Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China’s largest tech firms get an initial green light...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1...
Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers....
Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla’s China factory shipments rise in December but still...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plan to cut resources for building its metaverse, the virtual world that Mark Zuckerberg once framed as the...
Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg’s Peter Elstrom discusses the...