使用Player FM应用程序离线!
AI Gets Star Power
Manage episode 462816769 series 8012
...as if it didn’t have enough already!
(00:14) Asit Sharma and Mary Long discuss:
- The new venture to build out American AI infrastructure.
- How 20 data centers get a $500 billion price tag.
- GE Aerospace’s razor-and-blades business model.
Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.
Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Mary Long
Guests: Asit Sharma, Seth Jayson
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
1788集单集
Manage episode 462816769 series 8012
...as if it didn’t have enough already!
(00:14) Asit Sharma and Mary Long discuss:
- The new venture to build out American AI infrastructure.
- How 20 data centers get a $500 billion price tag.
- GE Aerospace’s razor-and-blades business model.
Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.
Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Mary Long
Guests: Asit Sharma, Seth Jayson
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
1788集单集
All episodes
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。