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(710)

June Inflation Falls for First Time Since 2020, Pfizer Inches Closer to Weight-Loss Pill

June Inflation Falls for First Time Since 2020, Pfizer Inches Closer to Weight-Loss Pill

Stock market update for July 11, 2024.

11 Heinä 20247min

Microsoft and Apple Drop OpenAI Board Roles, TSMC Sales Surge on AI Demand

Microsoft and Apple Drop OpenAI Board Roles, TSMC Sales Surge on AI Demand

Stock market update for July 10, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and information...

10 Heinä 20246min

Tesla on Track for 10th Straight Day of Gains, Disney to Launch New Cruise Line in Tokyo

Tesla on Track for 10th Straight Day of Gains, Disney to Launch New Cruise Line in Tokyo

Stock market update for July 9, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and information...

9 Heinä 20245min

Eli Lilly Acquires Bowel Disease Drug Developer for $3.2B, Boeing Pleads Guilty to Felony Charge

Eli Lilly Acquires Bowel Disease Drug Developer for $3.2B, Boeing Pleads Guilty to Felony Charge

Stock market update for July 8, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and informational...

8 Heinä 20246min

Tesla Approved as Government Vehicle in China, Bezos to Sell More Amazon Stock

Tesla Approved as Government Vehicle in China, Bezos to Sell More Amazon Stock

Stock market update for July 5, 2024.

5 Heinä 20247min

Paramount to Merge with Skydance, Southwest Adopts 'Poison Pill' to Fend Off Activist Investor

Paramount to Merge with Skydance, Southwest Adopts 'Poison Pill' to Fend Off Activist Investor

Stock market update for July 3, 2024.

3 Heinä 20246min

Tesla Beats Q2 Delivery Estimates, Cruise Ship Stocks Threatened By Hurricane Beryl

Tesla Beats Q2 Delivery Estimates, Cruise Ship Stocks Threatened By Hurricane Beryl

Stock market update for July 2, 2024.

2 Heinä 20247min

'Roaring Kitty' Takes 6.6% Stake in Chewy, Boeing Faces Criminal Fraud Charges

'Roaring Kitty' Takes 6.6% Stake in Chewy, Boeing Faces Criminal Fraud Charges

Stock market update for July 1, 2024.

1 Heinä 20247min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahamania
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
asuntoasiaa-paivakirjat
rss-lahtijat
rahapuhetta
sijoituspodi
hyva-paha-johtaminen
rss-kaikki-koroista
rss-bisnesta-bebeja
rss-karon-grilli
rss-lentopaivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-h-asselmoilanen
rss-paivystyspodi