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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

This AI is Giving Doctors a ‘Report Card’ After Procedures

Northwestern Medicine has been using a technology called “Medtronic GI Genius” to assist with colonoscopies and has been harnessing AI to offer post-procedure feedback. You can find the products mentioned in this video linked below *CNET may get a commission on these offers Read more about it on CNET.com Timecode Chapters: 00:00 – Introduction: AI…

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Northwestern Medicine has been using a technology called “Medtronic GI Genius” to assist with colonoscopies and has been harnessing AI to offer post-procedure feedback.

You can find the products mentioned in this video linked below
*CNET may get a commission on these offers

Read more about it on CNET.com

Timecode Chapters:
00:00 – Introduction: AI in Medical Procedures
00:13 – AI Extra Eyes: Medtronic GI Genius
00:40 – Post-Procedure AI Analytics & Quality Improvement
01:22 – AI Pre-Watching & Video Reviews
02:05 – Standardizing Healthcare & Doctor-Patient Trust
02:26 – What the Future: MedTech Recap & Conclusion

Video Credits:
Host: Jesse Orrall
Scripted by: Jesse Orrall
Producer: Jesse Orrall
Camera: Jesse Orrall/ Northwestern/Medtronic
Video Editor: Jon Gomez
Thumbnail Designer: Zooey Liao

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CNET

We’re Folding the iPhone Duo Until It Breaks (ASMR)

Our custom-built Fold-A-Phone machine is folding the iPhone Duo constantly, 24 hours a day, 7 days a week, up until either one breaks. Catch the livestream every Monday through Friday on CNET’s YouTube from 1pm to 5pm ET. #foldaphone #iphoneduo #torturetest #foldablephone #allthingsmobile Video Credits: Shot and edited by Faith Chihil Add CNET as a…

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Our custom-built Fold-A-Phone machine is folding the iPhone Duo constantly, 24 hours a day, 7 days a week, up until either one breaks. Catch the livestream every Monday through Friday on CNET’s YouTube from 1pm to 5pm ET. #foldaphone #iphoneduo #torturetest #foldablephone #allthingsmobile

Video Credits:
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Meet the Machine That Will Break the iPhone Duo, Eventually | All Things Mobile

Get a behind-the-scenes look at CNET Labs, where our team of engineers built a machine that folds and unfolds phones exactly like a human would, and measures exactly how many folds a folding phone can be folded. How many folds will the iPhone Duo handle? Read more about the Fold-A-Phone on CNET.com The iPhone Duo…

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Get a behind-the-scenes look at CNET Labs, where our team of engineers built a machine that folds and unfolds phones exactly like a human would, and measures exactly how many folds a folding phone can be folded. How many folds will the iPhone Duo handle?

Read more about the Fold-A-Phone on CNET.com
The iPhone Duo Is Now in Our Custom-Made Foldable Phone Test Machine. Will It Beat the Galaxy Z Fold 8?

00:00 Introduction to Louisville Labs
00:17 Meet the Fold-A-Phone
00:22 Louisville Labs Testing Facility
00:53 Engineering the Fold-A-Phone Machine
1:26 Testing the Samsung Galaxy Z Fold 8
2:29 Replicating Human Folding Speed & Pressure
3:30 iPhone Duo Fold Count Predictions
4:15 How to Watch the Live Stream Test

Video Credits:
Host: Dillon Payne & Matthew Murray
Producer: Dillon Payne, Stephen Beacham & Owen Poole
Camera: Dillon Payne & Faith Chihil
Video Editor: Owen Poole
Thumbnail Designer: Tharon Green

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#iphoneduo #foldablephone #tech #apple #durabilitytest #galaxyzfold8

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