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Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo...
Apple has surpassed $10 billion in annual sales in India for the first time, highlighting the growing importance of one of its fastest-growing markets. Bloomberg’s Dana...
Meta gave a disappointing revenue forecast for the current quarter, intensifying investor concerns that the social media giant isn’t swiftly benefiting from its massive outlay on...
Bloomberg’s Ed Ludlow breaks down Alibaba’s latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon...
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,...
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....
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...
Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for...
Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production...
Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch...
