Nvidia On The March

2026-07-27 · 20 min · 9 entities

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→ hosted by Morning Brew person

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→ hosted by Amalgamated Internets, LLC company

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Feed author/publisher: Amalgamated Internets, LLC

Entities found in this episode

companys 4

mentioned Amalgamated Internets, LLC company

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evidence rules-v5
Feed author/publisher: Amalgamated Internets, LLC
mentioned Technology company

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evidence rules-v5
Feed category: Technology
discusses Technology company

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Feed category: Technology
hosted by Amalgamated Internets, LLC company

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evidence rules-v5
Feed author/publisher: Amalgamated Internets, LLC

concepts 3

mentioned Tech News concept

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Feed category: Tech News
discusses News concept

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evidence rules-v5
Feed category: News
discusses Tech News concept

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evidence rules-v5
Feed category: Tech News

persons 2

mentioned Morning Brew person

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evidence rules-v5
Feed author/publisher: Morning Brew
hosted by Morning Brew person

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evidence rules-v5
Feed author/publisher: Morning Brew

Episode description as stored

Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on YouTube Premium. Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Bloomberg) Sources: Nvidia is in talks to guarantee ~$250B in financing for a 10 GW SoftBank data center project in southern Ohio that OpenAI is in advanced talks to lease; the site could cost $500B+ (WSJ) CXMT's stock closed up 466% in its Shanghai debut, giving the Hefei-based memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (CNBC) Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity (Reuters) Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (Bloomberg) NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027 (CNBC) Subscribe to the ad-free feed.