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Bloomberg’s Caroline Hyde discusses Nvidia’s outlook as the company says it’s now getting orders from China and is ramping up sales of its H200 chips. Plus,...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de...
Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium...
Kim Forrest, CIO of Bokeh Capital Partners, says she expects a strong near-term outlook for Micron as demand for its DRAM products remains robust. She discusses...
Bokeh Capital CIO Kim Forrest says she is not sure the world needs all the AI data centers that are being built. She shares her thoughts...
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high....
Bokeh Capital Partners CIO Kim Forrest says she expects Micron shares to continue to rise long-term as markets become more aware of the need for high...
Intel is “good enough” for the US government to take a stake in for national security purposes, says Kim Forrest, Bokeh Capital Partners CIO. She joins...
Intel CEO Lip-Bu Tan has a hard task making the company relevant again in the age of artificial intelligence, according to Bokeh Capital Partners CIO Kim...
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia’s product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product...
