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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...
Bloomberg’s Ed Ludlow breaks down Samsung’s quarterly profit that surged on memory demand, and why it still wasn’t enough for investors. Plus, Amazon is back in...
Bloomberg’s Ed Ludlow takes a look at OpenAI’s first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise...
Bloomberg’s Caroline Hyde discusses why Taiwan is weighing some of its toughest restrictions yet on AI chip sales to China, and OpenAI joining its AI rivals...
Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a launchpad Thursday. Peter Elstrom explains what that means for the...
