Podcasts about Nvidia

American technology company

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    GameStar Podcast
    Der KI-Hype frisst sich selbst | Tech-Jahresrückblick 2025

    GameStar Podcast

    Play Episode Listen Later Dec 28, 2025 113:18 Transcription Available


    Von der CES, bis zum RTX-50-Release und noch viel weiter. Wir blicken zurück auf das vergangene Jahr und sprechen über Themen, die uns bewegt haben. Daraus entsteht ein bunter Themenmix. Außerdem: Vera und Maxe lassen Dampf zu KI ab, während Jan versucht positiv in die Zukunft zu blicken. Wie steht ihr dazu?

    Talk to the Internet
    NVIDIA Caps Game Streaming at 100 Hours a Month - Inside Games Daily

    Talk to the Internet

    Play Episode Listen Later Dec 27, 2025 18:58


    Get your first month of FitXR free using code "INSIDEGAMEF1" here - https://bit.ly/InsideGamesFitXRCheck out our Patreon for a daily Lawrence Select™ Meme: https://www.patreon.com/insidegamesYTJoin the Inside Games notification Discord server for alerts when we publish new videos: http://discord.gg/ArvphbMPFJHosted by:Lawrence: http://twitch.tv/sirlarr | Bruce: http://twitch.tv/brucegreene Edited by: Shooklyn: https://linktr.ee/ShooklynSources --https://www.nvidia.com/en-us/geforce-now/faq/https://www.windowscentral.com/gaming/pc-gaming/nvidia-geforce-now-caps-monthly-playtime-to-keep-pricing-the-same-for-the-foreseeable-future-even-ultimate-members-will-be-limited-in-how-much-they-can-play-each-monthhttps://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/https://www.tomshardware.com/news/evga-abandons-the-gpu-market-reportedly-citing-conflicts-with-nvidiahttps://www.tomshardware.com/news/evga-abandons-the-gpu-market-reportedly-citing-conflicts-with-nvidiahttps://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-businessMusic —Switch It Up - Silent Partner https://youtu.be/r_HRbXhOir8Funk Down - MK2 https://youtu.be/SPN_Ssgqlzc

    The New Yorker Radio Hour
    The Company Behind the A.I. Boom

    The New Yorker Radio Hour

    Play Episode Listen Later Dec 26, 2025 24:07


    Across the country, data centers that run A.I. programs are being constructed at a record pace. A large percentage of them use chips built by the tech colossus Nvidia. The company has nearly cornered the market on the hardware that runs much of A.I., and has been named the most valuable company in the world, by market capitalization. But Nvidia's is not just a business story; it's a story about the geopolitical and technological competition between the United States and China, about what the future will look like. In April, David Remnick spoke with Stephen Witt, who writes about technology for The New Yorker, about how Nvidia came to dominate the market, and about its co-founder and C.E.O., Jensen Huang.  Witt's book “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip” came out this year.   This segment originally aired on April 4, 2025.New episodes of The New Yorker Radio Hour drop every Tuesday and Friday. Join host David Remnick as he discusses the latest in politics, news, and current events in conversation with political leaders, newsmakers, innovators, New Yorker staff writers, authors, actors, and musicians.

    TechStuff
    TechStuff Redux: Will NVIDIA Save or Ruin The World?

    TechStuff

    Play Episode Listen Later Dec 26, 2025 36:39 Transcription Available


    One of the companies you couldn’t ignore this year was NVIDIA, so we’re re-airing a conversation Oz had with Stephen Witt, a frequent contributor to The New Yorker and author of The Thinking Machine: Jensen Huang, NVIDIA, and the World’s Most Coveted Microchip. They discuss what’s made NVIDIA the most valuable chip company in the world, how a single piece of hardware changed the world forever, and why data centers are shrouded in so much secrecy.See omnystudio.com/listener for privacy information.

    WSJ Tech News Briefing
    TNB Tech Minute: Nvidia Licenses Groq's AI-Inference Technology

    WSJ Tech News Briefing

    Play Episode Listen Later Dec 26, 2025 2:09


    Plus: China sanctions U.S. defense companies and executives including Northrop Grumman, Boeing and Palmer Luckey over Taiwan arms sale. And Google will let users change their Gmail address. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Marketplace All-in-One
    The end of 'de minimis' exemption, four months on

    Marketplace All-in-One

    Play Episode Listen Later Dec 26, 2025 6:41


    The "de minimis" tax exemption on packages under $800 shipped to the U.S. came to an end in August. It's a move that's boosted business for logistics companies but has hit some smaller businesses at home and abroad hard. This morning, we'll learn outline the effects the change has had. Also on this morning's show: an Nvidia licensing deal and the factors driving up precious metal prices.

    Marketplace Morning Report
    The end of 'de minimis' exemption, four months on

    Marketplace Morning Report

    Play Episode Listen Later Dec 26, 2025 6:41


    The "de minimis" tax exemption on packages under $800 shipped to the U.S. came to an end in August. It's a move that's boosted business for logistics companies but has hit some smaller businesses at home and abroad hard. This morning, we'll learn outline the effects the change has had. Also on this morning's show: an Nvidia licensing deal and the factors driving up precious metal prices.

    Sinica Podcast
    Paul Triolo on Nvidia H200s, Chinese EUV Breakthroughs, and the Collapse of the Sullivan Doctrine

    Sinica Podcast

    Play Episode Listen Later Dec 26, 2025 85:09


    Happy holidays from Sinica! This week, I speak with Paul Triolo, Senior Vice President for China and Technology Policy Lead at DGA Albright Stonebridge Group and nonresident honorary senior fellow on technology at the Asia Society Policy Institute's Center for China Analysis. On December 8th, Donald Trump announced via Truth Social that he would approve Nvidia H200 sales to vetted Chinese customers — a decision that immediately sparked fierce debate. Paul and I unpack why this decision was made, why it's provoked such strong reactions, and what it tells us about the future of technology export controls on China. We discuss the evolution of U.S. chip controls from the Entity List expansions under Trump's first term through the October 2022 rules and the Sullivan Doctrine, the role of David Sacks and Jensen Huang in advocating for this policy shift, whether Chinese firms will actually want to buy H200s given their heterogeneous hardware stacks and Beijing's autarky ambitions, what the Reuters report about China cracking ASML's EUV lithography code tells us about the choke point strategy, and whether selective engagement actually strengthens Taiwan's Silicon Shield or undermines it. This conversation is essential listening for understanding the strategic, technical, and political dimensions of the semiconductor competition.6:44 – What the H200 decision actually changes in the real world 9:23 – The evolution of U.S. chip controls: from Entity Lists to the Sullivan Doctrine 18:28 – How Jensen Huang and David Sacks convinced Trump 25:21 – The good-faith case for why export control advocates see H200 approval as a strategic mistake 32:12 – What H200s practically enable: training, inference, or stabilizing existing clusters 38:49 – Will Chinese companies actually buy H200s? The heterogeneous hardware reality 46:06 – The strategic contradiction: exporting 5nm GPUs while freezing tool controls at 16/14nm 51:01 – The Reuters EUV report and what it reveals about choke point technologies 58:43 – How Taiwan fits into this: does selective engagement strengthen the Silicon Shield? 1:07:26 – Looking ahead: broader rethinking of export controls or patchwork exceptions? 1:12:49 – What would have to be true in 2-3 years for critics to have been right about H200?Paying it forward: Poe Zhao and his Substack Hello China TechRecommendations: Paul: Zbig: The Life of Zbigniew Brzezinski, Amerca's Great Power Propheti by Ed Luce; Hyperdimensional Substack by Dean Ball Kaiser: Everything Is Tuberculosis by John Green; The Anthropocene Reviewed by John Green; So Very Small by Thomas LevensonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Squawk on the Street
    Record Highs and the Santa Claus Rally Watch, Metals Rock, Nvidia's $20B Deal 12/26/25

    Squawk on the Street

    Play Episode Listen Later Dec 26, 2025 42:10


    Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion.  Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.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.

