# Nvidia's Data Center Threat, AI Stock Rebound, OpenAI's Codex Strategy

Markdown copy of https://realalpha.app/v/J0J7cAI8zOw/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

- Show: The Information's TITV
- Hosts: Akash Pasricha
- Published: Nov 6, 2026

## The best minutes

Not cut yet.