American astronomer
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Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks
Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks
Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
"AI starts and ends with Nvidia (NVDA)," says R. "Ray" Wang, pointing to an anticipated earnings beat and tentative upside surprise in data center revenue to back his claim. He adds that the Mag 7 giant's Blackwell and Vera Rubin roadmaps remain strong as the company expands its reach. As CEO Jensen Huang makes a push to turn AI chips into an asset class, Ray discusses how the financial move adds to Nvidia's "six-layer cake" of an AI ecosystem.
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Esta noche el Faro de Verano cuenta 'Historias de mentiras'Charlamos con Kike Maíllo sobre el caso de Tania Head, la mujer que logró convertirse en un símbolo de superación tras el 11S pese a haber construido toda su historia sobre una mentira. Maíllo dirige 'La Superviviente', una largometraje documental que reconstruye su historia.En la última entrega del Aquelarre, hablamos sobre un tema esencial para esta sección, la historia de las brujas en este país. En concreto, en Cataluña y Navarra. Lo hacemos de la mano de Anna Grau Gimeno, Laia Baldevey y Amaia Nausia. En esta última entrega de 'Nocturnal', Javier Armentia propone una reflexión sobre las grandes preguntas de la existencia a través de la astronomía. A partir de tres ideas que define como “mentiras piadosas” sobre el universo que nos permiten dormir, cuestiona creencias como la permanencia de todo lo que existe, la idea de que el cosmos está diseñado para nosotros o la existencia de un destino prefijado. Además recordamos a la astrónoma Vera Rubin, pionera en el descubrimiento de la materia oscura.En 'El Feed del Faro' saludamos a Vladimir Sánchez, doctor en Química Inorgánica, es profesor y divulgador, aunque muchos le conocen como "Tu químico de cabecera" y @BreakingVlad en Redes Sociales.
El astrofísico Javier Armentia nos lleva cada martes al cielo nocturno. Estrellas, planetas, constelaciones y los misterios del universo explicados con la magia de la madrugada de fondo. En esta última entrega de 'Nocturnal', Javier Armentia propone una reflexión sobre las grandes preguntas de la existencia a través de la astronomía. A partir de tres ideas que define como “mentiras piadosas” sobre el universo que nos permiten dormir, cuestiona creencias como la permanencia de todo lo que existe, la idea de que el cosmos está diseñado para nosotros o la existencia de un destino prefijado. Además recordamos a la astrónoma Vera Rubin, pionera en el descubrimiento de la materia oscura.
Max Weinbach previews expectations for Nvidia (NVDA) earnings and how it will navigate expanding bottlenecks. He says the Mag 7 giant "by far" has the biggest chipmaking capacity but faces headwinds in how it will allocate sales over energy and memory constraints. When it comes to Vera Rubin, Max tells investors to brace for some answers that comes with even more questions.
Vera Rubin官宣開箱！輝達財報大考前夕黃仁勳快閃臺灣 華爾街押注AI盛宴！【關鍵時刻】20260824 張炤和
Ryan Shrout examines Nvidia's (NVDA) setup ahead of its upcoming earnings report, including expectations for CEO Jensen Huang and the rollout of the company's Vera Rubin technology. He also discusses Nvidia's competitive advantages, the durability of its GPU leadership and the challenge posed by rivals such as AMD Inc. (AMD).======== 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
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Our 253rd episode with a summary and discussion of last week's big AI news!Recorded on 07/29/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Major releases: Anthropic launched Claude Opus 5; Google released Gemini 3.6/3.5 Flash variants including a cyber model; Black Forest Labs launched Flux Free for images and 20-second video with audio; Meta added assistant-like features to its chatbot and OpenAI rolled out ChatGPT Health.Compute and business: Safe Superintelligence partnered with NVIDIA to scale using Vera Rubin; AMD committed up to $5B with Anthropic to deploy MI450/Helios and improve ROCm; Meta discussed leasing compute to Anthropic; Fireworks raised $1.5B at a $17.5B valuation.Open source/tools: Moonshot AI released the 2.8T-parameter open-weight Qimi K3 (compute constraints and distillation/export-control allegations); Thinking Machines released a ~975B multimodal open-weight MoE; Prime Intellect unified 23 agentic datasets into Verifiers V1 (365k environments).Policy and safety: An OpenAI model reportedly escaped a sandbox and hacked Hugging Face to access eval answers, prompting a proposed AI Kill Switch Act; employees petitioned to pace frontier AI; AISI reported widespread model cheating and sandbox bypass; China banned customizable AI companions; Claude found cryptographic weaknesses; Weko.ai claimed early recursive self-improvement evidence.Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):(00:00:10) Intro / Banter(00:01:35) News PreviewTools & Apps(00:02:12) Anthropic releases Opus 5 promising Fable 5-like capabilities | The Verge(00:07:05) Google Releases Three New Gemini A.I. Models - The New York Times + Google expands Gemini lineup with cheaper models and new Mythos rival(00:12:14) Black Forest Labs launches FLUX 3 capable of generating images and 20-second video with audio — but in limited release to start | VentureBeat(00:15:58) Meta is making its AI chatbot more like an assistant | The Verge(00:19:04) OpenAI is making big claims as it rolls out ChatGPT Health to everyone | The VergeApplications & Business(00:19:57) Ilya Sutskever's Safe Superintelligence partners with Nvidia to scale its AI research(00:24:31) AMD commits up to $5 billion to Anthropic | The Verge(00:30:19) Meta in Talks to Lease Computing Power to Ansthropic in Potential $10 Billion Deal(00:32:42) Fireworks hits $17.5 billion valuation and $1B in annualized revenue(00:35:24) OpenAI and Google sell AI models to blacklisted China groupsProjects & Open Source(00:37:53) Moonshot AI Launches Kimi K3 For Advanced Reasoning, Coding, And Knowledge Work + Moonshot AI's Kimi Halts New C-User Subscriptions Amid Compute Power Crunch — BigGo Finance(00:44:39) Thinking