What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
The Rundown23 Marras 2025

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour billions into GPUs even as investors panic.

They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(708)

Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever

Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever

Market update for Monday May 18, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Check out the Cerebras Deep Dive: (Spotify, YouTube)Follow us on Instagram (@...

18 Touko 10min

The CEO Behind the Most Controversial New League in Sports

The CEO Behind the Most Controversial New League in Sports

The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved perf...

18 Touko 25min

Deep Dive: Can Cerebras IPO Live Up to the Hype?

Deep Dive: Can Cerebras IPO Live Up to the Hype?

In today's deep dive, Zaid breaks down the Cerebras IPO. Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO...

16 Touko 16min

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings

Market update for Friday May 15, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant react...

15 Touko 10min

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China

Market update for Thursday May 14, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

14 Touko 10min

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy

Market update for Wednesday May 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

13 Touko 10min

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss

Market update for Tuesday May 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reac...

12 Touko 10min

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain

Market update for Monday May 11, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant react...

11 Touko 10min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
rss-rahamania
hyva-paha-johtaminen
pomojen-suusta
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-ammattipodcast
rss-lentopaivakirjat
inderespodi
rss-lahtijat
rss-bisneksen-pehmea-puoli
rss-sisalto-kuntoon
rss-turvassa-tyopaikalla
sijoituspodi
yrittaja-markkinoi