The Information's TITV AWS’ New Enterprise AI Push, OpenAI Deal with Broadcom, Big Tech AI Ad Planning | Oct 13, 2025
27 snips
Oct 13, 2025 Julia White, CMO of Amazon Web Services, leads the charge in discussing AWS's innovative suite of enterprise AI tools, including QuickSuite and Trainium chips. She highlights how QuickSuite streamlines access to data from major platforms like Salesforce and Microsoft. The conversation also delves into the rising competition in ad tech as Salesforce and others challenge Google and Amazon. Additionally, Securitize CEO Carlos Domingo explores the benefits of tokenizing real-world assets, emphasizing improved market accessibility and faster transactions.
AI Snips
Chapters
Transcript
Episode notes
OpenAI’s Big Bet On Broadcom Chips
- OpenAI and Broadcom plan to deploy 10 gigawatts of custom AI chips over four years, signaling a major push to diversify compute suppliers.
- The deal covers full data-center systems, not just chips, mirroring NVIDIA's system-level pitch.
Diversifying Away From A Single Vendor
- Matching the scale of its NVIDIA partnership shows OpenAI wants multiple suppliers to reduce vendor dependence.
- Broadcom emphasizes system design including networking, aiming to compete with NVIDIA's integrated stack.
Evolve Customers Into A Unified Product
- Migrate Q Business customers into QuickSuite as the next-generation experience while continuing support for legacy users.
- Use internal customer learnings to design cohesive enterprise AI workflows that reduce friction.