Runway for AI infrastructure spending

The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple, and we get into the regulatory challenges facing prediction markets with Finance Editor Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/articles/long-game-behind-waymos-potential-100-billion-valuation

https://www.theinformation.com/briefings/nvidia-will-pay-groq-backers-staff-deals-20-billion-valuation

https://www.theinformation.com/articles/groqs-ip-matters-nvidia-ai-experts-favorite-books-year

https://www.theinformation.com/articles/elon-musks-promises-self-driving-ai-robots-clashed-reality

https://www.theinformation.com/articles/nvidias-year-end-shocker-says-next-year

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