TechCheck

Google's strategic deal with Anthropic is set to unleash a powerhouse of AI processing, providing up to a million chips to supercharge their cloud capabilities. Meanwhile, Intel faces skepticism from investors despite recording profits, as concerns linger over its supply constraints and competitive position. The discussion also highlights how multi-cloud strategies are proving vital in maintaining resilience, especially during outages. As the landscape shifts, market dynamics are favoring companies like AMD and Microsoft amidst evolving demands in the tech sector.

Google is reportedly eyeing a massive cloud computing deal with Anthropic, involving custom TPU chips. Market reactions reveal a new strategy for investors, indicating a focus on AI leadership beyond traditional search. The shift towards Anthropic’s use of Google’s TPUs could validate the tech giant’s silicon strategy. Additionally, the rise of agentic browsers poses challenges by potentially reducing ad impressions and search queries. As AI demand grows, there's increasing concern over infrastructure reliability and how Google will maintain its competitive edge.

Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White House AI Czar David Sacks, tech investor Reid Hoffman and a16z’s Marc Andreessen.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol are emerging to protect intellectual property rights. Plus, AWS is still struggling to resolve its major outage after a six hour disruption this morning looked like it had been mitigated.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. We dig into the news and how Apple is diversifying its supply chains amid simmering U.S., China tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into the deal and what it means for OpenAI as it looks to cement its AI lead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the United Arab Emirates. We dig into what the move means for both Nvidia and the Gulf state’s AI ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia is revolutionizing AI financing, emerging as a key player in the industry by investing in companies like xAI and CoreWeave. CEO Jensen Huang reveals his frustration over not investing more in xAI. The firm has over $100 billion in commitments to various AI startups, raising questions about its influence on the market. A unique financing model using chip-backed debt is discussed, highlighting potential risks. Lastly, concerns about sustaining investor interest in long-term AI projects are brought to the forefront.

Oracle's financial struggles come to light as their cloud division faces challenges in profiting from Nvidia chip rentals. Investors are gearing up for Oracle AI World, eager to hear about profitability and new deals with OpenAI. Meanwhile, Qualcomm is making waves by acquiring Arduino, signaling a bold move into the robotics space and enhancing its ecosystem for physical AI. This deep dive into the financial outlook and strategic shifts in tech sets the stage for what's next in the industry.

OpenAI is on a quest to expand its data center footprint with a staggering $1 trillion initiative. The search has attracted over 800 proposals, with a focus on abundant power and community support rather than just tax incentives. Keith Hyde leads the charge, exploring options from solar farms to nuclear solutions. Concerns about local impacts and potential resistance arise as the company keeps specifics secretive. With a commitment to 17 gigawatts of power, OpenAI aims to build its own infrastructure to meet massive energy demands while balancing innovative energy strategies.