Big Technology Podcast

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Jensen Huang ousted as CEO of Nvidia 2) The real issue: Sending hundreds of thousands of restricted chips to China 3) Nvidia's mysterious Singapore numbers 4) The timing: Did this come out now because of AI's advancing capabilities? 5) Or was it the Republican midterm losses? Or something else? 6) How China programmed top AI models with Nvidia's top-line, restricted chips 7) Nvidia's competition is intensifying 8) Anthropic ramps on AMD chips in three days 9) Who succeeds Jensen? 10) Are leather jackets out of style now?

Alex's New York Times opinion piece: https://www.nytimes.com/2026/11/13/opinion/jensen-huang-nvidia.html

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M.G. Siegler is the author of Spyglass. Siegler joins Big Technology Podcast in London to discuss whether Apple can keep its distance from the AI spending race. Tune in to hear how the data center boom is driving up the cost of memory and squeezing Apple’s margins even as its rivals foot the bill for new infrastructure. We also cover the foldable iPhone Duo and what happens to apps when AI can build an interface on the fly. Hit play for a show and tell episode, including a debate over whether you’d want Amazon’s Bee Frontier wristband listening to your conversations and telling you what to do next.
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Alex Kantrowitz is the host of Big Technology Podcast. Today he joins for a solo episode digging into the news that Nvidia CEO Jensen Huang, the head of the world’s second largest company and the backbone of the AI buildout, has admitted to an affair with a woman that U.S. intelligence believes is a Chinese spy. His board is unsure whether Nvidia‘s or U.S. state secrets were compromised, and has opened an investigation. So today, we dig into what happened and what's next.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The midterms impact on AI 2) Why the market struggles to trade AI in a normal way 3) Will the AI vision ever be realized as planned after this week? 4) A simple theory of the case on the AI trade 5) If datacenters are banned, do AI labs make tradeoffs in training, inference, or safety? 6) Will Anthropic's IPO still go on as planned? 7) Can the AI labs help turn around datacenter unpopularity 8) Is Anthropic getting close to RSI? 9) Who did better: The polls or prediction markets 10) An homage to Alex's special, temporary red chair

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Teddy Schleifer is a New York Times reporter who covers billionaires and their influence on politics. Schleifer joins Big Technology Podcast to discuss what the Democrats’ midterm sweep means for the AI buildout. Tune in to hear why voters are turning against data centers and how much a Democratic Congress can do to slow their construction with Trump still in the White House. We also cover the prospect of tech CEOs facing subpoenas, what the election means for Elon Musk, and California’s proposed billionaire tax. Hit play for an emergency episode on what happens when Silicon Valley embraces a president and voters give the other party control of Congress.
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