In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
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In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
Ep28 OpenAI, NVIDIA, Meta, Google & Musk: The $700 Billion AI Power Grab
AI Outcomes
53 minutes
3 months ago
Ep28 OpenAI, NVIDIA, Meta, Google & Musk: The $700 Billion AI Power Grab
Welcoming back Thomas Odenwald to the AI Outcomes podcast! In this episode, we cover the breakneck pace of AI development across the globe—including billion-dollar deals, infrastructure arms races, and enterprise breakthroughs. From OpenAI’s $300B Oracle deal to NVIDIA’s 10-gigawatt AI datacenter push, we explore the money, the muscle, and the emerging power struggles. We discuss Meta’s latest smart glasses, Google’s Gemini 2.5 outperforming humans in coding, and what ChatGPT-5 means for the ...
AI Outcomes
In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