    Daily Tech Headlines
    Nvidia and Groq Strike $6.9 Billion AI Licensing Deal – DTH

    Daily Tech Headlines

    Play Episode Listen Later Dec 26, 2025


    Apple halted its new age-verification rules in Texas after a federal judge temporarily blocked the state’s App Store Accountability Act, Meta’s Secret Plan to make Instagram the top teen platform by 2027, and Google is rolling out a feature allowing users to change their existing “@gmail.com” email address. MP3 Please SUBSCRIBE HERE for free orContinue reading "Nvidia and Groq Strike $6.9 Billion AI Licensing Deal – DTH"

    Nightly Business Report
    Nvidia's Biggest Deal Ever, China Strikes Back & Retail's "Returnuary" 12/26/25

    Nightly Business Report

    Play Episode Listen Later Dec 26, 2025 44:03


    Nvidia strikes a $20B deal with Groq. China imposes sanctions on 20 U.S. defense-related companies. Plus, as holiday shopping wraps up, returns are just beginning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Herrera en COPE
    José Ángel Cuadrado, experto en tecnología: "En 2026 vienen automatizaciones en sectores y la irrupción de profesiones como el orquestador de agentes de iA; controla varios ChatGPT para que hagan lo que tú quieras"

    Herrera en COPE

    Play Episode Listen Later Dec 26, 2025 11:53


    La inteligencia artificial ha sido el gran hito tecnológico de 2025, un año en el que la revista Time ha reconocido a los arquitectos de la IA como las personas más influyentes. Como ha explicado José Ángel Cuadrado, coordinador digital de COPE, en 'Herrera en COPE', herramientas como ChatGPT ya son utilizadas por 800 millones de personas cada día, mientras que empresas como NVIDIA han disparado su valor bursátil hasta convertirse en una de las compañías más punteras del mundo.Esta revolución tecnológica trae consigo la aparición de nuevas profesiones, como la de orquestador de agentes de IA. Según Cuadrado, se trata de un perfil profesional capaz de controlar varios sistemas de inteligencia artificial para que trabajen de forma autónoma en la consecución de objetivos, dando inicio a lo que se conoce como la era agéntica.Un ejemplo concreto lo ha ofrecido Enrique Polo de Lara, director general de Salesforce en España, quien ha adelantado que en 2026 un agente de IA ...

    CNBC Business News Update
    Market Open: Stocks Mixed As Trading Resumes After Holiday, Nvidia Makes A $20 Billion Deal, The Gold (And Silver) Rush Continues 12-26-2025

    CNBC Business News Update

    Play Episode Listen Later Dec 26, 2025 1:51


    The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Rundown
    Nvidia's Shocking $20B Deal with Chip Startup Groq, Silver & Gold Surge to New Records

    The Rundown

    Play Episode Listen Later Dec 26, 2025 9:39


    Market update for Friday December 26, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode: Nvidia makes $20B deal with AI chip company GroqSilver & gold prices continue historic rallyMemory chip stocks jump on AI-driven price hikesBiohaven shares nosedive on depression drug trial failureCoca-Cola responsible for modern day Santa Claus

    Stock Market Today With IBD
    Stocks Quiet To Cap Solid Holiday Week; Nvidia, Tesla, Guardant Health In Focus

    Stock Market Today With IBD

    Play Episode Listen Later Dec 26, 2025 41:54


    Justin Nielsen and Ed Carson walk through Friday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Doppelgänger Tech Talk
    Pips Weihnachtsgeschenk: Groq-Exit - Nvidia kauft die Konkurrenz | 50 neue KI-Milliardäre 2025 | Closed CFO: Kredite an sich selbst #522

    Doppelgänger Tech Talk

    Play Episode Listen Later Dec 26, 2025 76:01


    Nvidia übernimmt die Assets des Chip-Startups Groq für 20 Milliarden Dollar. KI hat 2025 über 50 neue Milliardäre geschaffen, darunter die Gründer von Cursor, Lovable und 11 Labs. OpenAI veröffentlicht Nutzungsdaten: 90 Prozent der User machen weniger als fünf Anfragen pro Tag, nur 5 Prozent zahlen für den Service. Die New York Times vergleicht Tesla und Waymo: Tesla hat 30 Robotaxis in Austin, Waymo 2500 insgesamt. Das Manager Magazin deckt den Closed-Skandal auf: Der CFO der Hamburger Modemarke hat sich mutmaßlich 20 Millionen Euro von der Firma geliehen. Die USA sanktionieren fünf europäische Bürger, darunter Ex-EU-Kommissar Thierry Breton und die Geschäftsführerinnen von HateAid. Elon Musk wird zum unbeliebtesten Tech-Leader 2025 gewählt. Apple muss durch den Digital Markets Act Proximity Pairing und Notifications für Drittanbieter öffnen. Und 61 Prozent der US-Pastoren nutzen inzwischen KI für ihre Predigten. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:01:15) Nvidia kauft Groq für 20 Mrd. (00:17:16) 50 neue KI-Milliardäre 2025 (00:27:29) OpenAI Nutzungsdaten: 90% unter 5 Anfragen/Tag (00:30:45) OpenAI Prompt Packs für Berufsgruppen (00:37:43) Tesla vs Waymo: 30 vs 2500 Robotaxis (00:44:52) Closed-Insolvenz: CFO leiht sich 20 Mio. (00:54:42) USA sanktionieren HateAid & Thierry Breton (01:01:04) Elon Musk unbeliebtester Tech-Leader (01:05:15) Epstein-Akten: Adobe-Schwärzung versagt (01:06:15) Apple öffnet AirPods-Kopplung (EU DMA) (01:09:21) 61% der Pastoren nutzen KI für Predigten Shownotes Nvidia wirbt Ingenieure von KI-Startup Groq ab - manager-magazin.de KI schuf über 50 neue Milliardäre 2025 - forbes.com Benedick Evans- linkedin.com OpenAI Prompt Packs - academy.openai.com Tesla Robotaxis in Austin: Konkurrenz für Waymo - nytimes.com Insolvenz der Modemarke: So ruinierten die Chefs alles - manager-magazin.de Breton plant Tech-Verbot - apnews.com Marco Rubio - patreon.com Elon Musk mochte Tech nicht - cybernews.com Musk Weihnachts Tweet - x.com Epstein-Akten: DOJ-Streichungen und Links - theverge.com will the robot shoot the human? - youtu.be iOS 26.3: AirPods-Kopplung verbessern - macrumors.com Pastors KI-Predigt - cybernews.com Glöcki KI Weihnachtsvideo - youtube.com

    Capital
    Radar Empresarial: Micron supera a Nvidia: sus acciones crecen más de un 200%

    Capital

    Play Episode Listen Later Dec 26, 2025 5:13


    Cuando se menciona el sector de los semiconductores, casi automáticamente el pensamiento se dirige a Nvidia. Sin embargo, existe otra empresa que en el último año ha mostrado un desempeño todavía más llamativo: Micron. En esta entrega de Radar Empresarial ponemos el foco en cómo se perfila 2025 para el productor estadounidense de chips. Sus acciones acumulan una revalorización cercana al 229%, una cifra muy superior al avance registrado por Nvidia, que ronda el 34% en el mismo periodo. Incluso otras compañías del sector han logrado situarse por delante del gigante liderado por Jensen Huang. Para comprender el potencial de Micron basta con revisar las previsiones presentadas junto a sus resultados del primer trimestre fiscal de 2026. La compañía anticipa ingresos superiores a los 18.000 millones de dólares durante su segundo trimestre fiscal. Asimismo, estima un beneficio por acción de 8,42 dólares, casi el doble de lo que esperaba el mercado. Se trata de proyecciones históricas que, según analistas de Morgan Stanley, representan el mayor incremento de ingresos y beneficio neto en dólares jamás visto en la industria estadounidense de semiconductores, dejando al margen a Nvidia. En términos de facturación, la empresa ha pasado de ingresar 8.710 millones de dólares en el mismo periodo del año anterior a superar los 13.000 millones, por encima del consenso del mercado, que se situaba en 12.830 millones. Una de las palancas clave de este crecimiento ha sido el negocio de memorias DRAM, principal componente de la memoria RAM utilizada en ordenadores y servidores. Esta división alcanzó ingresos de 10.800 millones de dólares, lo que supone un aumento del 69% interanual. A pesar de estos resultados, Micron ha decidido cerrar su negocio Crucial para concentrarse en memorias destinadas a servidores de inteligencia artificial. La dirección sostiene que esta estrategia mejorará el suministro a grandes clientes y advierte que la escasez de memoria continuará impulsada por la demanda de IA.

