Science & Technology

OpenAI and Microsoft’s ‘frenemies relationship,’ and what you missed at SXSW

This week, OpenAI inked a five-year, $11.9 billion deal with CoreWeave () , the GPU-heavy cloud provider, securing its own AI computing pipeline—and a $350 million equity stake in the company. With CoreWeave’s pending IPO () and deep ties to Microsoft, OpenAI’s deal marks a significant shift in the AI cloud wars. Today, on TechCrunch’s…

Published

1 year ago

March 14, 2025

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This week, OpenAI inked a five-year, $11.9 billion deal with CoreWeave () , the GPU-heavy cloud provider, securing its own AI computing pipeline—and a $350 million equity stake in the company.

With CoreWeave’s pending IPO () and deep ties to Microsoft, OpenAI’s deal marks a significant shift in the AI cloud wars. Today, on TechCrunch’s Equity () podcast, hosts Kirsten Korosec, Max Zeff, Anthony Ha, and Rebecca Bellan are diving into whether or not the deal is a power move against Microsoft or just an inevitable step in OpenAI’s bid for more compute, key deals of the week, and what you missed at South by Southwest 2025.

Listen to the full episode to hear about:

• What Kirsten and Rebecca are seeing on the ground in Austin () , and which founders are making moves

• Who’s feeling the ‘vibe shift’ () leading up to Y Combinator’s latest Demo Day, and why founders are raising less money

• Scopely’s $3.5 billion bid () for Pokémon GO maker Niantic

Equity will be back next week, so stay tuned!

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. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here () .

Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we’ll talk to you next time.

Learn more about your ad choices. Visit megaphone.fm/adchoices ()

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1 Comment

@AurieDeane

March 15, 2025 at 10:53 am

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Science & Technology

Meet the startup helping Wall Street put a price on AI compute | Equity Podcast

The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for…

Published

11 hours ago

August 19, 2026

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Silicon Data just closed a $30 million Series A to change that. The startup aims to become the reference price for GPU rental and an index that a Wall Street futures contract would settle against. The company plans to launch its compute futures trading on the CME October 5th, pending regulatory approval.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan is joined by Steve Hou, head of research at Silicon Data, to discuss the health of the AI buildout, and why the data is telling a different story than the doom and gloom headlines about depreciating chips and stalled data centers.

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

0:59 Futures contracts explained

4:01 Can GPU compute actually be a commodity?

7:10 Who’s really trading these: hyperscalers, AI labs, and market makers

14:32 Locking in prices to make data center debt easier to swallow

18:21 Inside the pricing data

20:25 The A100 mystery: why an old chip is still in high demand

22:56 Do GPUs depreciate as fast as everyone thinks?

23:20 Making sense of the Texas and New York data center pauses

25:40 What the futures curve says about where prices are headed

28:01 Silicon Data’s $30M Series A and what’s next

30:36 Outro

CNET

Is The $700 Samsung Galaxy Ultra 2 the Best Smartwatch on the Market?

Well, maybe if you have the budget for it. CNET lead #wearables writer Vanessa Hand Orellana loves the new AI features for hitting the trails, but if you’re a serious athlete there are some drawbacks. Watch ⌚ the full episode on CNET. Video Credits: Host: Vanessa Hand Orellana Scripted by: Vanessa Hand Orellana Producer: Celso…

Published

2 days ago

August 18, 2026

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Video Credits:
Host: Vanessa Hand Orellana
Scripted by: Vanessa Hand Orellana
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Celso Bulgatti

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#galaxywatchultra2 #galaxywatch #samsung #smartwatch #healthtech

CNET

Galaxy Watch Ultra 2 Review: Samsung’s Best and Most Accurate Watch, but Is It Worth $700?

I tested its features, accuracy and battery life, and this is Samsung’s best watch yet. But it’s also the most expensive. Here’s who should splurge on the Ultra 2 and who’s better off with the Galaxy Watch 9. You can find the products mentioned in this article linked below Samsung Galaxy Watch Ultra2, Titanium Silver,…

Published

3 days ago

August 17, 2026

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You can find the products mentioned in this article linked below
Samsung Galaxy Watch Ultra2, Titanium Silver, 47mm
Samsung Galaxy Watch Ultra2, Titanium Gray, 47mm
*CNET may get a commission on these offers

Read more about the Samsung Galaxy Watch Ultra 2 on CNET.com:
Samsung Galaxy Watch Ultra 2 Review: Better Battery, Better Galaxy Watch

0:00 Intro
0:48 Galaxy Watch Ultra 2 Battery
1:16 Galaxy Watch Ultra 2 Processor
2:02 Galaxy Watch Ultra 2 Design
2:57 Trail Running with the Galaxy Watch Ultra 2
3:58 Diving with the Galaxy Watch Ultra 2
4:10 Galaxy Watch Ultra 2 Health Features
5:45 Galaxy Watch Ultra 2 Accuracy
6:21 Should You Buy the Galaxy Watch Ultra 2?

Video Credits:
Host: Vanessa Hand Orellana
Scripted by: Vanessa Hand Orellana
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Celso Bulgatti
Thumbnail Designer: Zooey Liao