10:30 AM PDT · September 26, 2025
From $100 billion OpenAI commitments to $100,000 visa fees, this week showed just how much the tech landscape is shifting. On the latest episode of Equity, Anthony Ha and Max Zeff unpack the AI infrastructure gold rush and tech’s talent shuffle. Watch the full episode for more about:
- TikTok’s potential new home, and why Oracle is positioned to win big from the deal
- Oura Health’s reported $875 million raise at an $11 billion valuation and what it means for health tech
- Nvidia’s $500 million investment in U.K. self-driving startup Wayve and Jensen Huang’s billion-dollar U.K. commitment
- The massive data center deals driving OpenAI’s expansion, from Nvidia’s $100 billion commitment to Oracle’s $15 billion bond sale
- Trump’s new $100,000 H-1B visa fee increase that had Amazon, Google, and Microsoft advising workers to stay in the U.S.
Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.
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Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the network’s flagship podcast. Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University.
You can contact or verify outreach from Theresa by emailing [email protected].
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