22:52
Google’s TurboQuant Crashed the AI Chip Market
Google has released TurboQuant, a new KV cache compression algorithm that delivers a 6x reduction in KV cache memory usage and an 8x...
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22:21
48 Days. That’s How Long Before the Helium Runs Out for AI Chips.
Nate B Jones investigates a supply chain vulnerability with direct implications for AI chip production: missile strikes on Qatar's Ra...
10:16
Arm CEO on Selling Own Chips, Meta Is One of First Customers
Arm CEO Rene Haas unveils the Amagi, the company's first fully designed CPU chip product — a landmark transition from Arm's decades-l...
44:38
Nvidia Forecasts $1 Trillion in Revenue Through 2027 | Bloomberg Tech 3/17/2026
Bloomberg Technology's March 17, 2026 live broadcast breaks down the market reaction to Jensen Huang's headline-grabbing keynote at N...
02:30:45
Dylan Patel — The Single Biggest Bottleneck to Scaling AI Compute
Dylan Patel, CEO of semiconductor research firm SemiAnalysis, joins Dwarkesh Patel to deliver one of the most data-dense analyses ava...
22:59
IDC Sees Smartphone Market Crash on Chip Crunch | Bloomberg Tech: Asia 2/27/2026
A Bloomberg Technology Asia deep-dive reveals the global memory chip shortage has worsened far more rapidly than analysts expected, w...
25:53
Google Goes All-In on the AI Arms Race | Prof G Markets
Prof G Markets breaks down Google's historic $32 billion debt raise—completed in under 24 hours—as a strategic signal of its commitme...
26:15
Why the Smartest AI Teams Are Panic-Buying Compute
Nate B Jones presents a systematic analysis of what he frames as a structural crisis in AI compute infrastructure: global enterprise...
22:02
Clawdbot to Moltbot to OpenClaw: The 72 Hours That Broke Everything
OpenClaw — previously known as Claudebot and then Moltbot — became the fastest-growing open-source project in GitHub history in early...
13:51
Are Markets Still Worried About an AI Bubble?
This episode of The AI Daily Brief uses Meta and Microsoft's latest earnings reports as a window into the current state of AI bubble...