The Information’s Martin Peers talks with TITV Host Akash Pasricha about China's new restrictions on Nvidia H200 purchases and Meta's decision to cut staff in Reality Labs to focus on AI wearables. We also talk with DataBank CEO Raul Martynek about Mark Zuckerberg’s massive "Meta Compute" initiative and The Information’s Erin Woo and Aaron Tilley about the landmark deal to bring Gemini into Siri. We get into the creative world of AI M&A and "synthetic pref rights" with Brex CBO Art Levy, and lastly we check in with reporter Miles Kruppa on Google’s $4.8 billion acquisition of Intersect Power to bypass the energy grid.

Articles discussed on this episode:

https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances

https://www.theinformation.com/articles/google-goes-electric-get-quick-data-center-approval

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China Restricts Nvidia H200s, Meta’s Huge Compute Bet & Apple’s Google Deal | Jan 13, 2026

The Information's TITV