Big Tech Goes Nuclear
…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.
(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”
Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.
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Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA
Host: Mary Long
Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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