Podcasts about Nvidia

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google's ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ‘Code Red' to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung's Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla and Jim Cramer discussed stocks rebounding from Monday's losses and Bitcoin rising after its worst day since March. Hear what Cramer said about Strategy Executive Chairman Micheal Saylor — the company's stock is down more than 60% from its year high. On the AI trade, the anchors reacted to reports that OpenAI CEO Sam Altman is declaring a "code red" to improve ChatGPT in wake of heightened competition from Google's Gemini AI model. Also in focus: The news that caused shares of Nvidia to jump, Apple's AI shakeup, Amazon tests ultrafast delivery, Ford November auto sales, consumers and the new car sales slowdown, the jump in the 30-year bond yield and what's at stake for the housing market and homebuilders. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A discussão sobre uma possível “bolha da inteligência artificial” ganhou força nas últimas semanas, especialmente após o investidor Michael Burry, conhecido por prever a crise de 2008, apostar contra empresas que lideram o setor, como NVIDIA e Palantir. Para entender o que realmente está acontecendo, o repórter Marcelo Fischer conversou com Vitor Melo, estrategista de ações internacionais do BTG Pactual. No episódio, Vitor explica de forma clara o que caracteriza uma bolha, por que o momento atual é diferente da bolha da internet dos anos 2000, quais sinais o mercado acompanha e o que poderia provocar uma virada de cenário. Ele também comenta quem teria mais risco em um eventual estouro e quais empresas tenderiam a resistir. Você também vai conferir: robô chinês caminha 3 dias sem parar e quebra recorde mundial, dor no “dedinho do celular” é real e tem explicação, Bloco de Notas fica mais poderoso com novos recursos e até IA, Brasil leva rede 5G à Antártica para acelerar pesquisas científicas, multitela cresce no Brasil e transforma a TV em porta de entrada para compras. Este podcast foi roteirizado e apresentado por Fernada Santos e contou com reportagens de Nathan Vieira, João Melo, Vinicius Moschen e Elisa Fontes, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Yuri Sousa e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über drohenden Ärger für Moderna, einen Kurskracher bei MongoDB und fiese Japan-Vibes. Außerdem geht es um Moderna, BioNTech, Novavax, Pfizer, GSK, MongoDB, Cleanspark, Coinbase, Robinhood, Strategy, Bitcoin, Ether, Bayer, Synopsis, Nvidia und The Magnum Ice Cream Company. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Goldman Sachs kauft ETF-Anbieter. NVIDIA investiert in Synopsys. Rüstungsaktien fallen wegen Friedensgesprächen. Airbus hat Produktionsprobleme. Moderna & BioNTech kämpfen mit Regulatorik. Coupang hat Datenleck. Bitcoin verliert. Disney gewinnt. Schwierige wirtschaftliche Zeiten. Hohe Inflation. Darunter leiden viele. TJX (WKN: 854854) profitiert. Die Gen Z will schlichtere Luxusuhren. Cartier freut's. Richemont (WKN: A1W5CV) auch. Lohnt ein Investment noch? Diesen Podcast vom 02.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Muy buenos días, hablemos de una empresa que quiere llevar gas a los centros de datos en México, de los lamentos del líder de Softbank tras vender su parte en Nvidia, de las inversiones de esta empresa en medio de las teorías de la burbuja. Honduras enfrenta semanas de incertidumbre tras elecciones, Netflix se aplica con Warner y ahora es RobinHood la que emociona a Wall Street con sus pasos hacia el mercado de predicciones. [Patrocinado] Conoce cómo MAPFRE mejora la experiencia del cliente aquí: https://www.mapfre.com.mx/

The round was co-led by Salesforce Ventures and Anjney Midha (AMP), and saw participation from a16z, NVIDIA, Northzone, Creandum, Earlybird VC, BroadLight Capital, General Catalyst, Temasek, Bain Capital Ventures, Air Street Capital, Visionaries Club, Canva and Figma Ventures. Also, analysts will be watching to see if Thrive-owned firms actually succeed in building long-term profitable businesses using OpenAI's tech, or if the result is really just pumped up valuations based on speculative market potential. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulife US REIT. We break down why U.S. markets slipped after a shock move from the Bank of Japan, and whether investor nerves will persist. In UP or DOWN today: Shopify, China Vanke, Nvidia, ASX and Marco Polo Marine. We check in on the STI, with movers including Hongkong Land, Yangzijiang Shipbuilding and Keppel DC REIT. And in the Last Word - the booming global “kidult” economy where Lego, Jellycat, Hot Wheels and Pop Mart are rewriting the future of play.See omnystudio.com/listener for privacy information.

Entre Airbus qui nous fait le remake de “Panique à bord”, l'Allemagne qui transforme son industrie en spaghetti trop cuits, les USA qui cherchent désespérément un peu de momentum et le Japon qui éternue tellement fort que tout le marché obligataire tremble… on est servis. Et pourtant, au milieu de ce joyeux chaos, les marchés veulent toujours acheter le dip. Parce qu'on est câblés comme ça : un mélange bizarre d'optimisme naïf et de déni organisé. La macro fait peur ? Pas grave : “ça veut dire baisse des taux !”. Le Bitcoin déprime ? Bah… une bonne nuit de sommeil et on n'en parle plus. Nvidia “en promo” ? Les analystes passent instantanément en mode fanboy. Meta à +70%, Oracle à +90% ? Pourquoi pas. C'est Noël, non ? Dans cet épisode du Morningbull Live, je reviens sur :

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn't Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ‘pyramid' model (FT) Data Centers Are a ‘Gold Rush' for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Claude Opus 4.5 has entered the Chat.

Signs of a slowing economy, and speculation of a very dovish new Federal Reserve chairman in May 2026, are behind the futures market pricing in substantial rate cuts over the next year. Historically, substantially lower rates weaken the dollar and boost precious metals. Silver has made a new high and has formed what is arguably the most bullish technical pattern, William O'Neil's “cup and handle” formation. On the technology front, Alphabet's low-cost semiconductors present unexpected competition for Nvidia. Things like that will determine the performance of technology companies' share prices for the foreseeable future. Longer term, the “Holy Grail” that technology companies seek is Artificial General Intelligence - AI that thinks like a human. Its impact to humanity could be very beneficial, or deeply detrimental.

