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Is it a bubble or is it just AI Mania? I Equity Podcast

AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a “bubble” when the belief in AI’s future is what’s holding the whole ecosystem together? This week on…

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8 months ago

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AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a “bubble” when the belief in AI’s future is what’s holding the whole ecosystem together?

This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into Nvidia’s massive earnings beat, the circular economy of AI infrastructure spending, and whether CEO Jensen Huang’s optimistic vision of AI agents handling everything in our daily lives can justify the investment.

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Science & Technology

Flip phones are back? Light Phone on the anti-smartphone wave

“It’s a phone. It’s not entertainment. It’s not social media.” – Light Phone’s co-founders on going from designing the Motorola Razr 20 years ago to launching the Light Flip, and why Gen Z is leading the anti-smartphone backlash. Catch up on Equity 👉

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7 hours ago

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July 29, 2026

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“It’s a phone. It’s not entertainment. It’s not social media.” – Light Phone’s co-founders on going from designing the Motorola Razr 20 years ago to launching the Light Flip, and why Gen Z is leading the anti-smartphone backlash.

Catch up on Equity 👉

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CNET

TFW you try to charge a Samsung phone wirelessly

Eagerly awaiting the day Samsung FINALLY adds magnets to its phones. #samsung #magsafe #wirelesscharger #tech #allthingsmobile 📽️: Abrar Al-Heeti

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12 hours ago

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July 29, 2026

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Eagerly awaiting the day Samsung FINALLY adds magnets to its phones. #samsung #magsafe #wirelesscharger #tech #allthingsmobile 📽️: Abrar Al-Heeti

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CNET

Could Samsung + Google’s Smartglasses Be the Smartest Yet? | All Things Mobile

A load more connectivity might be what puts these smartglasses ahead of Meta. Video Credits Host: Scott Stein Videographer: Numi Prasarn Editor: Carly Marsh 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:…

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12 hours ago

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July 29, 2026

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A load more connectivity might be what puts these smartglasses ahead of Meta.

Video Credits
Host: Scott Stein
Videographer: Numi Prasarn
Editor: Carly Marsh

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#clip #allthingsmobile #smartglasses #google #samsung #meta

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