The Information's TITV Pinterest CEO on AI Roadmap, China’s Emergency Nvidia Meeting, AWS’ New AI Model | Dec 10, 2025
Dec 10, 2025
Bill Ready, CEO of Pinterest, navigates the AI landscape, emphasizing open-source models to revolutionize e-commerce and advertising. Miles Kruppa highlights the UAE fund MGX’s significant role in financing U.S. data centers, while Shaown Nandi of AWS unveils the Nova model family, focusing on customization for enterprises. The conversation touches on China’s urgent Nvidia H200 chip meetings and DeepSeek's innovative chip sourcing. Together, they explore how AI is reshaping shopping, advertising, and data infrastructure.
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Curation Signal Beats General Models For Shopping
- Pinterest's multimodal visual search models outperform leading proprietary models by ~30 percentage points for shopping relevance.
- Unique curation signals plus compact models drive superior shopping recommendations.
China Seeks Justification For H200 Imports
- Chinese officials held emergency meetings asking firms to justify H200 chip needs and prefer private 'window guidance'.
- The government balances domestic chip self-reliance against immediate AI capability needs.
DeepSeek Used Smuggled Chips To Train Models
- Jing Yang reported DeepSeek used smuggled Blackwell chips to train a flagship model amid a resource race.
- The company pursued contraband hardware to stay competitive in the global AI race.