Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinberg discusses human data labeling startup Mercor’s concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton.

Articles discussed on this episode:

Subscribe:

YouTube: https://www.youtube.com/@theinformation
The Information: https://www.theinformation.com/subscribe_h

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

00:01 - AMD Launches New Helios AI System

00:12 - Kimi K3 ReIgnites US AI Policy Debate

00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies

00:37 - Anthropic Lags in Voice and Chat AI