Episode Description

The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains a likely partner and what the project could reveal about Intel’s turnaround. Atlassian Chief Product and AI Officer Tamar Yehoshua discusses how companies are using AI agents, why many businesses still haven’t unlocked their full value and how Atlassian is approaching agent governance. Lastly, PwC Tech, Media and Telco Industry Leader Dallas Dolen explains why he expects the data center buildout to reach roughly $31 trillion over the next 25 years despite financial, political and overcapacity risks.

Articles discussed in today’s show:

https://www.theinformation.com/articles/nvidias-100-billion-dealmaking-juggernaut-will-go-next

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Chapters:

01:13 - Introduction

02:47 - Inside Nvidia’s dealmaking spree

12:35 - Elon Musk’s Terafab and Intel

28:02 - Atlassian’s push into AI agents

36:36 - Can the AI infrastructure boom last?