How circular investments fuel GPU capacity

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. Listen to the full episode to hear 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. 

Learn more about your ad choices. Visit megaphone.fm/adchoices