    The IT Pro Podcast
    The 2025 that didn't happen

    The IT Pro Podcast

    Play Episode Listen Later Dec 26, 2025 43:38


    2025 has almost come to a close and the new year is right around the corner.At this time of year, it's usual to reflect on the year and consider some of the biggest, most impactful things that have happened. But here at ITPro, we like to take a different approach: what didn't happen?The tech industry can't help but make bold promises and some just don't pan out. What are some of the biggest targets, trends, and predictions that just haven't come to fruition in 2025?In this episode, Jane and Rory are once again joined by Ross Kelly, news and analysis editor at ITPro, to discuss the biggest misses of the year.Read more:Is enterprise agentic AI adoption matching the hype?‘Agent washing' is here: Most agentic AI tools are just ‘repackaged' RPA solutions and chatbots – and Gartner says 40% of projects will be ditched within two yearsAgentic AI carries huge implications for security teams - here's what leaders should know'It's slop': OpenAI co-founder Andrej Karpathy pours cold water on agentic AI hype – so your jobs are safe, at least for nowIBM is targeting 'quantum advantage' in 12 months – and says useful quantum computing is just a few years awaySAS thinks quantum AI has huge enterprise potential – here's whySAS rejects generative AI hype in favor of data fundamentals at Innovate 2025Post-quantum cryptography is now top of mind for cybersecurity leadersWhy does Nvidia have a no-chip quantum strategy?Meta executive denies hyping up Llama 4 benchmark scores – but...

    On with Kara Swisher
    The Long Game with Jake Sullivan and John Finer

    On with Kara Swisher

    Play Episode Listen Later Dec 25, 2025 78:24


    Happy Holidays from the On with Kara Swisher team! To celebrate, we're gifting you a recent episode of a new national security podcast from the Vox Media Podcast Network. “The Long Game” is hosted by Jake Sullivan, President Biden's National Security Advisor, and Jon Finer, his Principal Deputy — both senior aides who sat in on the classified Presidential Daily Brief each morning and translated raw intelligence into policy advice. On this episode of The Long Game, Jake and Jon cover: - The fast-escalating U.S. pressure campaign against the Maduro regime in Venezuela — including the growing American military buildup and Trump's post calling Venezuela a “foreign terrorist organization.” - President Trump's decision to allow the sale of Nvidia's advanced H200 AI chips to China — announced on the same day that the DOJ called the chip a cornerstone of “AI superiority.” - A Red Team/Blue Team exercise on the U.S.-backed peace proposal for the Ukraine–Russia war, with Jake and Jon stepping into the roles of advisers to Zelensky and Putin. Follow The Long Game so you never miss an episode. New episodes drop on Fridays. Show notes and a transcript of the episode are available here.Watch the video of this episode on Youtube. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Unhedged
    From Against the Rules: Michael Burry Speaks

    Unhedged

    Play Episode Listen Later Dec 25, 2025 37:04


    Here's another podcast we think you'll enjoy, The Big Short Companion from Against the Rules, hosted by bestselling author Michael Lewis. Lewis' popular book The Big Short is 15 years old, and to mark the occasion, Lewis is looking back on how the 2008 financial crisis still affects the world today. Investor Michael Burry was one of the first to see the subprime housing market crisis coming, and now, he's back in the headlines, this time for betting against a very different kind of boom: he's taken short positions in tech titans Nvidia and Palantir. In this episode, Michael Lewis sits down with Burry for a rare interview. Find The Big Short Companion from Against the Rules wherever you get podcasts and The Big Short audiobook wherever you get audiobooks. Hosted on Acast. See acast.com/privacy for more information.

    AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
    Nvidia to pay $20B to License Groq Tech, Hire CEO and President

    AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

    Play Episode Listen Later Dec 25, 2025 8:49


    In this episode, we break down Nvidia's move to license AI chip challenger Groq's technology and bring its CEO on board. We explore what this means for the future of AI hardware competition and why Nvidia would partner so closely with a potential rival.Try Delve: https://delve.co/Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Let's Talk AI
    #229 - Gemini 3 Flash, ChatGPT Apps, Nemotron 3

    Let's Talk AI

    Play Episode Listen Later Dec 25, 2025 87:07


    Our 229th episode with a summary and discussion of last week's big AI news!Recorded on 12/19/2025Hosted by Andrey Kurenkov and Jeremie HarrisFeel 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:Notable releases include OpenAI's GPT-5.2 Codex for advanced coding and Google's Gemini Free Flash for competitive AI application performance. Nvidia's new open-source Trion-3 models also showcase impressive benchmarks.Funding updates highlight Lovable's $330M Series B, valuing the AI coding startup at $6.6B, and Faya's $140M Series D for AI model hosting, valued at $4.5B.China makes significant strides in semiconductor technology with advances in EUV lithography machines, led by Huawei and SMIC, potentially disrupting global chip manufacturing dominance.Key safety and policy updates include OpenAI's GPT-5.2 system card focusing on biosecurity and cybersecurity risks, while Google partners with the US military to power a new AI platform with Gemini models.Timestamps:(00:00:10) Intro / Banter(00:02:09) News PreviewTools & Apps(00:02:56) Google launches Gemini 3 Flash, makes it the default model in the Gemini app | TechCrunch(00:10:13) ChatGPT launches an app store, lets developers know it's open for business | TechCrunch(00:13:35) Introducing GPT-5.2-Codex | OpenAI(00:19:23) Story about OpenAI release - GPT image 1.5(00:22:27) Meta partners with ElevenLabs to power AI audio across Instagram, Horizon - The Economic TimesApplications & Business(00:23:16) OpenAI to End Equity Vesting Period for Employees, WSJ Says(00:28:20) How China built its ‘Manhattan Project' to rival the West in AI chips(00:36:47) China's Huawei, SMIC Make Progress With Chips, Report Finds(00:41:03) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips(00:43:32) Amazon has a new leader for its ‘AGI' group as it plays catch-up on AI | The Verge(00:47:27) Broadcom reveals its mystery $10 billion customer is Anthropic(00:49:12) Vibe-coding startup Lovable raises $330M at a $6.6B valuation | TechCrunch(00:50:38) Fal nabs $140M in fresh funding led by Sequoia, tripling valuation to $4.5B | TechCrunchProjects & Open Source(00:51:10) Nvidia Becomes a Major Model Maker With Nemotron 3 | WIRED(00:59:24) Meta introduces new SAM AI able to isolate and edit audio • The Register(00:59:54) [2512.14856] T5Gemma 2: Seeing, Reading, and Understanding Longer(01:03:10) Anthropic makes agent Skills an open standard - SiliconANGLEResearch & Advancements(01:03:47) Budget-Aware Tool-Use Enables Effective Agent Scaling(01:08:21) Rethinking Thinking Tokens: LLMs as Improvement Operators(01:10:50) What if AI capabilities suddenly accelerated in 2027? How would the world know?Policy & Safety(01:12:58) Update to GPdfT-5 System Card: GPT-5.2(01:18:04) Neural Chameleons: Language Models Can Learn to Hide Their Thoughts from Unseen Activation Monitors(01:20:47) Async Control: Stress-testing Asynchronous Control Measures for LLM Agents(01:24:37) Google is powering a new US military AI platform | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    What The Flux
    Biggest AI stories - 2025 Recap

    What The Flux

    Play Episode Listen Later Dec 25, 2025 6:44 Transcription Available


    Atlassian has announced plans to take on Google and Apple with a near-$1 billion acquisition of an AI-powered browse. Nvidia is investing $5 billion USD into its long-time rival Intel that flips a decades-long rivalry into a collaboration. OpenAI, the owner of ChatGPT wants to buy Google’s Chrome… if Google is forced by the courts to sell it _ 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.

