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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

Blue Origin Launches and Lands a Reused New Glenn Rocket for the First Time

For the first time ever, Blue Origin successfully launched and landed a reused orbital rocket. The New Glenn booster, nicknamed “Never Tell Me the Odds,” previously flew on the NG-2 mission in November 2025 and touched down on the ocean drone ship “Jacklyn.” Watch CNET’s Supercut of the First New Glenn Rocket Booster Landing Blue…

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For the first time ever, Blue Origin successfully launched and landed a reused orbital rocket. The New Glenn booster, nicknamed “Never Tell Me the Odds,” previously flew on the NG-2 mission in November 2025 and touched down on the ocean drone ship “Jacklyn.”

Watch CNET’s Supercut of the First New Glenn Rocket Booster Landing
Blue Origin Lands Its New Glenn Rocket Booster for the First Time

0:00 Liftoff
1:45 Max Q (Maximum Dynamic Pressure)
3:10 MECO (Main Engine Cutoff)
3:20 Stage Separation
3:30 Stage 2 Ignition
4:00 Fairing Jettison
5:34 Booster Reentry Burn
7:14 Booster Landing Burn
7:46 Booster Touchdown

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Artemis II’s Victor Glover: Flying Orion ’Was a Test Pilot’s Dream” | Tech Today

Astronaut and Artemis II pilot, Victor Glover, spoke with CNET about seeing parts of the moon that no other human has seen and getting to manually ‘fly’ the Orion spacecraft. Read more on CNET.com ‘Han Solo Wants to Be Me’: Artemis II’s Victor Glover on Flying the Orion 0:00 Introduction: The Artemis II Crew Returns…

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Astronaut and Artemis II pilot, Victor Glover, spoke with CNET about seeing parts of the moon that no other human has seen and getting to manually ‘fly’ the Orion spacecraft.

Read more on CNET.com
‘Han Solo Wants to Be Me’: Artemis II’s Victor Glover on Flying the Orion

0:00 Introduction: The Artemis II Crew Returns
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5:47 What the Photos Miss: Depth and Scale of the Moon
7:30 “We Choose Earth”: Reflections on the Journey Home

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iPhone 17 Pro Max vs. Galaxy S26 Ultra Camera Test: Which One Wins? | All Things Mobile

Both phones have top-of-the-line cameras, but they shine in different ways. Here’s how my shots compare. You can find the products mentioned in this video linked below iPhone 17 Pro Max Cosmic Orange 256GB Samsung Galaxy S26 Ultra *Cnet may get commission on this offer. Read more about it on CNET.com Samsung Galaxy S26 Ultra…

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Both phones have top-of-the-line cameras, but they shine in different ways. Here’s how my shots compare.

You can find the products mentioned in this video linked below
iPhone 17 Pro Max Cosmic Orange 256GB
Samsung Galaxy S26 Ultra
*Cnet may get commission on this offer.

Read more about it on CNET.com
Samsung Galaxy S26 Ultra vs. Apple iPhone 17 Pro Max: All Specs Compared

0:00 Intro
0:23 Price
0:30 Camera specs
0:58 Photos comparison
3:49 Ultra wide photo comparison
4:08 Telephoto comparison
4:34 Selfie comparison
5:02 Night time shot comparison

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#galaxys26ultra #iphone17promax #camera #versus #tech

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