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

<p>RBC Capital Markets&#39; Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle&#39;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.</p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing"><u>https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing</u></a></p><p><br></p><p>Subscribe: </p><ul><li><p>YouTube:<a href="https://www.youtube.com/@theinformation"> <u>https://www.youtube.com/@theinformation</u></a> </p></li><li><p>The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p></li></ul><p><br></p><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p>X: <a href="https://x.com/theinformation"><u>https://x.com/theinformation</u></a></p><p>IG: <a href="https://www.instagram.com/theinformation/"><u>https://www.instagram.com/theinformation/</u></a></p><p>TikTok: <a href="https://www.tiktok.com/@titv.theinformation"><u>https://www.tiktok.com/@titv.theinformation</u></a></p><p>LinkedIn: <a href="https://www.linkedin.com/company/theinformation/"><u>https://www.linkedin.com/company/theinformation/</u></a></p><p><br></p><p><strong>Chapters:</strong></p><p><strong>00:00 - Introduction</strong></p><p><strong>00:03:48 - Oracle Cash Burn &amp; CapEx Strategy</strong></p><p><strong>00:11:58 - Baseten Acquires Blaxel for AI Sandboxes</strong></p><p><strong>00:22:09 - Inside Blackstone&#39;s $10B+ Google TPU Play</strong></p><p><strong>00:32:26 - Editor&#39;s Cut: iPhone Duo &amp; AI Existential Threat</strong></p><p><br></p>