In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss:
- Nvidia’s $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints
- How restaurant tech is pushing the limits on throughput
- A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security
Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR
Host: Emily Flippen, Jason Hall, Asit Sharma
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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