Amid Black Friday, Small Business Saturday, and Cyber Monday sales, owner of The Locavore Caroline Weaver discusses consumers shopping locally this holiday season. President Trump told reporters over the weekend that he's decided on his pick for the next Fed Chair, prompting renewed conversation about reported front-runner Kevin Hassett. Economist Mohamed El-Erian considers the big economic picture, including the Federal Reserve's path forward. Plus, Nvidia is taking a $2 billion stake in Synopsys and an Airbus glitch affected planes flying over the holiday weekend.  Caroline Weaver - 15:40Mohamed El-Erian - 23:28 In this episode:Mohamed El-Erian, @elerianmBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with fresh data and a breakdown of what Black Friday's numbers are saying about the consumer... Plus: the market set-up into year-end with RBC's Head of U.S. Equity Research. Market veteran Ruchir Sharma also joined the broadcast with his take, and what he's calling a "once in a generation" market opportunity - before the team talked top holiday retail picks with one of the street's top analysts in the space. Also in focus: Details on Nvidia's new partnership with Synopsis sending those shares surging... The state of the race to buy Warner Bros. Discovery... And the Bitcoin breakdown as prices plunge in early trading.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a CNBC Exclusive, Carl Quintanilla and Jim Cramer engaged in a wide-raging discussion with Nvidia CEO Jensen Huang and Synopsys CEO Sassine Ghazi. Nvidia announced it is taking a $2 billion stake in the chip design software provider as part of a strategic computing and AI partnership. The anchors also explored what to expect from the markets in December — after a volatile November which saw AI jitters weigh on the Nasdaq, while the S&P 500 and the Dow extended their monthly win streaks to seven. Also in focus: The bitcoin slump effect, retail after the Thanksgiving holiday weekend, President Trump says he knows who he wants to succeed Jerome Powell as Federal Reserve Chair. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

In this episode of the Neighborhood Ventures Podcast, Bart Diehl sits down with Nick Jackson and Kyle Macdonald to break down why multifamily lending has surged 36% year-over-year and what it means for investors. The team discusses the five consecutive quarters of rising lending activity, greater clarity in pricing, the wave of maturing loans hitting the market, and renewed willingness from lenders to underwrite deals after two years of volatility. They also dive into why out-of-state firms from Chicago, LA, and New York are aggressively buying in Metro Phoenix—spanning value-add properties, Class A luxury, and ground-up development. Finally, they unpack how Arizona's Opportunity Zones, massive federal investment, and Nvidia's announcement of U.S. chip manufacturing in Phoenix are reshaping long-term job growth, rental demand, and multifamily valuations across the Valley. A packed episode for anyone watching Arizona real estate.

This episode of the Hot Options Report with Mark Longo from The Options Insider, provides insights into the fast-moving options market for Monday, December 1st. The show highlights the top 10 equity options dominating the market, including companies like Palantir, Alphabet, Intel, AMD, Amazon, Beyond Meat, Apple, MSTR, Tesla, and Nvidia. Detailed trading data such as contract volumes, price changes, and hot options for each company are discussed. Listeners can access comprehensive options data at TheHotOptionsReport.com.

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

Austin Lyons believes Nvidia (NVDA) is poised to continue growth with hyperscalers like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN) showing no signs of curbing CapEx spending. While headlines of Alphabet (GOOGL) offerings TPUs to Meta shook Nvidia shareholders, Austin doesn't expect that competition to cut into the company's bottom line. Logan Gilland sees forward valuation as the biggest challenge to Nvidia's growth following the stock's slide from a $5 trillion market cap. That said, he sees China sales serving as a catalyst to another rally. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Information's Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and digital play with her new gaming console, Board. Lastly, we get into the secret to Flighty's real-time accuracy with CEO Ryan Jones, and the evolution of Birdies' holiday sales strategy with Co-founder Bianca Gates.Articles discussed on this episode:https://www.theinformation.com/articles/informations-2025-gift-guidehttps://www.theinformation.com/articles/china-want-buy-nvidia-chipshttps://www.theinformation.com/articles/aws-beats-ai-drum-vegashttps://www.theinformation.com/articles/aws-preps-new-ai-models-relations-anthropic-get-complicatedTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Surgical robotics is changing the landscape in healthcare. Stereotaxis is hoping to carve out its niche in the massive space, which is home to Intuitive Surgical, Johnson & Johnson, and Medtronic.David Fischel, the St. Louis, MO-based company's chairman and CEO, is featured in this episode of Let's Talk Medtech to discuss Stereotaxis' journey from surviving to thriving. The firm recently secured $50 million in funding and has had strong collaborations with NVIDIA.Fischel talks about the company's game plan and his thoughts on the future of surgical robotics.

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan un arranque intenso para el cierre del año. Comenzamos revisando cómo se movió el consumo durante Black Friday, una fecha que volvió a romper récords y que deja pistas importantes sobre el comportamiento del comprador estadounidense y las nuevas formas de financiamiento que están adoptando las generaciones más jóvenes.Después viajamos a Japón para entender qué está pasando con el famoso carry trade y por qué los cambios en la política monetaria de ese país están generando preocupación entre analistas globales. El fortalecimiento del yen y la posibilidad de movimientos en tasas podrían tener efectos mucho más amplios de lo que parece.Y cerramos con dos acuerdos que están reacomodando el mapa tecnológico, la apuesta estratégica entre NVIDIA y Synopsys para acelerar el diseño de semiconductores, y las nuevas negociaciones entre Apple e Intel que podrían transformar nuevamente la cadena de producción de chips en los próximos años.Un episodio cargado de señales, contrastes y movimientos estratégicos que ayudan a entender hacia dónde se está moviendo el mercado en esta recta final del 2025.