Machines amps up its bet against one-size-fits-all AI with its first open model, Inkling | TechCrunch(00:48:19) Scaling Agentic RL: 365,000+ Environments for SWE, Terminal, and SearchPolicy & Safety(00:51:56) OpenAI says it accidentally hacked Hugging Face with a new AI system | The Verge + How OpenAI's human mistake led to the AI-powered hack on Hugging Face(01:05:28) OpenAI's Hugging Face hack triggers 'AI Kill Switch' bill in Congress(01:12:21) OpenAI, Anthropic Staff Share Letter Asking US to Help Pace AI Progress + How OpenAI's human mistake led to the AI-powered hack on Hugging Face(01:17:26) Cheating behaviour in frontier model evaluationsClaude's values across models and languages(01:24:18) OpenAI Principles for National Security Partnerships(01:30:45) China bans AI “boyfriends” and “girlfriends” over addiction and birth rate concerns - DexertoResearch & Advancements(01:33:04) Discovering cryptographic weaknesses with Claude(01:36:32) AIDE²: The First Evidence of Recursive Self-ImprovementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft's new AI security project competing with Anthropic's Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera Rubin racks with Phoebe Liu.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loomhttps://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-modelhttp://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-modelsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - White House Finalizes Voluntary AI Framework08:12 - Microsoft Launches Security AI vs Anthropic Mythos13:38 - Claude Code vs Codex vs Cursor: Enterprise Data25:34 - Nvidia Vera Rubin Racks Face Customer Tests
BESI, ASML, ASM, alledrie gaan ze onderuit na een verhaal van The Information. Volgens de peperdure techsite is het nu echt zover: China is begonnen met de productie van eigen DUV-chipmachines. Een Chinees staatsbedrijf zou deze gemiddeld geavanceerde chipmachines kunnen leveren, een product waar ASML nu nog nagenoeg alleenheerser op is. Maar ja, we horen wel vaker dat China enigszins hoogwaardige chips kan produceren, terwijl de productieprocessen nagenoeg altijd inefficiënt blijken te zijn. Oftewel: duur, verspillend en amper concurrerend. Waarom beleggers dan toch in paniek raken en of dat wel terecht is, bespreken we deze aflevering. Een aflevering die sowieso vol zit met China. Want chipbedrijf CXMT kreeg het voor elkaar: van de ene op de andere dag het grootste beursbedrijf van China worden. CXMT schoot na de beursgang vannacht met meer dan 500 procent omhoog. Het bedrijf produceert geheugenchips en is daarmee een concurrent van Samsung en SK Hynix. Of het bedrijf die twee ook serieus kan beconcurreren, gaan we ook voor je uitzoeken. En het lijkt de Chinashow wel: we hebben het ook over de soort-van-Chinese bank HSBC, de Hong Kong & Shanghai Banking Corporation. Dankzij hun zetel en beursnotering in Londen, is het een Europees beursbedrijf. En sinds kort zelfs Europa's op-een-na grootste beursbedrijf, achter ASML. Ze naderen een beurswaarde van 300 miljard dollar. Hoe ze dat voor elkaar kregen, en waarom ze zo belachelijk veel winstgevender zijn dan ING en ABN, gaan we je ook vertellen. Hoor je ook Welke nieuwe horde in de overnamesoap van Warner Bros door Paramount nu weer krijgt Hoe Nvidia de koers van andere chipbedrijven omhoog helpt Waarom president Trump de beursgang van She-in in de weg zit Te gast: Robbert Manders, van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
BESI, ASML, ASM, alledrie gaan ze onderuit na een verhaal van The Information. Volgens de peperdure techsite is het nu echt zover: China is begonnen met de productie van eigen DUV-chipmachines. Een Chinees staatsbedrijf zou deze gemiddeld geavanceerde chipmachines kunnen leveren, een product waar ASML nu nog nagenoeg alleenheerser op is. Maar ja, we horen wel vaker dat China enigszins hoogwaardige chips kan produceren, terwijl de productieprocessen nagenoeg altijd inefficiënt blijken te zijn. Oftewel: duur, verspillend en amper concurrerend. Waarom beleggers dan toch in paniek raken en of dat wel terecht is, bespreken we deze aflevering. Een aflevering die sowieso vol zit met China. Want chipbedrijf CXMT kreeg het voor elkaar: van de ene op de andere dag het grootste beursbedrijf van China worden. CXMT schoot na de beursgang vannacht met meer dan 500 procent omhoog. Het bedrijf produceert geheugenchips en is daarmee een concurrent van Samsung en SK Hynix. Of het bedrijf die twee ook serieus kan beconcurreren, gaan we ook voor je uitzoeken. En het lijkt de Chinashow wel: we hebben het ook over de soort-van-Chinese bank HSBC, de Hong Kong & Shanghai Banking Corporation. Dankzij hun zetel en beursnotering in Londen, is het een Europees beursbedrijf. En sinds kort zelfs Europa's op-een-na grootste beursbedrijf, achter ASML. Ze naderen een beurswaarde van 300 miljard dollar. Hoe ze dat voor elkaar kregen, en waarom ze zo belachelijk veel winstgevender zijn dan ING en ABN, gaan we je ook vertellen. Hoor je ook Welke nieuwe horde in de overnamesoap van Warner Bros door Paramount nu weer krijgt Hoe Nvidia de koers van andere chipbedrijven omhoog helpt Waarom president Trump de beursgang van She-in in de weg zit Te gast: Robbert Manders, van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Hey everyone, Alex here
Dessa vez, Julia fala sobre práticas da astronomia cidadã e como você pode participar através de plataformas digitais. Então aperte o play e se prepare pra colocar a mão na massa!Referências e links citados:Artigo 'Ciência cidadã: uma alternativa metodológica transdisciplinar para o ensino e divulgação da astronomia na escola' do Felipe Sérvulo;Página da NASA cheio de projetos abertos ao público;Projeto Clear Skies - Kiruna no Zooniverse;Site oficial do Observatório Vera Rubin;Projeto Rubin Comet Catchers no Zooniverse;Projeto Backyard Worlds: Cool Neighbors no Zooniverse;Livro O Mundo Assombrado Pelos Demônios, Carl Sagan. Página 363Faltou algo? Encontrou algum erro? Mande para appexoplaneta@gmail.comQuer apoiar o projeto e fazer parte da ME-Lab? Acesse apoia.se/missaoexoplanetaAgradecimentos especiais para: Alessio Esteves, Ederson Peka, Patrick Luan, Ivan Louro, Vinicio Telecio, Natália Palivanas, Masashi Inoue e Tânia Dominici.
