Episode Mentions
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Server assembler competing with Dell; referenced in Cerebras' full-stack advantage discussion”
Cerebras IPO and AI chip market dynamicsHyperscaler infrastructure spending and capex forecastsNetworking and optical connectivity in AI infrastructure
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Morning Call · May 6, 2026
Morning Call 5/6/26
“Q3 profit beat forecasts though revenue missed; guidance topped estimates; shares up 17% pre-market”
U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)
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Better Offline · Mar 25, 2026
NVIDIAdrome with Steve Burke of GamersNexus
“Co-founder Wally Liao arrested for GPU smuggling to China; company supplies servers to major AI firms despite scandal history”
DLSS 3 Generative AI Features and Gaming Community BacklashNVIDIA GPU Smuggling and Export Control ViolationsData Center Construction Bubble and Speculative Infrastructure
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NVIDIA AI Podcast · Feb 4, 2026
How AI-Powered Holograms Are Reimagining Fan Experiences at the Big Game - Ep. 288
“Hardware partner for NRF deployment of holographic AI agents”
AI holographic agentsSuper Bowl fan experience technologyRetail AI customer service
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