How H200 policy could shift chip demand

Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for big US data center projects. Lastly, we get into custom models and the future of the AI model battlefield with AWS Director of Technology Shaown Nandi.

Articles discussed on this episode: 

https://www.theinformation.com/articles/china-weighs-nvidia-chip-purchase-emergency-meetings-tech-companies

https://www.theinformation.com/briefings/nvidia-builds-technology-help-fight-chip-smuggling

https://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-model

https://www.theinformation.com/articles/uae-fund-mgx-quietly-becomes-one-biggest-data-center-financiers

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