Results for "Oracle"

Episodes

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  StandardSummaries only

  Oracle’s Data Center Power Plans 4/14/26

  TechCheck· Apr 14, 2026

  CNBC’s Seema Mody reports the latest news surrounding Oracle and Bloom Energy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  investingmanagement
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  📋Intelligence Report

  SpaceX Is Ready For IPO Liftoff

  Tech Brew Ride Home· Apr 2, 2026

  SpaceX files for a $1.75T IPO, Oracle cuts 30K jobs partly due to AI, Microsoft launches in-house models to rival OpenAI, and a two-person telehealth startup hits $1.8B in sales using AI.

  SpaceXElon MuskxAIOpenAIAnthropic

  openai
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  StandardSummaries only

  Silicon Valley Circling The Wagons Around Anthropic?

  Tech Brew Ride Home· Mar 6, 2026

  Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of…

  anthropicainewstechnology
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  StandardSummaries only

  Dylan Patel - Inside the Trillion-Dollar AI Buildout

  Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025

  My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…

  openaiaibusinessinvesting