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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

Qualcomm’s Computex 2026 Keynote in Less Than 12 Minutes

Qualcomm CEO Cristiano Amon outlines how agentic AI is revolutionizing the architecture of our everyday devices at Computex 2026. Discover the future of smart technology across mobile, robotics, automotive, and data centers. 0:00 – Introduction & Computex 2026 Keynote Open 0:09 – How AI is Rewriting Personal Computing 1:12 – Shift to Agentic AI: The…

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Qualcomm CEO Cristiano Amon outlines how agentic AI is revolutionizing the architecture of our everyday devices at Computex 2026. Discover the future of smart technology across mobile, robotics, automotive, and data centers.

0:00 – Introduction & Computex 2026 Keynote Open
0:09 – How AI is Rewriting Personal Computing
1:12 – Shift to Agentic AI: The New Digital Center
2:11 – The Scale of Global Computing Devices
2:40 – Why Evolving Devices for Agentic AI is Crucial
3:10 – Overcoming Power and Latency Engineering Challenges
4:04 – The Qualcomm Advantage Across the Compute Continuum
5:22 – Bringing AI Agents to Mobility and Snapdragon Platforms
6:03 – Physical AI: Autonomous Vehicles & Vision Intelligence
9:49 – Global Token Demand and Future Qualcomm Innovation

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#Qualcomm #Computex2026 #AgenticAI #Snapdragon #TechInnovation #FutureOfAI #EdgeComputing

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A Whale’s-Eye-View of the Ocean | Eric Stackpole | TED

A hand-built camera with suction cups captured something no one had ever seen: two sperm whales communicating and swimming together in the deep ocean. Engineer Eric Stackpole shares the story of how a scrappy, DIY tool revealed this intimate glimpse into the lives of these giants — and makes the case that the only limit…

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A hand-built camera with suction cups captured something no one had ever seen: two sperm whales communicating and swimming together in the deep ocean. Engineer Eric Stackpole shares the story of how a scrappy, DIY tool revealed this intimate glimpse into the lives of these giants — and makes the case that the only limit to what we can discover is what we’re curious enough to explore. (Recorded at TEDNext 2025 on November 11, 2025)

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The TED Talks channel features the best talks and performances from the TED Conference, where the world’s leading thinkers and doers give the talk of their lives in 18 minutes (or less) — plus originals, podcasts and exclusive content. Look for videos on Technology, Entertainment and Design as well as science, business, global issues, the arts and more. Visit for our entire library, transcripts, translations and personalized recommendations.

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#TED #TEDTalks #Science

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CNET

PlayStation Updates: New Fight Stick, Gaming Monitor and Speakers

We went to Sony HQ to check out three new accessories coming soon from @PlayStation the FlexStrike fight stick ($299, coming at the same time as Marvel Tokon: Fighting Souls), plus PlayStation’s first gaming monitor and speakers— a 27” Gaming Monitor with a built-in DualSense Charging hook ($350) and Pulse Elevate speakers (price TBA), respectively.…

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We went to Sony HQ to check out three new accessories coming soon from @PlayStation the FlexStrike fight stick ($299, coming at the same time as Marvel Tokon: Fighting Souls), plus PlayStation’s first gaming monitor and speakers— a 27” Gaming Monitor with a built-in DualSense Charging hook ($350) and Pulse Elevate speakers (price TBA), respectively. Which do you wanna grab?

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