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    Explore "data centers" with insightful episodes like "Is Lemonade A Lemon?", "What’s Up With Super Micro?", "Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more", "Earnings Buzzwords: AI and Shrink" and "The cloud’s heavy toll on natural resources" from podcasts like ""Motley Fool Money", "Motley Fool Money", "Catalyst with Shayle Kann", "Motley Fool Money" and "Marketplace Tech"" and more!

    Episodes (7)

    Is Lemonade A Lemon?

    Is Lemonade A Lemon?
    Investors soured on the insurance company. But, what happens if the business can become cash flow positive? (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popular. - If slowing EV production makes long-term sense. - The power demands of artificial intelligence. (16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet. Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG Host: Deidre Woollard Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

    What’s Up With Super Micro?

    What’s Up With Super Micro?
    When a stock goes parabolic, there’s more to the story than business performance. Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss: - Super Micro’s real business. - The original bull thesis for the data center service company. - Super Micro’s relationship with Nvidia. - What’s behind the stock’s recent performance. Stocks discussed: SMCI, NVDA, DELL, HPQ Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more

    Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
    It’s about that time again. You sent in great questions for Shayle, and in this episode we’re tackling them with the help of Sarah Golden, vice president of energy at GreenBiz. Together Shayle and Sarah cover topics like: Load growth and whether data-center demand is good or bad for decarbonization. The crash in photovoltaic module prices and what it means for the solar industry. The impact of interest rates on climatetech. The challenges of siting carbon dioxide pipelines. Why there’s no clear winning technology for carbon dioxide removal. European energy companies acquiring U.S. companies. Why Shayle is bullish on the macro grid, despite the slow pace of interconnection and transmission buildout. Plus: volcanoes, Frankenstein, and Shayle’s childhood with geodes. Recommended Resources: Catalyst: Navigating the electrification gauntlet Canary: The US offshore wind industry faces a moment of reckoning S&P Global: Cancellation of Navigator CO2 pipeline raises critical issues for several industries Catalyst: Growing the carbon dioxide removal market Sign up for Latitude Media’s Frontier Forum on January 29, featuring Crux CEO Alfred Johnson, who will break down the budding market for clean energy tax credits. We’ll dissect current transactions and pricing, compare buyer and seller expectations, and look at where the market is headed in 2024.

    Earnings Buzzwords: AI and Shrink

    Earnings Buzzwords: AI and Shrink
    Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.  (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday.  - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk.  (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

    The cloud’s heavy toll on natural resources

    The cloud’s heavy toll on natural resources

    The thing we call “the cloud” might sound harmless, but that seemingly abstract place where the details of your digital life are stored takes a heavy toll on the environment. Marketplace’s Lily Jamali spoke with Steven Gonzalez Monserrate, a postdoctoral researcher in the Fixing Futures training group at Goethe University in Frankfurt, Germany, about his research on cloud data centers and their effect on the health of the planet.

    How 'Hyperscalers' are Innovating — and Competing — in the Data Center

    How 'Hyperscalers' are Innovating — and Competing — in the Data Center

    Innovation in the data center has been constrained by the traditional model of suppliers providing fixed-function chips that limit how much the biggest data center operators can differentiate. But programmable chips have emerged that allow these companies to not only increase performance, but innovate throughout the pipeline, from operating system to networking interface to user application.

    This is a major trend among "hyperscalers," which are some of the world’s most well known companies running massive data centers with tens of thousands of servers. We’re talking about companies like Amazon, Facebook, Microsoft, Google, Apple, Alibaba, Tencent.

    To talk about the trends in data centers and how software may be “eating the world of the data center,” we talked this summer to two experts. Martin Casado is an a16z general partner focused on enterprise investing. Before that he was a pioneer in the software-defined networking movement and the cofounder of Nicira, which was acquired by VMWare. (Martin has written frequently on infrastructure and data-center issues and has appeared on many a16z podcasts on these topics.)

    He’s joined by Nick McKeown, a Stanford professor of computer science who has founded multiple companies (and was Martin’s cofounder at Nicira) and has worked with hyperscalers to innovate within their data centers. After this podcast was recorded, Nick was appointed Senior Vice President and General Manager of a new Intel organization, the Network and Edge Group. 

    We begin with Nick, talking about the sheer scale of data-center traffic.

    Chips, Netflix, and Betting on the NFL

    Chips, Netflix, and Betting on the NFL
    Intel reports surprising earnings and hits a 19-year high. Netflix rises on strong international growth. American Express and Atlassian hit all-time highs. And Procter & Gamble deals with sagging diaper demand. Senior analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and also weigh in on AMD, Comcast, Disney, IBM, and Intuitive Surgical. And they share three stocks on their radar: Tractor Supply, Live Oak Bank, and Datadog. Plus, Villanova sports law professor Andrew Brandt talks about the business of the NFL and the future of sports gambling.   Thanks Health IQ. See if you qualify for lower rates! www.healthiq.com/fool   Thanks to Grammarly for supporting The Motley Fool. For 20% off a Grammarly premium account, go to www.Grammarly.com/fool Learn more about your ad choices. Visit megaphone.fm/adchoices