CapEx signals and scaling data-center investments

Amazon CEO Andy Jassy talks with The Information’s CEO Jessica Lessin about Amazon's significant new deal with OpenAI and the company's aggressive push into custom AI chips with Trainium. We also talk with Jessica Lessin about her reflections on the ground at Davos and MongoDB CEO CJ Desai about whether AI is a structural threat to enterprise software. Lastly, we get into Google's exponential Gemini API growth with our reporter Erin Woo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-ceo-weighs-ai-shopping-wars-openai-relationship

https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales

https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales

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