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Google, Blackstone to Create AI Cloud Firm
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google's decision to create an AI cloud business with Blackstone which will run on Google's homegrown…
5 months, 1 week ago
Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China
Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges w…
5 months, 1 week ago
Nvidia Earnings This Week; Biggest Power Deal in History
Bloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI da…
5 months, 1 week ago
Figma CEO Dylan Field on Strong Earnings
Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI f…
5 months, 2 weeks ago
Cerebras Goes Public in Year's Biggest IPO
Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after P…
5 months, 2 weeks ago
Anthropic Eyeing Over $900 Billion Valuation
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as…
5 months, 2 weeks ago
AI Dividend Proposal Roils Korean Market
Bloomberg’s Caroline Hyde and Ed Ludlow discuss comments by a South Korean policymaker that the country should pay citizens a “dividend” using taxes …
5 months, 2 weeks ago
AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized IPO
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans …
5 months, 2 weeks ago
CoreWeave Shares Drop After Forecast Sparks Growth Fears
Bloomberg’s Caroline Hyde sits down with CoreWeave CEO Michael Intrator to discuss the company's earnings as it builds out data center capacity. Plus…
5 months, 3 weeks ago
Arm Warns of Phone Market Weakness
Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry, and growing demand from AI data centers. Plus,…
5 months, 3 weeks ago