Connect with us
Lori Keith, Parnassus Investments portfolio manager and senior analyst, says megacaps are not the only way to play the AI boom. She shares where she sees...
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 performance...
SpaceX shares surged 35% following the expiration of its first post-IPO lockup, adding roughly $500 billion in market value and defying fears that insider selling would...
The AI boom could face a capital-markets adjustment without undermining the technology’s long-term potential, according to Cack Wilhelm, general partner at IVP. She discusses why AI...
Cerebras Systems Inc. CEO Andrew Feldman says renting out compute capacity is very profitable. Shares fell Thursday morning after the company projected slower growth than some...
Silicon Data has raised $30.5 million to expand its pricing and performance benchmarks for the rapidly growing AI compute market. CEO Carmen Li joins Bloomberg to...
Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises...
AI is driving enormous early-stage valuations, but Foundation Capital General Partner Joanne Chen says venture investors still need discipline when backing companies before they have products...
Google unveiled a slew of new hardware ahead of its Made by Google event, including its latest generation of Pixel smartphones. The new phones feature innovations...
AI demand continues to outstrip available computing capacity, and Morgan Stanley sees little risk of oversupply anytime soon. US thematic research strategist Michelle Weaver joins Bloomberg...
