Miles Kruppa
AI & Finance reporter at The Information who discusses financial innovations and predictions, including the chip-backed asset-backed security idea and Brookfield's Radiant cloud plans covered in this episode.
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Dec 31, 2025 • 38min
Uber Considers Buying SpotHero, xAI’s New Supersized Data Center, Nvidia Predictions | Dec 31, 2025
Austin Lyons, a senior analyst at Creative Strategies, delves into NVIDIA's potential M&A targets, particularly in photonics, while highlighting the strategic relevance of optical IO chiplets. Miles Kruppa, an AI & Finance reporter, brings insights into Oracle’s innovative chip-backed asset-backed securities, explaining how they might revolutionize AI chip financing. The discussion also covers Brookfield's ambitious plans with its Radiant cloud aimed at AI customers, showcasing a blend of energy and infrastructure strategies. Intriguing predictions and industry dynamics unfold!
Dec 10, 2025 • 55min
Pinterest CEO on AI Roadmap, China’s Emergency Nvidia Meeting, AWS’ New AI Model | Dec 10, 2025
Bill Ready, CEO of Pinterest, navigates the AI landscape, emphasizing open-source models to revolutionize e-commerce and advertising. Miles Kruppa highlights the UAE fund MGX’s significant role in financing U.S. data centers, while Shaown Nandi of AWS unveils the Nova model family, focusing on customization for enterprises. The conversation touches on China’s urgent Nvidia H200 chip meetings and DeepSeek's innovative chip sourcing. Together, they explore how AI is reshaping shopping, advertising, and data infrastructure.