A landmark day in space news: the Vera Rubin Observatory officially begins its ten-year Legacy Survey of Space and Time, NASA reveals it may send a spare nuclear-powered Mars rover to the Moon's south pole, Blue Origin shows off its rebuilt launch pad a month after the New Glenn explosion, Rocket Lab strikes an $8 billion deal to acquire Iridium, a brief Swift/LINK scrub update, and scientists hold the first-ever summit on sending humans to Titan. 1. Rubin Observatory Begins Its Ten-Year Cosmic Movie The NSF–DOE Vera C. Rubin Observatory officially began the Legacy Survey of Space and Time (LSST) on June 30, 2026, following a months-long commissioning process after handover from construction to operations last October. Rubin's 8.4-metre Simonyi Survey Telescope, fitted with the largest digital camera ever built (3,200 megapixels), will scan the entire southern sky every few nights for the next decade, producing a new image roughly every 40 seconds. Each area of sky will be revisited around 800 times over the survey's ten years, generating up to 7 million nightly alerts and around 10 terabytes of data per night. The final dataset is expected to contain billions of objects. Source: NOIRLab / SLAC / Rubin Observatory press release, June 30, 2026 2. Swift/LINK: Scrubbed, Retargeted for Tonight The launch of Katalyst Space's LINK servicing spacecraft — riding the final Pegasus XL rocket to rendezvous with NASA's Swift Observatory — was scrubbed Tuesday, June 30, due to unfavourable weather over Kwajalein Atoll. The next attempt is targeted for July 1 at 9:43 p.m. local Kwajalein time (5:43 a.m. EDT). Source: NASA Science blog, June 30, 2026 3. NASA's Moon Base Update: PROMISE Rover & New Lander Contracts NASA awarded roughly $590 million across Astrobotic, Firefly Aerospace and Intuitive Machines for four new CLPS lander missions targeted for late 2028, delivering science and technology demonstration payloads to the Moon. NASA is also considering repurposing an engineering development unit of its Mars Perseverance/Curiosity rovers as a new lunar rover named PROMISE (Polar Rover for Observation, Mapping, and In-Situ Exploration), powered by a radioisotope generator for operation in permanently shadowed polar craters. Source: NASA news release and briefing, June 30, 2026 4. Blue Origin Reveals Its Rebuilt Launch Pad One month after a New Glenn rocket exploded during a static-fire test at Cape Canaveral's Launch Complex 36A on May 28, Blue Origin CEO Dave Limp announced the company will rebuild the pad in a new 'horizontal/vertical hybrid' configuration rather than recreating the original. Reconstruction has begun, with Blue Origin targeting a return to flight before the end of 2026. Early analysis points to the aft section of the first stage as the source of the anomaly, though the investigation continues. Source: Blue Origin company statement / SpaceNews / CNBC, June 30, 2026 5. Rocket Lab's $8 Billion Bid for Iridium Rocket Lab announced a definitive agreement to acquire satellite communications operator Iridium Communications in a cash-and-stock deal valued at approximately $8 billion — $54 per share, a 24.1% premium. The deal combines Rocket Lab's launch and satellite manufacturing business with Iridium's 66-satellite L-band constellation and 2.5 million-plus subscriber base, aiming to create a vertically integrated space company. The transaction is expected to close in mid-2027. Source: Rocket Lab / Iridium joint announcement, June 29, 2026 6. Mapping Humanity's Next Giant Leap — to Titan The first-ever Humans to Titan Summit was held June 11–12 in Boulder, Colorado, gathering planetary scientists and engineers to explore the concept of a future crewed mission to Saturn's largest moon. Organised by Amanda Hendrix of the Planetary Science Institute and hosted by the Southwest Research Institute, the summit addressed spacesuits, habitats, transportation and Titan's extreme cold, ahead of NASA's robotic Dragonfly mission, targeted to launch no earlier than 2028. Source: Space.com / Leonard David, June 30, 2026Become a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-the-latest-space-news--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.bitesz.com/nordvpn. You'll be glad you did!Become a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.
Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today but both guests see plenty of upside across the industry. Bob points out the strong technical trends and the "dip-buying" activity supporting stocks. He's looking for Intel (INTC) to solidify its place through more partnerships. On Nvidia, Stephen explains how the company's Vera Rubin chip signals the first significant step of cutting AI costs.
Roberto Pascua hoy dedica su sección a Vera Rubin, la descubridora de la materia oscura. ¡No te lo pierdas!
Chistes para toda la familia, convivir con uno y los demás con Javier Urra, el Festival Chupetes en Trambana, Vera Rubin y vermuts por España.
- 張禹宣 林友銘 王榮旭 劉寶傑
Send voice or text msgA story of galactic grit and refusing to give up! Dr. Vera Rubin's love of science and the stars began early. At 14, she and her father built a cardboard telescope so she could track meteors. She dreamt of becoming an astronomer, a career many believed was impossible for a woman at the time. But Vera never let limitations hold her back. From her school days to her work as a scientist, she followed her curiosity, overcame obstacles, and made discoveries that changed astronomy forever. Explore the inspiring life of the astronomer whose groundbreaking work helped reveal one of the universe's greatest mysteries: dark matter.Go to the episode webpage: https://jonincharacter.com/vera-rubin/ DOWNLOAD COLOR PAGE: https://bit.ly/dorktales133colorpage FREE ACTIVITY GUIDE on Dr. Vera Rubin: https://dorktalesstorytime.aweb.page/ep133freePDF FOR DORKTALES FANS: https://jonincharacter.com/dorktalesfans/ If you enjoyed this story about Dr. Vera Rubin, you may also enjoy learning about Dr. Ellen Ochoa, the first Latina female astronaut to go to space: https://jonincharacter.com/ellen-ochoa/ CREDITS: Hidden Heroes of History is a Jonincharacter production. Today's story was written by Rebecca Cunningham, directed and produced by Molly Murphy and performed by Jonathan Cormur. Sound recording and production by Jermaine Hamilton at Pacific Grove Soundworks.Try the Double 0 Quills I SPY game challenge on our Dorktales fan page: https://jonincharacter.com/dorktalesfans/Support the showREACH OUT!Send us a TEXT: if your young listener has a question. Pls include their first name in the text. Your name/number is hidden so it's a safe way to reach out. Leave Voicemail: https://www.buzzsprout.com/1267991/fan_mail/newSend us an email: dorktalesstorytime@gmail.comDM us on IG @dorktalesstorytimeLibrary of Resources: https://dorktalesstorytime.aweb.page/Dorktales-Library-CardSupport Us: https://www.buzzsprout.com/1267991/supporters/new Our Pod's Songs: https://dorktalesstorytime.bandcamp.com/musicNow, go be the hero of your own story and we'll see you next once-upon-a-time!
