Inside Jensen Huang’s Nvidia Exit, the Math Behind a Potential Tesla–SpaceX Merger

The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Jensen Huang’s final days as CEO and interim CEO Colette Kress’s pushback on the company’s riskiest bets. We also talk with Mostly Media founder CJ Gustafson and Morningstar Senior Equity Analyst Seth Goldstein about the valuations and shareholder tradeoffs behind a potential Tesla–SpaceX merger, and Catalyst co-founders Justin Zheng and Dylan Iskandar about using AI to turn trading ideas into executed trades. Lastly, SeatGeek Co-Founder and CEO Jack Groetzinger discusses AI ticket purchases and why he thinks chatbots are changing how customers find tickets.Articles discussed in today’s show:Sex, Lies and AI Chips: Jensen Huang’s Last Days as Nvidia CEOInterim Nvidia CEO Colette Kress Has Tried to Tame Nvidia’s Riskiest BetsSubscribe:YouTube: https://www.youtube.com/@theinformationThe Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:29 - Inside Jensen Huang’s Nvidia Exit08:40 - Colette Kress and Nvidia’s Riskiest Bets11:11 - The Math Behind a Potential Tesla–SpaceX Merger24:27 - Catalyst’s AI Trading Tools31:09 - SeatGeek and AI Ticket Buying

Jensen Huang's resignation has left Nvidia facing a major leadership shakeup at a pivotal moment for the AI industry, with CFO Colette Kress stepping in as interim CEO. TITV host Akash Pasricha is joined by Nancy Tengler, CEO and CIO of Laffer Tengler Investments; Matt Bryson, Managing Director of Equity Research at Wedbush; former Amazon board member Bing Gordon; and SemiAnalysis President Doug O'Laughlin to examine who could succeed Huang, whether Nvidia can maintain its competitive advantage without him, and what the uncertainty means for investors and the broader AI sector.Plus, The Information's tech and politics reporter Leo Schwartz joins Akash to discuss a forthcoming Commerce Department rule aimed at restricting remote access to advanced AI chips, including the implications for Chinese companies renting computing power overseas. Town co-founder and CEO Jean-Denis Greze also joins to explain his company's approach to enterprise AI agents and how independent startups can compete with major AI platforms.Articles discussed in today’s show:-https://www.theinformation.com/articles/nvidias-dealmaking-binge-faces-reckoning-jensen-huangs-exit-https://www.theinformation.com/articles/interim-nvidia-ceo-colette-kress-tried-tame-nvidias-riskiest-bets-https://www.theinformation.com/articles/alice-huangs-companies-invested-deepseek-promising-nvidia-chipsSubscribe: https://www.theinformation.com/subscribe-youtubeThe Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:1:13 - Intro: Jensen Huang resigns3:11 - Nvidia valuation and leadership: Nancy Tengler and Matt Bryson13:42 - Nvidia succession and AI impact: Doug O’Laughlin and Bing Gordon35:09 - AI chip export controls: Leo Schwartz42:14 - Town and enterprise AI: Jean-Denis Greze48:29 - Outro

The Information’s TITV is on the ground at Adobe MAX 2026 in Miami Beach, where host Akash Pasricha speaks with Adobe executives Hannah Elsakr and Deepa Subramaniam about Firefly Foundry, custom AI models, creative agents and the growing role of ChatGPT and other AI platforms in creative work. Newell Brands CMO Nick Hammitt discusses how his team works with Adobe to scale content production while maintaining brand quality, and how AI is reshaping marketing.Guests:- Hannah Elsakr, Global VP, GenAI New Business Ventures, Adobe- Deepa Subramaniam, Vice President of Product Marketing, Creative Professionals, Adobe- Nick Hammitt, CMO, Newell BrandsSubscribe: https://www.theinformation.com/subscribe-youtubeThe Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:1:05 - Intro: On the Ground at Adobe MAX 20261:39 - Hannah Elsakr: Firefly Foundry and enterprise AI10:27 - Deepa Subramaniam: Adobe's creative agents and AI integrations25:55 - Nick Hammitt: Adobe, AI and the marketing stack38:30 - Outro

