Whose Time Has Come, which argues that onsite generation can deliver AI-scale reliability and lower emissions. You can watch the full Frontier Forum conversation with audience Q&A here.

    The Future of Water
    What's at Stake When Cyber Threats Target Water Infrastructure?

    The Future of Water

    Play Episode Listen Later Oct 21, 2025 57:47


    Water systems—once considered too small or obscure to be hacked—are now squarely in the crosshairs of cyber actors. In recent months, Bluefield Research has tracked a surge of cyber activity targeting water and wastewater utilities around the world, from the U.S. Cybersecurity and Infrastructure Security Agency's (CISA) release of 32 new control system advisories to Poland's launch of a national cybersecurity framework for water utilities. In this episode of The Future of Water, Bluefield's Barcelona-based Maria Cardenal and Boston-based Leigh Ramsey join host Reese Tisdale to unpack one of the most pressing—and overlooked—threats facing the water sector: cybersecurity. Our water experts explore where these threats are emerging, how utilities are responding, and what the next phase of digital resilience looks like. Key discussion points include: What's really at stake when critical infrastructure is under attack The biggest vulnerabilities in today's water systems—from legacy hardware to weak IT–OT segmentation Real-world examples from the U.S., Norway, and Poland that show how cyberattacks on operational assets are evolving How governments are responding—including Poland's US$1.1 billion cybersecurity initiative for water and wastewater systems How smaller utilities are managing cybersecurity with limited resources The role of new regulations—from the EU's NIS2 Directive to state-level initiatives in the U.S. Why cybersecurity must become part of asset management and workforce training, not an afterthought If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Poland Strengthens Cybersecurity in the Water Sector Cybersecurity Alerts Highlight Water HMI Vulnerabilities

    The Crypto Conversation
    Sign - Sovereign Infrastructure for Global Nations

    The Crypto Conversation

    Play Episode Listen Later Oct 21, 2025 21:13


    Xin Yan is the Co-founder and CEO of Sign, a blockchain technology company leading the industry in token distribution and verifiable credentials, now focused on building blockchain infrastructure for nations and enterprises. He began his career as a hardware engineer before becoming a crypto venture capitalist, and now leads Sign's vision to build national-scale blockchain infrastructure. Why you should listen The core offering of Sign Global is built around the Sign Protocol — a multi-chain attestation framework that allows users to submit, verify and manage on-chain attestations of real-world or digital claims. This is an infrastructure layer for trust, identity and verification across “Web 3” ecosystems, designed to reduce reliance on centralised authorities by making attestations transparent and accessible.  In addition to the protocol itself, Sign Global offers tools and services built atop that infrastructure. For example, they highlight developer-friendly integrations that span multiple blockchain networks (Solana, Aptos, TON, others), and features including “TokenTable” and “EthSign” (contract signing tools) as components of their stack.  Finally, from a business reach perspective, Sign served over 50 million users and facilitated more than US$2 billion in digital-asset transactions via its platform.  Supporting links Fidelity Crypto Careers  Sign Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.  

    Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
    Turning Buildings into Energy Assets: Manish Kumar on AI-Powered Infrastructure

    Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

    Play Episode Listen Later Oct 20, 2025 27:40


    1021: Is your infrastructure ready to flex? In this episode of Technovation, Manish Kumar, EVP of Digital Energy at Schneider Electric, explains how buildings can become interactive energy assets with the help of AI, real-time data, and distributed energy systems. He shares the strategy behind Schneider's Energy Command Center model, which reduced energy use by 25 GWh across 23 buildings, and outlines how AI can be deployed both locally and enterprise-wide to drive sustainability and efficiency.