-According to the study, the "poetic form operates as a general-purpose jailbreak operator," with results showing an overall 62 percent success rate in producing prohibited material, including anything related to making nuclear weapons, child sexual abuse materials and suicide or self-harm. -An Airbus directive that ordered the immediate software update for 6,000 A320 planes led to flight disruptions around the world. As Reuters noted, that's more than half of the A320 jets in operation. -There's a component shortage, but this time around, it's not cryptomining causing an insatiable demand for parts. Instead, it's the booming AI industry buying up every RAM stick it can for their data center builds. Unless you've been living under a rock, it's been hard to ignore the amount of money that's been thrown around by NVIDIA, Microsoft and others. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über eine gemischte Black-Friday-Bilanz, Gerüchte um eine AI-Gigafactory und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Meta, Oracle, Alphabet, Deutsche Telekom, Adobe, Mastercard, Microsoft, Shopify, Salesforce, Bitcoin und Pfisterer, iShares MSCI ACWI ETF (WKN: A1JMDF), Neuer Instagram-Auftritt von AAA: https://www.instagram.com/alles_auf_aktien/ Die aktuelle „Alles auf Aktien“-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Longtemps considéré comme un acteur en retrait face à la montée fulgurante d'OpenAI et à la domination écrasante de Nvidia sur les puces pour l'intelligence artificielle, Google revient aujourd'hui au premier plan. Grâce à ses propres processeurs conçus en interne, le géant de la Silicon Valley pourrait bien redéfinir l'équilibre des forces dans un secteur en pleine effervescence. Depuis plus de trois ans, Nvidia règne sans partage sur le matériel nécessaire à l'intelligence artificielle. Ses puces équipent les centres de données du monde entier et permettent d'entraîner les modèles les plus avancés. Mais cette situation quasi monopolistique a entraîné une forte dépendance des entreprises. La demande a explosé et les prix se sont envolés. Tout le secteur s'est mis en quête d'alternatives. C'est dans ce contexte que Google refait surface. Le groupe investit désormais plus de 90 milliards de dollars par an dans ses data centers et développe depuis des années ses propres puces IA, longtemps restées discrètes, car réservées à un usage interne. Tout a changé avec la présentation de Gemini 3, le nouveau modèle d'intelligence artificielle de Google. Ce modèle, salué comme l'un des plus performants au monde, tourne exclusivement sur les puces maison du groupe, sans recourir aux GPU Nvidia. Une rupture majeure qui démontre que le monopole de Nvidia peut être contourné. À lire aussiGoogle mise tout sur l'intelligence artificielle pour assurer son avenir Des puces ultra-optimisées qui séduisent Meta et d'autres géants Ces puces Google se distinguent par une spécialisation extrême. Elles sont optimisées pour les opérations qui composent près de 90% du travail d'une IA. Là où les puces Nvidia sont polyvalentes, celles de Google se concentrent sur une tâche unique, mais la réalisent de façon redoutablement efficace. Cette approche séduit désormais les plus grands acteurs du numérique. Meta, pourtant cliente de longue date de Nvidia, discute déjà avec Google d'un possible contrat pour utiliser ces puces dès 2027. Un signal fort : même les partenaires historiques de Nvidia envisagent d'autres options. Si ces négociations aboutissent, Google deviendrait non seulement un géant de la recherche et du cloud, mais aussi un vendeur de puces et un créateur de modèles IA. Une position unique dans le secteur. Une intégration verticale qui place Google en position dominante Google possède un atout que personne d'autre ne peut revendiquer à ce niveau : une intégration verticale totale. Le groupe peut créer ses propres puces, les installer dans ses data centers, entraîner ses modèles dessus, puis les distribuer instantanément auprès de centaines de millions d'utilisateurs à travers ses services (Recherche, YouTube, Android, etc.). Cette maîtrise complète de la chaîne de valeur donne à Google un avantage stratégique inégalé. Face à cela, les principaux concurrents réagissent. OpenAI poursuit son innovation, mais reste entièrement dépendante de Nvidia pour entraîner ses modèles. Nvidia, de son côté, conserve une avance technologique, mais se voit désormais talonné par ces nouveaux entrants accélérant à grande vitesse. Pour certains spécialistes, Google réunit la puissance technologique de Nvidia et la maîtrise logicielle d'OpenAI. Une combinaison redoutable, qui explique en partie pourquoi la capitalisation boursière du groupe a dépassé les 4 000 milliards de dollars. Le géant endormi s'est bel et bien réveillé — et semble aujourd'hui prêt à redéfinir l'avenir de l'intelligence artificielle.

Ative seu cupom Flavio Conde pra a consultoria personalizada https://lvnt.app/61t6dr01/12 - VALE +1%, WEG +2.6% e MBRF -7%Olá, sejam bem-vindo a mais um Fechamento de Mercado, comigo Flávio Conde e Ricardo Afonso, hoje é 2a. feira, dia 1 de dezembro, e sugiro assistirem o Mata-Mata: “Mata-Mata: Banco do Brasil (BBAS3) R$ 29 em dezembro”” que está muito bom. O Ibovespa fechou em leve baixa de 0,37% a 158,5 mil pontos, com volume muito médio de R$ 19 bi, R$ 1 bi abaixo da média das segundas de outubro e novembro, influenciado negativamente pela queda das bolsas americanas, Nasdaq -0,34% e Dow -0,71%, com investidores realizando lucros da semana passada e queda de 6% do Bitcoin, a US$ 86 mil. O risco de bolha de IA continua, principalmente, em ações como Nvidia, Palantir e mesmo big techs. O dólar comercial em alta de 0,47%, aos R$ 5,361 versus de R$ 5,334, sexta, na contramão do dólar norte-americano que recuou -0,04%, frente a moedas fortes.Os juros no Brasil subiram com o Tesouro Prefixado 2032 a 13,24% x 13,20% a.a., sexta, e o IPCA+ 2029 para 7,77% de 7,75% a.a. seguindo os juros americanos com a Treasury 10-anos subindo de 4,02% para 4,10% a.a.Assista no vídeo as recomendações de Conde e Ricardo.

