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Episode 1716 - brought to you by our incredible sponsors: FitBod: Level up your workout. Join Fitbod today to get your personalized workout plan. Get 25% off your subscription or try the app FREE for seven days at fitbod.me/hardfactor Better Help: Your well-being is worth it. Visit BetterHelp.com/HARDFACTOR today to get 10% off your first month. Lucy: Let's level up your nicotine routine with Lucy. Go to lucy.co/hardfactor and use promo code (HARDFACTOR) to get 20% off your first order. Lucy products are ONLY for adults of legal age. 00:01:00 Teases 00:03:20 Tush Push is officially back in the NFL 00:06:20 Wes ran into his masseuse at the grocery store 00:10:40 Murder occurs over Roti spat in India 00:22:55 Japan's agricultural minister resigns after admitting to getting rice kickbacks 00:28:00 INOVATION CORNER: Including a cure for baldness, NVIDIA & Disney create real-life Star Wars droid, albino Orcas & China is making robot slaves with human brains Thank you for listening! Go to patreon.com/hardfactor to join our community, get access to bonus podcasts and the Discord chat server with the hosts, but Most Importantly: HAGFD Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: An outage on the Bloomberg terminal that disrupted some government-bond trading has been resolved. And, a planned OpenAI data center gets a fresh injection of funding. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Burning the candle at both ends. The president's tax cut bill faces an overnight test in the House. Plus, Nvidia's CEO pushes back on U.S. chip controls to China, warning they could put America at a disadvantage. And later, Wall Street gets a pulse check on the consumer when Target reports earnings this morning. What you need to know about the numbers.
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For this episode of the Data Center Frontier Show podcast, DCF Editor-in-Chief Matt Vincent and Senior Editor David Chernicoff sat down with Tony Grayson, President and General Manager of Northstar Technology Group's Enterprise and Defense unit, to unpack a strategic acquisition that's shaking up the edge and modular data center space. The conversation centered on Northstar's acquisition of Compass Quantum, a company known for its rapidly deployable, composite-based modular infrastructure tailored for both enterprise and defense applications. From Compass to Northstar: A Strategic Realignment “We were developing a modular brand at Compass,” said Grayson. “Where Compass was building the gigawatt-scale campuses, I was building the smaller campuses using building blocks of modules—versus, you know, kind of a stick build.” That smaller-scale focus gained traction with enterprise clients, including several Fortune 50 companies, but new opportunities in the defense sector introduced regulatory friction. “Compass is Canadian-owned, and that goes against some of the rules that the U.S. government has,” Grayson explained. “Chris Crosby was a huge supporter… he wanted to sell us so he wouldn't hinder us from growing the company or servicing U.S. defense needs.” Enter Northstar Technology Group, which brings a strategic partnership with Owens Corning—the manufacturer and IP holder behind Compass Quantum's composite materials. With engineering, manufacturing, and construction capabilities now integrated under one roof, Grayson sees the acquisition as a natural fit. “Everything is now in-house instead of trying to go outside to other consultants,” he said. AI-Ready Modulars in 5MW Increments As hyperscale demands evolve, Grayson noted growing customer appetite for 5 megawatt modular units—mirroring the scale at which Nvidia and others are now building AI infrastructure. “You've seen Wade Vinson talk about it at Data Center World, and you see Jensen [Huang] talking about 5 megawatts being the line where you cross between the L2 and L3 network,” he said. “We can build in 5 megawatt increments and drop that stuff in parking lots—either as an operating lease or as a sale.” That flexibility extends to Northstar's channel partners, who are increasingly seeking a variety of procurement models. “Some want sales, not just leases. It gives us more freedom to do that kind of stuff,” said Grayson. “Sometimes it's better to be lucky than good, and I feel like the timing of this couldn't have been better for where the industry's at right now.” Veteran-Led Advisory Team Strengthens Defense Strategy In addition to the materials and platform innovations, Northstar's defense ambitions are underpinned by what Grayson describes as a “dream team” of senior military advisors. “We basically have every outgoing ‘six'—the people in charge of IT and comms for the Air Force, Marine Corps, Army, and Navy—as advisors,” he said. “Some will be coming on full time.” These high-level advisors, many of whom retired as three-star generals, are instrumental in helping Northstar align its solutions with evolving defense requirements, particularly in distributed compute and real-time data processing. “We're making huge progress on the enterprise side, but the defense side is where we need to catch up,” Grayson added. “Defense globally needs distributed compute… they're ahead of enterprise when it comes to inference platforms.” He also highlighted Northstar's engagement with the Navy, particularly around airborne systems. “That's why we have the old air boss, Admiral Weitzel. He helps us with aircraft systems. These planes generate so much data, and we need advice on how best to internalize and analyze it.” Material Advantage: Why FRP Composites Are a Game-Changer: Durability, Customization—and No Tariffs A key differentiator for Northstar's modular approach is its use of fiber-reinforced polymer (FRP) composites instead of traditional steel or concrete enclosures. As Grayson explained, “There's no tariffs involved in any of this stuff. It's all locally sourced and rather easy to get from Owens Corning.” This material advantage extends far beyond sourcing. FRP composites allow Northstar to customize modules for specific use cases, including: Fire resistance: Two-hour fire ratings. Extreme weather: Withstanding 250 mph winds—Category 5 hurricanes and F5 tornadoes. Military resilience: Ballistic protection up to 7.62mm and .50 caliber rounds. And despite their strength, these modules are extremely lightweight—“30% lighter than aluminum,” said Grayson. “I don't know if you've ever seen the picture of me holding the 15-foot I-beam. I'm a sub guy, not Army tough. I definitely couldn't hold that up if it were steel.”
