Bloomberg Technology
Cerebras CEO Says Capacity Is Largest Constraint Right Now
Cerebras shares plunged after the company gave an annual sales forecast that disappointed investors who were expecting the company to carve out a bigger slice of the AI data center market. Cerebras CEO Andrew Feldman joins Ed Ludlow to discuss the results and what’s next for the company on “Bloomberg Tech.” ——– Like this video?…
Bloomberg Technology
OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026
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 $29 billion in a landmark US listing. And, Cerebras CEO Andrew Feldman weighs in on the company’s first quarterly earnings since going public. Chapters: 00:00:00 – Bloomberg Tech Begins…
Bloomberg Technology
Andreessen’s George Says SpaceX Has Path to AI in Space
David George, a general partner at Andreessen Horowitz LLC and early SpaceX investor, says Elon Musk’s newly public company has the capability to pull off the big bet on artificial-intelligence computing capacity in space. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the…
Bloomberg Technology
Why AI Makes Memory Demand Less Cyclical
Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
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@kalistomanor7752
June 24, 2026 at 5:07 pm
such a desaster ceo. someone should teach him how to speak and confidence.
@bstewartny
June 24, 2026 at 8:15 pm
right? where did he come from? I suppose he’s the founder/scientist?
@blacksheepcat
June 24, 2026 at 6:32 pm
their margin structure is already messed up, which is very different from Nvidia. Also, they have a very loose lock-up for the execs so they will soon sell their shares, meaning they don’t believe in what they do. The time will tell but in a few months, their stock price will be shit