Episodes featuring Rachel Metch
7 episodes, newest first.
- Sep 11, 2026
Oracle’s AI bet exposes the cost of chasing computeBloomberg TechSep 11, 2026 - Sep 2, 2026Nvidia’s Hugging Face bid tests the next AI infrastructure frontierBloomberg TechSep 2, 2026Guest
- Aug 28, 2026Nvidia’s AI Surge Meets Supply, Margin and Credit RisksBloomberg TechAug 28, 2026
- Aug 28, 2026Warsh’s inflation warning collides with AI’s investment boomBloomberg TechAug 28, 2026
- Aug 20, 2026AI’s Spending Boom Faces a Circular-Finance TestBloomberg TechAug 20, 2026
- Aug 17, 2026AI’s growth story meets its financing testBloomberg TechAug 17, 2026
- Aug 14, 2026AI’s growth story collides with compute costs and bubble fearsBloomberg TechAug 14, 2026Guest