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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. @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

NASA’s Artemis II Launches to the Moon: Everything That Happened in 12 Minutes

Watch NASA’s historic Artemis II launch from the Kennedy Space Center in Florida as four astronauts forge a new path around the moon and travel farther than any human has ever gone before. Read more about NASA’s Artemis Mission on CNET.com Liftoff: NASA’s Artemis II Is in Space, the First Human Trip to the Moon…

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Watch NASA’s historic Artemis II launch from the Kennedy Space Center in Florida as four astronauts forge a new path around the moon and travel farther than any human has ever gone before.

Read more about NASA’s Artemis Mission on CNET.com
Liftoff: NASA’s Artemis II Is in Space, the First Human Trip to the Moon in 50 Years

0:00 Introduction of the Artemis II astronauts
0:21 Artemis II astronauts say goodbye to loved ones
1:04 Artemis II astronauts motorcade to the launch site
1:32 Artemis II Crew walks across the Zero Deck
1:54 Artemis II Crew enters the rocket
2:45 Comm Checks inside the Orion Capsule
3:05 Artemis II Launch Director, Charlie Blackwell-Thompson Says Go For Launch
3:50 Countdown to Integrity Launch
6:08 Artemis II Rocket Booster Separation
7:26 Launch Board System Jettison
8:54 Artemis II crosses the Karman Line into Space

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Science & Technology

The new competition for your cap table | Equity Podcast

The VC middleman is getting cut out faster than anyone expected. Family offices and private wealth firms are going direct: writing checks, taking board seats, even incubating companies from scratch. And more founders are starting to notice. In February alone, family offices made 41 direct investments, including one Midwest-based firm that led a $230 million…

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The VC middleman is getting cut out faster than anyone expected. Family offices and private wealth firms are going direct: writing checks, taking board seats, even incubating companies from scratch. And more founders are starting to notice. In February alone, family offices made 41 direct investments, including one Midwest-based firm that led a $230 million Series B into an AI chip startup.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan caught up with Mitch Stein and Ari Schottenstein, founder and head of alternatives at ARENA Private Wealth, to find out what this shift means for founders, cap tables, and the future of AI investment.

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

03:13 Why family offices are going direct now

06:03 The gen 2 & gen 3 family office shift

07:22 Is this strategic or just AI FOMO?

10:17 How Arena got into the Positron deal

14:30 Why founders want private wealth on their cap table

18:31 Due diligence on technical companies

21:56 Red flags founders should watch for

25:04 Are VCs threatened by this trend?

27:47 Taking board seats & level of involvement

34:17 Outro

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CNET

50 Years of Apple in 5 Minutes

Apple has evolved over the years into one of the largest companies on the planet, and along the way, it introduced innovations that changed the world. Here’s CNET’s ode to Apple in a montage encompassing 50 years of the tech behemoth. Read more about how CNET is celebrating Apple’s 50th Anniversary on CNET.com Apple’s 50-Year…

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Apple has evolved over the years into one of the largest companies on the planet, and along the way, it introduced innovations that changed the world. Here’s CNET’s ode to Apple in a montage encompassing 50 years of the tech behemoth.

Read more about how CNET is celebrating Apple’s 50th Anniversary on CNET.com
Apple’s 50-Year Legacy of Product Innovation, Through CNET’s Lens

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#apple #appleevent #history #anniversary #stevejobs #timcook #supercut

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