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How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managin…

2/26/2026 • 36 min

By the end of 2026, AI capital expenditure is projected to hit nearly $700 billion. The question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond. Sarah Guo is joined by Neil Tiwari, Managing Director at Magnetar Capital, a financial innovator helping the AI industry scale from billions to trillions … Play episode

From SaaS to AI-First: How Companies Are Reshaping Innovation
Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ S…
Introducing 4D Creation Open Beta: NPCs, 4D Worlds, and the Future of Gami…
Why Cryopreservation is No Longer Science Fiction with Until Co-founder an…
No Priors Live: Building Durable Software in the AI Age with MongoDB Presi…
AI and the Future of Warfare with US Under Secretary of War Emil Michael
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI …
The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo…
The Future of Voice AI: Agents, Dubbing, and Real-Time Translation with El…
Scaling Legal AI and Building Next-Generation Law Firms with Harvey Co-Fou…
Sunday Robotics: Scaling the Home Robot Revolution with Co-Founders Tony Z…
How AI Will Accelerate Breakthroughs in Biotechnology with Benchling CEO S…
Meet Snowflake Intelligence: A Personalized Enterprise Intelligence Agent …
The Best of 2025 (So Far) with Sarah Guo and Elad Gil
Reinventing the Developer Terminal with Warp Co-Founder and CEO Zach Lloyd
Unlocking the Road to Energy Abundance with Base Power CEO and Co-Founder …
Humans&: Bridging IQ and EQ in Machine Learning with Eric Zelikman
The Impact of AI, from Business Models to Cybersecurity, with Palo Alto Ne…
Reinventing K-12 Education Using AI with Alpha School Principal Joe Lieman…
AI Agents Talking to AI Agents: Reinventing Commerce with Decagon CEO Jess…
Jared Kushner: BrainCo, Affinity Partners, and the Geopolitics of AI
A New Operating System for Physicians with OpenEvidence Founder Daniel Nad…
Reshaping America’s Economy for the Superintelligence Century with Jacob H…
How Agentic AI is Transforming The Startup Landscape with Andrew Ng
Chips, Neoclouds, and the Quest for AI Dominance with SemiAnalysis Founder…
The Shifting Value of Content in the AI Age with Cloudflare CEO Matthew Pr…
America’s Plan to Dominate the Full AI Stack with Sriram Krishnan
The Power of Quality Human Data with SurgeAI Founder and CEO Edwin Chen
Asimov: Building An Omniscient RL Oracle with ReflectionAI’s Misha Laskin
Why Platforms Win and Point Solutions Fail with Rippling CEO Parker Conrad
Chai-2: The AI Model Accelerating Drug Discovery with Chai Discovery Co-Fo…
Meet AlphaEvolve: The Autonomous Agent That Discovers Algorithms Better Th…
The Operating System for Self Driving Cars (and Tanks, and Trucks...) With…
Will we have Superintelligence by 2028? With Anthropic’s Ben Mann
Teaching AI to Understand the Physical World, with Dr. Fei-Fei Li of World…
AI Consolidation, Biotech Opportunities, and World Models with Sarah and E…
AI is Making Enterprise Search Relevant, with Arvind Jain of Glean
Gaming as the Future of Education with Duolingo CEO Luis von Ahn
O3 and the Next Leap in Reasoning with OpenAI’s Eric Mitchell and Brandon …
Inside Deep Research with Isa Fulford: Building the Future of AI Agents
Predicting the Earth with Josh Goldman: How KoBold Uses AI to Find Critica…
From Job Displacement to AI Trainers, Brendan Foody on Work in the AI Age
Public Markets, Image Gen, and Specialized Models, with Sarah and Elad
Conversations Are the Source of Truth in Healthcare with Abridge CEO Shiv …
The Robotics Revolution, with Physical Intelligence’s Cofounder Chelsea Fi…
Copilot, Agent Mode, and the New World of Dev Tools with GitHub’s CEO Thom…
National Security Strategy and AI Evals on the Eve of Superintelligence wi…
Building the Platform for Scientific Breakthrough, with Noubar Afeyan of M…
Virtual Cell Models, Tahoe-100 and Data for AI-in-Bio with Vevo Therapeuti…

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