Is Nvidia still the AI bellwether?

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

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

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

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