35.000 ontslagen en miljarden aan bezuinigingen. Dat was de opdracht die Volkswagen zichzelf een jaar geleden gaf. Het roer moest om, anders zou het nog wel eens slecht af kunnen lopen voor de Duitse autobouwer. Nu, een jaar later, hebben de Duitsers weer hoop. De teller ontslagen staat op 25.000. Maar dat betekent niet dat het gevaar geweken is. Hoe de weg naar totaal herstel voor Volkswagen moet verlopen, dat hoor je in deze aflevering. Dan hebben we het ook over Intel. Ook bij de Amerikaanse chipmaker is er hoop op beterschap. Het bedrijf werd vijf jaar geleden gedumpt door Apple. Dat wilde dat TSMC hun chips zou gaan printen. Maar nu zouden de twee toch weer in het huwelijksbootje willen stappen. En dat stemt beleggers zeer gelukkig. Verder hoor je hoe het tot twee keer toe in twee dagen tijd mis kon gaan bij vliegtuigbouwer Airbus. Dat wordt genadeloos afgestraft op de beurs. En we vertellen je waarom Mark Zuckerberg en Elon Musk miljarden aan achterstallige belastingbetalingen voor hun kiezen kunnen krijgen.See omnystudio.com/listener for privacy information.

Alina Churikova neemt je in Kop of munt elke aflevering mee voor een wekelijkse shot economie. De komende weken elke maandag in de feed van DS Vandaag. Volg Kop of munt hier: De Standaard Spotify Apple podcasts DS Podcast ­ Is er een AI-bubbel, en staat die op het punt te barsten? Iedereen heeft het erover. Want de tech-aandelen gaan op en neer. De voorbije weken klampte iedereen zich vast aan Nvidia, de grootste chipmaker ter wereld. Maar zelfs toen dat bedrijf met topresultaten kwam, waren de beleggers nog niet gerustgesteld. “Het was een raar beursmoment”, zegt economieredacteur Pascal Dendooven in Kop of munt. “Er zijn mensen die zeggen: er is een zeepbel. Fasten your seatbelts”, zegt Pascal. Zal de AI-bubbel barsten of niet? En is het nog verstandig om in tech te beleggen? Journalist Pascal Dendooven | Presentatie en redactie Alina Churikova | Eindredactie Yves Delepeleire | Audioproductie en muziek Pieter Santens | Chef podcast Alexander Lippeveld See omnystudio.com/listener for privacy information.

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Die US-Aktienfutures starten schwach in den Dezember. Der Dow Jones fällt rund 0,4 Prozent, S&P 500 und Nasdaq 100 geben 0,6 beziehungsweise 0,9 Prozent nach. Besonders unter Druck stehen die großen Tech-Werte. Nvidia, AMD und Broadcom verlieren vorbörslich jeweils mehr als ein Prozent – der KI-Sektor bleibt hochvolatil. Eine Ausnahme ist Synopsys: Die Aktie steigt im vorbörslichen Handel um mehr als sieben Prozent, nachdem Nvidia eine Investition von zwei Milliarden Dollar bekanntgegeben hat, um die gemeinsame Entwicklung bei Chipdesign und KI zu beschleunigen. Auch Bitcoin rutscht erneut deutlich ab. Die Kryptowährung fällt um mehr als fünf Prozent und notiert wieder unter 87.000 Dollar. Bereits im November war Bitcoin kurzzeitig unter die Marke von 90.000 Dollar gefallen und kämpft seitdem mit einer stabilen Bodenbildung. Rückblickend war der November trotz eines starken Thanksgiving-Schubs insgesamt volatil. S&P 500 und Dow konnten den Monat leicht im Plus beenden, während der Nasdaq ein Minus von 1,5 Prozent verzeichnete und damit erstmals seit sieben Monaten seine Aufwärtsserie unterbrach. Gleichzeitig spricht die Saisonalität für einen freundlichen Start in den Dezember. Historisch gehört der Monat zu den stärksten im Jahr, im Durchschnitt steigt der S&P 500 um etwas mehr als ein Prozent. Marktbeobachter verweisen zudem auf eine gestiegene Wahrscheinlichkeit für eine Zinssenkung der US-Notenbank im Dezember, was die Stimmung zuletzt etwas stabilisiert hat. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Die US-Börsen starten schwächer in den Dezember. Der S&P 500 fällt um 0,4 Prozent, die Nasdaq um 0,5 Prozent und der Dow gibt rund 180 Punkte nach. Vor allem der Tech-Sektor steht unter Druck: Broadcom verliert mehr als 3 Prozent, Super Micro über 2 Prozent – ein Hinweis auf weiteres Profit-Taking im KI-Bereich. Einzige Ausnahme ist Synopsys, die Aktie springt deutlich an, nachdem Nvidia eine Investition angekündigt hat. Bitcoin rutscht parallel mehr als fünf Prozent ab und handelt wieder unter 87.000 Dollar – die Kryptowährung tut sich seit Wochen schwer, die Marke von 90.000 Dollar nachhaltig zurückzuerobern. Die Wall Street kommt zwar aus einer sehr starken Thanksgiving-Woche, doch zum Start in den Dezember spricht die Saisonalität eigentlich für Rückenwind: Historisch steigt der S&P 500 im Schnitt um gut ein Prozent. Doch das heutige Bild zeigt, dass der Markt eine technische Bereinigung durchläuft und auf neue Impulse wartet – insbesondere auf die Fed-Entscheidung kommende Woche. Der ISM-Industrieindex fällt für November auf 48,2 Punkte und bleibt damit klar in der Schrumpfzone. Schwächere neue Aufträge und sinkende Lieferzeiten belasten das Bild, während Lagerbestände steigen und die Preise leicht anziehen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

35.000 ontslagen en miljarden aan bezuinigingen. Dat was de opdracht die Volkswagen zichzelf een jaar geleden gaf. Het roer moest om, anders zou het nog wel eens slecht af kunnen lopen voor de Duitse autobouwer. Nu, een jaar later, hebben de Duitsers weer hoop. De teller ontslagen staat op 25.000. Maar dat betekent niet dat het gevaar geweken is. Hoe de weg naar totaal herstel voor Volkswagen moet verlopen, dat hoor je in deze aflevering.

