Results for "Oracle"

Episodes

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  Oracle’s Data Center Power Plans 4/14/26

  TechCheck· Apr 14, 2026

  CNBC’s Seema Mody reports the latest news surrounding Oracle and Bloom Energy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  businessinvestingmanagementtechnology
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  SpaceX Is Ready For IPO Liftoff

  Tech Brew Ride Home· Apr 2, 2026

  SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes …

  openai
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  Silicon Valley Circling The Wagons Around Anthropic?

  Tech Brew Ride Home· Mar 6, 2026

  Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of…

  anthropicainewstechnology
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  Dylan Patel - Inside the Trillion-Dollar AI Buildout

  Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025

  My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…

  openaiaibusinessinvesting