Mentioned On
Episode Mentions
Motley Fool Money · May 14, 2026
AI Is Supplying Blowout Earnings…Again
“Neocloud company that signed $27B infrastructure deal with Meta, driving demand for networking solutions”
The Information's TITV · May 14, 2026
Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise
“NeoClouds competitor in GPU rental and AI infrastructure space”
Bloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“AI data center company reporting 684% Q1 sales jump; competing with CoreWeave in renting computing resources to AI developers”
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“AI cloud compute company at $180 per share with shareholders speculating on $2000 per share based on Larry Fink compute futures narrative”
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“AI company receiving $2 billion from NVIDIA to develop knowledge factories for AI infrastructure”
YPO Technology Network AI Brief · May 5, 2026
Inference Got Cheap. Renegotiate Everything.
“European cloud provider acquiring EigenAI ($643M) and Tavoli ($275M) to build inference-optimized stack”
Deep Questions with Cal Newport · Apr 23, 2026
What has *Actually* Happened in AI in 2026? | AI Reality Check
“Announced data center projects not under construction; former crypto company raising capital without building”
Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 13, 2026
Ep 754: Anthropic’s ‘scary’ new model, Microsoft Copilot’s ‘Code Red,’ OpenAI’s Superinteligence New Deal and more
“In talks to acquire AI21 Labs for up to $3 billion”
TBPN · Mar 16, 2026
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
“Former Yandex spinout securing $27B AI infrastructure deal with Meta”
Dwarkesh Podcast · Nov 12, 2025
Satya Nadella — How Microsoft is preparing for AGI
“Infrastructure partner providing GPU capacity to Microsoft through managed services agreements”