This week highlighted dramatic shifts in the tech landscape, from a one hundred billion dollar commitment to OpenAI to a new one hundred thousand dollar visa fee. On the latest episode of Equity, Anthony Ha and Max Zeff explore the AI infrastructure gold rush and the ongoing talent shuffle within the tech industry.
The episode covers several major stories. It discusses TikTok’s potential new home and why Oracle is positioned to benefit significantly from the deal. It also examines Oura Health’s reported eight hundred seventy-five million dollar raise, which values the company at eleven billion dollars, and what this means for the health tech sector.
Further topics include Nvidia’s five hundred million dollar investment in the UK self-driving startup Wayve, alongside Jensen Huang’s broader billion-dollar commitment to the United Kingdom. The show also delves into the massive data center deals fueling OpenAI’s expansion, from Nvidia’s one hundred billion dollar commitment to Oracle’s fifteen billion dollar corporate bond sale.
Finally, the episode addresses the new one hundred thousand dollar H-1B visa fee increase, a move that prompted companies like Amazon, Google, and Microsoft to advise their employees to remain in the United States.
Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo. New episodes are released every Wednesday and Friday. The podcast is available on Apple Podcasts, Overcast, Spotify, and other platforms.