Is CoreWeave unique or capacity play?

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to acquire Israeli startup AI21 and Laura Bratton about ServiceNow’s new agentic tool for the customer data wars. Lastly, we get into Meta’s $21 billion CoreWeave deal and new AI models with D.A. Davidson’s Gil Luria.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030

https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzles

https://www.theinformation.com/newsletters/the-briefing/meta-tries-light-fire-ai-market

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