A corrida pelos semicondutores virou peça central da disputa tecnológica contemporânea. Entre todas as nações que tentam garantir seu espaço nessa arena, nenhuma avança tão rapidamente quanto a China. A pauta da autossuficiência tecnológica virou prioridade máxima em Pequim, e o setor de chips, antes um ponto vulnerável, transformou-se no centro de uma estratégia nacional de longo prazo.  Thiago de Aragão, analista político Hoje, começa a ficar claro que a China está perigosamente próxima de alcançar independência em áreas que eram quase monopólio dos Estados Unidos e de seus aliados. Isso mexe profundamente com o equilíbrio geopolítico global, com as grandes empresas do setor e com o futuro da própria inovação. Até poucos anos atrás, a China importava praticamente tudo o que havia de sofisticado em semicondutores. Dependia de fornecedores estrangeiros para inteligência artificial, supercomputação e boa parte da indústria moderna. Mas decidiu inverter essa lógica. Por meio de políticas industriais agressivas, investimentos estatais bilionários e incentivos fiscais capazes de remodelar cidades inteiras, o país passou a construir uma cadeia de semicondutores completa, capaz de operar desde o design até a fabricação e o encapsulamento. Não foi um movimento tímido. A China atraiu engenheiros de outros países, formou centenas de milhares de profissionais qualificados, ergueu parques industriais dedicados exclusivamente ao setor e começou a desenvolver seus próprios equipamentos e softwares. Ainda há setores sensíveis em que o país não alcançou a liderança, como a litografia ultravioleta extrema, mas o avanço foi tão rápido que o atraso deixou de ser determinante. A Huawei, por exemplo, conseguiu produzir um smartphone com chip nacional de 7 nanômetros, algo que poucos analistas consideravam possível em tão pouco tempo. Pequim persegue a meta de autossuficiência não como retórica, mas como projeto de Estado de longo prazo. Esse avanço chinês ocorre ao mesmo tempo em que a disputa geopolítica entre China e Estados Unidos atinge temperaturas inéditas. Para os americanos, chips avançados deixaram de ser apenas componentes industriais e passaram a ser tratados como ativos fundamentais de segurança nacional. A resposta de Washington foi endurecer as regras de exportação, restringindo profundamente o acesso chinês aos semicondutores mais sofisticados e às máquinas usadas para produzi-los. A China, por sua vez, lê essas restrições como tentativa de contenção e responde reforçando sua própria musculatura industrial. Ao limitar exportações de minerais estratégicos e ao aumentar a escala de investimentos internos, Pequim sinaliza que está preparada para travar sua própria batalha assimétrica. O que antes era uma disputa essencialmente econômica virou uma disputa sistêmica entre dois modelos de poder. Impacto nos EUA Nesse ambiente, as gigantes do setor começaram a sentir impactos muito concretos. A Nvidia foi a mais atingida. Por anos, dominou o mercado chinês de chips de inteligência artificial. Quando os Estados Unidos restringiram a exportação dos modelos mais avançados, a empresa viu sua participação ser praticamente zerada no maior mercado de IA do planeta. Tentou adaptar-se criando versões menos potentes de seus chips, mas até essas passaram a enfrentar risco de bloqueio. Ao mesmo tempo, empresas chinesas se posicionaram para ocupar o espaço deixado. A Huawei avançou agressivamente com seus próprios chips de IA e passou a abastecer grande parte dos projetos domésticos. Startups chinesas ganharam impulso imediato, amparadas por um governo disposto a substituição tecnológica acelerada. Para a AMD e a Intel, o cenário segue a mesma linha. A exigência de que data centers ligados ao Estado utilizem apenas chips nacionais reduziu as perspectivas de crescimento dessas empresas e deixou claro que o impulso à autossuficiência chinesa não será revertido. Mesmo em PCs e servidores comuns, cresce a aposta chinesa em projetar e fabricar suas próprias CPUs e GPUs, erosão lenta porém contínua do espaço das fabricantes americanas. A Qualcomm enfrenta um tipo diferente de vulnerabilidade. Quase metade de sua receita global depende do ecossistema chinês de smartphones. Se a China consolidar produção própria de chips móveis em escala industrial, e se empresas como a Huawei retomarem posição dominante nas redes 5G e nos aparelhos premium, a Qualcomm enfrenta o risco real de perder um de seus pilares de receita. Revisão de estratégias Enquanto tudo isso acontece, o resto do mundo tenta reagir. Os Estados Unidos lançaram o CHIPS Act para trazer fábricas ao território nacional e fortalecer sua indústria. A Europa adotou suas próprias medidas, tentando recuperar relevância num setor que abandonou décadas atrás. Japão, Coreia do Sul, Taiwan e Índia entraram na disputa com incentivos fiscais, diplomacia tecnológica e promessas de redução de dependência externa. Pela primeira vez em décadas, países passaram a reorganizar cadeias de suprimento não pelo critério econômico clássico, mas por alinhamento político e percepção de risco. A lógica é simples: amigos produzem com amigos. O preço é a perda de eficiência e o aumento dos custos. O ganho é a sensação, ainda que relativa, de segurança estratégica. Mesmo assim, fragmentar um sistema global tão integrado quanto o dos semicondutores significa mexer com toda a estrutura da economia digital. As cadeias que antes conectavam Japão, Taiwan, Holanda, China e Estados Unidos passam agora a se reconfigurar em blocos paralelos, fragmentando o que já foi o setor mais globalizado do planeta. É um processo lento, caro e turbulento, mas inevitável à medida que as tensões aumentam. Avanço chinês Tudo isso mostra que o avanço chinês na fabricação de semicondutores não é um fato isolado. Ele redefine mercados, geopolítica e modelos de desenvolvimento. Empresas como Nvidia, AMD, Intel e Qualcomm percebem que, mesmo sendo líderes históricas, perderam um mercado onde o jogo mudou de regras. Países percebem que o fluxo de tecnologia deixou de ser neutro e se tornou arma estratégica. Consumidores perceberão, nos próximos anos, que existem tecnologias que só estarão disponíveis em determinados blocos, enquanto outros seguirão caminhos diferentes. A história ainda está sendo escrita, e ainda é cedo para dizer quem terá a vantagem definitiva. Mas uma coisa é clara: a disputa por chips é hoje a disputa pelo controle do futuro digital, da inteligência artificial, da computação avançada, da defesa e de tudo que depende de processamento. A China está acelerando, e o resto do mundo precisa decidir se corre junto, se cria obstáculos ou se tenta reinventar o jogo. O século XXI será escrito, em grande parte, por quem dominar essa indústria. E esse domínio já não está tão concentrado quanto esteve no passado recente.