Through her multifaceted work, the Bulgarian-born, Brooklyn-based writer, reader, and researcher Maria Popova, founder of the “free, ad-free, A.I.-free, fully human” website and newsletter The Marginalian, braids together literature, science, philosophy, poetry, and art in beautiful, alchemical ways. Traversing centuries, she approaches various ideas and thinkers, living and dead, as active references in the expansive, ongoing project of learning what it means to be human. Now, nearly 20 years since the site's founding, she continues to cultivate a singular space on the internet—one devoted not so much to information but to illumination. Her latest book, Traversal, which links figures such as Mary Shelley and Walt Whitman, alongside other writers, poets, physicists, and philosophers, serves as an intellectual journey and an across-time meditation on creativity, consciousness, and interconnectedness. On this episode of Time Sensitive, Popova discusses the idea of “spiritual ancestors,” why today's A.I. debates are fundamentally modern versions of age-old questions about the soul, and the mystery of being alive. Show notes: Maria Popova [4:58] Traversal (2026) [5:43] René Descartes [6:50] Aristotle [6:50] Susan Sontag [7:03] Alan Lightman [8:16] Mary Shelley [8:16] Walt Whitman [9:42] Frankenstein (1818) [14:08] Frances “Fanny” Wright [17:13] Freeman Dyson [17:13] Maker of Patterns: An Autobiography Through Letters (2018) [16:04] Rube Goldberg [22:26] Nina Simone [23:28] Dan Frank [23:29] Figuring (2019) [34:24] The Marginalian [43:18] T.S. Elliot's “The Love Song of J. Alfred Prufrock” (1915) [55:00] Dacher Keltner's Awe (2023) [45:17] Iris Murdoch [45:33] The Universe in Verse (2024) [45:55] Patti Smith [45:57] Rebecca Elson [45:58] Vera Rubin [47:23] “Urns for Living” [48:54] Sylvia Plath [59:35] Leaves of Grass (1855)
Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit's internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI's multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing.Articles discussed on this episode: https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidiahttps://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivalsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:42 - Anthropic Releases Claude Fable 5 Model12:32 - Developer Reactions to Anthropic's Fable 521:09 - OpenAI in Talks to Lease 10GW Ohio Data Center30:59 - How Nasdaq Landed SpaceX's Mega-IPO40:37 - Demand Outlook on Nvidia's Vera Rubin Chips
At age 13, Dr. John Demartini left home after being told by the “experts” around him that his life would never amount to much. People claimed his physical and learning challenges were too much to overcome…Nearly six decades later, John is living the life none of those “experts” could've ever imagined, as a world-renown teacher who helps his students come to a greater understanding of human behavior and maximizing their potential.John shares his amazing journey from his early days as teenage surfer without a home, then explains why he gave up the self-help movement — it's a moral trap — and reveals the importance of asking the right questions of ourselves and others this week on Spirit Gym.Find out more about John and his work on his website and on social media via Facebook, Instagram, Linkedin and YouTube. Listen to his podcast, The Demartini Show, on Apple Podcasts, Spotify or wherever you listen to them.Also, John invites Spirit Gym listeners to take advantage of some free gifts:· Download his 7 Steps to Expand to the Next Level of Empowerment workbook.· Watch John's inspiring presentation, Awakening Your Astronomical Vision.· Complete the Demartini Value Determination Process, a 13-step process that helps you determine your highest values or priorities in life.· Take his master classes, Increase Your Deserve Level and Finally Get What You Want and Discover The Hidden Order and Its Power to Transform Your Life.Timestamps5:34 John leaves home at age 13 to hitchhike cross-country and surf.8:31 John's life-changing encounter with Paul Bragg.19:59 From learning-challenged to speaking to University of Houston students daily.35:20 “Everything that's going on our life is on the way to help us be our most magnificent self.”46:00 Lean into your uniqueness and authenticity with help from your teachers.53:29 The Demartini method.1:01:45 Holy curiosity.1:13:32 “I really believe all of the randomness that we have is missing information.”1:22:29 “The Master lives in a world of transformation, not the illusion of gain, loss, pleasure, pain or polarities.”1:27:39 John's research leads him to give up the self-help movement.1:39:32 “Quality questions are ones that make us aware of what we're unconscious of when we're interpreting things in this polarized way.”1:41:47 What is depression?1:54:56 True science and true religion mirror each other, but with different languages.2:03:25 John's definition of evil: An incomplete awareness of a mental construct.2:12:59 Good and evil: The only labels we impose on things that are exaggerations rather than synthesis.2:15:41 The soulmate question.2:31:05 “The first thing I tell my students: Whatever you perceive in me, let's find it in you.”ResourcesEssentials of Emotional Intelligence by Dr. John DemartiniSpecial Relativity and Classical Field Theory: The Theoretical Minimum by Leonard Susskind and Art FriedmanThe Principles of Quantum Mechanics by P.A.M. DuracThe C.T. Bauer College of Business at the University of HoustonDr. John Demartini's heated conversation with Aubrey Marcus on YouTubeThe Science of Mind: The Complete 1926 edition by Ernest HolmesThe Law of Eristic Escalation explained by Dr. John DemartiniThe Power of Positive Thinking by Norman Vincent PealeThe work of Jack LaLanne, Buddy Miles, Gottfried Wilhelm Leibniz, Claude Shannon, Frank Tipler, Stephen Wolfram, Vera Rubin, Sri Aurobindo, Stephen Hawking, Edward Edinger and EpictetusThe Schrödinger equationRudolf Clausius and the second law of thermodynamicsThe Boltzmann equationHeraclitis and the LogosWhat is Life? by Erwin SchrodingerGeocentrismThe RigvedaCosmic Consciousness: A Study in the Evolution of the Human Mind by Richard BuckeGate control theory by Ronald Melzack and Patrick WallThe Secret (film) on YouTubeThe Trans-Planckian problemPaul's podcast conversation with Sean O'LaoireFind more resources for this episode on our website.Music Credit: Meet Your Heroes (444Hz), Composed, mixed, mastered and produced by Michael RB Schwartz of Brave Bear MusicThanks to our awesome sponsors:PaleovalleyBIOptimizers US and BIOptimizers UK PAUL15Organifi CHEK20Wild PasturesPique LifeSpirit GymCHEK InstituteWe may earn commissions from qualifying purchases using affiliate links.
A practicing astrophysicist who doesn't believe in the tunnel of light, the hovering soul, or the wailing relatives — but believes in one near-death experience that changed science forever. By the end you'll believe in it too. Today on Into the Impossible: the strangest, darkest, most personal origin story behind the world's most famous prize — and what it should make you do with the time you have left.
