AI Data Centers: Billions Still Being Invested

Tech Landscape Shifts: AI Infrastructure and Talent Movement

Recent developments, ranging from substantial investments in OpenAI to alterations in visa fees, clearly demonstrate a significant transformation occurring within the technology sector.

The latest installment of Equity, featuring Anthony Ha and Max Zeff, delves into the burgeoning AI infrastructure race and the ongoing reshuffling of tech talent.

Key Discussion Points from the Episode

The full episode provides detailed analysis regarding several crucial topics.

• The prospective relocation of TikTok and the advantageous position Oracle holds to capitalize on this potential transition.
• Oura Health’s reported funding round of $875 million, resulting in an $11 billion valuation, and its implications for the broader health technology market.
• Nvidia’s $500 million investment in Wayve, a U.K.-based autonomous driving company, alongside Jensen Huang’s broader $1 billion commitment to the U.K.
• The extensive data center agreements fueling OpenAI’s growth, including Nvidia’s $100 billion pledge and Oracle’s $15 billion bond offering.
• The proposed increase to $100,000 for H-1B visa fees under the Trump administration, and the subsequent guidance issued by Amazon, Google, and Microsoft advising employees to remain within the United States.

Equity is the primary podcast from TechCrunch, expertly produced by Theresa Loconsolo, and is released every Wednesday and Friday.

Listeners can subscribe via Apple Podcasts, Overcast, Spotify, and other podcast platforms.

Stay connected with Equity on X and Threads at @EquityPod.