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Nvidia Becomes Big Venture Backer for AI Startups
Bloomberg Technology· 2025-10-29 20:04
It's not a venture capital company, but it's strategic part of the VC arm of it. It's just becoming a juggernaut in the space. Yeah, it's definitely become the $5 trillion benefactor of most of the industry right now.What we reported here is that just through October of this year, India has backed 59 different AI startups, which already outpaces all of what it did last year. That's more than triple or quadruple. Look at that a couple of years ago, and there's no sign of it slowing down.And I think there's a ...
Character.AI to Ban Minors From Talking to Its Chatbots
Bloomberg Technology· 2025-10-29 19:50
You know, character for some time has been a very interesting startup and platform to follow. And I think we've even talked about some of the risks around the concept of of an AI avatar. But this is a very specific line of reporting, I think, best just to summarize it for us.Yeah. I mean, Character II, when it got its start a few years ago, the idea was that anybody could create or use any kind of chat bot. I mean, they wanted people to make anything really.So you'd see like a video game character or style ...
AI Sucking the Oxygen Out of Other Areas: Margie Patel
Bloomberg Technology· 2025-10-29 19:40
Your reaction to this company being the world's first $5 trillion market value company. Well, it really shows us. This representation is huge sea change in technology, which is artificial intelligence.And certainly it's the leader. It's way ahead. But honestly, it's like a tsunami.There's one big wave and then there's wave after wave after wave. And we really don't know if we're even near the peak of artificial intelligence really being incorporated in all the different industries. So this is a qualitative ...
Measuring the Impact of Nvidia’s Flurry of Deals
Bloomberg Technology· 2025-10-29 19:37
Under this arrangement. The technology flows both ways, but it's basically about wireless tech for use at the edge. You know, it was a huge surprise just going on the reaction of Nokia shares, but it's it's Nvidia moving into yet another new segment.What's your reaction to it, please. And so it is I think we have seen the transition towards a virtualized radio access network be a little bit slower than what we would like with this partnership. Nokia is basically promising to rewrite its stack, update its ha ...
Nvidia Investing $1 Billion in Nokia as Part of AI Push
Bloomberg Technology· 2025-10-28 21:30
COMPUTING AND A. I. AND WE HAVE A GREAT PARTNER TO HELP US DO IT WITH, NOKIA.ED: THE MARKET REACTION SPEAKS FOR ITSELF. THERE WAS A TIME WHEN NOKIA WAS ALREADY LOOKING TO AMERICA. YOU'VE BEEN THE ROLE SINCE APRIL.WHAT ROLE DOES THE ADMINISTRATION PLAYED IN BRING YOU BOTH TOGETHER IF THIS IS A STRATEGIC PRIORITY. JUSTIN: OTHER THAN THEY'VE CREATE THE ENVIRONMENT TO SUPPORT INNOVATION. JENSEN HAS TALKED ABOUT MANUFACTURING.AND IF YOU THINK ABOUT WHERE THIS WORLD IS GOING AND ALL THOSE INCREDIBLE DEVICE ARE GO ...
OpenAI’s For-Profit Path Cleared | Bloomberg Tech 10/28/2025
Bloomberg Technology· 2025-10-28 20:13
>> BLOOMBERG TECH'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH, MICROSOFT AND OPENAI FINALIZE A NEW AGREEMENT. MICROSOFT GETTING A 27% OWNERSHIP STAKE IN THE AI START UP WORTH ABOUT 135 BILLION.IS NVIDIA'S D. C. SUPER BOWL.WHAT INVESTORS ARE LOOKING FOR IN JENSEN HUANG'S KEYNOTE ADDRESS AT THE GCC CONFERENCE. AND WE SIT DOWN WITH ROBYN DENHOLM TO TALK THE PUSH TO CONVINCE SHAREHOLDERS TO APPROVE THE $1 TRILLION PAY PACKAGE FOR ELON MUSK ...
Deal With OpenAI Is Key for Microsoft: Alger’s Crawford
Bloomberg Technology· 2025-10-28 19:52
AI Partnerships & Strategy - Microsoft's partnership with OpenAI is considered highly significant, extending the partnership's time horizon due to OpenAI's underlying technology development [1][2] - The partnership ensures OpenAI has the necessary compute bandwidth, allowing Microsoft to generate revenue from generative AI while retaining access to the IP [3] - The market opportunity for AI is estimated to be in the hundreds of billions of dollars, if not greater [5] Infrastructure & Investment - The industry is currently in a ramp-up phase of building AI infrastructure, which needs to be in place before AI can be effectively deployed to companies [7] - The build-out of AI infrastructure is expected to continue for another 2 to 3 years [8] - Companies are expected to increase their CapEx estimates in the coming year, indicating continued investment in infrastructure [8] - Capital expenditure on infrastructure is expected to translate into revenue over the next few years [9] Market Dynamics & Competition - The industry is observing how OpenAI and Anthropic are framing the market and assessing their revenue potential based on their capacity needs [4] - There's a shift from investing solely in infrastructure to investing in companies that are deploying and benefiting from AI [7]
Thiel-Backed Startup Targets US Chip Comeback
Bloomberg Technology· 2025-10-28 19:33
I've had the benefit of spending some time with you in recent weeks looking at the company, seeing the technology, the technical breakthroughs, the use of a particle accelerator. But you were very keen to point out that you didn't take any IP from anyone else or work with another technology company. The response when we published the story was How is this different from a company called X Light.So take that and run with it, please. I think that what we've shown today is a working tool that is producing beau ...
Tesla's Denholm on Musk's Pay Package and His Future at Company
Bloomberg Technology· 2025-10-28 16:13
Who are you meeting with and what thus far has been the response been to this pay package that could see loan paid as much as $1,000,000,000,000 one. Well, thank you for having me today. Yes.As part of our annual shareholder meeting, I met with the top investors in Tesla on the institutional side and obviously also talk to retail investors through forums like this this morning to to encourage everybody to vote, but also to answer any questions that they have. From a board perspective, we really like to enga ...
Elon Musk Is Right Leader for Tesla, Says Chair
Bloomberg Technology· 2025-10-28 16:07
Succession Planning & Leadership - The board has a succession plan in place, including a "plan for a plan," particularly if something untoward were to happen [2] - A robust succession plan is tied to unlocking the last two tranches of the performance plan [3] - There is a contingency plan with individuals both within and outside of Tesla as near-term options if Elon Musk were to leave [3] - The company believes Elon Musk is the right leader for the next decade to deliver the plan and opportunities [5] Shareholder Vote & Potential Outcomes - There is a very real risk that Ireland leaves if the vote is a no [1] - A "no" vote has implications for Elon Musk's leadership and the performance plan itself [2] - It's too early to call the outcome of the vote, as most investors wait until the last minute to vote [6] - The company is focused on answering shareholder questions regarding the annual shareholder meeting agenda [4] - The company is meeting with institutional investors to address their questions [6] - Some investors, like the pension fund in Florida, are making their votes public [7]