The end of November brings a fresh crop of your questions, this month addressing subjects like getting lost in a corporation's Kafka-esque support infrastructure, video game voice chatting with Internet celebrities, how often to change your CPU paste, consumer tech that we think has plateaued, trenching Ethernet cable for an intra-yard network, the very cool concept of all-sky cameras, the glory of text expansion, and a bunch of other topics! Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

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November 30 2025 8AM: After multiple wins in races across the country earlier this month, the party is hoping to ride that momentum to another victory in a surprisingly close race between Democrat Aftyn Behn and Republican Matt Van Epps. Ameshia Cross and Adrienne Elrod join The Weekend, as well as Minority Leader Hakeem Jeffries, join "The Weekend" to discuss what this race signals ahead of the midterms. Rep. Suhas Subramanyam also joins The Weekend to discuss job loss to A.I. in the workforce.For more, follow us on social media:Bluesky: @theweekendmsnow.bsky.socialInstagram: @theweekendmsnowTikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the Thanksgiving weekend passes, let's look at some technology things that we're thankful for and excited about. SHOW: 980SHOW TRANSCRIPT: The Cloudcast #980 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTESTHINGS TO BE THANKFUL FOR:Thankful for healthHappy Birthday to ChatGPTThe feature on an iPhone that remembers the code sent in an SMS messageRole playing, brain storming, scenario planning on ChatGPT/GeminiTools like Vercel that let non-programmers use AI to build apps (the future of PaaS)Tools like NotebookLM making complex stuff like LLM training, RAG patterns,  True competition in the cloud market as differentiation emergesThe beginnings of alternatives to NVIDIA in the AI HW Acceleration marketThe evolution of wearables like fitness trackers, or AirPods (better sound quality, noise cancelling, language translation, etc.) FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Our 226th episode with a summary and discussion of last week's big AI news!Recorded on 11/24/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode: New AI model releases include Google's Gemini 3 Pro, Anthropic's Opus 4.5, and OpenAI's GPT-5.1, each showcasing significant advancements in AI capabilities and applications.Robotics innovations feature Sunday Robotics' new robot Memo and a $600M funding round for Visual Intelligence, highlighting growth and investment in the robotics sector.AI safety and policy updates include Europe's proposed changes to GDPR and AI Act regulations, and reports of AI-assisted cyber espionage by a Chinese state-sponsored group.AI-generated content and legal highlights involve settlements between Warner Music Group and AI music platform UDIO, reflecting evolving dynamics in the field of synthetic media.Timestamps:(00:00:10) Intro / Banter(00:01:32) News Preview(00:02:10) Response to listener commentsTools & Apps(00:02:34) Google launches Gemini 3 with new coding app and record benchmark scores | TechCrunch(00:05:49) Google launches Nano Banana Pro powered by Gemini 3(00:10:55) Anthropic releases Opus 4.5 with new Chrome and Excel integrations | TechCrunch(00:15:34) OpenAI releases GPT-5.1-Codex-Max to handle engineering tasks that span twenty-four hours(00:18:26) ChatGPT launches group chats globally | TechCrunch(00:20:33) Grok Claims Elon Musk Is More Athletic Than LeBron James — and the World's Greatest LoverApplications & Business(00:24:03) What AI bubble? Nvidia's strong earnings signal there's more room to grow(00:26:26) Alphabet stock surges on Gemini 3 AI model optimism(00:28:09) Sunday Robotics emerges from stealth with launch of ‘Memo' humanoid house chores robot(00:32:30) Robotics Startup Physical Intelligence Valued at $5.6 Billion in New Funding - Bloomberg(00:34:22) Waymo permitted areas expanded by California DMV - CBS Los Angeles - Waymo enters 3 more cities: Minneapolis, New Orleans, and Tampa | TechCrunchProjects & Open Source(00:37:00) Meta AI Releases Segment Anything Model 3 (SAM 3) for Promptable Concept Segmentation in Images and Videos - MarkTechPost(00:40:18) [2511.16624] SAM 3D: 3Dfy Anything in Images(00:42:51) [2511.13998] LoCoBench-Agent: An Interactive Benchmark for LLM Agents in Long-Context Software EngineeringResearch & Advancements(00:45:10) [2511.08544] LeJEPA: Provable and Scalable Self-Supervised Learning Without the Heuristics(00:50:08) [2511.13720] Back to Basics: Let Denoising Generative Models DenoisePolicy & Safety(00:52:08) Europe is scaling back its landmark privacy and AI laws | The Verge(00:54:13) From shortcuts to sabotage: natural emergent misalignment from reward hacking(00:58:24) [2511.15304] Adversarial Poetry as a Universal Single-Turn Jailbreak Mechanism in Large Language Models(01:01:43) Disrupting the first reported AI-orchestrated cyber espionage campaign(01:04:36) OpenAI Locks Down San Francisco Offices Following Alleged Threat From Activist | WIREDSynthetic Media & Art(01:07:02) Warner Music Group Settles AI Lawsuit With UdioSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

