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Adam Mansfield

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

The Information's TITV

Episode Appearances

The Information's TITV

The Information's TITV · May 8, 2026

OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat

“Attended ServiceNow Knowledge 2026 conference; reported customer frustration with AI feature overload, licensing opacity, and lack of ROI clarity.”

Custom AI Chip Development and FinancingVendor Financing Agreements and TSMC Capacity AllocationMicrosoft Copilot Strategy and Feature Rollback