ANNOUNCER: "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: COMING UP, META AGREES TO DEPLOY MILLIONS OF NVIDIA PROCESSORS OVER THE NEXT FEW YEARS. PLUS THE CEO MARK ZUCKERBERG WILL TAKE THE STAND LATER TODAY IN A LANDMARK SOCIAL MEDIA ADDICTION TRIAL IN LOS ANGELES.WE DISCUSS NEWS IN SOFTWARE AND ENERGY TECH WITH SOME CEO'S LATER THIS HOUR. WELCOME TO "BLOOMBERG TECHNOLOGY." THE STORY RIGHT NOW IN PUBLIC MARKETS WHEN IT COMES TO TECH IS WE ARE ...

Core Viewpoint - The ongoing legal and regulatory challenges facing social media companies, particularly regarding Section 230, may not lead to significant changes in their business models unless there is substantial federal intervention [3][4]. Group 1: Impact on Social Media Companies - The tragic nature of cases related to social media's impact on individuals raises questions about potential changes in company operations and societal effects, but skepticism remains regarding actual changes [2][3]. - Social media companies have historically managed to absorb fines and penalties without significant impact on their profitability, indicating strong business models that may not be easily disrupted [4]. - Countries like Spain are attempting to impose restrictions on social media usage for children, reflecting a growing trend of regulatory scrutiny beyond the United States [4][5]. Group 2: Global Regulatory Landscape - The U.S. may face challenges in maintaining its influence over global digital markets as other countries, including those in the EU and Latin America, begin to establish their own regulations that could hinder the monetization efforts of major tech platforms [6]. - Snap has reported slower user growth due to regulatory actions in various markets, highlighting the potential for international regulations to affect user engagement and platform viability [6].

Core Viewpoint - Nvidia Corporation (NVDA) has shown limited growth, with a 2.4% increase since late November, underperforming compared to the S&P 500 index [1] Company Summary - The stock has been consolidating, indicating a period of stability or lack of significant movement in its price [1] - The company operates within the technology sector, particularly focusing on the TMT (Technology, Media, and Telecommunications) landscape [1] Market Context - The broader market, represented by the S&P 500, has outperformed Nvidia during the same period, suggesting potential challenges for the company in gaining momentum [1]

英伟达与Meta Platforms扩大合作伙伴关系，对英特尔来说可能不是个好兆头。 英伟达周二宣布，将在Meta Platforms的数据中心部署更多其基于Arm的Grace中央处理器，这家芯片制 造商称之为"首次大规模仅采用英伟达Grace的部署"。这些CPU用于运行应用程序和智能体等任务。 研究公司Radio Free Mobile的创始人理查德·温莎认为，此次扩大合作是"数据中心向Arm迁移的步伐正 在加快的迹象"。他在周三的一份报告中表示，对于x86 CPU架构与Arm同名架构相竞争的英特尔而言， 这一动向"是糟糕的消息"。他在这份报告中称该交易是"英特尔杀手"。 温莎说，英特尔长期以来一直主导著服务器芯片市场，而基于Arm的芯片"常常举步维艰"，因为它们与 数据中心的传统软件系统不兼容。温莎指出，从英伟达与Meta的交易来看，这种情况很可能已成为过 去。 以图形处理器闻名的英伟达在为数据中心力推完整产品体系的过程中，其CPU业务也获得了发展动力。 服务器芯片市场总体上已重现增长势头，因为CPU对数据中心的运行至关重要。 英伟达表示，其CPU为Meta的数据中心提供了更高的每瓦性能。温莎指出，随著人 ...

Let's bring in Alex Canowitz, founder of Big Technology. It's a newsletter and a podcast. I wasn't even going to clarify.Everybody knows. Uh anyway, Alex, it's great to have you here. Um great to be here.>> So, first of all, to Julia's point, the concern is that there might have to be both monetary uh fines here, possibly changes to the app. That would probably be the biggest thing that could hurt it, right. Is if it has to go make significant changes to how people use uh its apps and Instagram.Definitely i ...

Mark Zuckerberg is on the stand today in a very high-profile social media trial in downtown Los Angeles. Julia Borston is live outside the courthouse for us today uh for today's tech check, no less. Julia, what can you tell us.Well, Kelly, Mark Zuckerberg has been testifying for the past hour in this trial on the addictive nature of Meta's product design and potential damage done to kids and teens. Now, one key line of questioning that he's been facing is whether Meta actually prevents kids under age 13 fro ...

Mata is among the top two customers for in video chips. So it's more to do with the fact that not only are they using the GPUs from NVIDIA, they're also using the CPUs now. And Intel and AMD used to own that market of server CPUs.And what NVIDIA is saying is will give you a better throughput, a better performance if you end up using our GPU cluster complement or CPU's. And I think overall, I mean, that's Metters way of making sure they get the supply from inferior because we heard that at least ten times fr ...

Core Insights - The adoption of Nvidia CPUs indicates a potential major transition towards Arm-based chips in data centers [1] Industry Implications - The shift to Arm-based architecture could enhance performance and energy efficiency in data centers, aligning with industry trends towards more efficient computing solutions [1] - Nvidia's move may influence other tech companies to explore Arm-based options, potentially reshaping competitive dynamics in the semiconductor market [1]

Meta CEO Mark Zuckerberg took the stand Wednesday in Los Angeles Superior Court in a landmark trial over claims that social media platforms harm children, marking his first time answering youth safety allegations before a jury. The bellwether lawsuit, K.G.M. v. Meta Platforms, Inc., et al., was filed by a 20-year-old California woman identified by her initials. She alleges that Meta and other social media companies engineered their platforms to hook young users, fueling her depression and suicidal thoughts, ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...