El Jannah, the cult-favourite charcoal chicken chain, is set to be snapped up for almost $1 billion by US private equity giant General Atlantic. Google is taking it up to Nvidia in the chip wars as it looks to sell its own proprietary chips to Meta and its share rose 4% on the news. Harvey Norman has seen its sales jump 9% in the last quarter as its international growth pushes the business forward. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Google say they've finally cracked their AirDrop headache. Seems a lot of their users have been clamoring for a way to share outside of Google and into the Apple walled garden. Their prayers may have been finally answered.PayStack is finally let go of their controversial co-founder and CTO, Ezra Olubi, after a series of old tweets resurfaced alongside recent allegations from an aggrieved ex. This won't be the last we hear of this, as Ezra has shared that his legal team will be looking into the termination.Apple in their annual holiday tradition have dropped a new ad promoting indie creation with filmmakers and puppeteers making a film with the iPhone 17 Pro. This ad is a stark departure away from what other large tech companies are doing with doubling down on AI replacing artists, or even Coca Cola's recent attempt at AI mega slop.Abductions of children in Nigeria seems to have stuck around after all these years. This has plagued the country and it has recently gotten some deserved global attention. We question what happens to the kidnappers after the children are rescued, and if there's enough government effort in bringing this to an end.Donald Trump in the news again this week like he always is, had decided to halt immigration from some third world countries. This came after the shooting of National Guard members, and an Afghan national was named suspect.Google's AI chips seem to be the talk of the town, and Meta and OpenAI want some of that action. How is NVIDIA reacting to this, in a world where they've been the poster boys for more AI, more compute?On theme with Google, their recent announcements of Gemini 3 and Nano Banana Pro have been turning heads, and rightfully so. They just need to figure out how to market their products as well as the competition to stay top of mind.Paystack fires co-founder Ezra Olubi amid sexual misconduct controversy - Techpoint.AfricaAndroid and iPhone users can now share files, starting with the Pixel 10 family - Google BlogThe Making of The Apple Holiday Film - Greg Joswiak's TwitterTwenty-four Nigerian schoolgirls released over a week after abduction - BBCTrump pauses immigration from ‘Third World' countries: What that means - Al JazeeraHow Google Finally Leapfrogged Rivals With New Gemini Rollout - The Wall Street JournalNvidia plays down Google chip threat concerns - BBCConnect with us:@backyardconversations @iGbenga @TemiDavis @dpencilpusher

השבוע שבו כל השווקים התהפכו: בעוד שהנדל״ן בישראל ממשיך לשקוע תחת היצע עצום וביקושים חלשים, מתכת הכסף פורצת בתנודה יוצאת דופן ומושכת אליה ספקולנטים מכל הכיוונים.בקריפטו, ביטקוין ואתריום נוגעים באזורי תמיכה קריטיים — אבל בלי מומנטום אמיתי לעליות, והחלומות על “מיליון דולר לביטקוין” מתרחקים מהמציאות.נבחן גם את טבע שמתאימה לסווינג בלבד, את SYM שטסה בתחום הרובוטיקה, את NVIDIA שמתקשה להמריא מחדש, ואת היתרון הברור של XLK ו-SPY על פני קרנות איזון שווה.פרק שמביא את כל מה שבאמת חשוב לדעת — בלי הייפ, רק ניתוח חד של תנועות השוק האחרונות.

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 Evénements Séminaire SFGP- 5 novembre : séminaire organisé par la Société Française du Génie des Procédés : Génie des procédés & Machines quantiques. https://www.sfgp.asso.fr/events/genie-des-procedes-machines-quantiques/Etat de l'art du calcul quantique par Olivier https://www.oezratty.net/Files/Conferences/Olivier%20Ezratty%20Informatique%20Quantique%20SFGP%20Nov2025.pdf  Journée Minalogic sur la photonique quantique-  Minalogic Innovation Talks – Photonique pour le quantique avait lieu à Lyon le 18 novembre et regroupait de nombreux acteurs de la photonique couvrant les capteurs quantiques, les communications quantiques et le calcul quantique. https://www.minalogic.com/evenements/minalogic-innovation-talks-photonique-pour-le-quantique/OVHcloud SummitAnnonce de la Quantum Platform avec accès à la QPU Pasqal Orion beta en pay as you go à la seconde et de Nvidia CUDA-Q au format notebook https://summit.ovhcloud.com/en/ Adopt AIAnnonce de la disponibilité de Merlin de Quandela chez OVHcloudhttps://adoptai.artefact.com/session/f83102e1-2abb-f011-8194-6045bd90aa7b/hybrid-ai-quantum-computing-the-next-cloud-revolution Symposium France Singapourchez Bpifrance à Paris les 25 et 26 novembre https://french-singaporean-quantum-symposium.com/. 2 journées coorganisées par le laboratoire CNRS Majulab de Singapour et Quantonation. A venir ·       QUEST-IS début du 1ier au 4 décembre 2025 (inscriptions). Avec les keynotes d'Alain Aspect, Pierre Rouchon, Djeylan Aktas, etc.https://conference-questis.org/·       TQCI Teratechttps://conference-questis.org/quest-is-2025/program/tqci-seminar/·       Q2B Santa Clara la seconde semaine de décembre. https://q2b.qcware.com/conference/2025-silicon-valleyActus France Avancements sur la QKD à Nice avec des travaux intéressants de l'équipe de Sébastien Tanzilli du laboratoire InPhyNi qui a opéré un réseau de QKD sur 100 km et jusqu'à une station de base permettant par la suite d'établir des communications satellite.Deployed quantum key distribution network: further, longer and more users by Nathan Lecaron, Yoann Pelet, Sébastien Tanzilli, and Olivier Alibart, arXiv, November 2025 (8 pages). Acquisition de Qperfect par BTQLe 11 novembre 2025, la société canado-taïwanaise BTQ faisait l'acquisition complète de la startup française QPerfect. https://thequantuminsider.com/2025/11/10/btq-exercises-option-to-acquire-qperfect/  Quandela annonçaient un partenariat avec Nvidia sur la simulation de leurs qubits et inauguraient Lucy au TGCC, en compagnie de celle de l'ordinateur quantique de Pasqal. Lucy est un ordinateur quantique supportant 12 qubits.https://www.quandela.com/resources/blog/quandela-and-nvidia-accelerate-spin-photon-simulation/ Partenariat SEALSQ et Quoblyhttps://quobly.io/news/quobly-and-sealsq-announce-a-collaboration-to-advance-secure-and-scalable-quantum-technologies/ Quantum Foundations  Une émission intéressante sur les quantum foundations sur France Culture avec Shane Manfield et Hypolyte Dourdent. Et puis une intervention de Philippe Grangier qui présentait sa vision dans le cycle de conférences organisé par Hervé Zwirn à l'Académie des Science, autour de l'ontologie CSM (contexte-systèmes-modalités).https://www.radiofrance.fr/franceculture/podcasts/la-science-cqfd/metaphysique-la-quantique-change-sa-physique-d-epaule-4657891 Actus à l'International Quantinuum lançait Helios, un ordinateur quantique de 98 qubits à base d'ions piégés. Helios: A 98-qubit trapped-ion quantum computer by Anthony Ransford, M.S. Allman et al, arXiv, November 2025 (25 pages).https://arxiv.org/abs/2511.05465Quantinuum Helios advances by Olivier Ezratty, novembre 2025.https://www.oezratty.net/wordpress/2025/quantinuum-helios-advances/ IBMLors de leur conférence développeur du 12 novembre 2025, IBM a fait quelques annonces confirmant celles de juin 2025, notamment autour du processeur Night Hawk qui va succéder à Heron, avec 120 qubits et une connectivité améliorée de 4+2 : 4 pour les qubits voisins et 2 pour des qubits distants, cette connectique servant à la mise en œuvre des codes de correction d'erreur non locaux de type qLDPC (gross code).https://www.ibm.com/quantum/blog/networked-quantum-computershttps://www.linkedin.com/posts/jay-gambetta-a274753a_qdc25-activity-7394551922256486400-wj7q Lancement de la Quantum Scaling AllianceQolab et HPE