Mari Joynt joiner oss for å snakke om sin opplevelse med Clair Obscur: Expedition 33, pluss vi ser på den apokalyptiske mottakelsen og shady praksis rundt av Nvidia sine GPUer den siste tida, det n… Les mer
Highlights: • Elliott Wave analysis points to a major market top approaching soon. • Policy shifts and credit downgrades drive volatility. • Gamma levels and options flows hint at big moves ahead. • Insights on how Nvidia earnings may trigger market reactions. • Rising bond yields could hit valuations hard. • Volatility levels like the VIX predict potential reversals. • Trade setups in stocks like Oracle, Merck, and Marvel. • Which sectors look rich or poised for correction. • Learn how professionals use collars and options to define market risk. TimingResearch.com Crowd Forecast News Episode #477, recorded at 7PM ET on May 19th, 2025. The full video and show notes available here: https://timingresearch.com/blog/2025/crowd-forecast-news-episode-477/ Lineup for this Episode: • Michael Filighera of LogicalSignals.com & TradersHelpingTraders.com • The Option Professor of OptionProfessor.com Bonus... • [AD] Report: 13 Stocks The Pros Are Watching After The Run-Up https://timingresearch.com/MayStocks • [AD] PDF: 5 Healthy Breakout Potential Stocks https://link.timingresearch.com/LR10internal • [AD] NEW! Cutting-Edge Hybrid Trading Platform 14-Day Free Trial https://timingresearch.com/tickblaze • [AD] Seasonax: Find High Probability Seasonal Trades https://timingresearch.com/seasonax Terms and Policies: https://timingresearch.com/policies/
Plus, Nvidia and Intel have new chip announcements at Computex, and Ina Kim shares tech to teach languages online.Starring Tom Merritt, Robb Dunewood, and Ina Kim.Show notes can be found here.
Plus: China's Xiaomi plans $7 billion investment in chip design. And 23andMe will live on after $256 million Regeneron buyout. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The big, long saga of how Apple lost the AI race. Nvidia wants you to bring your own gear. 23andMe's assets are acquired. Why are Apple and Epic still bickering? And why has kidnapping suddenly become a major issue for big crypto players?Sponsors:AGNTCY.orgQualialife.com/ride and code rideLinks:Why Apple Still Hasn't Cracked AI (Bloomberg)Nvidia Opens AI Ecosystem to Rival Chipmakers in Global Push (Bloomberg)Regeneron to Buy 23andMe Out of Bankruptcy for $256 Million (WSJ)Epic Asks Court to Force Apple to Approve Fortnite on US Store (Bloomberg)Epic asks court to compel Apple to reinstate Fortnite on the App Store (9to5Mac)Venture capital's series progression (Axios)Crypto High-Rollers Go Big on Bodyguards to Deter Kidnappers (Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
OpenAI made a coding splash. Anthropic is in legal trouble for .... using its own Claude tool? Google went full multimedia. And that's only the half of it. Don't spend hours a day trying to keep up with AI. That's what we do. Join us (most) Mondays as we bring you the AI News That Matters. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Have a question? Join the convo here.