Inside DeepSeek’s $7.4B Funding, Broadcom’s $35B Backstop, Nvidia’s Inference Rise

The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek’s massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom’s $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox’s $22 billion acquisition of Roku. Articles discussed on this episode:  https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-rings https://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revving https://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-rising https://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structure Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction  01:13 - Inside DeepSeek's Uncommon $7.4B Funding Round  13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings  22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips  30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share  38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation