The Information's TITV cover image

Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk | Dec 29, 2025

The Information's TITV

00:00

Inference market and power constraints

Paul highlights a shift from training to inference spending and the importance of power efficiency for 2026 servers.

Play episode from 12:13
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app