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Nvidia Sees 70% Growth as AI Boom Accelerates
Nvidia Sees 70% Growth as AI Boom Accelerates

Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce sha…

1 month, 4 weeks ago

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Nvidia’s Big Test as AI Chip Race Heats Up
Nvidia’s Big Test as AI Chip Race Heats Up

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losin…

2 months ago

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AI’s Global Capital Race Accelerates
AI’s Global Capital Race Accelerates

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified abou…

2 months ago

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Anthropic Preps for Blockbuster Public Listing
Anthropic Preps for Blockbuster Public Listing

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say …

2 months ago

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Alibaba's AI Spending Spree, Concerns of Circular AI Financing
Alibaba's AI Spending Spree, Concerns of Circular AI Financing

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, …

2 months ago

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Google’s Chip Push, SK Hynix’s $29 Billion Buyback
Google’s Chip Push, SK Hynix’s $29 Billion Buyback

Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant …

2 months, 1 week ago

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Anthropic’s $65 Billion Surge, OpenAI’s Teen Push
Anthropic’s $65 Billion Surge, OpenAI’s Teen Push

Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI …

2 months, 1 week ago

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Anthropic's Revenue Jump, The Wealthy Bet on SpaceX
Anthropic's Revenue Jump, The Wealthy Bet on SpaceX

Bloomberg’s Ed Ludlow breaks down Anthropic's second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a yea…

2 months, 1 week ago

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OpenAI’s Explosive Growth Continues
OpenAI’s Explosive Growth Continues

Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run …

2 months, 1 week ago

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Anthropic Looks to Buy Decart for $6 Billion
Anthropic Looks to Buy Decart for $6 Billion

Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more…

2 months, 1 week ago

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