Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
AI Daily Podcast — December 26, 2025
Today’s podcast episode was created from the following stories:
The AI talent wars have come for the interns
Top AI companies are extending eye‑popping compensation to early‑career talent, turning internships, fellowships, and residencies into high‑stakes recruiting pipelines. Anthropic’s Safety Fellows receive weekly stipends plus significant compute budgets, OpenAI’s Residency pays $18,300 per month, Google’s Student Researcher roles list six‑figure base salaries, and Meta’s research internships top $12,000 per month. The message is clear: the AI talent race now starts at the entry level—and the application windows for 2026 are already opening.
In a new deal, Nvidia hires Groq’s top engineering talent, including its founder
Nvidia struck a non‑exclusive licensing deal with Groq and is bringing aboard key executives including founder Jonathan Ross, a creator of Google’s first TPU program. While not an acquisition, the move underscores Silicon Valley’s shift toward talent‑centric licensing and acqui‑hire models to consolidate scarce AI hardware expertise. It also signals Nvidia’s continued push to strengthen its position across inference and specialized AI chips as competition intensifies.
Dan Ives loves this under‑the‑radar AI stock for 2026
Wedbush’s Dan Ives highlights Nebius (NBIS) as a top AI infrastructure pick and a potential 2026 hyperscaler acquisition target, citing rapid growth, marquee contracts, and early deployment of Nvidia’s Blackwell GPUs. The stock has surged this year on strong revenue momentum and big‑ticket deals, but its premium valuation means execution and capital discipline are critical. For investors, it’s a pure play on the next phase of AI—mass deployment that demands scalable, power‑dense data center capacity.
公募基金明年看好AI产业链
Chinese public mutual funds are turning optimistic on A‑shares into 2026, expecting earnings to recover and highlighting structural opportunities across the AI industry chain—especially in applications. Managers see both external and domestic demand supporting the next leg of growth, positioning AI as a key theme in the market’s rebound.
Bottom line
From record‑setting intern and fellow pay to talent‑driven chip deals and bullish infrastructure bets, AI’s next chapter is about scale—of people, compute, and capital. Together, these stories chart a global race to deploy smarter systems faster, with winners likely defined by who can attract elite talent, secure next‑gen hardware, and convert investment into real‑world capacity.
