The Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's $18B chip snag. We also talk with Aaron Holmes about Microsoft's Copilot updated strategy and UpperEdge’s Adam Mansfield about ServiceNow's enterprise friction. Lastly, we get into the Elon Musk trial with Rocket Drew, Martin Peers, and Nick Wingfield.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/applied-ai/microsoft-cuts-copilot-bloat

https://www.theinformation.com/articles/openais-ai-chip-deal-broadcom-hits-18-billion-financing-snag

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Chapters: 00:00 - Introduction 01:13 - DeepSeek Plans $7B Funding Round 03:00 - OpenAI’s Broadcom Chip Deal Hits $18B Snag 11:22 - Microsoft Cuts Copilot Bloat and Hikes GitHub Prices 16:34 - ServiceNow Conference: Enterprise Buyers Seek ROI 30:39 - Elon Musk v. OpenAI Trial: Board Depositions Played 34:23 - The Editor’s Cut: Who is Winning the Legal War?

OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat

The Information's TITV