The Information's TITV

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

July 22, 2026·50 min
Episode Description from the Publisher

Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack London.Articles discussed on this episode: https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texashttps://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprisesSubscribe: 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 - Introduction01:13 - SpaceXAI’s New Texas Data Center Expansion06:05 - Exclusive: Oracle Data Centers Face Costly Surprises19:07 - General Compute CTO on AMD’s $5B Anthropic Deal30:12 - The Future of AI-Generated Feature Films

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