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 $875M raise at an $11B valuation and what it means for health tech

Nvidia’s $500M investment in UK self-driving startup Wayve and Jensen Huang’s billion-dollar UK commitment

The massive data center deals driving OpenAI’s expansion, from Nvidia’s $100B commitment to Oracle’s $15B bond sale

Trump’s new $100K H-1B visa fee increase that had Amazon, Google, and Microsoft advising workers to

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