Magnite ($MGNI) podcast mentions
Timestamped Magnite ($MGNI) mentions across our podcast corpus.
But the real usage, the day-to-day uses is inference, where that model is being queried. It's telling a robot to do something, and that you want to do close to the robot or close to the user so it's fast and scales and is efficient. All right, ever since that interview, I've been thinking a lot about this Akamai plan. First, it makes total sense. You need distributed data centers, especially as we get into things like this physical AI, because this requires a lot of bandwidth, and you want the infrastructure as close to the user as possible. That reduces latency, speed. Plus, lately we've seen massive central AI data centers become politically toxic. And it strikes me that Akamai's idea of building smaller data centers, that could be an easier sell, don't you think? Now, this is an investment year for Akamai. They have to spend a lot of— a bit. They got to acquire and build the infrastructure for their inference cloud, which will translate into a meaningful earnings hit. But Magnit says there's a ton of customer interest here and they expect business to turn up in the fourth for really booming in 2027.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/1/26 · 2026-10-01