David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, and why it’s got everyone talking about the future of autonomous AI.
資訊
- 節目
- 頻率隔週更新
- 發佈時間2025年1月24日 上午11:00 [UTC]
- 長度23 分鐘
- 季數1
- 集數13
- 年齡分級兒少適宜