Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025

ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk’s pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston. Articles discussed on this episode:  https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listings https://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competition https://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billion TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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