Why the U.S. Can’t Break Up with China — ft. Alice Han

Why the U.S. Can’t Break Up with China — ft. ...

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Data Center Debate: Are Energy Bills About To Explode?

Ed Elson speaks with Jigar Shah and Jon Parrella about whether the AI data-center buildout can really happen at the scale Big Tech and investors expect. They discuss why power is becoming the biggest bottleneck for AI, and propose solutions to ensure that America can build and ma ...  Show more

 . 42min 4sec
The Biggest IPO In History Isn’t What You Think It Is

Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI. Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Ma ...  Show more

 . 37min 16sec

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