The Information's TITV China Restricts Nvidia H200s, Meta’s Huge Compute Bet & Apple’s Google Deal | Jan 13, 2026
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Jan 13, 2026 Raul Martynek, CEO of DataBank, shares insights on Meta's ambitious data center plans and the challenges of scaling capacity in a tech boom. Art Levy, CBO of Brex, dives into AI-related M&A, discussing the rise of partnerships and employee protections in new licensing deals. Miles Kruppa, finance reporter, explains Google's $4.8 billion acquisition of Intersect Power, focusing on microgrid strategies to power data centers. This conversation unveils the intricate dynamics of tech and energy in a fast-evolving landscape.
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China Limits NVIDIA H200 Sales
- China told companies to approve NVIDIA H200 purchases only in special circumstances, allowing universities but discouraging routine buys.
- Martin Peers says this signals Beijing's caution and may reflect geopolitical tensions affecting chip access.
Meta Prioritizes Wearables Over Metaverse Bets
- Meta is shifting Reality Labs resources toward Ray-Ban AI wearables that have proven sales.
- Martin Peers argues Zuckerberg sees wearables as a primary future interface for AI.
Meta's Compute Push Is Long Term
- Meta's "Meta Compute" ambition implies orders-of-magnitude growth in data-center capacity over years.
- Raul Martynek warns build-out timelines are long and monetization must catch up to avoid overcapacity.