Cloud News of the Month

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia’s narrative from needing the newest chips immediatel ...  Show more

SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and what should you be considering?SHOW: 1055SHOW TRANSCRIPT: The Enterprise AI Show #1055 TranscriptSHOW VIDEO: https://youtu.be/uc0GZBLgUeoSHOW ...  Show more

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of r ...  Show more

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they discuss Perplexity’s headline-grabbing offer to bu ...  Show more

On this episode of “Okay, Computer.” Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week. Key Insights from the Pod: Oracle Sinking on Earnings (1:30) Whether the Big Tech Rally will Broaden in 2024 (5:15) Broadcom (9:15) Google’s Dela ...  Show more

We’ve all heard lots about cloud technology, but, according to <a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/in-search-of-cloud-value-can-generative-ai-transform-cloud-roi?stcr=B4DDD0F44E574DE38D0A19B520D88FF2&cid=other-eml-alt-mip-mck&hl ...