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Salesforce Acquires AI Startup ConvergenceGoogle AI Studio's Generative Media PlatformMajor AI Conferences: Microsoft, Google, AnthropicAnthropic's Legal Citation Error with AIDeepMind's Alpha Evolve Optimization BreakthroughUAE Stargate: US and UAE AI CollaborationOpenAI's GPT 4.1 Model ReleaseOpenAI's Codex Platform for DevelopersTimestamps:00:00 Busy week in AI03:39 Salesforce Expands AI Ambitions with Acquisition10:31 "Google AI Studio Integrates New Tools"13:57 Microsoft Build Focuses on AI Innovations16:27 AI Model and Tech Updates22:54 "Alpha Evolve: Breakthrough AI Model"26:05 Google Unveils AI Tools for Developers28:58 UAE's Tech Expansion & Global Collaboration30:57 OpenAI Releases GPT-4.1 Models34:06 OpenAI Codex Rollout Update37:11 "Codex: Geared for Enterprise Developers"41:41 Generative AI Updates ComingKeywords:OpenAI Codex, Codex Platform, Salesforce, Convergence AI, Autonomous AI agents, Large Language Models, Google AI Studio, generative media, Imagine 3 model, AI video generator, Anthropic, Legal citation error, AI conference week, Microsoft Build, Claude Code, Google IO, agentic AI, Alpha Evolve, Google DeepMind, AI driven arts, Gemini AI, UAE Stargate, US tech giants, NVIDIA, Blackwell GB 300 chips, Wind Surf, AI coding assistant, codex one model, coding tasks, Google Gemini, Semantic search, Copilot enhancements, XR headset, project Astra, MCP protocol, ChatGPT updates, API access, AI safety evaluations, AI software agents, AI studio sandbox, GPT o series, AI infrastructure, data center computing, Tech collaboration, international AI expansion.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
In this episode, Scott Becker shares nine top business headlines, including the U.S. credit rating downgrade by Moody’s, market reactions, surging tech stocks like NVIDIA and Tesla, and more.
Moody's downgrade of the United States' credit rating front and center this morning: Carl Quintanilla, Courtney Reagan, and David Faber kicked off the hour with fresh data – and discussed the move with Fundstrat's Tom Lee, who remains bullish on U.S. equities here. Plus, more on the growing battle between Walmart and President Trump over possible tariff-related price hikes, along with fresh comments out of the White House on tariffs and China. Also a number of individual stories to get to: Coinbase the first crypto stock to make it into the S&P 500 – what it means for shareholders and the index; A deep dive on Nvidia – amid a rise in “Jensanity”; The key headlines so far out of JPMorgan's investor day in NYC; and more from Washington, including the murky road ahead for President Trump's “One Big, Beautiful Bill”. Squawk on the Street Disclaimer
Carl Quintanilla, Jim Cramer and David Faber explored the market impact of Moody's decision to cut the U.S.' credit rating to below AAA. The 30-year yield jumped above 5% on news of the downgrade. The anchors reacted to President Trump's social media post telling Walmart to “eat the tariffs” instead of hiking prices. Also in focus: Nvidia CEO Jensen Huang's AI announcements at a conference in Taiwan, Apple's AI challenges, Blackstone's energy deal, JPMorgan Chase and the Jamie Dimon succession watch, Netflix downgraded. Squawk on the Street Disclaimer
NVIDIA unveils NVLink Fusion, Regeneron acquires genetic testing company 23andMe and its data, China's industrial robot production surges. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can support the show onContinue reading "Apple To Let EU iPhone Users Choose 3rd-Party Assistants? – DTH"
Watch all the biggest announcements from Nvidia's keynote address at Computex 2025 in Taipei, Taiwan.
Markets weigh mega-cap momentum against rising caution with Ryan Detrick of Carson Group and Richard Bernstein of RBA debating. Key takeaways from Nvidia and Microsoft's moves, while Jason Furman, former CEA Chair, breaks down budget bill risks and the deficit. Plus, Dan Niles weighs in on tech and the economy and why he sees fresh lows later this year and our Leslie Picker on the quiet race to succeed Jamie Dimon.
