Inside Amazon’s Potential $50B OpenAI Investment, Nvidia’s Impressive Earnings & Stock Fall

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia’s blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake’s growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau. Articles discussed on this episode:  https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi https://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billions https://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuation https://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-million 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/