The Six Five Pod | EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown скачать в хорошем качестве

The Six Five Pod | EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown

00:00 – The Decode | Meta & NVIDIA Infrastructure Expansion 07:42 – The Decode | Microsoft’s Sovereign AI Strategy 13:18 – The Decode | California AI Oversight Debate 19:54 – The Decode | The HBM Memory Crunch 28:47 – The Decode | Infosys & Anthropic Enterprise Agents 36:22 – The Flip | Models vs Infrastructure Leadership 45:31 – Bulls & Bears | Palo Alto Networks & Cyber Consolidation 50:18 – Bulls & Bears | Analog Devices & Power Tailwinds 54:42 – Bulls & Bears | Cadence, ServiceNow & SaaS Signals 01:01:06 – Bulls & Bears | Dell, Marvell & NVIDIA Preview The Decode Meta & NVIDIA AI Infrastructure Expansion • Reuters – Big Tech AI spending faces investor scrutiny https://www.reuters.com/technology/bi... • CNBC – NVIDIA data center demand and AI factory buildout https://www.cnbc.com/2024/ai-chip-dem... Microsoft’s Sovereign AI Push • Reuters – Microsoft expands cloud and AI investment in India https://www.reuters.com/technology/mi... • Bloomberg – The Rise of Sovereign AI Infrastructure https://www.bloomberg.com/news/articl... California AI Oversight Debate • Politico – States move to regulate AI amid federal gridlock https://www.politico.com/news/ai-stat... • Wall Street Journal – The Patchwork Problem in AI Regulation https://www.wsj.com/tech/ai-regulatio... The Memory Crunch & HBM Constraints • Financial Times – AI chipmakers grapple with memory bottlenecks https://www.ft.com/content/ai-memory-... • Barron’s – Micron and the HBM Supply Squeeze https://www.barrons.com/articles/micr... Infosys & Anthropic Enterprise Agents • Reuters – Anthropic targets enterprise AI expansion https://www.reuters.com/technology/an... • Forbes – Systems Integrators Race to Build Enterprise AI Agents https://www.forbes.com/sites/enterpri... The Flip Models vs Infrastructure Leadership • MIT Technology Review – The Limits of Scaling AI Models https://www.technologyreview.com/ai-s... • Bloomberg – The AI Infrastructure Arms Race https://www.bloomberg.com/news/articl... Bulls & Bears Palo Alto Networks & Cyber Consolidation • Reuters – Palo Alto Networks earnings coverage https://www.reuters.com/technology/pa... • CNBC – Cybersecurity consolidation in the AI era https://www.cnbc.com/ai-cybersecurity... Analog Devices & AI Power Demand • CNBC – Analog Devices earnings and AI demand https://www.cnbc.com/earnings/analog-... Cadence & EDA Momentum • Reuters – Cadence earnings and chip design demand https://www.reuters.com/technology/ca... ServiceNow Insider Confidence • Bloomberg – ServiceNow insider stock activity https://www.bloomberg.com/news/articl... Dell, Marvell & AI Infrastructure Positioning • Reuters – Dell supply chain and AI infrastructure exposure https://www.reuters.com/technology/de... • Barron’s – Marvell and AI networking upside https://www.barrons.com/articles/marv... #AIInfrastructure #Meta #NVIDIA #MicrosoftAI #SovereignCloud #HBMShortage #Anthropic #Infosys #PaloAltoNetworks #Marvell #Dell #Cadence Disclaimer: The Six Five Pod is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such.