Bloomberg Technology
Intel Looks Good Near Term: New Street Research
Pierre Ferragu, head of global tech infrastructure at New Street Research, says Intel earnings show it’s in good standing for the near term and what matters for Intel’s future is the 14A chip. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch…
Bloomberg Technology
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…
Bloomberg Technology
Moonshot’s Kimi Built With Nvidia Compute
Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…
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@2Cannonball
October 24, 2025 at 6:20 pm
Is that like it’s 2 am and you’re 6 drinks in and whose ever left to choose from starts looking really good! 😂 or you’re going home alone 😢
@nextcurve
October 26, 2025 at 12:11 pm
Advanced packaging is the new frontier of scaling.