Alibaba's AI Spending Spree, Concerns of Circular AI Financing
Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Micros...
20 Aug 43min
Google’s Chip Push, SK Hynix’s $29 Billion Buyback
Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock....
19 Aug 44min
Anthropic’s $65 Billion Surge, OpenAI’s Teen Push
Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to ...
18 Aug 44min
Anthropic's Revenue Jump, The Wealthy Bet on SpaceX
Bloomberg’s Ed Ludlow breaks down Anthropic's second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the wo...
17 Aug 44min
OpenAI’s Explosive Growth Continues
Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York Cit...
14 Aug 43min
Anthropic Looks to Buy Decart for $6 Billion
Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. P...
13 Aug 46min
CoreWeave, Supermicro Lead Tech Stocks Higher on Results
Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and put...
12 Aug 44min
Intel Raises Billions, Apple Sticks With Glass iPhone
Bloomberg’s Ed Ludlow breaks down Intel's upsized $20 billion share sale, raising a third more than it was targeting when it announced the deal on Monday. Plus, sources tell Bloomberg Apple's glass-ce...
11 Aug 46min
