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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, a look...
Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to...
Unitree Robotics shares surged in their Shanghai trading debut after the company raised 6.1 billion yuan in an initial public offering, becoming the first listed humanoid...
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 year ago. Plus,...
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....
Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to...
China’s chip industry is giving investors a reason to pause, as new signs of progress are raising fresh questions about whether Beijing is catching up faster...
Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production....
Bloomberg’s Ed Ludlow breaks down what Moonshot’s Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for...
