The introduction of Deepseek’s model is not a long-term risk for Nvidia. The market is still “at the early stage” of adopting rack scale compute. Lei...
Amazon CEO Andy Jassy discusses Alexa+, artificial intelligence spending plans, and the company’s relationship with the Trump administration. Plus, Nvidia earnings underwhelm investors accustomed to blowout...
Salesforce customers have to adapt their corporate culture as they add the company’s AI product Agentforce to their workforce. Alex Zukin from Wolfe Research says the...
Investors want to see consumer and enterprise demand meet AI buildout says, Ayako Yoshioka, portfolio manager at the Wealth Enhancement Group. She joins Caroline Hyde and...
Bloomberg’s Caroline Hyde and Jackie Davalos discuss Amazon’s plans to add generative AI to Alexa. And Kim Forrest of Bokeh Capital Partners joins to break down the...
Following its $170 million Series C funding round, Quantum Machines’ CEO says the potential of quantum computing is “unimaginable.” Dr. Itamar Sivan discusses the quantum ecosystem...
Dell and other server makers are seeing shrinking margins and less influence despite a surge in sales. Bloomberg’s Brody Ford joins Caroline Hyde and Jackie Davalos...
There are lots of “little worries” about Nvidia and it’s unclear if the chipmaker can continue to double its outlook. Kim Forrest of Bokeh Capital Partners...
Josh Chapman, managing partner of Konvoy, says tensions between the US and China could impact the videogame industry and possibly lead to bans like what the...
Jennifer Huddleston, senior tech policy fellow at the Cato Institute, expects the Trump administration to continue an aggressive approach to anti-trust. She joins Caroline Hyde and...