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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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WILD Battery Life: Apple Watch Can’t Come Close to Garmin | All Things Mobile

Trying to decide which device to wear on your wrist? Take it from someone who’s worn a Garmin watch for almost 10 years: The incredible battery life makes tracking your health and fitness super easy. However, the Apple Watch is not without serious benefits. Which one is right for you? You can find the products…

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Trying to decide which device to wear on your wrist? Take it from someone who’s worn a Garmin watch for almost 10 years: The incredible battery life makes tracking your health and fitness super easy. However, the Apple Watch is not without serious benefits. Which one is right for you?

You can find the products mentioned in this video linked below
Garmin Forerunner 165
Garmin Forerunner® 965 Running Smartwatch
Garmin® Forerunner® 970, Premium GPS Running and Triathlon Smartwatch
Apple Watch Ultra 3
Apple Watch Series 11
Samsung Galaxy Watch 8
Google Pixel Watch 4
*Cnet may get commission on this offer.

Read more about it on CNET.com
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The Best Fitness Trackers of 2026 for Your Spring Workouts
Garmin Forerunner 965 Review: AMOLED Steals the Show

0:00 Introduction: Garmin vs. Apple Watch
0:20 Fitness Tracker vs. Smartwatch
0:34 Battery Life Comparison
1:40 Why Battery Matters
3:25 Garmin training features
4:15 Exclusive Apple Watch Health Features
4:53 GPS Accuracy and Location Tracking
5:53 Choosing the Right Device for You

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Rival Humanoid Robot-Makers Show Off Their Factories

Competing humanoid robot-makers Figure and 1X revealed new footage from inside their factories this week, showcasing the similarities and differences in their approaches to bringing this technology to life. 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…

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Competing humanoid robot-makers Figure and 1X revealed new footage from inside their factories this week, showcasing the similarities and differences in their approaches to bringing this technology to life.

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Every UAP Video Released by the U.S. Governemt in 14 minutes

The Department of War (DOW) and the ODNI have begun a historic effort to review and release tens of millions of records regarding Unidentified Anomalous Phenomena (UAP). Watch the newly released videos of unidentified flying objects. Read more about the declassified UAP files on CNET.com The Government Just Released a Batch of UFO Files: Where…

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The Department of War (DOW) and the ODNI have begun a historic effort to review and release tens of millions of records regarding Unidentified Anomalous Phenomena (UAP). Watch the newly released videos of unidentified flying objects.

Read more about the declassified UAP files on CNET.com
The Government Just Released a Batch of UFO Files: Where Are the Aliens?

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#aliens #uap #departmentofwar #government #declassified

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