Anissa Gardizy of The Information, Max Cherney of Reuters, and Lauren Goode of Wired are three of the sharpest reporters covering the AI infrastructure buildout. They join Big Technology Podcast live from the Big Technology AI Summit to discuss the greatest infrastructure boom of all time and whether it can possibly live up to the hype. Tune in to hear why roughly half of announced data centers may never get built on time, whether Nvidia can sustain its dominance as the battle shifts to inference, and why Taiwan's stability may be the industry's most underappreciated single point of failure. We also cover OpenAI's push to diversify away from Nvidia, the case for and against in-house chips, why Jensen Huang keeps lobbying to sell into China, the specter of overbuilding and a chip-industry bust, and a lightning round on whether all this compute will actually yield better models. Hit play for a clear-eyed field report from the reporters closest to the AI buildout.
