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SpaceX Capsule Safely Returns Four Astronauts to Earth
Bloomberg Technology· 2025-08-11 20:12
Ross Cosmos cosminaut grill Pasco NASA astronaut Nicole ears brace for drug window. There are those two visual and two healthy drugs. Endurance spacecraft as it makes its way to its splashdown site.SpaceX Dragon slowed down to about 35 km per hour. Again, it'll continue to slow down. SpaceX Dragon 400 meter Dragon 400 brace for splash down.SpaceX on board for power 128 volt converter. No crew action required at this time. Stand by for more words in today.As part of the preparation for this lift, one member ...
Nvidia, AMD Deal Sets Bad Precedent: Bernstein’s Rasgon
Bloomberg Technology· 2025-08-11 18:18
Stacey, we start with what you say initially. Look, 85% looks better than 0% in terms of revenues. But what is the precedent here.What is their long term access to China to. Yeah. So, again, I don't like the precedent that it sets.It feels like a very slippery slope. Again, like I said, 85% better than zero. I think it's better for them both for them as frankly as well as for for the U.S. in general to be able to sell into China.Like you don't want to hand the Chinese market for air over to Huawei. We want ...
Avoid Intel Says Advisors Capital’s Feeney
Bloomberg Technology· 2025-08-11 18:14
Joanne, what is it that you would like to see Lipton manage to navigate today. Is it better that he promises more investment into the US, more manufacturing and that he has extricated himself from China. Or ultimately, does he even need to stand down in some way as CEO.Yeah, it's really I think it's really unclear, Caroline. Obviously, I think he can defend himself from the concerns that that he's conflicted, and that's his main mission today. I don't know if that means he needs to do more to separate from ...
Nvidia, AMD Will Give Cut of China Chip Sales to US
Bloomberg Technology· 2025-08-11 18:12
Riva, you have more than two decades of experience as a geopolitical strategist advising companies on what on earth is happening around the world. Have you ever seen the United States impose what is essentially an export tax in exchange for those companies being able to export technology to a specific market. Well, unorthodox is an understatement here, right.And there's that whole pesky detail of what about Article one, Section nine of the Constitution that says no tax or duty shall be laid on articles expo ...
Tesla Disbands Dojo Supercomputer Team
Bloomberg Technology· 2025-08-08 19:53
What do you make of this move away from making its own hardware in the AI chip space. I mean, it's it's definitely a setback because Tesla, of course, if somewhat famously likes to make everything that's kind of Elon Musk's whole thing. He's tried to make a vertically integrated auto manufacturer that makes Tesla very unusual and and also has been trying, you know, obviously desperately to pivot towards A.I. So so this is a setback. I will say it's a setback that I think people saw coming to some extent in ...
Akamai CEO Discusses Growth, AI and TikTok Inclusion
Bloomberg Technology· 2025-08-08 19:42
You're really going in on cloud infrastructure here. Not just content delivery, not just security. Oh, yeah.Security. Majority of our revenue. Cloud infrastructure services.My goodness. We are up 30% year over year, and we think that's going to accelerate. So by the end of this year will be up 40% plus year over year.Tremendous market opportunity there. Strong tailwinds, of course, from Gen AI. So very exciting results for Akamai.You know, a strong beat on the quarter, very profitable earnings per share, up ...
Chime CEO Says User Growth 'Seasonal’
Bloomberg Technology· 2025-08-08 19:14
Chris. Solid 37% revenue growth. You've got a gross margin of 87%.It seems to be this growth in active members, 23% that just failed to meet the ball for some. What do you make of it. Well, thanks for having me.It's great to be here. I'm so proud to be reporting on an awesome Q1 that we've had our Q2 and our first quarter as a public company and being on the show to to to share more. We had a great quarter.We like you said, we we beat consensus on the top line. We grew 37%. We saw outsized results exceeding ...
We’ll Be a Big Beneficiary of AI, Says Twilio CEO
Bloomberg Technology· 2025-08-08 19:11
I'm looking at your shares. They are down a lot. Just give your perspective on the gross margin.Well, I would say in general, we delivered a solid quarter. I mean, it was just a quarter of accelerated growth. Record non-GAAP income from operations, free cash flow.And I think what we're finding is, is that at a time when A. I. is kind of this generational opportunity, we're finding some of those tailwinds get ascribed to Twilio.I understand the gross margin dynamic. It's not necessarily a new phenomenon for ...
OpenAI COO Discusses GPT-5 Demand as New Model Launches
Bloomberg Technology· 2025-08-08 19:02
This feels so primed for enterprise adoption. Brad When I think of writing, when I think of coding, what is the opportunity that. Yeah, well, good morning.Thanks for having me. GP five is a significant step forward in a few different domains. So you mentioned coding, you mentioned writing in health for consumers and medical professionals, and we think that opportunity unlocks an amazing set of things in the enterprise that now become possible.It's a much more reliable model. So it's better at things like ca ...
Intel CEO Has Hard Task, Bokeh’s Forrest Says
Bloomberg Technology· 2025-08-08 18:59
You do have exposure to Intel. I'm interested in your perspective on what they now need to do in terms of turning the narrative. Sure.Well, this is just kind of a distraction. The whole CEO thing he's in. I'm sure the board thoroughly looked at him.So I'm going to move on from that. But he is there because the last several CEOs have just kind of worn down the bright, shining star that is Intel. And he is trying to find his way and trying to find where Intel should play.And I think it's pretty clear that he' ...