Alibaba and Google’s AI comeback 11/24/2...

<p>This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassa ... Show More

<p>AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave. In thi ... Show More

<p>Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are the engine of the boom, and every dollar they burn on compute turns into revenue for a megacap player like Microsoft, ... Show More

Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. D ... Show More

Nvidia CEO Jensen Huang discusses his company's earnings, his optimistic outlook for growth in AI and the impact of US chip curbs on China. He speaks with host Ed Ludlow.See omnystudio.com/listener for privacy information. 

<p>Nvidia, après avoir récemment atteint le sommet de la capitalisation boursière, surpassant Microsoft et Apple, a subi une chute brutale. Dans une interview à Bloomberg Businessweek publiée mardi, Donald Trump, en pleine campagne présidentielle, a déclaré qu'il ne défendrait Ta ... Show More

In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information. 

Bloomberg’s Ed Ludlow speaks with White House AI advisor Sriram Krishnan about the US AI Action Plan and President Trump’s approach to tech diplomacy. Plus, Nvidia CEO Jensen Huang slams US chip curbs as a “failure.” And Google shares rise as investors digest the company’s AI ann ... Show More

In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information. 

<p>Nvidia is caught in a geopolitical storm, with U.S. export restrictions, rising competition from China’s DeepSeek, and pressure from both Wall Street and Washington. Now, the Trump administration faces a critical decision: tighten AI restrictions even further or ease up to kee ... Show More

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With Ch ... Show More

<p dir="ltr">Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable ... Show More