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What’s behind the massive AI data center headlines?


This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what's really going on in these AI infrastructure deals.

But in aggregate, we see how Silicon Valley is moving heaven and Earth to give OpenAI enough power to train and serve future versions of ChatGPT. Rather conveniently, OpenAI also gave the world a glimpse this week of a power-intensive feature it could serve more broadly if it had access to more AI data centers. Watch the full episode to hear more about the massive AI infrastructure investments reshaping Silicon Valley, TikTok’s ownership saga, and the policy changes affecting tech’s biggest players.

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