This discussion features Anurag Rana, a senior technology analyst at Bloomberg Intelligence, who reveals Amazon Web Services surpassed expectations with $33 billion in revenue, driven by AI momentum. Ryan Mallory, CEO of Flexential, shares insights on the escalating power demands of data centers amid AI growth, advocating for nuclear solutions like small modular reactors. Lastly, Paul Hardart from NYU Stern examines the financial pressures on Warner Bros. Discovery, highlighting the strategic value of its content library in the competitive streaming landscape.