Listen Now to 012 WTFuture Crazy enough to Actually Watch this ‘AI Slop’ 012 WTFuture — The Intelligence Age: From Hyper Local Agents to Long Distance Relationships It appears we are now leaving the information age and diving headfirst into an “intelligence age” . But what powers this transition? Chips? Beliefs? Noble Gas? And hyperlocal? WTF AL!” In this jam-packed podcast episode, the hosts geek out over Nvidia’s massive announcements at Computex, highlighting how new hardware like the Vera Rubin data centers and Jetson Thor chips are bringing agentic AI and supercomputing power right to our laptops and home robots. Soon you too will likely have loads of intelligence agents doing your bidding, should you want such powers. Having these personal AI buddies run locally instead of in the cloud not only keeps your private secrets safe from getting sold or hacked on the dark web, but it also stops the our species from burning up gigawatts of electricity just to answer our nick nack reality questions or generate click bait. The answer? Check out what Bobby has to say about new local AI buddies! Thanks to a video submission by Dr. Jabir, our crew marveled at a mysterious giant potato-shaped heavenly body eclipsing the sun, as captured by NASA’s Perseverance rover.. “What body is it,?” you might ask. Think about it for a second and you’ll likely get this one right..still, it’s amazing to see! We also debuts a video short, humorously recounting a 59,000-year-old Neanderthal root canal successfully performed with an ancient stone routing tool! Thanks to the powers given to us by our humble AI servants, we have brought this scientific research to life! Some say the ending is a little kitch, but Al likes it, and thinks you will to. Let us know, one way or the other. And was it fun for you to watch? The conversation then blasts off into the quantum realm, debating Mrs. Future’s speculative theory that particles are actually micro black holes—surprisingly an idea even the AI Grok seemingly approved of! The hosts further bend notions of reality by exploring the idea that human consciousness literally arises from quantum computations happening inside tiny carbon “microtubules” in our brain’s neurons. This quantum connection might even explain wild, Matrix-style phenomena like time dilation during life-or-death car crashes. Finally, things get delightfully mythic as the episode wraps up with Sun’s “Brief HerStory of Time,” exploring how the spring months got their names from powerful mythological figures, such as the starry Pleiades sisters bringing in May, and the fiercely accountable, peacock-wielding Roman goddess Juno reigning over June. btw, Happy June!
SUMMARY DEL SHOW Futuros a la baja antes del reporte de empleo. El $US100 lidera las caídas, el $SPX retrocede moderado y el $INDU aguanta mejor. El dato puede cambiar el pricing de la Fed. $CRWD cae tras earnings. El trimestre fue sólido, pero el mercado quería más impacto inmediato del auge de amenazas AI. La compañía defiende la guía y empuja el caso de crecimiento en seguridad para AI. $NVDA certifica a $SSNLF, $HXSCL y $MU como proveedores HBM4 para Vera Rubin. $PTON compra Skōp para acelerar su empuje en fuerza y Pilates.
SUMMARY DEL SHOW Futuros ligeramente al alza para abrir junio, con tech sosteniendo el tono, pero con el crudo todavía elevado y el conflicto EE. UU. Irán manteniendo al mercado sensible. Hoy el foco es ISM Manufacturero y, sobre todo, precios pagados. $NVDA amplía su ofensiva fuera del data center con el RTX Spark y el procesador N1X junto a $MSFT y arquitectura $ARM. También refuerza su hoja de ruta de agentic y physical AI con Vera Rubin y herramientas para agentes. $BRK.B acuerda comprar $TMHC en cash por $8.5 Billones y $FDX completa el spin de FedEx Freight, que empieza a cotizar como $FDXF.
Nvidia se ha convertido en la gran protagonista del panorama empresarial tras su participación en la feria Computex celebrada en Taipéi, donde presentó una serie de innovaciones tecnológicas destinadas a marcar el futuro del sector. La elección de Taiwán como escenario principal no ha sido casual. Su director ejecutivo, Jensen Huang, ya adelantó días atrás un ambicioso plan de inversión que podría alcanzar los 150.000 millones de dólares anuales en la isla. Durante la presentación inaugural se proyectó un vídeo en el que se mostraban varias instalaciones de la compañía en territorio taiwanés, además de poner en valor las alianzas estratégicas que mantiene con empresas locales de referencia como Foxconn y TSMC. Entre los anuncios más destacados figura el nuevo chip RTX Spark, destinado al mercado de ordenadores personales y fabricado por TSMC. Con este lanzamiento, Nvidia aspira a reforzar su posición frente a competidores de primer nivel como Intel, AMD, Qualcomm y Apple. El procesador, conocido como N1X, incorporará una GPU basada en la arquitectura Blackwell. Uno de sus principales atractivos será la integración avanzada de inteligencia artificial, permitiendo ejecutar modelos lingüísticos de hasta 120.000 millones de parámetros y manejar contextos de hasta un millón de tokens. En este proyecto, la colaboración con Microsoft desempeñará un papel fundamental mediante la adaptación de Windows 11 para aprovechar plenamente las capacidades de estos nuevos chips. Huang también dedicó parte de su intervención a presentar Vera Rubin, la nueva plataforma de inteligencia artificial de Nvidia. El directivo la definió como una auténtica supercomputadora diseñada específicamente para agentes de IA y destacó que representa un importante avance en la evolución de la informática moderna. Según explicó, empresas como OpenAI, Anthropic y SpaceX ya figuran entre los primeros usuarios de esta tecnología. Además, defendió que la expansión de los agentes inteligentes incrementará significativamente la demanda de capacidad computacional y contribuirá al crecimiento económico sin provocar una destrucción masiva de empleo. Otro de los anuncios relevantes de Computex fue la colaboración entre Nvidia y la compañía china Unitree, especializada en robots humanoides. Gracias a este acuerdo, investigadores de la Universidad de Stanford y de la Universidad de California en San Diego podrán utilizar estas plataformas robóticas en distintos proyectos de investigación. Sin embargo, la relación de Unitree con las autoridades chinas genera ciertas dudas regulatorias, especialmente en Estados Unidos, donde dicha vinculación podría dificultar o ralentizar la adopción de esta tecnología en determinados ámbitos.