    Hacker News Recap
    December 24th, 2025 | Tell HN: Merry Christmas

    Hacker News Recap

    Play Episode Listen Later Dec 25, 2025 14:19


    This is a recap of the top 10 posts on Hacker News on December 24, 2025. This podcast was generated by wondercraft.ai (00:30): Tell HN: Merry ChristmasOriginal post: https://news.ycombinator.com/item?id=46380168&utm_source=wondercraft_ai(01:51): Unifi Travel RouterOriginal post: https://news.ycombinator.com/item?id=46371135&utm_source=wondercraft_ai(03:12): Nvidia buying AI chip startup Groq for about $20B in cashOriginal post: https://news.ycombinator.com/item?id=46379183&utm_source=wondercraft_ai(04:34): Phoenix: A modern X server written from scratch in ZigOriginal post: https://news.ycombinator.com/item?id=46380075&utm_source=wondercraft_ai(05:55): Show HN: Minimalist editor that lives in browser, stores everything in the URLOriginal post: https://news.ycombinator.com/item?id=46378554&utm_source=wondercraft_ai(07:17): Show HN: Vibium – Browser automation for AI and humans, by Selenium's creatorOriginal post: https://news.ycombinator.com/item?id=46377597&utm_source=wondercraft_ai(08:38): Fabrice Bellard: Biography (2009) [pdf]Original post: https://news.ycombinator.com/item?id=46377862&utm_source=wondercraft_ai(09:59): When Compilers Surprise YouOriginal post: https://news.ycombinator.com/item?id=46375384&utm_source=wondercraft_ai(11:21): Don't Become the MachineOriginal post: https://news.ycombinator.com/item?id=46372153&utm_source=wondercraft_ai(12:42): Nabokov's guide to foreigners learning RussianOriginal post: https://news.ycombinator.com/item?id=46371423&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

    Dünya Trendleri
    Asya'dan Geleceğe Bakış - Konuk: Öğretim Üyesi Prof. Dr. Cumhur Coşkun Küçüközmen

    Dünya Trendleri

    Play Episode Listen Later Dec 25, 2025 37:58


    286. Bölümde İzmir Ekonomi Üniversitesi Öğretim Üyesi Prof. Dr. Cumhur Coşkun Küçüközmen oldu. Dünya Trendleri'nde, küresel ticaret ve finansın geleceğini şekillendiren iki önemli buluşmayı konuşacağız: WTO Public Forum ve Singapore Fintech Festival. Yapay zekâdan dijital ticarete, tokenizasyondan kuantum teknolojilerine kadar öne çıkan trendleri ve bu başlıkların Türkiye için ne ifade ettiğini birlikte değerlendireceğiz. (00:00) – Açılış WTO Public Forum Singapore Fintech Festival (02:40) - WTO Public Forum 2025'in teması “Enhance, create, and preserve” olarak belirlenmiş. Bu tema sizin için ne ifade etti? Gerçekten bu üç kelime forumun ruhunu yansıtıyor muydu? (06:10) - Forum, dijital ticaretin dönüştürücü gücüne odaklanıyor sanırım. Orada hangi dijital dönüşüm trendleri öne çıktı? (AI, e-ticaret, ileri ticaret kolaylaştırma yöntemleri vs.) (08:30) - Forumda AI'nin potansiyel faydaları kadar riskleri de konuşuldu mu? Özellikle gelişmekte olan ülkelerin dışlanma riski ve “AI zenginliğini artırabilir, ama eşitsizliği derinleştirebilir” gibi senaryolar tartışıldı mı? (10:58) - Forumda katılımcılar “tek bir küresel kural kitabı mı olmalı, yoksa bölgesel farklılıklara izin veren esnek yapılar mı tercih edilmeli” tartışmasını nasıl gördü? (16:33) - Geri döndüğünüzde aklınızda “Bunu Türkiye'de ya da Türk şirketlerinde uygulayabiliriz” dediğin bir fikir oldu mu? (18:50) - SFF'de yer alan ana teknoloji eksenlerinden (AI, kuantum, tokenizasyon) sizi en çok hangisi etkiledi ve neden? (22:25) - Tokenizasyonun sermaye piyasaları üzerindeki potansiyeli hakkında neler duydunuz önemli çıkarımlar var mı? (25:40) - AI'nin finans sektöründeki kullanımında, regülasyon ve etik konuşmaları nasıl ele alındı? (27:40) - Kuantum teknolojisinin finans dünyasında pratik olarak ne gibi etkileri olabilir? (Şifreleme, güvenlik, işlem hızı gibi) (28:50) - Yeni ödeme altyapıları (QR, dijital cüzdan, agentic commerce) festivalin gündeminde ne kadar yer aldı? Türkiye ya da başka pazarlara dair çıkarımlar var mıydı? (30:45) - WTO Forum ile SFF arasında sizin gördüğünüz en güçlü paralellikler neler? (32:25) - Bugün konuştuğumuz forumlardan çıkarılabilecek en önemli 3 içgörü sizin için neydi?” (35:00) - Kitap önerileri Imagining AI: How the World Sees Intelligent MachinesEditörler: Stephen Cave & Kanta Dihal The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted MicrochipYazar: Stephen Witt Moral Ambition: Stop Wasting Your Talent and Start Making a DifferenceYazar: Rutger Bregman Techno Feudalism: What Killed CapitalismYazar: Yanis Varoufakis (36:57) - Kapanış Takip X⁠⁠⁠⁠  – ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ – ⁠⁠⁠⁠Linkedin⁠⁠⁠⁠ – ⁠⁠⁠⁠Youtube⁠⁠⁠⁠ – ⁠⁠⁠⁠Goodreads⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Bülten⁠⁠⁠⁠ – ⁠⁠⁠⁠E-Posta⁠⁠⁠⁠ – Bu çalışmaları ve emeklerimi desteklemek için ⁠⁠⁠⁠Patreon⁠⁠⁠⁠ hesabımız⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    AI Briefing Room
    EP-439 Nvidia's Strategic Chip Move

    AI Briefing Room

    Play Episode Listen Later Dec 25, 2025 2:37


    welcome to wall-e's tech briefing for thursday, december 25! dive into today's top tech stories: nvidia's strategic move: nvidia signs a non-exclusive licensing agreement with groq, hiring key leadership including ceo jonathan ross, aiming to enhance ai chip manufacturing. waymo's robotaxi update: waymo releases a software update improving robotaxi navigation during power outages, particularly addressing traffic signal management. gemini ai assistant in waymo: waymo tests the integration of google's gemini ai as an in-car assistant, enhancing rider experience without interfering in driving decisions. apple's app store pause: apple halts app store changes in texas due to a court block on a new age-assurance law amid privacy concerns, while monitoring legal developments. data center activism: nationwide protests emerge against data centers due to environmental and health concerns, as tech giants push forward with infrastructure expansion. stay tuned for tomorrow's tech updates!

    Business Wars
    How Nvidia Owned A.I. | Once in a Lifetime | 2

    Business Wars

    Play Episode Listen Later Dec 24, 2025 42:52


    Flush from its success in video game graphics, Nvidia sets its sights on turning its gaming chips into the tools that will power the next wave of computing advancement. With both investors and computer scientists skeptical, their plan looks like money down the drain. Right up until A.I. researchers discover the untapped power hidden inside Nvidia's gaming chips.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Big Technology Podcast
    2025 In Review, 2026 Predictions — With Reed Albergotti

    Big Technology Podcast

    Play Episode Listen Later Dec 24, 2025 43:23


    Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta's superintelligence gamble, Google's Gemini push, OpenAI's model race, and the rise of AI companions. We also discuss Tesla's self-driving moment of truth, Nvidia's upside and risks, Microsoft's Copilot dilemma, big media and streaming shake-ups, Anthropic's IPO prospects, SPACs and private equity, quantum, and the strange new love stories people are forming with their bots. Hit play for a fast, prediction-packed tour through the year in tech—and a sharp, entertaining look at where the AI economy and Big Tech are headed next. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squawk on the Street
    Santa Claus Rally, Nygren on Markets and WBD, Holiday Retail Homestretch 12/24/25

    Squawk on the Street

    Play Episode Listen Later Dec 24, 2025 41:52


    On the final trading day before Christmas, Carl Quintanilla and Melissa Lee explored Wall Street hopes for a "Santa Claus rally" one day after the S&P 500 hit a new record high. Oakmark Funds' Bill Nygren shared his outlook for the markets, as well as his take on the battle for Warner Bros. Discovery. Harris Oakmark is WBD's fifth-largest shareholder. Retail veteran Jan Kniffen offered his perspective on stores and the consumer as the holiday shopping season hits the homestretch. Also in focus: Nike shares rise thanks to Apple CEO Tim Cook, the Nvidia connection to Intel shares falling, the financial sector's rally to all-time highs, President Trump expects rate cuts from a new Fed chair, gold's record run, what crypto and a dive bar have in common.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.

    Nightly Business Report
    Testing Troubles, Let's Go to the Mall, AI in Aisle Six 12/24/25

    Nightly Business Report

    Play Episode Listen Later Dec 24, 2025 43:56


    Nvidia reportedly stops testing Intel's production process to manufacture advanced chips. A retail analyst checks in from his last-minute shopping trip to the mall. Plus, how grocery chain Stew Leonard's is leveraging AI as inflation sticks around.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Your Money. Your Life. With Delano Saporu
    Episode 308: AI Money, Media Power Plays & Nvidia's China Move

    Your Money. Your Life. With Delano Saporu

    Play Episode Listen Later Dec 24, 2025 14:11


    This episode features a large news slate: Elisson offering gaurantee on Paramount Bid, SoftBank sprints to fund $22.5B Open AI deal and TNvidia to start selling H200 chips to China. Roundtable: QOFTWhttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

    Ask Noah Show
    Ask Noah Show 472

    Ask Noah Show

    Play Episode Listen Later Dec 24, 2025 58:44


    This week Noah and Steve work on Steve's house, a new automated lock system goes in, some new structured wiring goes in, and we talk about automating your Christmas tree. -- During The Show -- 00:48 Intro Happy Christmas Kids and presents Quests at Steve's Steve's Christmas tree Steve on a Mac 16:20 Feedback You start the conversation Send in an email success stories problems you can't solve suggest a topic 18:00 Switch Bot A room to keep dogs and kids out of Why Switch Bot? Gold tier certified by Home Assistant Value of talking with others How to evaluate "the line" The "delta" Gratitude 36:17 Structured Wiring 2 Recessed outlets with Ethernet 2 Projector rooms The Smart Home Hookup (https://www.thesmarthomehookup.com/) The Smart Home Hookup Youtube (https://www.thesmarthomehookup.com/) Playing D&D with the family Lay of the land Running Cat6 SDI Video/Audio Belden Cables (https://www.belden.com/products) Vertical Cables (https://verticalcable.com/) HDMI Decimators Keystones 55:57 News Wire Darktable 5.4 - darktable.org (https://www.darktable.org/2025/12/darktable-5.4.0-released/) Kdenlive 25.12 - kdenlive.org (https://kdenlive.org/news/releases/25.12.0/) OpenShot 3.4 - openshot.org (https://www.openshot.org/blog/2025/12/15/new_openshot_release_340/) OpenZFS 2.4 - github.com (https://github.com/openzfs/zfs/releases) GNUCash 5.14 - gnucash.org (https://www.gnucash.org/news.phtml) Nvidia Linux 590.48 - phoronix.com (https://www.phoronix.com/news/NVIDIA-590.48.01-Linux) Linux 6.17 EOL - 9to5linux.com (https://9to5linux.com/linux-kernel-6-17-reaches-end-of-life-its-time-to-upgrade-to-linux-kernel-6-18-lts) RELIANOID 7.8.0 - relianoid.com (https://www.relianoid.com/blog/release-notes-relianoid-7-8-0-community-edition/?srsltid=AfmBOoqTXRsWaTNKQFzVEqPBJTCWcDsZ6UdJ39cTIPM4-r7CGJXQ8Ldq) SparkyLinux 2025.12 - sparkylinux.org (https://sparkylinux.org/sparky-2025-12/) Easy OS Excalibur 7.1 - puppylinux.com (https://forum.puppylinux.com/viewtopic.php?t=16128) Emmabuntus Debian Edition 6 - emmabuntus.org (https://emmabuntus.org/category/english/) Solaris 11.4 - blogs.oracle.com (https://blogs.oracle.com/solaris/whats-new-in-oracle-solaris-11-4-sru-87) FreeBSD 15.0 - freebsd.org (https://www.freebsd.org/releases/15.0R/relnotes/) Rust CVE in Linux - itsfoss.com (https://itsfoss.com/news/first-linux-kernel-rust-cve/) Senate Intel Chair - cyberscoop.com (https://cyberscoop.com/tom-cotton-open-source-software-foreign-influence-national-cyber-director/) Beavertail Malware - scworld.com (https://www.scworld.com/news/north-korean-beavertail-malware-sparks-attacks-across-financial-sector) Open-Source Protein Co-Folding Model - nvidia.com (https://www.nvidia.com/en-us/customer-stories/mit-recursion-open-source-protein-co-folding-model/) Bloom - siliconangle.com (https://siliconangle.com/2025/12/22/anthropic-announces-bloom-open-source-tool-researchers-evaluating-ai-behavior/) CUGA - infoq.com (https://www.infoq.com/news/2025/12/ibm-cuga/) Nemotron AI Models - finance.yahoo.com (https://finance.yahoo.com/news/nvidia-corporation-nvda-launches-family-144517323.html) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/472) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

    China In Focus
    Commerce Dept. Reports 4.3 percent Growth in 3rd Quarter - China in Focus

    China In Focus

    Play Episode Listen Later Dec 24, 2025 23:12


    00:00 Intro01:19 Commerce Dept. Reports 4.3 percent Growth in 3rd Quarter02:16 Report: China's Economy Grew Less Than 3 percent in 202503:18 Pentagon: China Loads 100+ Nuclear-Capable Missiles04:47 President Unveils Plans for ‘Trump-Class' Battleships06:04 China Dominates Commercial Ship Production06:13 Mistrial After Jury Deadlock in Ex-N.Y. Gov. Aide's Case07:26 US Holds Off Tariffs on Chinese Chip Imports08:25 Nvidia to Export H200 Chips to China in Feb.: Sources09:37 US Seizes Venezuelan Tankers; China, Iran Protest12:41 Companies Exit as China's True Face Emerges14:41 From COVID to Conflict: Why Trust in Beijing Fades18:37 Australia Plays Catch-Up as Beijing Moves In

    Level With Me Podcast
    We Lost A Great One... Level With Me Ep. 117

    Level With Me Podcast

    Play Episode Listen Later Dec 24, 2025 88:21


    On this week's episode LevelCap and Matimi0 https://www.twitch.tv/matimi0 discuss the passing of legendary Call of Duty co-creator Vince Zampella, the ARC Raiders wipe, Nvidia, and much more! Support us on Patreon for bonus content! https://www.patreon.com/LevelWithMePodcast Join Our Discord and make suggestions for our next episode topics https://discord.gg/nxBQZ6eh8H

    The Rundown
    Tim Cook Buys $3M of Nike Stock, AI Fleet Company Motive Files for IPO

    The Rundown

    Play Episode Listen Later Dec 24, 2025 8:44


    Market update for Wednesday December 24, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:The S&P 500 hits another record as GDP growth comes in hotter than expectedApple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things aroundGoogle-backed AI fleet management company Motive files for an IPODynavax surges after agreeing to a $2.2B acquisition by SanofiIntel slides after reports Nvidia won't use its chip manufacturing processTech IPOs in 2025 have disappointed investors

    El Brieff
    El Brieff - 24 de diciembre: Bimbo demanda a Trump; Adiós impuesto a Videojuegos y YouTube crea Juegos con IA

    El Brieff

    Play Episode Listen Later Dec 24, 2025 9:06


    Hoy en El Brieff, en vísperas de Navidad, Bimbo demanda al gobierno de EE.UU. para declarar inconstitucionales los aranceles de Trump. El gobierno mexicano renuncia al impuesto del 8% a videojuegos violentos por ser "difícil de fiscalizar". En economía, las exportaciones mexicanas crecen 7.37%, su mejor cifra en tres años. En el mundo, la economía de EE.UU. sorprende con un crecimiento del 4.3%, YouTube permite crear juegos con IA sin código, y NVIDIA enseña a las máquinas a jugar viendo videos. Además, nuevos documentos de Epstein y el cobre en máximos históricos. Esto es La Conversación del Mundo.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

    Commodity Culture
    'I'd Be Amazed' If AI Bubble Doesn't Burst in 2026 - 'I'm Shorting Nvidia': Jack Gamble

    Commodity Culture

    Play Episode Listen Later Dec 24, 2025 40:44


    Jack Gamble isn't buying the AI hype and the promises of future cash flows as CEOs burn through unprecedented amounts of capital in an arms race that is set to fall flat on its face in 2026. Jack breaks down the accounting gimmicks, the lies and deception, and the complicity of Wall Street in fleecing investors, along with explaining why gold and silver are the assets you want to be holding when the dust settles after the bubble bursts.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtNobody Special Finance: https://www.youtube.com/@NobodySpecialFinanceFollow Jack Gamble on X: https://x.com/JG_NukeFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    Beurswatch | BNR
    Kan Google de bizarre comeback in het AI-gevecht doorzetten?

