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 · 2026-10-01Yeah, I'm sorry, this doesn't pass the sniff test here. You know, he normally comes out with long monologues talking against these walled garden businesses of Meta Platforms, Alphabet, and Amazon. Did not mention walled gardens on the call, and I believe that that was very wise on his part because you look at those numbers, all of those growing by double digits at much higher revenue bases whereas The Trade Desk is projecting this, uh, shortfall, this deceleration, this decline in revenue in the upcoming quarter. To me, that is an internal problem of execution. You also look at other companies that do have a lot of overlap with The Trade Desk. The Trade Desk is very heavily weighted towards consumer packaged goods and cars in their advertising mix. Um, not a one-to-one, but there are other companies in the space, ad tech, Magnite and PubMatic reporting double-digit growth. Even companies like Zetta is posting very strong growth rates. And so to me, this doesn't pass the sniff test from, uh, Jeff Green and The Trade Desk.
John Quast · Motley Fool Hidden Gems Investing · The Trade Desk’s Woes & A New AI Donut? · 2026-08-07