Connect with us
Bloomberg’s Ed Ludlow breaks down what’s behind the chip rout, as chipmakers are set for their longest losing streak since 2008. Plus, shipping estimates for Apple’s...
Concerns about the enormous amounts of debt financing the AI infrastructure boom are putting the neocloud sector under increasing scrutiny. Decoding Discontinuity CEO Raphaelle D’Ornano discusses...
DA Davidson Head of Technology Research Gil Luria joined Bloomberg Open Interest to explain why Nvidia’s ecosystem and chip demand could support growth through 2030, while...
With the newly unveiled HomeView, Apple is finally closing the biggest gap in its ecosystem. On this episode of the Power On podcast, Mark Gurman talks...
As the AI infrastructure boom drives a wave of data center construction, concerns over electricity costs, water use and local impacts are increasingly entering the political...
Bloomberg’s Ed Ludlow breaks down Anthropic’s third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money...
Blackstone has built one of Wall Street’s broadest bets on AI, investing across the ecosystem from data centers, power and cooling to chip financing and companies...
Nvidia Corp. Chief Executive Officer Jensen Huang says his company would stop selling chips to a customer that was developing unsafe AI software. He talks extensively about...
GTA VI is set to release on November 19th, expected to be one of the biggest entertainment releases in history. The game, created by Rockstar Games,...
Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making...
