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As OpenAI’s chip spree rolls on, Danny Fortson and Katie Prescott ask the question – are we already in an AI bubble? And they hear from Cloudflare CEO Matthew Prince about AI content wars and making LLM's pay for the content they use.

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Danny and Katie are joined by Rose Wang, COO of BlueSky, the decentralised social network born out of Twitter, to discuss how it’s rewriting the rules of social media, why it’s turning down ad money, and whether an open, user-curated model can rival the giants. And they look at OpenAI’s six gigawatt chip deal with AMD, the growing warnings of an AI bubble and Donald Trump’s TikTok return.

Image: The Times

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Danny and Katie look at California’s new AI safety law, OpenAI’s in-chat checkout, and the rise of AI “actors”, and how it all depends on one thing – data centres, the hidden plumbing of the internet. They’re joined by Adaire Fox-Martin, CEO of Equinix, which runs the giant facilities where the world’s data lives, to explain how the company is racing to keep up with demand and why it plans to add as much capacity in the next five years as it did in the past 27. But with soaring energy use and limited space, can the industry keep pace?

Image: Jack Taylor/The Times

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In this bonus edition of the Times Tech Podcast we have teamed up with Smart Energy GB for a look at what smart meters can do for small businesses. There is more to tech than AI, and sometimes the most important tech developments are about getting the basics right. Katie Prescott has been talking to one small business in the North of England, and to an academic expert who has been studying what we now know about how energy use and running any small business go hand in hand.

This is a paid for edition in partnership with Smart Energy GB.

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Is Britain in a "Goldilocks" moment for AI? US President Donald Trump’s state visit to Britain brought more than pomp and ceremony. American tech giants pledged £31 billion in AI and data centre investment, from Nvidia’s 120,000 processors to Microsoft’s GDP-boosting promises. Danny Fortson and Katie Prescott unpack what the new UK-US “tech prosperity deal” really means, and speak with one of the investors – CoreWeave CEO Michael Intrator and CBO Mike Mattacola about their £1.5 billion UK expansion.

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Danny Fortson and Katie Prescott sit down with Loveable AI CEO Anton Osika, fresh off a $200m raise at a $1.8bn valuation. They dig into “vibe coding,” and why he thinks Loveable could be the “last piece of software” for building websites and apps. Plus, Danny gets tips for his masterpiece game – Meatball Mania.

Image: Jack Hill/The Times

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Danny and Katie tackle Google's antitrust win, TikTok job cuts and a new Stanford research on how AI is reshaping entry-level roles. Plus, Katie speaks to Steve Hare, CEO of Sage, the FTSE 100 accounting software company, to discuss AI’s impact on hiring, the limits of “copilot” tools, and why Britain needs more homegrown tech champions so he can have 'some friends'.

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Further listening:

Perplexity CEO on Chrome, AI and challenging the tech giants

An AI-induced recession on the horizon? Klarna's CEO thinks so

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Katie and Danny unpack Nvidia's $47 billion second-quarter revenue – more than it made in all of 2023. But can anyone challenge its dominance? Danny interviews AMD’s Lisa Su, head of the American chipmaker that designs the processors powering everything from PCs to data centres, about the company’s turnaround, China, and whether Nvidia’s crown is within reach.

Image: Getty

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