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Bloomberg’s Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers,...
Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss a probe by US auto safety regulators into issues with some Tesla vehicles’ door handles that can result in...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss US Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips...
Will there be a globally dominant artificial intelligence standard, or different forks for the technology’s development? That’s what Lei Qiu, CIO for Thematic Innovation Equities at...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s tax bill could boost investment credit for semiconductors to 30%. Plus, the CEO of Applied Intuition...
Innovation in artificial intelligence is happening at the infrastructure level, but the buildout is still in the early stages, according to Lei Qiu, chief investment officer...
Bloomberg’s Caroline Hyde and Jackie Davalos discuss the NASDAQ’s worst week in four months and the drop in crypto prices. And HP’s CEO on shifting some...
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...
