technology
Hosted by Inder Sabharwal · technology · EN
Clear, accessible conversations about the themes, companies, and assets driving the next market opportunity.I combine fundamentals and technicals to explain what changed, why it matters, where the opportunities are, and what could go wrong. www.indersdesk.com
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Contact path
Public web form
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchClear, accessible conversations about the themes, companies, and assets driving the next market opportunity.I combine fundamentals and technicals to explain what changed, why it matters, where the opportunities are, and what could go wrong.
Inder's Desk Podcast is hosted by Inder Sabharwal. The show has published 20 episodes to date.
Recent episodes include "Build Your Own AI Factory" (17 August 2026, 12 minutes), "Not All Neoclouds Are the Same" (14 August 2026, 14 minutes), and "Why the Short Case Is Louder for CoreWeave Than Nebius" (13 August 2026, 12 minutes).
Inder's Desk Podcast publishes roughly a few times a week, with episodes averaging 13 minutes across 20 episodes.
Booking probability for Inder's Desk Podcast is 36%, and the host is rated Selective on guests. Inder's Desk Podcast requires a Pod Score of 80 or higher. Inder's Desk Podcast's contact route on record: public web form.
The strongest fits for Inder's Desk Podcast are Investment Banking & Trading. Inder's Desk Podcast has a technology audience.
Inder Sabharwal hosts Inder's Desk Podcast, a technology podcast with 20 episodes published.
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Inder's Desk Podcast
<p>The artificial-intelligence buildout is entering a new phase.</p><p>The largest cloud companies are still increasing capital spending. NVIDIA has now gone one step further: it announced partnerships with Apollo...
Inder's Desk Podcast
<p>"Neocloud" has become shorthand for a much broader AI-infrastructure trade. Strip away the label and three businesses emerge: </p><p>* AI Infrastructure as a Service</p><p>* Infrastructure Landlord</p><p>*...
Inder's Desk Podcast
<p>Most investors are making a category error with CoreWeave and Nebius.</p><p>They see two neoclouds buying NVIDIA GPUs, reporting triple-digit growth and announcing tens of billions of dollars in future...
Inder's Desk Podcast
<p>1. The Expensive Space Heater</p><p>Picture the AI factory: warehouse floors stacked with racks, the fridge-sized cabinets that each hold dozens of GPUs wired together so tightly that software treats a whole cabinet...
Inder's Desk Podcast
<p>The three projects</p><p>Three names carry almost all of the money, and they are easy to confuse.</p><p>Colossus I is the Memphis, Tennessee GPU cluster. The first large buildout, powered substantially by on-site gas...
Inder's Desk Podcast
<p></p><p>Welcome back.</p><p>Today, I want to talk about the sharp rebound in the Nasdaq—and why, even after a strong day, there may be no reason to feel FOMO.</p><p>Yesterday, I pointed out an interesting similarity...
Inder's Desk Podcast
<p>Introduction</p><p>Imagine running a factory where every worker suddenly becomes ten times faster.</p><p>That sounds wonderful.</p><p>But now imagine that many of those workers are autonomous machines. They can build...
Inder's Desk Podcast
<p>Welcome to Inder’s Desk. I’m Inder. Today, we’re mapping the network that wires the AI factory together.</p><p>A GPU that can’t talk to the other ninety-nine thousand, nine hundred and ninety-nine GPUs is a space...
Inder's Desk Podcast
<p>If you’ve been following tech stocks over the last year, you know the force that’s taken over the role of driving the market is hyperscaler capex. Alphabet, Microsoft, Amazon, and Meta are on track to spend a...
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