S&P futures are pointing lower, down (1.2%). European equity markets are lower, near worse levels. Asian equities are broadly weaker with Hang Seng leading China markets lower. Japan, Korea and Australia all in negative territory. Overnight, treasury yields were mixed, with 2-year down 1 bp and 10-year up 7 bps to 4.5%. Dollar is weaker across the board. Gold has been rebounding after posting worst week since mid twenty twenty one. Crude and copper tracking equity market declines. Bitcoin erased earlier gain. Moody's downgraded US credit rating late Friday, citing growth in government debt and projected widening of deficits if tax cuts are extended. Downgrade plays into market's longstanding deficit concerns driven by Trump policy agenda that have contributed to upward rise in long-term yields and term premium widening to highest since 2014Companies mentioned: NVIDIA, Assura, BT Group
Our 209th episode with a summary and discussion of last week's big AI news! Recorded on 05/16/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: OpenAI has decided not to transition from a nonprofit to a for-profit entity, instead opting to become a public benefit corporation influenced by legal and civic discussions. Trump administration meetings with Saudi Arabia and the UAE have opened floodgates for AI deals, leading to partnerships with companies like Nvidia and aiming to bolster AI infrastructure in the Middle East. DeepMind introduced Alpha Evolve, a new coding agent designed for scientific and algorithmic discovery, showing improvements in automated code generation and efficiency. OpenAI pledges greater transparency in AI safety by launching the Safety Evaluations Hub, a platform showcasing various safety test results for their models. Timestamps + Links: (00:00:00) Intro / Banter (00:01:41) News Preview (00:02:26) Response to listener comments Applications & Business (00:03:00) OpenAI says non-profit will remain in control after backlash (00:13:23) Microsoft Moves to Protect Its Turf as OpenAI Turns Into Rival (00:18:07) TSMC's 2nm Process Said to Witness ‘Unprecedented' Demand, Exceeding 3nm Due to Interest from Apple, NVIDIA, AMD, & Many Others (00:21:42) NVIDIA's Global Headquarters Will Be In Taiwan, With CEO Huang Set To Announce Site Next Week, Says Report (00:23:58) CoreWeave in Talks for $1.5 Billion Debt Deal 6 Weeks After IPO Tools & Apps (00:26:39) The Day Grok Told Everyone About ‘White Genocide' (00:32:58) Figma releases new AI-powered tools for creating sites, app prototypes, and marketing assets (00:36:12) Google's bringing Gemini to your car with Android Auto (00:38:49) Google debuts an updated Gemini 2.5 Pro AI model ahead of I/O (00:45:09) Hugging Face releases a free Operator-like agentic AI tool Projects & Open Source (00:47:42) Stability AI releases an audio-generating model that can run on smartphones (00:50:47) Freepik releases an ‘open' AI image generator trained on licensed data (00:54:22) AM-Thinking-v1: Advancing the Frontier of Reasoning at 32B Scale (01:01:29) BLIP3-o: A Family of Fully Open Unified Multimodal Models-Architecture, Training and Dataset Research & Advancements (01:05:40) DeepMind claims its newest AI tool is a whiz at math and science problems (01:12:31) Absolute Zero: Reinforced Self-play Reasoning with Zero Data (01:19:44) How far can reasoning models scale? (01:26:47) HealthBench: Evaluating Large Language Models Towards Improved Human Health Policy & Safety (01:34:10) Trump administration officially rescinds Biden's AI diffusion rules (01:37:08) Trump's Mideast Visit Opens Floodgate of AI Deals Led by Nvidia (01:44:04) Scaling Laws For Scalable Oversight (01:49:43) OpenAI pledges to publish AI safety test results more often
In this episode of FLYTECH Daily, Nick and Michelle break down the biggest tech stories you need to know:
Peace through strength involves taking world tours to make the big technological deals. Topics include: communication breakdown, technology leading humanity to its own ends, digital dark age, Middle East presidential tour, technological arms race, AI, microprocessors, G42, Humain, China, Saudi Arabia, NVIDIA, AWS, AI zones, UAE, propaganda, TSMC, Taiwan, government contracts, X pure propaganda platform, transitions, fighting the establishment, nationalism, cyber security, free will impossible in techno prison, make the most out of your situation, false consciousness of AI systems, intergenerational warfare, accountability, no normal, impossible to plan a life, metadata
Meta argues in court that "enshittification" doesn't exist, and ads in Instagram are a boon for consumers. NextCloud successfully battles back against Google for app updates. YouTube adding more AI ads to ruin your viewing experience. Xiaomi demos a new chip that should put more pressure on Tensor. Microsoft discontinues the Surface Laptop Studio. Gamers Nexus details their relationship with NVIDIA, and how a massive corporation might pressure media outlets for positive coverage. And we should chat about Google I/O, and how there might be less Android at this years developer conference. Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4Lb Video Replay https://youtube.com/live/OOMC-1JrX8g Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
Nvidia (NVDA) originally traded lower before the opening bell before reversing to the upside, while Home Depot (HD) has to overcome bearish sentiment heading into Tuesday's earnings. Kevin Hincks offers a pair of example options trades in Nvidia and Home Depot.======== 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
"In a world of tariffs, everyone is expecting growth to slow down," says David Wagner. However, he's confident market leaders will drive the SPX forward. David points to Nvidia's numerous developments in Saudi Arabia as promising signs for the A.I. giant. He adds that A.I. continues to drive development across the mega caps, noting strong earnings from Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT).======== 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
En este episodio cubrimos los eventos más relevantes tras la apertura del mercado: • Wall Street cae por rebaja crediticia de Moody's: Los futuros bajan con fuerza tras la degradación de EE.UU. a Aa1 por parte de Moody's. $SPX -1.3%, $US100 -1.7%, $INDU -0.9%. El rendimiento del Treasury a 10 años sube a 4.54%. La agencia citó déficits persistentes y falta de disciplina fiscal. El mercado ahora se enfoca en comentarios de la Fed y el dato de indicadores líderes (-0.7% esperado). • Nvidia lidera Computex 2025 con nuevos lanzamientos: $NVDA presentó los sistemas GB300, el servidor RTX Pro y el DGX Cloud Lepton. Lanzó NVLink Fusion y anunció una fábrica de supercomputadoras en Taiwán con 10,000 GPUs Blackwell junto a Foxconn y $TSM. Los nuevos productos superan ampliamente al H100 y apuntan a dominar IA, con alianzas globales con Acer, Dell y HP. • Alibaba cae por escrutinio sobre acuerdo con Apple: $BABA -4.8% tras reportes de que Trump evalúa el pacto de integración de IA con $AAPL en iPhones vendidos en China. La tensión regulatoria y la competencia local aumentan, con caídas también en ventas de iPhones (-2.3%). Apple evalúa alternativas como $BIDU y $TCEHY, pero enfrenta un entorno hostil. • China restringe tierras raras, tensión para Tesla y Lockheed: China limita exportaciones clave tras nuevas reglas de licencia. Tesla $TSLA, Ford $F y Lockheed $LMT advierten por interrupciones. Solo algunas empresas como Yantai Zhenghai han recibido autorizaciones parciales. Analistas ven la movida como estratégica en plena disputa comercial con EE.UU. Un inicio de semana cargado de tensión geopolítica, innovación tecnológica y presión macroeconómica. ¡Dale play y mantente informado!
Watch all the biggest announcements from Nvidia's keynote address at Computex 2025 in Taipei, Taiwan.
In this episode, Scott Becker shares nine top business headlines, including the U.S. credit rating downgrade by Moody’s, market reactions, surging tech stocks like NVIDIA and Tesla, and more.
Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE. Qualcomm's Data Center Ambitions: Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA. Market Reactions to Middle East Deals: Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan's analysis of market valuations and investor sentiment. Cisco's AI Strategy and Financial Performance: Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.” AI's Impact on Information Workers: Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world's leading companies are putting AI into action.
Nvidia-baas Jensen Huang heeft maandag de openingsact van Computex verzorgd in Taiwan, dat is de grootste computerbeurs ter wereld. Niels Kooloos vertelt er meer over in deze Tech Update. Tijdens zijn bijna twee uur durende keynote benadrukte Huang vooral dat Nvidia de ontwikkeling van AI toegankelijk wil maken voor steeds meer landen. Daarom gaat Nvidia bijvoorbeeld NVLink Fusion verkopen: een technologie om AI-chips aan elkaar te schakelen voor betere prestaties. Ook heeft Huang aangekondigd dat Nvidia samen met Foxconn een AI-fabriek met zeker 10 duizend Blackwell-chips in Taiwan gaat opzetten. Verder in deze Tech Update: iPhone-gebruikers krijgen volgens Apple-fluisteraar Mark Gurman binnenkort de keuze tussen digitale assistenten AI-chatbot Grok heeft het niet alleen over 'witte genocide', maar blijkt ook de Holocaust te ontkennen See omnystudio.com/listener for privacy information.