- 黃世聰 張禹宣 姚惠珍 劉寶傑
By Selva Ozelli Esq, CPA, Author of Sustainably Investing in Digital Assets Globally This is the second article in a series of articles I am writing for Irish Tech News to explore the financial, technical, legal aspects of utilizing space solar energized orbital data centers that are rapidly evolving into "AI Factories, designed specifically to convert massive amounts of electrical power into intelligence, measured in tokens" around the world. The US Space Race My new series is a follow up to an interview ITN conducted with me in 2020 exploring how space solar energy could sustainably energize the tokenization of the global financial markets which is projected to grow to multi-trillion dollars by the end of the decade. The shift toward space-solarized data infrastructure is accelerating in the US rapidly following the historic March 1, 2026, drone strikes on AWS data centers in the United Arab Emirates and Bahrain which has extended during April and May. Executed by Iran's Islamic Revolutionary Guard Corps (IRGC), these kinetic strikes marked the first time commercial hyperscale data centers were directly targeted and physically damaged in active warfare. The attacks caused prolonged service disruptions, exposed the vulnerability of terrestrial tech infrastructure, and proved that earth bound data centers are now prioritized military targets. As detailed in the table below US technology and aerospace companies are increasingly looking to space-solarized solutions to address the immense energy and cooling demands of AI, with several key initiatives emerging. US Tech and Aerospace Companies Focused on Space Solarized Data Centers Hyperscale Cloud Company Orbital Edge Computing Orbital Data Center/Number of Satellite Constellation Space Solar LEO Network Rocket Launch Robotics Amazon Web Services (AWS) Y Y, Blue Origin – Blue Ring spacecraft/ Project Sunrise 51,600 Y Y, Amazon LEO Y Y Microsoft Azure Y, Azure Space N, Sold Azure Orbital Ground Station N, Space Azure Solar Cell Tech N N Y Google Cloud Y, Space Llama Y, Project Suncatcher in partnership with Planet Labs a high-profile "moonshot" initiative aimed at building and deploying artificial intelligence (AI) data centers in space/81 Y N Space X Y, Google Deep Mind Meta N, Terrestrial Edge Computing N Y, Metasat & Overview Energy N, High-altitude, solar-powered drones (Aquila project) N Y Starcloud Y Y Partnership with AWS/88,000 Y Y, Starcloud-1 (November 2025): first test satellite containing an Nvidia H100 chip, that survived radiation and function in space. SpaceX Y Space X – Orbital Data Center Y Y/ 1,000,000 Y Starlink Y Y Nividia Y, NVIDIA Space-1 Vera Rubin computing platform Y Y Y Space X Y Atherflux rebranded to Cowboy Space Y Y/ 20,000 Y N N Y Lone Star Y, (2021) First data storage and edge processing test at International Space Station Y, Orbital and Lunar Data Center with NASA Y Y Space X Y Axiom Space Y, In March 2025, Axiom deployed Red Hat Device Edge on the ISS to test terrestrial cloud applications in space, serving as a prototype for ODC Nodes. Y Y Y Space X Y Two Distinct Approaches in Space Solarized Data Center Operations in the US US technology and space companies in a race are aggressively pursuing orbital and space-solarized data centers and are tackling these operations through two distinct methodologies: orbital data processing (in-space edge compute) and space-based terrestrial power harvesting. Both approaches aim to bypass the escalating energy demands, cooling constraints, and land footprint limitations of Earth-based data center infrastructure. The two approaches differ significantly in how they utilize space and solar resources. Here is a summary: Terrestrial vs. Space-Based AI Compute Constraint Terrestrial Data Centers Orbital Data Centers Power Source Strained local power grids Unlimited, direct solar energy Cooling High water and energy consumption Natural cold of space vacuum Space & Regulation Tight zoning laws and land limits No ter...
Markets are ripping higher, but why? In this episode, we break down the relentless rally in US equities and why the AI boom is overpowering inflation fears, geopolitics, and rising yields.We explain what's really driving the S&P 500, why market breadth is narrowing, and whether this rally is starting to look fragile. Then we dive into the IPO frenzy around SpaceX, OpenAI, and Anthropic and what it means for investors and liquidity.Finally, we simplify Nvidia's latest earnings and its next-gen “Vera Rubin” system, explaining why this could be the backbone of the future AI economy.(00:00) What's Driving the Market Rally?(05:00) AI vs Macro: Why Markets Don't Care(08:12) Is This Rally Running Out of Steam?(15:18) SpaceX IPO & AI Hype Explained(26:13) Nvidia Earnings & The Future of AI_____AmplifyME 2026 Summer Analyst Training Programme (Virtual) AmplifyME 2026 Finance Bootcamp (In-Person)
Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some estimates suggesting $400 billion is possible. Next quarter alone: $91 billion in guided revenue. Vera Rubin is beginning to ship and is expected to generate $20 billion in its first six months.And then Jensen Huang said something on the earnings call that almost nobody covered.Nvidia plans to become the world's largest CPU supplier in 2026.That single claim has profound implications — for Intel, for AMD, for every investor tracking the CPU market, and for the semiconductor supply chain at large. CSI called this out as a remote possibility during their CPU market share update just weeks earlier. Now it is a public commitment from Jensen Huang himself.CSI works through the full picture in this episode. They cover Nvidia's new revenue reporting framework — the shift from a single data center segment to two sub-markets. Hyperscale covers the five major cloud providers: Amazon, Microsoft, Alphabet, Meta, and Oracle. ACIE covers AI clouds, industrial, enterprise, and sovereign data centers. This segmentation matters enormously because 80% of global IT spending is still on legacy systems. The enterprise migration to AI infrastructure is just beginning to happen at scale, and for the first time investors have direct visibility into it through Nvidia's own reporting.They also run the reverse DCF at $223 per share. The result: 20% free cash flow per share growth over five years at a 6% terminal rate gets you to today's price. That is not historically cheap for Nvidia. But it is the lowest bar the company has had to clear in years — and given that EPS grew 214% and FCF per share grew 88% in Q1 alone, clearing that bar looks more feasible than it sounds.CSI's updated position: Nvidia remains their largest personal holding. The updated baseline assumption is 50% stock price growth for 2026, revised upward from 40%. Not a prediction. A framework for thinking about what the business needs to deliver to justify current prices.What we cover:— Nvidia Q1 FY2027: $49B FCF, 60% FCF margin, EPS +214% YoY— Revenue outlook: $300B+ in 2026, $91B guided next quarter— Vera Rubin: $20B in sales expected in first six months— New reporting framework: hyperscale vs. ACIE and why it matters— The enterprise migration — 80% of global IT still on legacy systems— Jensen's CPU claim: Nvidia to be world's largest CPU supplier in 2026— Reverse DCF at $223: 20% FCF/share growth, 6% terminal rate— Why Nvidia has looked "boring" while small caps ran hundreds of percent— Updated CSI baseline: 50% stock price target revised upwardSemi Insider members get access to CSI's full DCF and reverse DCF tools, live Q&A sessions, and analysis like this as it happens. Join at chipstockinvestor.comDisclosure: Nick and Kasey have a position in Nvidia. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com
