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Nvidia On The March

Jul 27, 2026 · 20m

Summary

Host Brian McCullough covers NVIDIA’s $5 billion investment in Ilya Sutskever’s SSI and a potential $250 billion backstop for OpenAI’s Ohio data center. Other stories include CXMT’s massive IPO surge, Amazon’s satellite filing, and Apple delaying AI glasses due to privacy concerns. Finally, Peacock streaming service becomes included with YouTube Premium subscriptions.

Topics discussed

Intro: McDonald's ad and tech headlines overview NVIDIA invests $5B in Ilya Sutskever's SSI startup NVIDIA's $250B backstop for OpenAI's Ohio data center CXMT IPO surges 466% to become China's most valuable tech firm Sponsors: SVB/First Citizens, Scribe, and Cash App Amazon files for 5,000 satellites for direct-to-device connectivity Apple delays AI glasses due to privacy concerns and Meta competition Peacock streaming service included with YouTube Premium
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