ai infrastructure

Brannin McBee discusses CoreWeave's transition from cryptocurrency to AI and their energy dynamics, data center innovations, future challenges in AI infrastructure and its impact on search, advertising, and e-commerce.

Tuhin Srivastava, CEO of Baseten, discusses the importance of speed in AI computing and its role in winning market battles. Topics include efficient code solutions, differences between training and inference workloads, and defense in the AI industry.

The podcast discusses Apple Vision Pro's breakdown and its impact on the tech industry. The conversation also touches on Meta vs Snap's revenue models, a potential SaaS recovery signals with different VC perspectives on AI investing.

For both Walmart and Cisco, expectations for the future don’t tell the whole story. (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player. (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars. Claim your five free dividend stock ideas here: www.fool.com/dividends Companies discussed: WMT, AMZN, COST, CSCO,ACVA Host: Deidre Woollard Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices