The Information's TITV Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025
Oct 31, 2025
Varun Sivaram, Founder and CEO of Emerald AI, reveals how his startup aims to alleviate energy issues in AI data centers with innovative software solutions. Yueqi Yang, a crypto reporter, discusses Kraken's skyrocketing valuation and the renewed excitement in private crypto markets. Natasha Mascarenhas from The Information elaborates on Benchmark's unconventional investment strategies in AI, emphasizing a selective approach. The conversation also touches on emerging trends in AI customer support and Apple's strategic developments.
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Trainium Is Winning On Price-Performance
- AWS's Trainium chips have flipped the narrative: they're fully subscribed and driving faster AWS growth.
- Trainium wins on price-performance rather than raw GPU parity, making AWS competitive with NVIDIA rentals.
Apple Focuses On Devices Then On-Device AI
- Apple is returning to device-and-services fundamentals with iPhone 17 driving upgrades and services revenue.
- Expect a gradual rollout of on-device generative AI features that require more memory and silicon muscle.
Use Software To Make Data Centers Grid-Flexible
- Make AI data centers power-flexible via software to avoid years-long grid delays and costly overbuilds.
- Use workload throttling and geographic shifting to reduce peak demand and speed up data-center connections.