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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