Demand, hardware entrants, and Google TPUs

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI’s aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI’s premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company’s new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia’s $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-push

https://www.theinformation.com/articles/openai-aims-lure-businesses-anthropic

https://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davos

https://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterprises

https://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-deal

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