{"podcast":{"title":"Motley Fool Hidden Gems Investing","slug":"motley-fool-hidden-gems-investing-1015621","podcast_index_feed_id":1015621,"rss_url":"https://feeds.megaphone.fm/ARML8165884693","website_url":"https://www.fool.com/podcasts/motley-fool-money","image_url":"https://megaphone.imgix.net/podcasts/d5d3fe2c-7db8-11ee-933e-23f3a64aa2d4/image/e7ad68926514ed5228ef574fd3a3401b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Motley Fool","episode_count":2257,"summary":"Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.","last_synced_at":"2026-07-11T08:21:02.766848+00:00","page_url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621"},"episode":{"title":"Digging into the bottlenecks of AI","slug":"digging-into-the-bottlenecks-of-ai","published_at":"2026-06-11T20:35:00+00:00","page_url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/digging-into-the-bottlenecks-of-ai","show_page_url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621","url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML7895317727.mp3","audio_url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML7895317727.mp3","summary":"Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal year, there is likely a long list of companies that will benefit. We dig into some of the bottlenecks and pinch points of this massive buildout. Plus, why do international stocks trade at such a discount to American ones? Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Oracle’s earnings results and capital spending plans - Is Oracle’s backlog and spending plans connected to the Anthropic and OpenAI IPOs? -Identifying some pinch points of AI buildout - Question: Why do European stocks trade at a discount to the US market Companies discussed: ORCL, TSLA, PDFS, LRCX, KLAC, ASML, PLD, VWDRY, GEV, STLA, RACE, CNH, PHG, NBCLF, AJINF, VYMI, BRK Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their ow…","meta_description":"Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. Whil…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1691,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/digging-into-the-bottlenecks-of-ai/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/digging-into-the-bottlenecks-of-ai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}