Memory Chip Crunch and Long-Term Supply Outlook

Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2026 strategy. Next, The Information’s Jyoti Mann talks about a rogue Meta AI agent triggering a major security alert. We also talk with Offline Ventures’ Brit Morin about AI agent workflows and security, Financial Analysis Columnist Columnist Anita Ramaswamy about why Canva was smart to delay its IPO, and we get into the $5 billion Qualtrics debt drama & AI with Ross Gerber of Gerber Kawasaki Wealth & Investment.

Articles discussed on this episode: 

https://www.theinformation.com/articles/canva-smart-hold-ipo

https://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alert

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