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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