NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan

In this episode of Big Technology Podcast, Alex Kantrowitz and Ranjan Roy discuss the increasing competition and criticism facing NVIDIA, particularly from Google's advancements in AI chips (TPUs) and their potential impact on NVIDIA's market dominance. They analyze NVIDIA's defensive response and the implications of Google potentially selling TPUs to companies like Meta. The conversation shifts to OpenAI's financial challenges, with HSBC estimating the company needs to raise $207 billion by 2030 to sustain its operations, questioning its future revenue models and market share. Finally, they discuss X's new feature exposing the location of accounts and its potential impact on misinformation, while also touching on the ethical considerations of AI engagement strategies.