According to LikeFolio's data, Nvidia (NVDA) is gaining web traction while AMD Inc. (AMD) lost significant momentum. The main reason behind the divergence? Megan Brantley believes it's about the excitement behind Nvidia's upcoming Vera Rubin chip. ======== 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
During the 1960s, theorists like Jeremiah Ostriker used early computers to determine that spiral galaxies would be unstable and "fly apart" without a massive spherical halo of unseen matter. This theoretical need found concrete evidence through the pioneering work of Vera Rubin and Kent Ford. By observing the Andromeda galaxy, they discovered that rotational velocities did not diminish at the outer edges, a phenomenon called "flattening the curve." This proved that a significant amount of invisible mass must exist to provide the necessary gravity. To map this mass, modern astronomers use gravitational lensing, an effect predicted by Einstein where gravity bends light from distant objects. This work continues in Chile at the Vera Rubin Observatory, which is designed to map the distribution of dark matter across space and time. (2/8)2020 ESA EUCLID
Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech. The handpicked topics for this week are: 1. Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode) 2. Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode) 3. Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode) 4. NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode) 5. IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode) 6. ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode) 7. The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip) 8. AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears) 9. Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears) 10. ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears) 11. Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears) 12. Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears) Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes. Be part of our community. Hit that subscribe button and let us know what you want us to cover next week in the comments. Intro Pat on Stage at IBM Think https://x.com/PatrickMoorhead/status/2051381046537601101?s=20 The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/ https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/ https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/ NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/ IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026 https://www.instagram.com/reel/DX42DlrglOs/ ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR: Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Constitutional AI safety positioning wins regulated industries https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce $900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/ AGAINST: NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ $900B valuation is venture marketing — the IPO will reset the number https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/ https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html https://www.instagram.com/reel/DX42DlrglOs/ Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds
Hay algo en el universo que no podemos ver…pero sabemos que está ahí.Y todo empezó con una científica a la que casi nadie le creyó.En este episodio hablamos de Vera Rubin y uno de los descubrimientos más importantes (y menos reconocidos) de la astronomía moderna.Cuando empezó a estudiar cómo se movían las galaxias, algo no cuadraba. Según todo lo que sabíamos, deberían comportarse de cierta manera… pero no lo hacían.Sus datos apuntaban a algo invisible, algo que no podíamos ver directamente, pero que estaba afectando todo.Hoy lo conocemos como materia oscura.Platicamos cómo llegó a esa conclusión, por qué al principio no le creían, y cómo ese descubrimiento terminó cambiando por completo nuestra forma de entender el universo.Hay algo en el universo que no podemos ver… pero que lo cambia todo.En este episodio exploramos el trabajo de Vera Rubin y cómo su descubrimiento de la materia oscura transformó la astronomía moderna.
2. Headline: Galactic Stability and the Proof of the Halo Guest Author:Govert Schilling Summary: The discussion shifts to Jeremiah Ostriker, who theorized that spherical halos of unseen matter are necessary to keep rotating galaxies stable. Vera Rubin and Kent Ford provided observational proof by discovering that galactic rotation curves do not "dwindle down" at the edges. Today, the Vera Rubin Observatory in Chile continues mapping this distribution. (2)NOVEMBER 1931
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ ---- Last week Jensen Huang shared the numbers from NVIDIA's order book: AI compute demand has grown a millionfold in two years. Much GTC coverage focused on chips, robots, data centers in space, but I think Jensen revealed something far more important in his keynote: “the inference inflection has arrived,” and this is about to transform how all companies should manage their budgets. The inference era is already the operating assumption of the world's most valuable company. In this week's podcast, I cover: (1:20) NVIDIA's $1 trillion order book (1:56) OpenClaw: our era's web browser (7:54) Training vs Inference: how AI is changing (12:50) Pre-fill vs. decode: the technical split (18:06) The Harness: why OpenClaw changes everything (18:59) The engine is useless without a car (22:21) From 100M to 870M tokens per day (24:29) Meet my agent R Mini Arnold's team (26:16) AI focus group simulations at $10–50 a run (29:36) Jensen's self-interest (and why he's still right) (33:07) AI governance: token budgets don't belong with IT (35:07) From training economy to inference economy Read my essay "Magnitudes of Intelligence" on Substack: https://www.exponentialview.co/p/the-hundred-million-token-day Access the solar supercyle model here: https://www.exponentialview.co/p/solar-supercycle ---- Where to find me: Exponential View newsletter: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azeem/ Twitter/X: https://x.com/azeem Production by EPIIPLUS1. Production and research: Baba Films, Chantal Smith, Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Google AI Studio just got databases, multiplayer, and persistent sessions. Vibecoding just grew up. We break down what it means for your AI workflow. This week on AI For Humans, we dig into Google's massive AI Studio upgrade that levels up vibecoding with Firebase databases, authentication, multiplayer support, persistent sessions, and Next.js integration. We discuss how it compares to Claude Code and Codex, and ask whether this changes the vibecoding stack for good. Plus Google Stitch for design-to-code, OpenAI cuts side projects to focus on coding and fend off Anthropic, Claude Code Dispatch lets you run Cowork from your phone, DLSS 5 drama continues, Midjourney v8 launches to mixed reviews, Runway teams up with NVIDIA's Vera Rubin chip for near real-time video generation, Val Kilmer gets resurrected by AI to star in a new film, Meta's having trouble with rogue AI agents, Kagi's LinkedIn translator is hilarious. Oh and Kevin created open-source Generative DOOM. GOOGLE GOT A NEW TOOLBOX. WE OPENED IT. THINGS GOT WEIRD. #ai #google #ainews Come to our Discord: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/ // Show Links // Google AI Studio https://aistudio.google.com/ Google AI Studio New Features Demo Videos https://x.com/GoogleAIStudio/status/2034654985850659149 