Chip M&A Outlook for 2026

The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure, Cloud reporter Anissa Gardizy about Marvell's advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI's impact on advertising with Highbeam CEO Sameer Shergill. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort

https://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-deal

https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains

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