Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals’ overseas travel. Plus, big banks are...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about...
Sands Capital Portfolio Manager Daniel Pilling says Nvidia’s growth is likely still to come from hyperscalers. He speaks with Caroline Hyde on “Bloomberg Tech.” ——– Like...
Bloomberg’s Caroline Hyde and Tim Stenovec discuss Google’s plan to acquire cybersecurity startup Wiz. Plus, Sands Capital’s Daniel Pilling lays out what investors are expecting from...
Daniel Pilling, portfolio manager at Sands Capital, says investors want to hear Nvidia talk about demand for inference scaling and training. He speaks with Caroline Hyde...