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artificial intelligence Podcasts

75 episodes about artificial intelligence

Broadcom Inc. (AVGO) Announced Q3 2026 Earnings on September 2, 2026, Reporting "Consolidated revenue was a record $29.6 billion for the quarter, up 86% year-on-year" artwork

Broadcom Inc. (AVGO) Announced Q3 2026 Earnings on September 2, 2026, Reporting "Consolidated revenue was a record $29.6 billion for the quarter, up 86% year-on-year"
Broadcom Inc. (AVGO)
• 21:19 •Ep 268 •The Earnings Debate •▶ Play on Apple
NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter" artwork

NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter"
NVIDIA Corporation (NVDA)
• 20:50 •Ep 262 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion" artwork

Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion"
Salesforce Inc. (CRM)
• 21:19 •Ep 261 •The Earnings Debate •▶ Play on Apple
CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year"
CrowdStrike Holdings Inc. (CRWD)
• 24:06 •Ep 259 •The Earnings Debate •▶ Play on Apple
XPeng Inc. (XPEV) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues were RMB 19.74 billion for the second quarter of 2026". artwork

XPeng Inc. (XPEV) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues were RMB 19.74 billion for the second quarter of 2026".
XPeng Inc. (XPEV)
• 20:25 •Ep 256 •The Earnings Debate •▶ Play on Apple
Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion" artwork

Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion"
Baidu Inc. (BIDU)
• 19:33 •Ep 248 •The Earnings Debate •▶ Play on Apple
Alibaba Group Holding Limited (BABA) Announced Q1 2027 Earnings on August 20, 2026, Reporting total revenue increased 9% year-over-year to RMB 269 billion for the quarter. artwork

Alibaba Group Holding Limited (BABA) Announced Q1 2027 Earnings on August 20, 2026, Reporting total revenue increased 9% year-over-year to RMB 269 billion for the quarter.
Alibaba Group Holding Limited (BABA)
• 20:20 •Ep 252 •The Earnings Debate •▶ Play on Apple
Tencent Holdings Limited (TCEHY) Announced Q2 2026 Earnings on August 12, 2026, Reporting "total revenue was RMB 204.8 billion, up 11% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q2 2026 Earnings on August 12, 2026, Reporting "total revenue was RMB 204.8 billion, up 11% year-on-year."
Tencent Holdings Limited (TCEHY)
• 18:09 •Ep 244 •The Earnings Debate •▶ Play on Apple
Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion" artwork

Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion"
Alphabet Inc. (GOOGL)
• 19:35 •Ep 239 •The Earnings Debate •▶ Play on Apple
Tesla, Inc. (TSLA) Announced Q2 2026 Earnings on July 22, 2026, Reporting net income was "positively impacted by a mark-to-market gain of $1 billion on our SpaceX holdings" for the quarter artwork

Tesla, Inc. (TSLA) Announced Q2 2026 Earnings on July 22, 2026, Reporting net income was "positively impacted by a mark-to-market gain of $1 billion on our SpaceX holdings" for the quarter
Tesla Inc. (TSLA)
• 18:15 •Ep 237 •The Earnings Debate •▶ Play on Apple
Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter. artwork

Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter.
Coupang Inc. (CPNG)
• 19:29 •Ep 230 •The Earnings Debate •▶ Play on Apple
Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter. artwork

Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.
Microsoft Corporation (MSFT)
• 11:38 •Ep 236 •The Earnings Debate •▶ Play on Apple
MercadoLibre, Inc. (MELI) Announced Q2 2026 Earnings on August 5, 2026, Reporting "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year" artwork

MercadoLibre, Inc. (MELI) Announced Q2 2026 Earnings on August 5, 2026, Reporting "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year"
MercadoLibre Inc. (MELI)
• 19:49 •Ep 226 •The Earnings Debate •▶ Play on Apple
Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter. artwork

Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter.
Elevance Health Inc. (ELV)
• 19:48 •Ep 218 •The Earnings Debate •▶ Play on Apple
JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion" artwork

JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion"
JPMorgan Chase & Co. (JPM)
• 21:38 •Ep 214 •The Earnings Debate •▶ Play on Apple
Bank of America Corporation (BAC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Our revenue grew 15% year-over-year to $31.6 billion" artwork

Bank of America Corporation (BAC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Our revenue grew 15% year-over-year to $31.6 billion"
Bank of America Corporation (BAC)
• 18:35 •Ep 213 •The Earnings Debate •▶ Play on Apple
Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion. artwork

Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion.
Micron Technology Inc. (MU)
• 13:12 •Ep 209 •The Earnings Debate •▶ Play on Apple
Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion" artwork

Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion"
Broadcom Inc. (AVGO)
• 19:31 •Ep 203 •The Earnings Debate •▶ Play on Apple
CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion"
CrowdStrike Holdings Inc. (CRWD)
• 20:11 •Ep 202 •The Earnings Debate •▶ Play on Apple
Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion artwork

Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion
Costco Wholesale Corporation (COST)
• 11:28 •Ep 197 •The Earnings Debate •▶ Play on Apple
Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion" artwork

Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion"
Dell Technologies Inc. (DELL)
• 20:38 •Ep 196 •The Earnings Debate •▶ Play on Apple
MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year" artwork

MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"
MongoDB Inc. (MDB)
• 18:38 •Ep 195 •The Earnings Debate •▶ Play on Apple
NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially". artwork

NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially".
NVIDIA Corporation (NVDA)
• 19:26 •Ep 184 •The Earnings Debate •▶ Play on Apple
Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion" artwork

Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion"
Baidu Inc. (BIDU)
• 20:13 •Ep 179 •The Earnings Debate •▶ Play on Apple
Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year."
Tencent Holdings Limited (TCEHY)
• 18:21 •Ep 175 •The Earnings Debate •▶ Play on Apple
Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion". artwork

Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion".
Alibaba Group Holding Limited (BABA)
• 18:21 •Ep 176 •The Earnings Debate •▶ Play on Apple
Uber Technologies, Inc. (UBER) Announced Q1 2026 Earnings on May 6, 2026, Reporting "Non-GAAP EPS increased 44% year-over-year". artwork

Uber Technologies, Inc. (UBER) Announced Q1 2026 Earnings on May 6, 2026, Reporting "Non-GAAP EPS increased 44% year-over-year".
Uber Technologies Inc. (UBER)
• 20:26 •Ep 166 •The Earnings Debate •▶ Play on Apple
Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026" artwork

Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026"
Ginkgo Bioworks Holdings Inc. (DNA)
• 21:25 •Ep 152 •The Earnings Debate •▶ Play on Apple
Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year. artwork

Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year.
Datadog Inc. (DDOG)
• 17:26 •Ep 160 •The Earnings Debate •▶ Play on Apple
Pfizer Inc. (PFE) Announced Q1 2026 Earnings on May 5, 2026, Reporting "revenues were $14.5 billion". artwork

Pfizer Inc. (PFE) Announced Q1 2026 Earnings on May 5, 2026, Reporting "revenues were $14.5 billion".
Pfizer Inc. (PFE)
• 14:44 •Ep 131 •The Earnings Debate •▶ Play on Apple
Shopify Inc. (SHOP) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Our revenue was $3.2 billion for the quarter". artwork

Shopify Inc. (SHOP) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Our revenue was $3.2 billion for the quarter".
Shopify Inc. (SHOP)
• 18:24 •Ep 144 •The Earnings Debate •▶ Play on Apple
Advanced Micro Devices, Inc. (AMD) Announced Q1 2026 Earnings on May 5, 2026, Reporting "First quarter revenue increased 38% year-over-year to $10.3 billion" artwork

Advanced Micro Devices, Inc. (AMD) Announced Q1 2026 Earnings on May 5, 2026, Reporting "First quarter revenue increased 38% year-over-year to $10.3 billion"
Advanced Micro Devices Inc. (AMD)
• 18:50 •Ep 132 •The Earnings Debate •▶ Play on Apple
Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion artwork

Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion
Palantir Technologies Inc. (PLTR)
• 19:12 •Ep 130 •The Earnings Debate •▶ Play on Apple
Amgen Inc. (AMGN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "4% growth in product sales" artwork

Amgen Inc. (AMGN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "4% growth in product sales"
Amgen Inc. (AMGN)
• 22:12 •Ep 123 •The Earnings Debate •▶ Play on Apple
Merck & Co., Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $16.3 billion" for the quarter. artwork

Merck & Co., Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $16.3 billion" for the quarter.
Merck & Co. Inc. (MRK)
• 19:09 •Ep 119 •The Earnings Debate •▶ Play on Apple
Evercore Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Firm-wide adjusted net revenues were $1.4 billion" artwork

Evercore Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Firm-wide adjusted net revenues were $1.4 billion"
Evercore Inc. (EVR)
• 17:47 •Ep 127 •The Earnings Debate •▶ Play on Apple
Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter. artwork

Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter.
Amazon.com Inc. (AMZN)
• 18:08 •Ep 115 •The Earnings Debate •▶ Play on Apple
Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion". artwork

Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion".
Microsoft Corporation (MSFT)
• 20:03 •Ep 114 •The Earnings Debate •▶ Play on Apple
Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion". artwork

Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion".
Alphabet Inc. (GOOGL)
• 18:29 •Ep 116 •The Earnings Debate •▶ Play on Apple
Meta Platforms, Inc. (META) Announced Q1 2026 Earnings on April 29, 2026, Reporting Q1 total revenue was $56.3 billion. artwork

Meta Platforms, Inc. (META) Announced Q1 2026 Earnings on April 29, 2026, Reporting Q1 total revenue was $56.3 billion.
Meta Platforms Inc. (META)
• 9:39 •Ep 112 •The Earnings Debate •▶ Play on Apple
Thermo Fisher Scientific Inc. (TMO) Announced Q1 2026 Earnings on April 23, 2026, Reporting "Our revenue grew 6% to $11.01 billion." artwork

Thermo Fisher Scientific Inc. (TMO) Announced Q1 2026 Earnings on April 23, 2026, Reporting "Our revenue grew 6% to $11.01 billion."
Thermo Fisher Scientific Inc. (TMO)
• 21:29 •Ep 96 •The Earnings Debate •▶ Play on Apple
Elevance Health, Inc. Announced Q1 2026 Earnings on April 22, 2026, Reporting "Operating revenue totaled $49.5 billion" for the Quarter. artwork

Elevance Health, Inc. Announced Q1 2026 Earnings on April 22, 2026, Reporting "Operating revenue totaled $49.5 billion" for the Quarter.
Elevance Health Inc (ELV)
• 20:14 •Ep 86 •The Earnings Debate •▶ Play on Apple
Moody's Corporation (MCO) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Both MIS and MA grew revenues by 8%". artwork

Moody's Corporation (MCO) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Both MIS and MA grew revenues by 8%".
Moody's Corporation (MCO)
• 22:49 •Ep 85 •The Earnings Debate •▶ Play on Apple
Tesla, Inc. (TSLA) Announced Q1 2026 Earnings on April 22, 2026, Reporting auto margins, excluding credits, improved sequentially from 17.9% to 19.2% artwork

Tesla, Inc. (TSLA) Announced Q1 2026 Earnings on April 22, 2026, Reporting auto margins, excluding credits, improved sequentially from 17.9% to 19.2%
Tesla Inc. (TSLA)
• 16:14 •Ep 90 •The Earnings Debate •▶ Play on Apple
Bank of America Corporation (BAC) Announced Q1 2026 Earnings on April 15, 2026, Reporting "Revenue grew 7% year-over-year to $30.3 billion". artwork

Bank of America Corporation (BAC) Announced Q1 2026 Earnings on April 15, 2026, Reporting "Revenue grew 7% year-over-year to $30.3 billion".
Bank of America Corporation (BAC)
• 12:46 •Ep 76 •The Earnings Debate •▶ Play on Apple
JPMorgan Chase & Co. (JPM) Announced Q1 2026 Earnings on April 14, 2026, Reporting "Revenue of $15.5 billion". artwork

JPMorgan Chase & Co. (JPM) Announced Q1 2026 Earnings on April 14, 2026, Reporting "Revenue of $15.5 billion".
JPMorgan Chase & Co. (JPM)
• 13:47 •Ep 72 •The Earnings Debate •▶ Play on Apple
The Goldman Sachs Group, Inc. (GS) Announced Q1 2026 Earnings on April 13, 2026, Reporting "net revenues of $17.2 billion". artwork

The Goldman Sachs Group, Inc. (GS) Announced Q1 2026 Earnings on April 13, 2026, Reporting "net revenues of $17.2 billion".
The Goldman Sachs Group Inc. (GS)
• 21:06 •Ep 70 •The Earnings Debate •▶ Play on Apple
Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year."
Tencent Holdings Limited (TCEHY)
• 19:26 •Ep 65 •The Earnings Debate
Inside ServiceTitan: The Operating System For Trades Automating Contractor Workflows artwork

Inside ServiceTitan: The Operating System For Trades Automating Contractor Workflows
ServiceTitan (TTAN)
• 39:15 •Ep 33 •Inside the Business •▶ Play on Apple
ServiceTitan, Inc. Announced Q4 2026 Earnings on March 12, 2026, Reporting "Q4 total revenue of $254 million grew 21% year-over-year." artwork

