The Six Five Pod | EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown

Описание: 00:00 – The Decode | Meta & NVIDIA Infrastructure Expansion
07:42 – The Decode | Microsoft’s Sovereign AI Strategy
13:18 – The Decode | California AI Oversight Debate
19:54 – The Decode | The HBM Memory Crunch
28:47 – The Decode | Infosys & Anthropic Enterprise Agents
36:22 – The Flip | Models vs Infrastructure Leadership
45:31 – Bulls & Bears | Palo Alto Networks & Cyber Consolidation
50:18 – Bulls & Bears | Analog Devices & Power Tailwinds
54:42 – Bulls & Bears | Cadence, ServiceNow & SaaS Signals
01:01:06 – Bulls & Bears | Dell, Marvell & NVIDIA Preview

The Decode

Meta & NVIDIA AI Infrastructure Expansion
• Reuters – Big Tech AI spending faces investor scrutiny
https://www.reuters.com/technology/bi...
• CNBC – NVIDIA data center demand and AI factory buildout
https://www.cnbc.com/2024/ai-chip-dem...

Microsoft’s Sovereign AI Push
• Reuters – Microsoft expands cloud and AI investment in India
https://www.reuters.com/technology/mi...

• Bloomberg – The Rise of Sovereign AI Infrastructure
https://www.bloomberg.com/news/articl...

California AI Oversight Debate
• Politico – States move to regulate AI amid federal gridlock
https://www.politico.com/news/ai-stat...

• Wall Street Journal – The Patchwork Problem in AI Regulation
https://www.wsj.com/tech/ai-regulatio...

The Memory Crunch & HBM Constraints
• Financial Times – AI chipmakers grapple with memory bottlenecks
https://www.ft.com/content/ai-memory-...

• Barron’s – Micron and the HBM Supply Squeeze
https://www.barrons.com/articles/micr...

Infosys & Anthropic Enterprise Agents
• Reuters – Anthropic targets enterprise AI expansion
https://www.reuters.com/technology/an...

• Forbes – Systems Integrators Race to Build Enterprise AI Agents
https://www.forbes.com/sites/enterpri...

The Flip

Models vs Infrastructure Leadership
• MIT Technology Review – The Limits of Scaling AI Models
https://www.technologyreview.com/ai-s...

• Bloomberg – The AI Infrastructure Arms Race
https://www.bloomberg.com/news/articl...

Bulls & Bears

Palo Alto Networks & Cyber Consolidation
• Reuters – Palo Alto Networks earnings coverage
https://www.reuters.com/technology/pa...

• CNBC – Cybersecurity consolidation in the AI era
https://www.cnbc.com/ai-cybersecurity...

Analog Devices & AI Power Demand
• CNBC – Analog Devices earnings and AI demand
https://www.cnbc.com/earnings/analog-...

Cadence & EDA Momentum
• Reuters – Cadence earnings and chip design demand
https://www.reuters.com/technology/ca...

ServiceNow Insider Confidence
• Bloomberg – ServiceNow insider stock activity
https://www.bloomberg.com/news/articl...

Dell, Marvell & AI Infrastructure Positioning
• Reuters – Dell supply chain and AI infrastructure exposure
https://www.reuters.com/technology/de...

• Barron’s – Marvell and AI networking upside
https://www.barrons.com/articles/marv...

#AIInfrastructure #Meta #NVIDIA #MicrosoftAI #SovereignCloud #HBMShortage #Anthropic #Infosys #PaloAltoNetworks #Marvell #Dell #Cadence

Disclaimer: The Six Five Pod is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such.