    Beurswatch | BNR

    Play Episode Listen Later Dec 24, 2025 28:29


    De Grote Tech Show en BNR Beurs slaan de handen ineen. Samen met Joe van Burik kijken we wat je als belegger zeker moet onthouden van het jaar 2025. Dat zat natuurlijk weer vol met de woorden 'Artificial' en 'Intelligence'. Je hoort dan ook van Joe of de piek al bereikt is bij bedrijven als Nvidia, hun klanten, én de klanten van hún klanten. Wie is er nu het beste gepositioneerd om de winsten te gaan pakken, en ook écht geld te gaan verdienen aan al die AI-modellen? En als al die bedrijven datacenters uit de grond stampen, hebben we dan straks ook leegstaande datacenterhallen á la Chinese vastgoedcrisis? Daarnaast hebben we het ook nog over twee techbedrijven die geen AI nodig hebben om de liefde van beleggers te winnen. Netflix doet dat gewoon met een smeuïge overnamedeal. En Nintendo heeft een harde kern met fans die genieten van hun nieuwe spelcomputer. We kijken hoe die twee bedrijven het jaar uit gaan. En Joe denkt dat elektrische autobouwer Rivian nog wel eens voor verbazing kan gaan zorgen.See omnystudio.com/listener for privacy information.

    Let's Know Things
    Data Center Politics

    Let's Know Things

    Play Episode Listen Later Dec 23, 2025 16:39


    This week we talk about energy consumption, pollution, and bipartisan issues.We also discuss local politics, data center costs, and the Magnificent 7 tech companies.Recommended Book: Against the Machine by Paul KingsnorthTranscriptIn 2024, the International Energy Agency estimated that data centers consumed about 1.5% of all electricity generated, globally, that year. It went on to project that energy consumption by data centers could double by 2030, though other estimates are higher, due to the ballooning of investment in AI-focused data centers by some of the world's largest tech companies.There are all sorts of data centers that serve all kinds of purposes, and they've been around since the mid-20th century, since the development of general purposes digital computers, like the 1945 Electronic Numerical Integrator and Computer, or ENIAC, which was programmable and reprogrammable, and used to study, among other things, the feasibility of thermonuclear weapons.ENIAC was built on the campus of the University of Pennsylvania and cost just shy of $500,000, which in today's money would be around $7 million. It was able to do calculators about a thousand times faster than other, electro-mechanical calculators that were available at the time, and was thus considered to be a pretty big deal, making some types of calculation that were previously not feasible, not only feasible, but casually accomplishable.This general model of building big-old computers at a center location was the way of things, on a practical level, until the dawn of personal computers in the 1980s. The mainframe-terminal setup that dominated until then necessitated that the huge, cumbersome computing hardware was all located in a big room somewhere, and then the terminal devices were points of access that allowed people to tap into those centralized resources.Microcomputers of the sort of a person might have in their home changed that dynamic, but the dawn of the internet reintroduced something similar, allowing folks to have a computer at home or at their desk, which has its own resources, but to then tap into other microcomputers, and to still other larger, more powerful computers across internet connections. Going on the web and visiting a website is basically just that: connecting to another computer somewhere, that distant device storing the website data on its hard drive and sending the results to your probably less-powerful device, at home or work.In the late-90s and early 2000s, this dynamic evolved still further, those far-off machines doing more and more heavy-lifting to create more and more sophisticated online experiences. This manifested as websites that were malleable and editable by the end-user—part of the so-called Web 2.0 experience, which allowed for comments and chat rooms and the uploading of images to those sites, based at those far off machines—and then as streaming video and music, and proto-versions of social networks became a thing, these channels connecting personal devices to more powerful, far-off devices needed more bandwidth, because more and more work was being done by those powerful, centrally located computers, so that the results could be distributed via the internet to all those personal computers and, increasingly, other devices like phones and tablets.Modern data centers do a lot of the same work as those earlier iterations, though increasingly they do a whole lot more heavy-lifting labor, as well. They've got hardware capable of, for instance, playing the most high-end video games at the highest settings, and then sending, frame by frame, the output of said video games to a weaker device, someone's phone or comparably low-end computer, at home, allowing the user of those weaker devices to play those games, their keyboard or controller inputs sent to the data center fast enough that they can control what's happening and see the result on their own screen in less than the blink of an eye.This is also what allows folks to store backups on cloud servers, big hard drives located in such facilities, and it's what allows the current AI boom to function—all the expensive computers and their high-end chips located at enormous data centers with sophisticated cooling systems and high-throughput cables that allow folks around the world to tap into their AI models, interact with them, have them do heavy-lifting for them, and then those computers at these data centers send all that information back out into the world, to their devices, even if those devices are underpowered and could never do that same kind of work on their own.What I'd like to talk about today are data centers, the enormous boom in their construction, and how these things are becoming a surprise hot button political issue pretty much everywhere.—As of early 2024, the US was host to nearly 5,400 data centers sprawled across the country. That's more than any other nation, and that number is growing quickly as those aforementioned enormous tech companies, including the Magnificent 7 tech companies, Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla, which have a combined market cap of about $21.7 trillion as of mid-December 2025, which is about two-thirds of the US's total GDP for the year, and which is more than the European Union's total GDP, which weighs in at around $19.4 trillion, as of October 2025—as they splurge on more and more of them.These aren't the only companies building data centers at breakneck speed—there are quite a few competitors in China doing the same, for instance—but they're putting up the lion's share of resources for this sort of infrastructure right now, in part because they anticipate a whole lot of near-future demand for AI services, and those services require just a silly amount of processing power, which itself requires a silly amount of monetary investment and electricity, but also because, first, there aren't a lot of moats, meaning protective, defensive assets in this industry, as is evidenced by their continual leapfrogging of each other, and the notion that a lot of what they're doing, today, will probably become commodity services in not too long, rather than high-end services people and businesses will be inclined to pay big money for, and second, because there's a suspicion, held by many in this industry, that there's an AI shake-out coming, a bubble pop or bare-minimum a release of air from that bubble, which will probably kill off a huge chunk of the industry, leaving just the largest, too-big-to-fail players still intact, who can then gobble up the rest of the dying industry at a discount.Those who have the infrastructure, who have invested the huge sums of money to build these data centers, basically, will be in a prime position to survive that extinction-level event, in other words. So they're all scrambling to erect these things as quickly as possible, lest they be left behind.That construction, though, is easier said than done.The highest-end chips account for around 70-80% of a modern data center's cost, as these GPUs, graphical processing units that are optimized for AI purposes, like Nvidia's Blackwell chips, can cost tens of thousands of dollars apiece, and millions of dollars per rack. There are a lot of racks of such chips in these data centers, and the total cost of a large-scale AI-optimized data center is often somewhere between $35 and $60 billion.A recent estimate by McKinsey suggests that by 2030, data center investment will need to be around $6.7 trillion a year just to keep up the pace and meet demand for compute power. That's demand from these tech companies, I should say—there's a big debate about where there's sufficient demand from consumers of AI products, and whether these tech companies are trying to create such demand from whole cloth, to justify heightened valuations, and thus to continue goosing their market caps, which in turn enriches those at the top of these companies.That said, it's a fair bet that for at least a few more years this influx in investment will continue, and that means pumping out more of these data centers.But building these sorts of facilities isn't just expensive, it's also regulatorily complex. There are smaller facilities, akin to ENIAC's campus location, back in the day, but a lot of them—because of the economies of scale inherent in building a lot of this stuff all at once, all in the same place—are enormous, a single data center facility covering thousands of acres and consuming a whole lot of power to keep all of those computers with their high-end chips running 24/7.Previous data centers from the pre-AI era tended to consume in the neighborhood of 30MW of energy, but the baseline now is closer to 200MW. The largest contemporary data centers consume 1GW of electricity, which is about the size of a small city's power grid—that's a city of maybe 500,000-750,000 people, though of course climate, industry, and other variables determine the exact energy requirements of a city—and they're expected to just get larger and more resource-intensive from here.This has resulted in panic and pullbacks in some areas. In Dublin, for instance, the government has stopped issuing new grid connections for data centers until 2028, as it's estimated that data centers will account for 28% of Ireland's power use by 2031, already.Some of these big tech companies have read the writing on the wall, and are either making deals to reactivate aging power plants—nuclear, gas, coal, whatever they can get—or are saying they'll build new ones to offset the impact on the local power grid.And that impact can be significant. In addition to the health and pollution issues caused by some of the sites—in Memphis, for instance, where Elon Musk's company, xAI, built a huge data center to help power his AI chatbot, Grok, the company is operating 35 unpermitted gas turbines, which it says are temporary, but which have been exacerbating locals' health issues and particulate numbers—in addition to those issues, energy prices across the US are up 6.9% year over year as of December 2025, which is much higher than overall inflation. Those costs are expected to increase still further as data centers claim more of the finite energy available on these grids, which in turn means less available for everyone else, and that scarcity, because of supply and demand, increases the cost of that remaining energy.As a consequence of these issues, and what's broadly being seen as casual overstepping of laws and regulations by these companies, which often funnel a lot of money to local politicians to help smooth the path for their construction ambitions, there are bipartisan efforts around the world to halt construction on these things, locals saying the claimed benefits, like jobs, don't actually make sense—as construction jobs will be temporary, and the data centers themselves don't require many human maintainers or operators, and because they consume all that energy, in some cases might consume a bunch of water—possibly not as much as other grand-scale developments, like golf courses, but still—and they tend to generate a bunch of low-level, at times harmful background noise, can create a bunch of local pollution, and in general take up a bunch of space without giving any real benefit to the locals.Interestingly, this is one of the few truly bipartisan issues that seems to be persisting in the United States, at a moment in which it's often difficult to find things Republicans and Democrats can agree on, and that's seemingly because it's not just a ‘big companies led by untouchable rich people stomping around in often poorer communities and taking what they want' sort of issue, it's also an affordability issue, because the installation of these things seems to already be pushing prices higher—when the price of energy goes up, the price of just about everything goes up—and it seems likely to push prices even higher in the coming years.We'll see to what degree this influences politics and platforms moving forward, but some local politicians in particular are already making hay by using antagonism toward the construction of new data centers a part of their policy and campaign promises, and considering the speed at which these things are being constructed, and the slow build of resistance toward them, it's also an issue that could persist through the US congressional election in 2026, to the subsequent presidential election in 2028.Show Noteshttps://www.wired.com/story/opposed-to-data-centers-the-working-families-party-wants-you-to-run-for-office/https://finance.yahoo.com/news/without-data-centers-gdp-growth-171546326.htmlhttps://time.com/7308925/elon-musk-memphis-ai-data-center/https://wreg.com/news/new-details-on-152m-data-center-planned-in-memphis/https://www.politico.com/news/2025/05/06/elon-musk-xai-memphis-gas-turbines-air-pollution-permits-00317582https://www.datacenterwatch.org/reporthttps://www.govtech.com/products/kent-county-mich-cancels-data-center-meeting-due-to-crowdhttps://www.woodtv.com/news/kent-county/gaines-township-planning-commission-to-hold-hearing-on-data-center-rezoning/https://www.theverge.com/science/841169/ai-data-center-oppositionhttps://www.iea.org/reports/energy-and-ai/energy-demand-from-aihttps://www.cbre.com/insights/reports/global-data-center-trends-2025https://www.phoenixnewtimes.com/news/chandler-city-council-unanimously-kills-sinema-backed-data-center-40628102/https://www.mlive.com/news/ann-arbor/2025/11/rural-michigan-fights-back-how-riled-up-residents-are-challenging-big-tech-data-centers.html?outputType=amphttps://www.courthousenews.com/nonprofit-sues-to-block-165-billion-openai-data-center-in-rural-new-mexico/https://www.datacenterdynamics.com/en/news/microsoft-cancels-plans-for-data-center-caledonia-wisconsin/https://www.cnbc.com/2025/11/25/microsoft-ai-data-center-rejection-vs-support.htmlhttps://www.wpr.org/news/microsoft-caledonia-data-center-site-ozaukee-countyhttps://thehill.com/opinion/robbys-radar/5655111-bernie-sanders-data-center-moratorium/https://www.investopedia.com/magnificent-seven-stocks-8402262https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centershttps://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/ai-power-expanding-data-center-capacity-to-meet-growing-demandhttps://www.marketplace.org/story/2025/12/19/are-energyhungry-data-centers-causing-electric-bills-to-go-uphttps://en.wikipedia.org/wiki/Data_centerhttps://en.wikipedia.org/wiki/ENIAC This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

