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Bloomberg’s Caroline Hyde gets investor reaction to earnings from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell Blackwell chips to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China’s internet watchdog has told Alibaba, ByteDance and others to terminate orders for an Nvidia AI chip....
RBC Capital Markets Internet Analyst Brad Erickson discusses Meta’s AI push and the expected rollout of new hardware and software features. Erickson joins Caroline Hyde and...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released US AI Action Plan, which centers on open-source development and aims to expand national data center...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss a busy week of tech earnings. Plus, US Energy Secretary Chris Wright explains the Trump administration’s plans to boost...
Amazon’s seller density will be an important factor for its growth in the face of tariffs, says Brad Erickson, internet analyst at RBC Capital Markets. He...
Bloomberg’s Caroline Hyde and Jackie Davalos discuss the state of global AI initiatives as the Paris AI summit gets underway. And, questions arise as President Trump...
Brad Erickson of RBC Capital Markets discusses the investor outlook for AI as companies continue to bet big on the tech and Paris holds its AI...
