Memory supply crunch and downstream effects

The Information’s Theo Wayt talks with TITV Host Akash Pasricha about Starlink’s push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI’s "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia’s upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-looms

https://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalled

https://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropic

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