The Information’s Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding for Oracle's data center build outs with Finance reporter Miles Kruppa, and Ran Ben-Tzur discusses the IPO market heading into 2026. Finally, we speak with ModelML CEO Chaz Englander about their $75 million Series A round and the use of AI to automate tasks in financial services.

Articles discussed on this episode:

https://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-push

https://www.theinformation.com/articles/oracle-linked-borrowing-binge-worries-lenders

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