ServiceTitan, Inc. Announced Q4 2026 Earnings on March 12, 2026, Reporting "Q4 total revenue of $254 million grew 21% year-over-year."
ServiceTitan Inc. (TTAN)
• 21:41 •Ep 63 •The Earnings Debate •▶ Play on Apple
Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion. artwork

Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion.
Alibaba Group Holding Limited (BABA)
• 21:11 •Ep 62 •The Earnings Debate
Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion". artwork

Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion".
Adobe Inc. (ADBE)
• 17:21 •Ep 59 •The Earnings Debate •▶ Play on Apple
Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion" artwork

Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion"
Oracle Corporation (ORCL)
• 15:39 •Ep 57 •The Earnings Debate
QUALCOMM Incorporated Tech Radar: Expanding into AI data centers and robotics to drive revenue growth artwork

QUALCOMM Incorporated Tech Radar: Expanding into AI data centers and robotics to drive revenue growth
QUALCOMM Incorporated (QCOM)
• 20:27 •Ep 22 •Business Tech Radar •▶ Play on Apple
Inside QUALCOMM Incorporated: Designing premium chipsets and pivoting toward advanced edge AI and robotics artwork

Inside QUALCOMM Incorporated: Designing premium chipsets and pivoting toward advanced edge AI and robotics
QUALCOMM Incorporated (QCOM)
• 35:05 •Ep 25 •Inside the Business •▶ Play on Apple
NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development artwork

NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development
NVIDIA Corporation (NVDA)
• 17:46 •Ep 21 •Business Tech Radar •▶ Play on Apple
Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories artwork

Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories
NVIDIA Corporation (NVDA)
• 40:09 •Ep 24 •Inside the Business •▶ Play on Apple
Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO artwork

Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO
Microsoft (MSFT)
• 35:38 •Ep 23 •Inside the Business •▶ Play on Apple
Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration artwork

Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration
Hewlett Packard Enterprise (HPE)
• 40:32 •Ep 18 •Inside the Business •▶ Play on Apple
Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue artwork

Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue
Intel (INTC)
• 19:56 •Ep 16 •Business Tech Radar •▶ Play on Apple
Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry artwork

Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry
Intel (INTC)
• 40:00 •Ep 19 •Inside the Business •▶ Play on Apple
Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence artwork

Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence
Apple Inc. (AAPL)
• 40:11 •Ep 14 •Inside the Business •▶ Play on Apple
AMD Tech Radar: Building rack-scale AI factories to capture hyperscaler revenue artwork

AMD Tech Radar: Building rack-scale AI factories to capture hyperscaler revenue
AMD (AMD)
• 19:47 •Ep 8 •Business Tech Radar •▶ Play on Apple
Inside AMD: Designing high-performance processors and scaling rack-level AI data center solutions artwork

Inside AMD: Designing high-performance processors and scaling rack-level AI data center solutions
AMD (AMD)
• 29:34 •Ep 11 •Inside the Business •▶ Play on Apple
Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue artwork

Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue
Amazon (AMZN)
• 22:25 •Ep 5 •Business Tech Radar •▶ Play on Apple
Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure artwork

Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure
Amazon (AMZN)
• 19:02 •Ep 8 •Inside the Business •▶ Play on Apple
Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion" artwork

Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion"
Broadcom Inc. (AVGO)
• 15:44 •Ep 52 •The Earnings Debate •▶ Play on Apple
CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter"
CrowdStrike Holdings Inc. (CRWD)
• 18:09 •Ep 50 •The Earnings Debate •▶ Play on Apple
Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025" artwork

Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025"
Ginkgo Bioworks Holdings Inc. (DNA)
• 17:11 •Ep 41 •The Earnings Debate •▶ Play on Apple
Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion" artwork

Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion"
Dell Technologies Inc. (DELL)
• 17:30 •Ep 40 •The Earnings Debate •▶ Play on Apple
Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion". artwork

Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion".
Baidu Inc. (BIDU)
• 15:36 •Ep 35 •The Earnings Debate •▶ Play on Apple
NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year".... artwork

NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year"....
NVIDIA Corporation (NVDA)
• 16:54 •Ep 33 •The Earnings Debate •▶ Play on Apple
Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion" artwork

Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion"
Zoom Communications Inc. (ZM)
• 9:59 •Ep 32 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter". artwork

Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter".
Salesforce Inc. (CRM)
• 14:26 •Ep 31 •The Earnings Debate •▶ Play on Apple
Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI artwork

Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI
Shopify (SHOP)
• 24:14 •Ep 4 •The Earnings Debate •▶ Play on Apple