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Arm CEO Says Market Can’t Get Enough Compute Capacity

Arm CEO Rene Haas says there are tailwinds that will continue to drive the AI and semiconductor growth. This after the company reported strong second quarter results but posted a disappointing sales outlook. He joins Caroline Hyde and Ed Ludlow to discuss on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:…

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Arm CEO Rene Haas says there are tailwinds that will continue to drive the AI and semiconductor growth. This after the company reported strong second quarter results but posted a disappointing sales outlook. He joins Caroline Hyde and Ed Ludlow to discuss on “Bloomberg Technology.”
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  1. @fleetingfacet

    November 8, 2024 at 4:43 am

    Most people are not going to buy more expensive smart phones just so they can run AI on them. AI can run in the cloud from a service, where even a dumb phone could work. People will tend to pay for AI services and use affordable phones. Beyond that, more tech savvy geeks will run their own AI models at home and remotely access that with their phones when need be. Also, perhaps in ten years or so, expect smart phones to be replaced by small devices that we mostly just talk to. No more looking at screens and doom scrolling through crap. We just talk to our AI agents that help us with everything, for basically free. Arm could somehow come out ahead with those future tends, but it won’t be from us buying expensive smart phones.

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Bloomberg Technology

Why the US Military Is Betting on Portable Nuclear

Radiant has won a $750 million US Army contract to provide 15 portable nuclear microreactors under the Janus program. President and COO Tori Shivanandan discusses the technology behind the reactors, the military’s push for resilient energy, and what Radiant needs to do next to scale production. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Radiant has won a $750 million US Army contract to provide 15 portable nuclear microreactors under the Janus program. President and COO Tori Shivanandan discusses the technology behind the reactors, the military’s push for resilient energy, and what Radiant needs to do next to scale production. She joins Ed Ludlow on “Bloomberg Tech.”
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Madrona’s IA40 List Highlights the Next Generation of Tech Leaders

The IA40 list from Madrona is back, spotlighting the private companies shaping the next phase of AI. Matt McIlwain, managing director at Madrona, explains how the list is assembled, why OpenAI, Anthropic and Databricks dominate AI fundraising, and how a successful Anthropic IPO could open the door for a new wave of public offerings in…

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The IA40 list from Madrona is back, spotlighting the private companies shaping the next phase of AI. Matt McIlwain, managing director at Madrona, explains how the list is assembled, why OpenAI, Anthropic and Databricks dominate AI fundraising, and how a successful Anthropic IPO could open the door for a new wave of public offerings in 2027. He joins Ed Ludlow on “Bloomberg Tech.”
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Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026

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Bloomberg’s Ed Ludlow breaks down Nvidia’s $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker and demonstrating how the AI leader plans to tackle Big Tech efforts to build custom silicon. Plus, a look at Tim Cook’s last day as CEO of Apple before John Ternus takes the reins on September 1st. And, all eyes on Anthropic as it prepares to file publicly in the coming weeks.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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