エピソード

  • AI Hardware Stocks Are Getting Crushed in June 2026

    AI Hardware Stocks Are Getting Crushed in June 2026
    2026/06/07
    The AI hardware trade is in a tailspin. In the last five trading days, Nvidia is down 8.5 percent, AMD off 8.6 percent, and Broadcom has dropped 16 percent. Even a stalwart like TSMC is off 5 percent. Lucas and Luna dig into what's behind the rout: shifting expectations from training to inference, rising competition from custom chips, and the emerging fear that hyperscaler CapEx might peak sooner than the market priced in. They look at a key signal from the SOXX semiconductor index, down 5.6 percent this week, and ask whether the AI trade has finally topped out. Specific numbers, concrete names, no hand-waving. This episode is for anyone who owns AI hardware stocks or is wondering whether the AI buildout is still underappreciated. #Nvidia #AMD #Broadcom #AIHardware #SemiconductorStocks #Inference #CustomChips #HyperscalerCapEx #SOXX #TechSelloff #ArtificialIntelligence #DeepLearning #GPU #ASIC #MachineLearning #StockMarketCrash #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why AI Hardware Stocks Are Getting Crushed in June 2026

    Why AI Hardware Stocks Are Getting Crushed in June 2026
    2026/06/06
    The SOXX semiconductor index dropped 5.6 percent in the past five trading days, and AI darlings like Palantir, Broadcom, and AMD are down double digits. Lucas and Luna dig into the numbers to figure out what's really going on — is this a rotation out of AI hype, a reaction to macro headwinds, or something more structural? They look at specific movers: Broadcom down 16 percent, Micron down 16.6 percent, even NVIDIA off 8.5 percent. The hosts debate whether the sell-off is a buying opportunity or a warning sign, and what it means for the AI infrastructure buildout that has dominated the past two years. They also touch on the Trump administration's potential equity stake in OpenAI, and what that signals about the shifting landscape of AI regulation and investment. Tune in for a grounded, numbers-driven conversation about where AI hardware investing stands today. #AIHardwareStocks #SemiconductorSelloff #SOXX #NVDA #AVGO #MU #PLTR #AMD #AIInfrastructure #OpenAI #TrumpAdministration #AIInvesting #Technology #Business #FexingoBusiness #BusinessPodcast #AIPodcast #June2026 Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How AI Inference Is Reshaping the GPU Market

    How AI Inference Is Reshaping the GPU Market
    2026/06/06
    NVIDIA and AMD have lost 8% in a week, while Broadcom and ASML show divergent fortunes. Lucas and Luna dig into why the AI chip narrative is shifting from training to inference — and why that changes which companies win. They unpack the 'inference tax' that's catching enterprise buyers off guard, how model distillation is squeezing demand for premium silicon, and why the next battleground isn't the data center but the edge. Plus: a real look at what keeps this podcast ad-free. If you've been following AI hardware but feel like the story suddenly got complicated, this episode connects the dots. #AI #ArtificialIntelligence #MachineLearning #Inference #GPU #NVIDIA #AMD #Broadcom #ASML #ChipMarket #Semiconductors #Technology #Business #Investment #ModelDistillation #EdgeComputing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Google Is Paying SpaceX 920 Million a Month for Compute

    Google Is Paying SpaceX 920 Million a Month for Compute
    2026/06/05
    On June 5, 2026, TechCrunch broke the news that Google will pay SpaceX $920 million per month for compute. This episode of The AI Podcast with Fexingo unpacks what that number means for the AI infrastructure race. Lucas and Luna discuss why cloud giants are turning to unconventional providers, how SpaceX's Starlink network fits into AI workloads, and what the market's sell-off in chip stocks — with NVIDIA down 8.2% and AMD down 7.7% in five days — tells us about investor skepticism. They examine the implications for data center economics, the sustainability of big tech capital expenditure, and whether a non-traditional hyperscaler like SpaceX can disrupt the cloud oligopoly. Specific and grounded, this episode connects a single headline to the broader forces reshaping AI compute. #Google #SpaceX #AICompute #Starlink #CloudInfrastructure #Hyperscaler #NVIDIA #AMD #ChipStocks #DataCenters #TechSpending #AIInfrastructure #InfrastructureBubble #Technology #FexingoBusiness #BusinessPodcast #TheAIPodcast #June2026 Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Small AI Models Are Eating the Enterprise