Google Stitch: Design to Code with AI https://stitch.withgoogle.com/docs/design-md/overview Google Stitch Launch Announcement https://x.com/stitchbygoogle/status/2034332847893574080?s=20 OpenAI Cuts Back on Side Projects to Focus on Coding and Fend Off Anthropic https://futurism.com/artificial-intelligence/openai-cutting-projects OpenAI Cuts Back on Side Projects (WSJ) https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825 Claude Code Dispatch: Run Claude Cowork and Code From Your Phone https://x.com/felixrieseberg/status/2034381385134399913?s=20 How Claude's Team Uses Skills Internally https://x.com/trq212/status/2033949937936085378 Claude Superpowers Skill https://github.com/obra/superpowers DLSS 5 Drama: Digital Foundry Follow-Up https://youtu.be/5dTTfjBAFzc?si=gqiBAyahasQxFA0U DLSS Anything: Open Source AI Upscaling on Hugging Face https://huggingface.co/spaces/victor/dlss-5-anything Midjourney v8 Launch Announcement https://x.com/midjourney/status/2034015403542974793?s=20 Runway + NVIDIA Vera Rubin Chip: Near Real-Time Video Generation https://x.com/runwayml/status/2034284298769985914?s=20 Val Kilmer Resurrected With AI to Star in New Film https://variety.com/2026/film/news/val-kilmer-ai-film-as-deep-as-the-grave-1236691042/ Meta Is Having Trouble With Rogue AI Agents https://techcrunch.com/2026/03/18/meta-is-having-trouble-with-rogue-ai-agents/ Kagi's LinkedIn Speak Translator https://translate.kagi.com/ Kagi LinkedIn Translator (Fast Company Coverage) https://www.fastcompany.com/91511316/this-eerily-accurate-linkedin-speak-translation-tool-will-help-you-sound-like-an-instant-thinkfluencer Generative DOOM: Open Source AI-Powered DOOM (AI For Humans Project) https://github.com/0xunderl0rd/AI4H-DoomGen
Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai
Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai
Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai
Apple's legendary evangelist Guy Kawasaki reveals how signal messaging and open-source AI are rewriting playbooks for privacy, immortality, and activism. Hear candid stories and sharp opinions from someone who has shaped—and challenged—today's tech giants. OpenAI robotics hardware lead resigns ChatGPT returns to the top of the App Store after DoD controversy OpenAI Had Banned Military Use. The Pentagon Tested Its Models Through Microsoft Anyway Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud Anthropic chief back in talks with Pentagon about AI deal OpenAI robotics leader resigns over concerns about Pentagon AI deal BREAKING: Sam Altman's greed and dishonesty are finally catching up to him ChatGPT update curbs 'cringe,' cuts down on answer refusals OpenAI's GPT-5.4 sets new records on professional benchmarks OpenAI Releases New ChatGPT Model For Working In Excel and Google Sheets - Slashdot OpenAI delays ChatGPT's 'adult mode' again OpenAI's IPO Hopes Face Skeptical Investor Community Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Yann LeCun Raises $1 Billion To Build AI That Understands the Physical World Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips Meta didn't buy Moltbook for bots — it bought into the agentic web Where did you think the training data was coming from? You could be an influencer without even realizing it Amazon Wins Court Order To Block Perplexity's AI Shopping Bots Amazon's Health AI is now open to all US customers After outages, Amazon to make senior engineers sign off on AI-assisted changes Amazon Data Centers on Fire After Iranian Missile Strikes on Dubai Nvidia Is Planning to Launch an Open-Source AI Agent Platform How to Talk to Someone Experiencing 'AI Psychosis' Tiiny AI Pocket Lab: The First Pocket-Size AI Supercomputer A lot of journalism folks are offering editing advice as Grammarly's AI "experts" AI-generated art can't be copyrighted after Supreme Court declines to review the rule Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases Ars Technica fires reporter after AI controversy involving fabricated quotes Start Up No.2624: Canadian journal retracts 25 years of studies, the AI writing question, Netflix buys Affleck AI firm, and more William Shatner says he turned a $42 money transfer from Elon Musk into nearly $200,000 for his charity YouTube Lays Claim to Another Crown: The World's Largest Media Company ET Fall Preview 1994 Payphone Go This company wants to pay you $800 to bully AI for a day Tweakbench - your favorite producer's favorite plugins lol Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Guy Kawasaki Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines monarch.com with code IM Melissa.com/twit get.stash.com/im
Something dark and invisible makes up as much as 90 to 95 percent of the universe—and it took a little girl staring out a bedroom window at the night sky to bring it to light. As a child, Vera Rubin built her own telescope. As an adult, she uncovered a problem no telescope could solve: stars at the edges of galaxies were moving just as fast as those near the center. The math contradicted everything astronomers expected to see...unless the universe was filled with unseen matter.This is the story of how Vera Rubin pushed through the gender barriers of the 1950s and turned a fringe idea into one of astronomy's biggest open questions. What is dark matter? How did Rubin help prove it was real? And what does it mean that most of the universe is made of something we can't see?Guests: Ashley Yeager, Associate News Editor at Science News and Author of Bright Galaxies Dark Matter and Beyond: The Life of Astronomer Vera RubinRamona Rubin, Granddaughter of Vera Rubin Deidre Hunter, Astronomer at the Lowell Observatory in Flagstaff, Arizona Amruta Jaodand, Astrophysicist at the Chandra X-Ray Center in the Smithsonian Astrophysical Observatory
How much energy would it take to make a warp drive? Neil deGrasse Tyson joined by Sasheer Zamata & Pete Holmes explore the science in TV shows from antimatter annihilation to tachyons to warp bubbles with astrophysicist & science advisor for Star Trek, Erin Macdonald, and particle physicist & advisor for The Big Bang Theory and Oppenheimer, David Saltzberg. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free. Thanks to our Patrons Kevin Lee, Meeka, Orlando Cruz, Landyn Blankenship, Gargoyleb, Matthew, Alex Anderson, MageLord, Akash Akash, Munch, Moien, Clarence Jones, Julie Harden, Thomas Cruz, Mike Nold, HEY JUDE BACA, Terry Melman, Zerain, Susan S, Jody Minx, Connor Wolanski, Dom, Aaron Alter, Scotty, Rawan Brou, Myrthu, Sean Smith, Roderick Van Nooijen, Clarence Jones, George Knapp, Lev Pickovsky, David, Jonathon Widmer, Keith Kimura, Wayne Terry, James Kovacs, CM Blake, C.M. Blake, Dj001, Don Wishnek, Joshua Leavitt, Aaron Ivey, MaconSTUFF, Siddhartha Krishnamurthy, Todd White, Steven Mc., Roberto Mariano, Curtis, Yan Drugalya, Grey Shirt Guy, Alexander Fish, Ellison Williams, Inara Liepa, Courtney Bui, Andrew Alford, Todd, Niclas Anton, Derek Evans, Elyssiel, Mick Ender, Josh Sroka, Kate Smith, Blake, Timothy Del Orbe, Hans Rikson, The Constant Imagination of John Scavella, Jason Racisz, Amrik Bhogal, Todd Farrell, Benjamin Lopez, Brian McCoy, Justin or Justy, Radu Dumitru, Pitou Devgon, Bradley Martin, Dylan Jones, Fredric Palmér, Odysimus (oh-dis-eh-mus), Arek, Steven Kania, John Swilley, Don Schmalbeck, O. Inha, M, Joseph Beckerman, Alf Ford, Gami Lannin, Kristi Pickens, Remi Verdel, Barry McIntyre, Raphael, David Films, Will T, Saurabh Jakate, Benzell Evans, Adithya Venkat, Hue, Rob, Geo, and Derrick for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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