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【欢迎订阅】 每天早上5:30,准时更新。 【阅读原文】 标题:Huawei and other Chinese chip firms are catching up fast But they still depend on America and its allies in a few vital areas 正文:A wave of optimism has lately swept through China's chip industry. Share traders in ShanghAI joke that Cambricon, a local firm, not only offers a substitute for Nvidia's processors, but for its stock, too. Although the Chinese semiconductor firm is worth but a fraction of its giant American rival, its share price has rocketed by 350% over the past year, around 15 times as much as Nvidia's. 知识点:Cambricon adj./'kæmbrian/ (geology) of the first period of the Palaeozoic; of the rocksformed during this time 获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你! 【节目介绍】 《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达,有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等) 【你将获得】 1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。
Trump et les grands patrons de la tech en tournée dans les pays du Golfe. Paris prépare Choose France 2025. La Chine innove pour s'affranchir des Etats-Unis. La tech plus géopolitique que jamais. Découvrez Frogans, l'innovation française qui souhaite réinventer le Web tout en restant accessible et sécurisée [Partenariat]-----------L'ACTU DE LA SEMAINE :- Donald Trump et le swing du business tech aux Émirats, avec un objectif de 1 000 milliards de contrats dans le secteur de la défense et de la tech.- Emmanuel Macron organise l'édition 2025 de "Choose France" pour attirer des investissements internationaux.- La Chine dévoile une puce fonctionnelle sans silicium, une vraie rupture technologique et des promesses de rapidité et d'efficacité d'un nouveau genre.- Samsung lance son nouveau smartphone ultra-fin, le Galaxy S25 Edge.LE DEBRIEF TRANSATLANTIQUE :- Bruno Guglielminetti en Italie parle de l'IA dans le sport automobile, en mettant l'accent sur les données générées par les véhicules de Formule 1.- On évoque le lancement prochain d'un système d'exploitation pour ordinateur d'un nouveau genre signé Huawei.LES INTERVIEWS DE LA SEMAINE :- Florian Gauthier, cofondateur de Vera, présente le service Ask Vera de lutte contre les fake news.- Julien Villeret, d'EDF, nous présente une technologie révolutionnaire d'impression 3D de pièces métalliques, utilisés notamment l'énergie et l'aéronautique [PARTENARIAT].- Tommy Tran, jeune ingénieur français chez Meta, nous parle de son expérience en tant qu'expatrié et des projets innovants sur lesquels il travaille, notamment la réalité augmentée et l'intelligence artificielle.-----------
The AI revolution is underway, and the U.S. and China are racing to the top. At the heart of this competition are semiconductors—especially advanced GPUs that power everything from natural language processing to autonomous weapons. The U.S. is betting that export controls can help check China's technological ambitions. But will this containment strategy work—or could it inadvertently accelerate China's drive for self-sufficiency? Those who think chip controls will work argue that restricting China's access gives the U.S. critical breathing room to advance AI safely, set global norms, and maintain dominance. Those who believe chip controls are inadequate, or could backfire, warn that domestic chipmakers, like Nvidia and Intel, also rely on sales from China. Cutting off access could harm U.S. competitiveness in the long run, especially if other countries don't fully align with U.S. policy. As the race for AI supremacy intensifies, we debate the question: Can the U.S. Outpace China in AI Through Chip Controls? Arguing Yes: Lindsay Gorman, Managing Director and Senior Fellow of the German Marshall Fund's Technology Program; Venture Scientist at Deep Science Ventures Will Hurd, Former U.S. Representative and CIA Officer Arguing No: Paul Triolo, Senior Vice President and Partner at DGA-Albright Stonebridge Group Susan Thornton, Former Diplomat; Visiting Lecturer in Law and Senior Fellow at the Yale Law School Paul Tsai China Center Emmy award-winning journalist John Donvan moderates This debate was produced in partnership with Johns Hopkins University. This debate was recorded on May 14, 2025 at 6 PM at Shriver Hall, 3400 N Charles St Ste 14, in Baltimore, Maryland. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus: OpenAI launches new coding agent, Codex. Epic Games' and Apple's long-running feud continues with dispute over ‘Fortnite' update. And Microsoft proposes Teams changes to avoid EU fines. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Think AI is hitting a wall? Nope. This is just the start. Actually, we're at the first chapter. Here's what that means, and how you can move your company ahead. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the conversationUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Generative AI's current phaseMeta's in-house AI chips developmentOpenAI's new developer toolsDay zero of AI and future prospectsReinforcement learning advancementsEmergent reasoning capabilities in AIBusiness implications of AI advancementsAI in healthcare and scienceTimestamps:00:00 Day Zero of AI03:31 AI Tools Enhance Customization & Access09:02 Reinforcement Learning Enhances AI Reasoning11:27 Agentic AI: The Future of Tasks15:59 Tech Potential vs. Everyday Utilization18:48 AI Models Offer Broad Benefits23:15 "Generative AI: Optimism and Oversight"27:08 Generative AI vs. Domain-Specific AI29:24 Superhuman AI: Next FrontierKeywords:Generative AI, Fortune 100 leaders, chat GBT, Microsoft Copilot, enterprise companies, day zero of AI, livestream podcast, free daily newsletter, leveraging AI, capital expenditures, Meta AI chips, Nvidia, Taiwan's TSMC, AI infrastructure investments, Amazon, Google, Microsoft, OpenAI, responses API, agents SDK, legal research, customer support, deep research, agentic AI, supervised learning, reinforcement learning, language models, health care, computational biology, AlphaFold, protein folding prediction.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
In this episode, I'm joined by Marissa Hummon, whose team partnered with NVIDIA to tuck a credit-card-sized GPU computer with AI software into the humble electricity meter. We discuss how that edge computing digests 32,000 waveform samples per second, spots failing transformers, and orchestrates VPPs — plus the guardrails that keep it from becoming Skynet. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe
In this episode of Trading Justice, Matt and Mark break down a pivotal week in the markets, starting with the S&P's strength and tech's continued leadership. They dive into Trump's $2 trillion Middle East AI push and explore the downstream impact on semis, servers, and infrastructure—connecting the dots from Nvidia and AMD to SMCI and Palantir. The conversation turns to oil on Iran deal rumors, gold holding support, and crypto's breakout behavior. In Stocks in the News, they cover AMD's buyback, Coinbase's S&P 500 inclusion, Walmart's inflation warning, UNH's collapse, and Nvidia's surge. They wrap with what they got right, what's coming next, and the key setups to watch heading into the week.
