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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set...
Microsoft shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. Goldman Sachs Analyst Gabriela Borges...
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 breaks down what’s behind the commitment by Microsoft and Nvidia to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi...
Microsoft and Nvidia plan to invest a combined $15 billion into Anthropic. Bloomberg Intelligence’s Mandeep Singh discusses why two of the biggest backers of OpenAI are...
Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi’s pivot from smartphones to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its...
Microsoft is set to report earnings off the back of its relationship reset with OpenAI. Investors will be paying close attention to the company’s cloud unit,...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI’s agreement to give Microsoft a 27% stake in the startup as part of a restructuring plan that clears...