    Squawk on the Street
    Cramer's Morning Take: Nvidia 12/23/25

    Squawk on the Street

    Play Episode Listen Later Dec 23, 2025 1:55


    Cramer says this semiconductor giant ‘should not be down.' Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Stock Pickers
    #BÔNUS VOC: CONHEÇA A PRIMEIRA MULTINACIONAL DA HISTÓRIA

    Stock Pickers

    Play Episode Listen Later Dec 23, 2025 7:26


    Neste episódio bônus de Stock Pickers, Lucas Collazo faz uma viagem no tempo para contar a história da Companhia Holandesa das Índias Orientais (VOC): a empresa que criou a primeira bolsa de valores do mundo e lançou as bases do capitalismo moderno.Fundada em 1602, na Holanda, a VOC foi muito mais do que uma companhia de comércio. Ela teve exército próprio, frota armada, cunhou moedas, governou colônias e realizou o primeiro IPO da história, dando origem ao mercado de ações como conhecemos hoje. Em valores atuais, estimativas indicam que seu valor de mercado teria chegado a cerca de US$ 8 trilhões, mais do que Apple e Nvidia somadas - e muito acima de toda a bolsa brasileira. O episódio explica como o capital privado substituiu reis e impérios, como nasceu Wall Street e de que forma conceitos como ações, dividendos e responsabilidade limitada surgiram no século XVII.Uma aula de história econômica para entender por que, quatrocentos anos depois, o sistema criado pela VOC ainda move os mercados globais.

