Episode publish date
November 5, 2025 12:00 AM (UTC)
Last edit date
Nov 11, 2025 12:04 PM
Last snip date
November 11, 2025 12:01 PM (UTC)
Last sync date
November 11, 2025 12:03 PM (UTC)
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Machine Learning: News on AI, OpenAI, ChatGPT, Artificial Intelligence, AI Models
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11
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Your snips
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[00:01] NVIDIA's Unprecedented Valuation Surge
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[02:03] Personal Buy During April Dip
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[01:50] From Chips To National AI Infrastructure
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[04:00] Expanding Into Telecom And Edge Infrastructure
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[05:56] Evaluate GPU Demand, Not Just Stock Price
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[07:28] Circular Deals Power Scale-Up, Invite Scrutiny
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[06:32] Scarcity Fuels The AI Compute Arms Race
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[09:19] Gigawatt-Scale Deployments Highlight Centrality
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[09:45] Nvidia's Market Cap
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[09:50] NVIDIA Vs. National Market Caps
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