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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