In this episode, we explore the latest significant cloud deals, including Anthropic's $10 billion contract with Volta, and the implications for AI chip demand. Additionally, we discuss the shift in focus at Tesla towards AI and robotics as well as Mistral's valuation surge amid European interest in open weight AI models.
Chapters
00:00 Anthropic's $10 Billion Cloud Deal
02:02 Elon Musk on AI at Tesla
04:02 Mistral's Rising Valuation
05:58 AMD's Investment in Anthropic
08:02 Google's New AI Chip Development
09:59 Discussion on AI Cloud Strategy
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