Squawk on the Street cover image

U.S.-Japan Trade Deal, Capital R(AI)ses, Remembering Larry Bossidy 7/23/25

Squawk on the Street

00:00

Exploring the Future of AI Infrastructure and Power Challenges

This chapter explores the significant advancements in AI infrastructure, focusing on the massive accumulation of GPU resources and future expansion plans near Memphis. It also addresses the competitive GPU market, financial implications, and the evolving landscape of power generation, including a potential shift to nuclear energy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app