    The Options Insider Radio Network
    The Hot Options Report: 12-23-2025

    The Options Insider Radio Network

    Play Episode Listen Later Dec 23, 2025 9:44


    Welcome to today's episode of The Hot Options Report—your essential guide to options trading and stock market analysis as we head into the holiday break. Host Mark Longo breaks down the day's market volatility, concentrating on the top options trades and key stock movements driving the tape before the holiday. In this episode, we dive into the massive trading volumes and unusual activity seen across the leaderboard, including a historic day for Novo Nordisk (NVO) and the continued dominance of Tesla (TSLA) and Nvidia (NVDA). On This Episode, We Discuss: The NVO "Pill" Pop: Novo Nordisk shares surged following the landmark FDA approval of the oral version of Wegovy. We analyze the explosion in call volume and what this fundamental shift means for the GLP-1 "Weight Loss War" heading into 2026. Tesla (TSLA) Sentiment: Tesla remains the undisputed king of the tape as it pushes toward key psychological levels. We break down the massive open interest and the "Santa Rally" positioning ahead of the highly anticipated January delivery report. Nvidia (NVDA) & The China Pivot: With reports circulating about a green light for specific AI chip shipments to China, Nvidia is seeing a massive influx of aggressive call buying. Is the "AI Trade" finding a second wind for the new year? Broad Market Check: Is the market gift-wrapped for a year-end surge? We look at the sentiment reflected in the major index options chains amidst thin holiday liquidity and record highs for the S&P 500. Unusual Activity Spotlight: We track the "Hot Trades" of the day, including surprising volume in names like MicroStrategy (MSTR) and Robinhood (HOOD). Year-End Positioning: A look at why traders are rolling positions and selling premium to capture holiday decay. Tune in for detailed insights into each options trade, the macro drivers behind today's tape, and the vital implications for active traders. Get more options data, charts, and analysis at: TheHotOptionsReport.com

    La Martingale
    De l'audience au business : mode d'emploi - Allo La Martingale #38

    La Martingale

    Play Episode Listen Later Dec 23, 2025 82:10


    Émission du 23/12/2025 présentée par Amaury de Tonquédec avec Maxime (Amixem) Chabroud, Créateur de contenus et Valentin Demé, Entrepreneur et PDG de Cube. L'un fait partie des créateurs francophones les plus populaires. Vous êtes plus de 10 millions à le suivre. Il a créé de véritables business autour de son audience. L'autre est un entrepreneur qui se sert de la création de contenu pour développer ses entreprises. Dans un sens comme dans l'autre, être à l'aise avec la création de contenus et ses rouages, que ce soit devant ou derrière la caméra est un véritable effet de levier. Alors aujourd'hui on vous propose une master class pour vous y investir à fond en 2026. Au programme : Comment capter une audience ? Comment s'exposer à la creator economy ? Quel avenir pour ce secteur ? Comment utiliser la création de contenu pour développer son business ? Comment monétiser son audience ?Si MrBeast entre en bourse, faut-il investir ?Les vidéos les plus couteuses font-elles le plus de vues ?L'IA menace-t-elle les créateurs de contenus ?Comment s'y mettre en 2026 ? Et les questions CASH ! PS : pour les entrepreneurs qui veulent rejoindre et postuler pour cube c'est sur www.lecube.io

    My First Million
    How to get rich with stocks (without math, charts or models)

    My First Million

    Play Episode Listen Later Dec 22, 2025 81:04


    *Get Shaan's 4 money rules that took him from broke to $25M by 30:* https://clickhubspot.com/wrg Episode 777: Shaan Puri ( ⁠https://x.com/ShaanVP⁠ ) talks to Chris Camillo ( https://x.com/ChrisCamillo ) about how he turned $20K into $60M using social arbitrage investing.  — Show Notes: (0:00) Intro (1:00) Turning $20K to $60M (5:30) Garage sale arbitrage (12:36) Observational investing (14:33) Bet: Beacon Roof (19:03) Bet: E.l.f (22:04) Trending on Twitter (29:00) Ticker Tags (31:55) Bet: Sphere in Las Vegas (36:48) Chris's first million (40:34) My biggest mistake (43:42) Bet: Palantir (46:58) Drawing down 40% of my net worth (51:49) $30M in one year (57:39) 2026 picks: Bloom Energy, Palantir, NVIDIA (1:02:06) Should regular people do this? (1:13:45) Bet: Private airfaire — Links: • Ticker Tags - https://ticker-tags.com/  • Dumb Money Live - https://www.youtube.com/@DumbMoneyLive  • Unknown Market Wizards - https://www.amazon.com/Market-Wizards-traders-youve-never/dp/0857198696  • Bloom -  https://www.bloomenergy.com/  — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano //

    On with Kara Swisher
    Winners, Losers & WTF Moments: A Look Back at 2025's Top Tech Stories

    On with Kara Swisher

    Play Episode Listen Later Dec 22, 2025 63:32


    From an unenforced TikTok ban and a chatbot calling itself MechaHitler to mounting fears that we're in an AI bubble, 2025 was another messy year for the tech industry. We watched billionaire CEOs fully align themselves with President Trump, Nvidia become the first $5 trillion company, and Elon Musk's popularity tank, thanks to his DOGE antics (and yet he could still become the world's first trillionaire).  Kara breaks down the biggest tech stories of 2025 with four journalists: Bill Cohan, a longtime financial journalist, author, and Puck co-founder who covers Wall Street; Casey Newton, founder and editor of the tech newsletter Platformer and host of The New York Times podcast “Hard Fork”; Joanna Stern, senior personal technology columnist for The Wall Street Journal and author of a forthcoming book about how she surrendered her life to A.I. for a year; and Charlie Warzel, staff writer at The Atlantic and host of the tech and culture podcast “Galaxy Brain.”  (Please note, this conversation was recorded before news broke that TikTok had signed a deal to spin off its U.S. business to a group of American investors, the Justice Department released a trove of documents tied to investigations into Jeffrey Epstein, and Waymo halted service in San Francisco because of power outages in the area.)  Questions? Comments? Email us at on@voxmedia.com or find us on YouTube, Instagram, TikTok, Threads, and Bluesky @onwithkaraswisher. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Techmeme Ride Home
    Blackouts Take Waymo Out

    Techmeme Ride Home

    Play Episode Listen Later Dec 22, 2025 22:00


    Turns out when the lights go out, Waymo's don't handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it's 1999. And two deep-dive looks at whether or not Google's TPU's really are a threat to Nvidia and OpenAI. Waymo resumes robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected (CNBC) Paramount guarantees Larry Ellison backing in amended WBD bid (CNBC) Instacart Scraps All Price Tests After Customer Pushback (WSJ) Spotify Music Library Scraped by Pirate Activist Group (Billboard) ChatGPT will now let you pick how nice it is (The Verge) TPU Mania (The Chip Letter) Why Nvidia maintains its moat and Gemini won't kill OpenAI (SiliconANGLE) Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
    20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

    Play Episode Listen Later Dec 22, 2025 69:42


    AGENDA: 03:48 Founder of the Year 2025 06:58 Product of the Year 10:05 Fund of the Year 20:52 Breakout Companies of 2025: Who Made the Biggest Impact? 26:57 Biggest Surprises of 2025 32:57 Predictions for 2026: Top Performing Tech Stocks of the Year 35:25 B2B Stocks to Watch 38:31 Why Salesforce Could Be the Buy of 2026 47:11 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One 55:38 IPO Speculations: Who Will Go Public in 2026 01:00:57 The Impact of AI on Employment  

    Squawk on the Street
    Peltz's Trian Strikes a Deal, Paramount Amends WBD Offer, Nvidia and Tech Rise 12/22/25

    Squawk on the Street

    Play Episode Listen Later Dec 22, 2025 45:54


    Carl Quintanilla and Jim Cramer kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push. 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.

    Squawk on the Street
    Nvidia's China Chip Shipments, Under-the-Radar Retail Metric, New State AI Laws 12/22/25

    Squawk on the Street

    Play Episode Listen Later Dec 22, 2025 42:59


    A new report says Nvidia could start shipping its H200 chip to China as soon as February, but some major roadblocks remain. Then a top wall street analyst says there is an under-the-radar indicator when it comes to determining what retailers will outperform. Plus, companies prepare for a slew of new State AI laws set to go into effect on January 1st. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Trappin Tuesday's
    Are You the Dumb Money_ The Truth About Nvidia, Tesla & Bitcoin ETFs

    Trappin Tuesday's

    Play Episode Listen Later Dec 21, 2025 13:44


    This is the dumb money playing field and they built it on purpose. In this episode, I break down how Wall Street, brokers, and these new 5x leveraged ETFs are setting retail investors up to get obliterated, while the wealthy quietly print money with assets, loans, and tax games most people never get taught. We talk about how 23-hour trading, 5x leveraged stock & crypto ETFs, and casino-style apps are designed to keep you glued to the screen, over-leveraged, and emotionally cooked — while the people who built the game barely touch this stuff. If you trade AMD, Nvidia, Tesla, Coinbase, Bitcoin, ETH, Solana, XRP, Amazon, Google, MSTR, Palantir… this episode is a must-watch before you ever touch a leveraged ETF.Join our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.