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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

Meet the ‘Landlords in the Stratosphere’

Stratospheric infrastructure company Sceye has crossed the Pacific for the first time, taking its reflective, balloon-like High-Altitude Platform System from New Mexico to Japan. It’s the latest milestone on the road to commercialization for a platform that can deliver phone service and observation. Read more about Sceye on CNET.com: 5G From the Sky: New Internet…

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Stratospheric infrastructure company Sceye has crossed the Pacific for the first time, taking its reflective, balloon-like High-Altitude Platform System from New Mexico to Japan. It’s the latest milestone on the road to commercialization for a platform that can deliver phone service and observation.

Read more about Sceye on CNET.com:
5G From the Sky: New Internet Infrastructure Takes Flight

Timecode Chapters:
0:00 Intro
0:26 A Fiber-Optic Cable from the Stratosphere
0:35 Latest Mission
1:27 Services Offered
2:00 Quantum Key Distribution
2:20 ‘Landlords in the Stratosphere’

Video Credits:
Host: Jesse Orrall
Scripted by: Jesse Orrall
Producer: Jesse Orrall, Jon Gomez
Camera: Sceye
Video Editor: Jon Gomez
Thumbnail Designer: Tharon Green

Add CNET as a trusted news source
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#sceye #internet #stratosphere #infrastructure #broadband

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Science & Technology

This Robot Hit a 99.6% Success Rate

This robot achieved a 99.6% success rate over an eight-hour test. But when a single failure can stop an entire production line, how reliable do robots actually need to be? Mbodi co-founder Xavier Chi explains why reliability is one of robotics’ biggest real-world challenges on Build Mode. Watch the full episode:

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This robot achieved a 99.6% success rate over an eight-hour test. But when a single failure can stop an entire production line, how reliable do robots actually need to be?

Mbodi co-founder Xavier Chi explains why reliability is one of robotics’ biggest real-world challenges on Build Mode.

Watch the full episode:

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CNET

I Played With Apple’s New iPhones. Here’s What Surprised Me Most | One More Thing

Spending time with the iPhone Duo and iPhone 18 Pro has Bridget Carey rethinking what’s important in an iPhone upgrade. She breaks down the standout Duo features, what the crease is really like, and the questions she has for the future of Apple Watch and the next era of Apple. You can find the products…

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Spending time with the iPhone Duo and iPhone 18 Pro has Bridget Carey rethinking what’s important in an iPhone upgrade. She breaks down the standout Duo features, what the crease is really like, and the questions she has for the future of Apple Watch and the next era of Apple.

You can find the products mentioned in this video linked below
Apple iPhone 17, US Version, 256GB, eSIM, Mist Blue- Unlocked (Renewed)
*Cnet may get commission on this offer.

Read more about it on CNET.com
I Tried the iPhone 18 Pro’s New Deluxe Camera and Shot Photos With Starbursts
Planning to Get the iPhone Duo or iPhone 18 Pro? Turn Off This Setting on Your Old Device First

Timecode Chapters:
0:00 Apple’s new iPhone Tricks
0:14 Reporting from the iPhone Event at Apple Park
0:19 Opening and Closing the iPhone Duo
0:28 Big changes coming to iPhone
0:38 John Ternus has One More Thing
0:46 Bridget Carey’s iPhone Duo event experience
1:03 iPhone Duo
1:14 Taking video on iPhone Duo
1:37 Smart Take on iPhone Duo
2:04 Snoopy comes to iPhone Duo
2:21 iPhone Duo crease
2:41 Hidden camera behind iPhone Duo screen
2:51 iPhone Duo size
3:11 iPhone Duo cases
3:28 MagSafe on iPhone Duo
3:34 iPhone 18 Pro updates
4:07 Aperture on iPhone 18 Pro
4:42 Apple Watch changes
4:43 Apple Watch audio intelligence, recording, transcribing
5:20 New Apple Watch sensor
5:33 New Apple iPhone and Apple Watch accessories
5:47 One More Tip to help cover the cost of your new iPhone
5:56 Get the most money for your iPhone trade-in
6:18 Let us know in the comments what you want to see from One More Thing

Video Credits:
Host: Bridget Carey
Scripted by: Bridget Carey
Producer: Carly Marsh
Camera: Celso Bulgatti, Bridget Carey
Video Editor: Carly Marsh
Thumbnail Designer: Tharon Green

Add CNET as a trusted news source
Never miss a deal again! See CNET’s browser extension 👉
Check out CNET’s Amazon Storefront:
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#iphone #apple #foldableiphone #iphoneduo

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