Meta's Six-Gigawatt Deal with AMD

Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Meta’s massive six-gigawatt compute deal with AMD and what it means for the AI chip landscape. We also talk with Enterprise Reporter Kevin McLaughlin about HubSpot CEO Yamini Rangan’s plan to monetize customer data accessed by third-party AI agents and Sarah Sachs, AI Lead at Notion, about the launch of custom agents and usage-based pricing. We then dive into Anthropic’s 50 research projects studying rogue AI agents with reporter Rocket Drew and wrap up with Bradley Tusk, CEO of Tusk Ventures, to discuss the political and regulatory challenges facing data center build-outs.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropic-research-memo-shows-focus-rogue-agents-scheming-models

https://www.theinformation.com/articles/agent-toll-gates-software-companies-ponder-respond-ai-risks

https://www.theinformation.com/briefings/meta-strikes-six-gigawatt-compute-deal-amd

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h
  

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/