The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese companies. We also talk with D.A. Davidson’s Gil Luria about the regulatory risks to Nvidia and the possibility of a CEO transition, The Information’s Alix Coutures about how AI Mode is complicating Google’s search ad business, and Mosaic Intelligence Labs co-founder Ileana Pirozzi about building AI-guided surgical catheters. Lastly, The Information’s Amy Dockser Marcus discusses Ray Kurzweil’s AI replica and his ambition to preserve a version of himself beyond his lifetime. Articles discussed in today’s show:- How Jensen Huang’s Yearslong Ties to Alice Huang Enabled $7 Billion-Plus Nvidia Chip Sales to China: https://www.theinformation.com/articles/jensen-huangs-yearslong-ties-alice-huang-enabled-nvidia-chip-sales-china- Can AI Help Ray Kurzweil Cheat Death?: https://www.theinformation.com/articles/can-ai-help-ray-kurzweil-cheat-deathSubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:38 - Jensen Huang’s ties to $7.5B in China chip shipments10:23 - Nvidia’s business risks and CEO succession18:24 - Google’s AI search advertising challenge27:35 - AI-guided surgical catheters37:08 - Ray Kurzweil’s AI double46:19 - Outro

The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about the board’s investigation following reports that Jensen Huang was targeted by a foreign intelligence effort, and the questions facing his leadership. We also talk with Everybody Wins author Bing Gordon about what AI companies can learn from gaming and Microsoft’s future in the Xbox business, and Runway co-founder and Chief Innovation Officer Alejandro Matamala-Ortiz about taking video models into robotics and other new markets. Lastly, Microsoft Corporate Vice President of AI & Work Transformation Katy George discusses the company’s approach to measuring AI’s impact, including an approximately 10% increase in revenue per seller among employees adopting AI tools.Articles discussed in today’s show:- Nvidia Board Is Launching Investigation After Reporting That CEO Targeted By Chinese Informant: https://www.theinformation.com/briefings/nvidia-board-launching-investigation-reporting-ceo-targeted-chinese-informantSubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:39 - Nvidia’s investigation into Jensen Huang10:56 - Bing Gordon: What gaming can teach AI20:37 - Should Microsoft sell Xbox?26:54 - Runway’s expansion beyond AI video36:17 - Inside Microsoft’s AI transformation44:36 - Closing

SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia's growth and reshape AI infrastructure spending. Plus, Lyft CEO David Risher discusses Waymo, Dropbox Co-CEO Ashraf Alkarmi explains the company's Tigris acquisition, and OpenAI's Andrew Ambrosino and Every CEO Dan Shipper discuss coding agents and AI model competition.Chapters:00:00 Intro01:13 AI stocks, data centers and Nvidia | Paul Kedrosky12:49 Lyft earnings, subscriptions and Waymo | David Risher20:16 Dropbox's Tigris acquisition and AI strategy | Ashraf Alkarmi30:59 Every Thesis conference31:40 OpenAI's Codex and AI product strategy | Andrew Ambrosino48:35 Which AI models stand out? | Dan Shipper01:02:50 OutroArticles discussed in today’s show:-https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildingsSubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn't ready on time. TITV Host Akash Pasricha speaks with The Information's Microsoft reporter Aaron Holmes about the delays and with crypto reporter Yueqi Yang about smaller banks allowing AI agents access to accounts. Lastly, DigitalOcean CEO Paddy Srinivasan discusses neocloud growth, data center regulation and the company's recent quarterly results.Articles discussed in today's show:-https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-irenSubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 Intro01:50 Microsoft's $5 billion data center spending delay08:30 Why smaller banks are giving AI agents access to accounts18:16 DigitalOcean CEO on neoclouds and AI infrastructure (Sponsored)30:46 Outro

Democratic victories in the House, Senate and key governor races could reshape AI infrastructure development and technology policy. TITV Host Akash Pasricha talks with Powerlines founder Charles Hua about the implications for data centers and electricity costs, and with Tusk Ventures founder Bradley Tusk about Big Tech, regulation, California's proposed billionaire tax and prediction markets. Cantor Fitzgerald semiconductor analyst CJ Muse discusses AMD's revenue outlook and chip demand. Lastly, Radiant CEO Mahdi Yahya discusses power and policy in the data center era.Articles discussed in today's show:- https://www.theinformation.com/articles/six-ways-blue-wave-shake-ai-crypto-tech-https://www.theinformation.com/articles/blue-wave-engulf-data-center-industrySubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks.Articles discussed in today’s show:- Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool- Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal- Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races- How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policySubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction and Apple’s earnings13:56 - Marvell’s Lumentum acquisition24:24 - Midterms and data center policy34:20 - Nvidia’s influence in Washington45:40 - Closing

The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.Articles discussed in today’s show:- Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot - Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push Subscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction and Apple’s Robotics Ambitions11:00 - Meta’s Humanoid Robot Prototype17:45 - Why AI Customers Want Flexibility22:38 - OpenAI’s Smaller Funding Round25:34 - Anthropic’s Amended IPO Filing28:50 - Reddit and the Future of Search Traffic41:52 - Closing