NVIDIA’s USD 100bn investment and Google's AP2

Why did NVIDIA invest USD100bn into OpenAI? In episode 74 of Mixture of Experts, host Tim Hwang is joined by Sandi Besen, Mihai Criveti and Gabe Goodhart to talk about the AI chipmaker’s next big move. Next, we analyze Tongyi DeepResearch and get into a conversation around open source. Then, Google released a new agent protocol, AP2. After that, will AI take over? We debrief a new book, If Anyone Builds It, Everyone Dies. Finally, Apple shared that the new AirPods will have a translation feature powered by AI. Is Apple back in the game? Tune in to Mixture of Experts to find out.

00:00 – Intro
01:17 – OpenAI's data centers, Alibaba and NVIDIA partnership, IBM Granite Docling and Meta's dating AI assistant
02:23 – Tongyi DeepResearch
13:12 – Google's AP2
23:31 – "If Anyone Builds It, Everyone Dies"
33:50 – AirPods translation feature
43:49 – NVIDIA invests USD100bn in OpenAI

The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.

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