Episode 188: AI Investment Shifts and Infrastructure Boom

Today, we explore SoftBank's $5.8B Nvidia sale and 'all-in' OpenAI bet. Then, we discuss the rise of physical AI as Cornerstone Robotics secures $200M for surgical applications. We cover Meta's $600B US infrastructure investment and JPMorgan's warning about a $5T data center debt boom. We explore how Unusual Whales spotted unusual options activity in Jumia Technologies. Finally, we touch on Archer Aviation's air taxi hub, Apollo's wind farm investment, Yann LeCun’s departure from Meta, the ElevenLabs voice marketplace, and ChatGPT's new tutoring mode. Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Nov 12, 2025

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Episode 188: AI Investment Shifts and Infrastructure Boom

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