Why Alphabet is Doubling AI CapEx, Nvidia Delays Gaming Chip, OpenAI Hires AI Consultants

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagehttps://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-saleshttps://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarterhttps://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-waySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/