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Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and...
Bloomberg’s Ed Ludlow breaks down Oracle’s latest results and how they are helping ease concerns around the company’s massive AI infrastructure buildout. Plus, the debate around...
Bloomberg’s Lisa Mateo takes a look at Anthropic as it finalizes an expansion of its revolving credit facility to $15 billion before its anticipated public filing....
Bloomberg’s Ed Ludlow breaks down Nvidia’s advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company...
Bloomberg’s Ed Ludlow breaks down Nvidia’s prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an...
Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say...
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...
Meta has quietly become one of Microsoft’s largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service – and...
Bloomberg’s Ed Ludlow breaks down what could be Anthropic’s biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance...
Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises...
