The Information's TITV
The Information
9 episodes
Nvidia's Data Center Threat, AI Stock Rebound, OpenAI's Codex Strategy
6 Nov · 1 h 2 min
- Nvidia fell 9% and recovered as Paul Kedrosky warns 25% to 30% of Texas data center projects face delays.
- Lyft Go drew 500,000 signups in 24 hours for a $10 subscription bundling DashPass and 8% cashback.
Microsoft’s $5 Billion Data Center Delay, DigitalOcean CEO on AI Infrastructure Boom
6 Nov · 30 min
- Microsoft cut about $5bn in September-quarter capex after Iren's Texas data center slipped, delaying a $10bn GPU deal.
- JPMorgan will block all third-party AI agents, while fintech-friendly banks offer FDIC-insured scoped accounts for agents.
Microsoft’s $5 Billion Data Center Delay, DigitalOcean CEO on AI Infrastructure Boom
5 Nov · 30 min
- Microsoft cut planned quarterly data center spending by about $5bn after IREN's Texas campus slipped, holding up a roughly $10bn deal.
- JPMorgan blocks third-party AI agents while Lead Bank, Cross River and Column give agents API access with spending limits.
Democrats Retake Congress, Data Center Backlash and Radiant’s Power Philosophy for AI
4 Nov · 46 min
- Democrats retake the Senate and House, and Gina Hinojosa becomes Texas's first Democratic governor since 1990 on a data center moratorium platform.
- Charles Hua says up to 13 gigawatts of Texas data center projects could be at risk under Hinojosa.
How Nvidia Shapes Policy in Washington, Midterms Affecting Data Centers, Apple Sales Cool
3 Nov · 46 min
- Nvidia's David Sacks-brokered killing of export-control bills faces a test from three bipartisan lame duck bills.
- Georgia, Texas, and Alaska governor races will decide data center moratoriums and rate payer protections.
Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments
2 Nov · 41 min
- Apple's first robot, codenamed J595 and likely called HomeView Ultra, is a screen on an arm targeting a launch next year.
- Meta is building a humanoid robot named Max with Shanghai-based Fourier as a physical embodiment of its AI agent.
Intel Shares Plunge 25%, Cohere Targets $5B Series E and Binance Hit by $6.3B Hack
30 Oct · 45 min
- Intel shares opened roughly 25% lower after guidance forecast a major revenue slowdown from supply constraints, memory shortages and weak PC demand, though Patrick Moorhead says the problem is partly industry-wide.
- Binance was hacked for $6.3bn, the largest crypto hack ever, after an engineer's laptop was compromised, and Binance says it will cover all losses from its company fund.
The Information’s Women in Tech, Media and Finance Summit 2026
29 Oct · 1 h 16 min
- Bari Weiss, editor in chief of CBS News, says every newsroom choice is an editorial choice and that legacy CBS must change for a world of unlimited choice.
- Anne Wojcicki says 23andMe is now a nonprofit that will open its millions of customers' research data to academics and seek donors, grants and pharma partnerships.
OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products
28 Oct · 50 min
- Robinhood's event contracts run rate has crossed $500m, now larger than its crypto business, per CFO Shiv Verma.
- Oracle will offer Google TPUs to cloud customers the same day OpenAI reportedly plans to buy them, as Google enters the merchant chip market.