Carl Quintanilla, Jim Cramer and David Faber kicked off the hour by discussing the S&P aiming for its 5th straight day of gains, with megacap tech stocks leading the charge. Nvidia and Tesla shares were up double digits since Monday. Faber also broke down the deal of the day, as Charter announced it would acquire Cox Communications to create one of the largest cable companies in the U.S. Also in the mix: Novo Nordisk announced that CEO Lars Jorgensen would be stepping down from his role, citing recent market challenges. Shares of Novo Nordisk were down more than 50% over the last full-year of trading. Squawk on the Street Disclaimer
Is Sony About To Raise The PS5 Price? | Click R3 #23 by Spawn Wave
US equity futures are slightly weaker. European markets are firmer, while most Asian markets ended mixed. Markets continue to digest this week's US-China tariff de-escalation, with investor focus shifting toward the potential for new trade deals. Press reports suggest progress toward a US-Japan agreement, while Indian trade officials prepare to visit the US following comments from Trump about a potential zero-tariff offer from Delhi. April retail sales and core PPI both came in below expectations, while the Empire State and Philly Fed indices pointed to mixed regional activity. Fed Chair Powell avoided current policy commentary but reaffirmed the 2% inflation goal and flagged more frequent supply shocks going forward.Companies mentioned: Live Nation Entertainment, Meta Platforms, NVIDIA
Chuck Zodda and Mike Armstrong discuss the housing market has been strange and ugly to start the year. Consumer sentiment falls in May as Americans' inflation expectations jump after tariffs. Walmart's price hikes op the door for every other company. Nvidia has gone on a wild ride this year. Is the storm over? Meta is delaying the release of its flagship AI model. Can we just go back to it being HBO again?
BestPodcastintheMetaverse.com Canary Cry News Talk #841 - 05.14.2025 - Recorded Live to 1s and 0s TRUMP ALCHEMY | CERN Gold, Lion Leopard Prophecy, Doomsday Bunkers Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount Join the Canary Cry Roundtable This Episode was Produced By: Executive Producers Sir LX Protocol V2 Baron of the Berrean Protocol*** Rebecca V*** Producers of TREASURE (CanaryCry.Support) Sir Morv Knight of the Burning Chariots, Sir Marty K Knight of the Wrong Timeline, Andy J, Cage Rattler Coffee, American Hobo, Ms TinfoilHat Man, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clippy Team: Courtney S, JOLMS, Kristen Reminders: Clankoniphius Links: JAM SHOW NOTES/TIMESTAMPS HELLO WORLD EFNO GATES OF THE GODS/ALCHEMY 1:29 ALICE detects the conversion of lead into gold at the LHC (CERN) Wait... Did the Large Hadron Collider Just Do Alchemy? (Pop. Mechanics) Clip: Optimus dancing going viral. Agility improving (X) BEAST SYSTEM 13:25 → Apple to Support Brain-Implant Control of Its Devices (WSJ) EXECS 20:39 TRUMP/BEAST SYSTEM 33:15 Clip: Trump Royal Carpet, greeted by MBS (X) Clip: Arabian Horse Escort Limo (X) Clip: Trump sparks Conspiracy theories by not drinking the cofee Clip: …Trump drinks coffee…. (X) Clip: Mohammed and Trump Bromance Clip: Royal Family Gifts America Leopards- Smithsonian's National Zoo and Conservation Biology Institute To Welcome Critically Endangered Arabian Leopards In a Major Conservation Cooperative Agreement With Saudi Arabia's Royal Commission for AlUla (Smithsonian) Clip: Trump America is hot, but Saudi Arabia is hotter (X) Clip: Trump preaches peace in the ME (X) Saudi $600 billion investment into america → Trump signs agreements with Qatar on defense and Boeing purchases (Fox) → Clip: Trump deal allows UAE to buy Nvidia chips, Bloomberg reports PRODUCERS 1:19:48 BBB 1:44:36 US spent $21T to build underground 'doomsday' bunkers for elites (Econ Times) TRANSHUMANISM 1:53:21 Improving human beings to make them better: Why is transhumanism so harmful? (Conversation) BREAKING NEWS: RFK JR HECKLERS 1:53:33 PRODUCERS 1:56:47 TALENT/MEET UP TIME/END 2:01:29
In his new book, The Thinking Machine, Stephen Witt offers a riveting portrait of Jensen Huang, who went from immigrant dishwasher to CEO of the world's most valuable company. • If you enjoyed this episode, check out our conversation with Walter Isaacson about his biography of Elon Musk
In this episode, Scott Becker breaks down the latest market cap rankings.
