US–China AI Race Dimensions

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Nvidia’s GTC keynote and the company's new inference chip technology. We also talk with Khosla Ventures’ Ethan Choi about the U.S.-China AI race and the rise of AI agents in super apps, AI Reporter Laura Bratton about why SaaS companies are quietly flagging AI as a major business risk in regulatory filings, and we get into industrial-scale data center hacks with Columnist Ann Davis Vaughan.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/expect-gtc-nvidias-groq-chip

https://www.theinformation.com/articles/figma-hubspot-ceos-say-fazed-risks-ai-agents-disclosures-say-otherwise

https://www.theinformation.com/newsletters/ai-infrastructure/5-ingenious-hacks-boosting-ai-data-centers

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