Where the China–US chip race could head next

The Information’s Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and digital play with her new gaming console, Board. Lastly, we get into the secret to Flighty's real-time accuracy with CEO Ryan Jones, and the evolution of Birdies' holiday sales strategy with Co-founder Bianca Gates.

Articles discussed on this episode:

https://www.theinformation.com/articles/informations-2025-gift-guide

https://www.theinformation.com/articles/china-want-buy-nvidia-chips

https://www.theinformation.com/articles/aws-beats-ai-drum-vegas

https://www.theinformation.com/articles/aws-preps-new-ai-models-relations-anthropic-get-complicated

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