Tracey Ryniec discusses whether investors should buy NVIDIA in 2025. Is it too late? (0:30) - Breaking Down Nvidia Ahead of Earnings (5:45) - Tracey's Top Stock Picks (32:00) - Episode Roundup: NVDA, VRT, STRL, ETN, MOD Podcast@Zacks.com
In this 30-minute episode, we investigate how Saudi Arabia is set to become the world's next AI hub. Unravelling the state-backed initiative, HUMAIN, and the billions being channelled into local data-centre capacity with Nvidia and AWS.We also uncover Nvidia's newly open-sourced Isaac GR00T N1 foundation model, trained on vast libraries of human motion-capture, and the impact that is going to have on the robotics industry. When will they be coming for our jobs?Finally, we explore the EnMap satellites now tracking CO₂ and NO₂ and if countries are even paying any attention to climate change. As well as finding out what dolphins think of humans by translating their conversations using Gemma AI.Hosts:https://www.linkedin.com/in/jonathanshanks/https://www.linkedin.com/in/lewismarshall/
In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors' eyes in the semiconductor sector.Ian shares his perspective on picking resilient investments that deliver returns regardless of macroeconomic headwinds, emphasizing the strength of core holdings, including Microsoft and Nvidia. The conversation expands to explore the possible impact of OpenAI going public sooner than expected, with insights into Microsoft's strategic partnership with OpenAI and what a potential renegotiation might mean for both parties.With real-time anecdotes about how users are shifting from Google Search to AI-powered chatbots like ChatGPT, the hosts explore how the dominance of traditional search is being challenged. They analyze the effects on Google's business model and the rise of new AI competitors like Anthropic, xAI, and Meta, noting the critical role of mobile apps and user experience.The clip also covers recent legal pressures facing Google, including lawsuits that threaten its deal with Apple, and how that could open doors for other AI search providers. Rashad and Troy talk about everyday applications for AI chatbots—from real-time research to graphic design done instantly on mobile.Finally, the hosts speculate on the future of OpenAI, its nonprofit status, and what a public offering could mean for Microsoft, investors, and the competitive landscape as a whole. Will the partnership hold, or will a shakeup trigger new winners in the AI race?Whether you're an investor, tech enthusiast, or just curious about the future of AI, this clip packs valuable insights and analysis on the companies and trends that matter most in today's dynamic market.*Timestamps:* 0:00 - Market trends and tech stocks update 0:50 - Resilient investments in AI: Microsoft, Nvidia, Apple 2:00 - Broadcom, TSM, and semiconductor ETFs 2:20 - Google's search decline and competition from ChatGPT 4:00 - The future of AI-powered search and chatbots 5:40 - OpenAI's direction and Microsoft partnership speculation*Stay informed and maximize your investment strategy with the latest Market Mondays insights! Don't forget to like, comment, and subscribe for more clips breaking down technology, finance, and entrepreneurship.*#MarketMondays #Investing #AIStocks #Nvidia #Microsoft #OpenAI #TechStocks #StockMarket #Apple #Semiconductors #ChatGPT #ArtificialIntelligence #Finance #Business #GrowthStocksOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter. Timestamps: (00:00) Episode trailer (01:19) Lennart's core thesis (03:26) Why compute matters so much (07:31) The investment split between model R&D and model execution (11:18) How test-time compute impacts costs (16:14) The geopolitics of compute (21:32) Why does the U.S have more compute capacity than China? (25:01) The trade-off between economic needs and national-security needs (31:54) How technology change might shift the battlegrounds (35:33) Dealing with compute and power concentration (48:19) Concluding quick-fire question Lennart's links: Twitter/X: https://twitter.com/ohlennartPersonal blog: https://heim.xyz/Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azharTwitter/X: https://x.com/azeemThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack. Produced by supermix.io and EPIIPLUS1 Ltd