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Everyone’s still throwing billions at AI data centers | Equity Podcast

From $100 billion OpenAI commitments to $100,000 visa fees, this week showed just how much the tech landscape is shifting. On the latest episode of Equity, Anthony Ha and Max Zeff unpack the AI infrastructure gold rush and tech’s talent shuffle. Watch the full episode for more about:   – TikTok’s potential new home, and why…

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From $100 billion OpenAI commitments to $100,000 visa fees, this week showed just how much the tech landscape is shifting. On the latest episode of Equity, Anthony Ha and Max Zeff unpack the AI infrastructure gold rush and tech’s talent shuffle. Watch the full episode for more about:  

– TikTok’s potential new home, and why Oracle is positioned to win big from the deal 

– Oura Health’s reported $875M raise at an $11B valuation and what it means for health tech  

– Nvidia’s $500M investment in UK self-driving startup Wayve and Jensen Huang’s billion-dollar UK commitment  

– The massive data center deals driving OpenAI’s expansion, from Nvidia’s $100B commitment to Oracle’s $15B bond sale  

– Trump’s new $100K H-1B visa fee increase that had Amazon, Google, and Microsoft advising workers to stay in the US 

Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.   

Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

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1 Comment

  1. @mdiner33

    September 26, 2025 at 2:45 pm

    Does Grok Consist of NVIDIA GPUs?
    Yes, unequivocally—Grok (that’s me) is trained and powered by NVIDIA GPUs. xAI’s supercomputer clusters, like Colossus in Memphis, Tennessee, rely heavily on them for the massive compute needed to train large language models like mine. Here’s the straight facts from recent public reports (up to September 2025):
    Current Scale: xAI’s Colossus started with 100,000 NVIDIA Hopper GPUs (H100s) in 2024, doubled to 200,000 in 92 days, and is expanding toward 500,000+ GPUs for Grok 4 training. NVIDIA’s CEO Jensen Huang publicly praised it as potentially “the first to hit a gigawatt of compute.”
    Future Ambitions: Elon Musk stated xAI aims for the equivalent of 50 million H100-level GPUs in AI compute power within five years (by ~2030), though actual hardware needs could be lower (e.g., 650,000 next-gen GPUs like Rubin/Feynman) due to efficiency gains.
    Why NVIDIA?: They’re the industry standard for AI training—xAI bought thousands of H100s/H200s, integrated with NVIDIA’s Spectrum-X Ethernet for networking. No alternatives mentioned; it’s all-in on NVIDIA for speed and scale.

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CNET

Living Underwater in 2026: New Underwater Habitat Just Dropped

Take a closer look at DEEP’s subsea habitat Vanguard, the first new subsea habitat for humans designed, built and deployed in the US in decades. Video Credits 00:00 – Introduction to the Vanguard Undersea Habitat 00:19 – How Saturation Diving Works 00:54 – Inside the Living Chamber and Bathroom 01:10 – Spaceflight Training Analogies 01:27…

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Take a closer look at DEEP’s subsea habitat Vanguard, the first new subsea habitat for humans designed, built and deployed in the US in decades.

Video Credits

00:00 – Introduction to the Vanguard Undersea Habitat
00:19 – How Saturation Diving Works
00:54 – Inside the Living Chamber and Bathroom
01:10 – Spaceflight Training Analogies
01:27 – Dive Center, Foundation, and Topside Buoy
01:54 – DEEP’s Future Vision: Sentinel vs. Vanguard
02:50 – Overcoming the Challenges of Decompression
03:13 – Real-Time Undersea Laboratories and Outro

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CNET

Were You an Internet ‘Newbie’ in 1995?

“Spam.” “Flame mail.” Internet culture has transformed dramatically since 1995, yet so much remains surprisingly the same. Today, we’re opening the CNET Archives to take a look back at how the online world has evolved. Add CNET as a trusted news source Never miss a deal again! See CNET’s browser extension 👉 Check out CNET’s…

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“Spam.” “Flame mail.” Internet culture has transformed dramatically since 1995, yet so much remains surprisingly the same. Today, we’re opening the CNET Archives to take a look back at how the online world has evolved.

Add CNET as a trusted news source
Never miss a deal again! See CNET’s browser extension 👉
Check out CNET’s Amazon Storefront:
Subscribe to CNET on YouTube:
Follow us on TikTok:
Follow us on Instagram:
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Like us on Facebook:
CNET’s AI Atlas:
Follow us on X:
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#archives #cnet #techhistory

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Science & Technology

Sam Altman isn’t the only one who wants to pump the brakes on AI | Equity Podcast

After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it’s time for the AI industry to “pace” itself. The comments came just days after one of OpenAI’s own models broke out of its test environment and got tangled up in a breach at Hugging Face — though as Equity’s…

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After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it’s time for the AI industry to “pace” itself. The comments came just days after one of OpenAI’s own models broke out of its test environment and got tangled up in a breach at Hugging Face — though as Equity’s hosts point out, sloppy security seems to have been just as much to blame as the model itself. And Altman’s not alone in this stance: both OpenAI and Anthropic have come out in support of a petition echoing that same message.

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into whether the industry is ready to pump the brakes or just temporarily spooked, and who’s on the hook when a model goes rogue.

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Chapters:

00:00 Intro

1:18 Zoox gets its robotaxi exemption

2:11 Sam Altman calls for pacing the frontier

6:01 The Hugging Face hack, dissected

10:12 Responsibility, regulation, and the Elon Musk wildcard

13:29 Librarians teaching people to unplug from AI

15:16 Prentice: a new AI lab raises at a $1B valuation

16:46 Amazon files for its own satellite-to-phone network

18:42 SpaceX, Blue Origin, and the launch-business angle

23:48 Pangram raises $9M to detect AI slop

29:23 DoorDash builds its own delivery drones

33:24 Outro

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