Die KI-Euphorie ist überall – aber steckt dahinter echter Fortschritt oder nur kollektive Panik? Nvidia, Microsoft, OpenAI & Co liefern Schlagzeilen im Minutentakt. Kurse explodieren, Unternehmen verschulden sich bis an die Grenze, und plötzlich reden alle von der großen KI-Blase. Ingo und Lena schauen genau hin: Was ist real? Was ist Hype? Und warum reagiert unser Gehirn bei diesem Thema so extrem – zwischen FOMO, Absturzangst und der Hoffnung auf den schnellen Reichtum? Wir klären: • Ist die KI-Bubble überhaupt möglich? • Warum KI uns emotional stärker packt als jede andere Technologie zuvor • Warum ETFs dich vermutlich entspannter durch diese Phase bringen als Einzelaktien • Und: Welche Fragen du beim Abendessen droppen kannst, um das Thema wirklich zu verstehen Wenn du wissen willst, ob wir kurz vor dem Knall stehen – oder ob wir eine Revolution unterschätzen – ist diese Folge für dich.

Ed returns quickly after his last appearance to address Nvidia's apropos-of-almost-nothing reassurance to the world “by the way, we're not Enron.” Also, we read an article about probably one of the worst AI companies going. Get the whole episode on Patreon here!   TF Merch is still available here!   *MILO ALERT* Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)

Timestamps: 0:00 Hola 0:10 Steam AI game labelling debate 1:46 Nvidia stops bundling GPU VRAM 3:09 EU's new tech scam rules 4:16 dbrand! 4:57 QUICK BITS INTRO 5:07 Intel could make Apple chips 5:54 AI won't replace Nvidia jobs 6:52 Apple Podcasts creepy behavior 7:28 Taiwan raids former TSMC exec's homes 8:04 Researchers discover 'pain switch' NEWS SOURCES: https://lmg.gg/CxA8O Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the strategic moves and under-the-radar companies driving the explosive AI sector. Troy Millings takes viewers behind the scenes of EY University, sharing insights on how the AI revolution is being monetized—not just through household names like Nvidia, Broadcom, and AMD, but also through key players that keep the tech ecosystem running smoothly.Dive into the analogy of the AI ecosystem modeled after the human body: Nvidia stands as the heart, Broadcom as the veins, and Fabrinet emerges as a crucial valve accelerating connectivity. Troy highlights how diligent research led to the identification of Fabrinet and then pivots to discuss the soaring memory sector, featuring Micron and Western Digital.A major spotlight is placed on SanDisk, Western Digital's flash storage spin-off, which recently went public and saw an impressive performance spike. Learn why immediate demand for memory and flash storage, underscored by Samsung's inability to fulfill all orders, has made SanDisk a leader in SSD and flash—and why its addition to the S&P 500 could mean major index fund investments are about to flow in.Ian Dunlap offers trading tactics for both beginners and advanced traders, explaining the importance of targeting trades differently on Mondays and Fridays versus the rest of the week to maximize gains and protect capital.This clip is jam-packed with actionable game for investors and traders seeking to decode the tech boom—spotlighting not just the well-known names, but also the hidden gems set to benefit most from ongoing AI development.If you're ready to learn, execute, and take advantage of momentous opportunities in the evolving tech landscape, this is the clip you can't afford to miss.*Hashtags:* #MarketMondays #AIStocks #TechInvesting #SanDisk #Nvidia #Broadcom #Fabrinet #SSD #FlashMemory #StockMarket #SP500 #TradingTips #WealthBuilding #FinancialEducation #EYUniversityOur Sponsors:* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking about OpenAI's advertising business 9) ChatGPT users lose touch with reality 10) Ilya Sustkever's mysterious product and revenue plans 11) X reveals our locations --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices