Key Risks: Customer Concentration and NVIDIA's Role

The Information’s Catherine Perloff talks with TITV Host Akash Pasricha about AI chatbots reshaping website traffic. We also talk with Anissa Gardizy about data center financing concerns, including NVIDIA's involvement, and signs of a possible funding bubble. Anushka Salinas, CEO of Nanit, and The Information’s Meredith Mazzilli discuss baby health gadgets and the Nanit smart monitor, and we get into the car ownership crisis with Turo CEO Andre Haddad.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-enigma-search-traffic-drops-sites-revenue-yet

https://www.theinformation.com/articles/data-center-boom-enters-speculative-era

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