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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