    How Small AI Models Are Eating the Enterprise
    2026/06/05
    Lucas and Luna explore the rising trend of small language models (SLMs) in enterprise AI. With a specific focus on Microsoft's Phi-3 and the surprising cost advantages over giants like GPT-4, they break down why companies are ditching one-size-fits-all models. Anchored to recent data—NVIDIA up 3.7% in five days while Broadcom drops 6.2%—they discuss how the shift to smaller, specialized models is reshaping the chip landscape. Plus, a look at why Applied Materials jumped 11.5% as manufacturing adapts. No fluff, just concrete numbers and a clear takeaway: sometimes smaller really is smarter. #SmallLanguageModels #EnterpriseAI #MicrosoftPhi3 #NVIDIA #Broadcom #AppliedMaterials #AIEfficiency #CostSavings #Semiconductors #AIAdoption #TechTrends #BusinessStrategy #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #June2026 #ModelDistillation Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why AI Data Centers Are Moving Into Tents

    Why AI Data Centers Are Moving Into Tents
    2026/06/04
    Meta is taking a page from Tesla's playbook by building AI data centers in tents. Lucas and Luna dig into the New York Times report on Meta's 'tent city' approach, which slashes construction time from years to months. They explore how this cost-saving tactic could reshape AI infrastructure spending, and what it means for chip demand, energy costs, and the broader AI race. With specific numbers on Meta's 2026 capital expenditure and a look at similar moves by other hyperscalers, this episode reveals a surprising shift in how the biggest AI players are deploying capital. If you think AI data centers are all concrete and steel, think again. #AI #DataCenters #Meta #Tesla #Infrastructure #TentCity #AIInfrastructure #CapitalExpenditure #ChipDemand #NVIDIA #AMD #Hyperscalers #Construction #Technology #BusinessPodcast #FexingoBusiness #Podcast #AIHype Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Why Arm Holdings Just Jumped 22 Percent

    Why Arm Holdings Just Jumped 22 Percent
    2026/06/04
    Arm Holdings is up over 22 percent in the last five trading days as of June 4, 2026, pushing its market cap past $420 billion. Lucas and Luna break down exactly what's driving the surge—spoiler: it's not just iPhone chips. They walk through Arm's push into AI data centers via its Neoverse architecture, the recent deal with a major cloud provider, and why the company's licensing model is suddenly looking like a tollbooth on AI compute. Along the way, they connect the move to broader semiconductor momentum: Broadcom up 12 percent, Applied Materials up 11 percent, and the SOXX semiconductor index up 8 percent. The conversation also touches on the risks—Arm's valuation already pricing in years of perfect execution, and the threat from RISC-V open-source architectures. A focused, numbers-driven look at one of the most consequential chip companies in AI today. #ArmHoldings #ARM #Semiconductors #AIChips #Neoverse #ChipDesign #LicensingModel #DataCenter #AIInfrastructure #Broadcom #AVGO #AppliedMaterials #SOXX #RISCV #ChipStocks #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Alphabet 85 Billion Dollar Bet on AI Infrastructure

    Alphabet 85 Billion Dollar Bet on AI Infrastructure
    2026/06/03
    On June 3, 2026, Alphabet announced an $85 billion capital raise for Google's AI business, the largest in corporate history. Lucas and Luna break down where that money is going, why it signals a shift from model competition to infrastructure dominance, and what it means for hyperscaler spending. They also discuss how the chip market is reacting, with Broadcom up 13.6% and AMD gaining 4.8% in the past five days. This episode offers a concrete look at the economics behind AI's physical buildout and why scale is becoming the moat. #Alphabet #GoogleAI #AIInfrastructure #85BillionRaise #Broadcom #AMD #Hyperscaler #DataCenters #ChipMarket #Nvidia #ASML #AIModels #CapitalRaise #TechInvesting #BusinessPodcast #FexingoBusiness #AIPodcast #Fexingo Keep every episode free: buymeacoffee.com/fexingo
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    8 分