Depreciation, H200 Demand, and Replacement Cycles

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia’s blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake’s growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi

https://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billions

https://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuation

https://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-million

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