Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI existential risks with Editors Martin Peers and Jason Dean.

Articles discussed on this episode: 

https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing

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Chapters:

00:00 - Introduction

00:03:48 - Oracle Cash Burn & CapEx Strategy

00:11:58 - Baseten Acquires Blaxel for AI Sandboxes

00:22:09 - Inside Blackstone's $10B+ Google TPU Play

00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat