🔥 LATEST: Intel and Google expand their AI infrastructure partnership to scale Xeon CPUs and custom IPUs across Google Cloud, aiming to boost performance and efficiency at scale. https://t.co/MdNfaxOOKz ...

🚨 TECH: INTEL AND GOOGLE ANNOUNCE MULTI-YEAR CHIP DEAL FOR AI AND CLOUD INFRASTRUCTURE@intel and @Google announced a multi-year collaboration under which Google will continue deploying Intel Xeon processors for its next-generation AI and cloud infrastructure. The deal includes co-development of custom infrastructure processing units that offload networking, storage and security functions from host CPUs.Google currently runs Intel Xeon 5 and Xeon 6 chips powering C4 and N4 instances for AI training coordinat ...

Samsung plans a $4 billion outlay to build a chip packaging plant in northern Vietnam, as the country’s largest foreign investor expands its footprint in the country https://t.co/RtGewltBWZ ...

>> "BLOOMBERG TECH" IS A LIVE COAST-TO-COAST, LOOK CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." ENERGY PRICES TUMBLE AND GLOBAL TECH STOCKS RALLY AFTER THE U.S. AND IRAN AGREE TO A TWO-WEEK CEASE FIRE. CAROLINE: ANTHROPIC'S NEW MYTHOS MODERATE IS -- MODEL IS GIVING COMPETITORS EARLY ACCESS TO GET AHEAD OF POSSIBLE CYBERATTACKS.ED: APPLE'S FIRST FOLDABLE PHONE IS STILL ON TRACK TO LAUNCH IN SEPTEMBER, DESPITE REPORTS OF MAJOR MANUFACTURING DELAYS. CAROLINE: FIRST, A ...

Investors need exposure to semiconductor companies and other “picks and shovels” of AI as spending accelerates, says Goldman Sachs Asset Management’s Brook Dane https://t.co/eGwmRQuIHr ...

Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane, Goldman Sachs Asset Management's co-head of public tech investing, discusses his strategy for investing in tech stocks amid the relief rally. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & ana ...

This is a chip made by Taiwan Semiconductor Manufacturing [music] Company, and we're here at its California offices for a rare interview about one of the next big bottlenecks [music] in the race to make enough chips to power AI, advanced packaging. We build the silicon, we get the the HBM from the memory vendors, and then we build up the organic interposer in our packaging fab and do the pick and place. But right now, TSMC sends [music] almost every chip like this, even the ones made in the US, back to Taiw ...

MATT: IT IS 5:00 IN NEW YORK CITY, 10:00 A. M. IN LONDON.I AM MATT MILLER IN FOR VONNIE QUINN. STOCKS ARE SOARING AND THE DOLLAR DIPS AFTER THE U.S. AND IRAN AGREE TO A TWO-WEEK CEASE-FIRE. OIL DROPS BACK BELOW 00 A BARREL AS SHIPS AWAIT A TEMPORARY REOPENING OF THE STRAIT OF HORMUZ.TREASURIES RALLY WITH BETS THE FED WILL RESUME ITS RATE CUTS AND AUCTION FOR 10 YEAR NOTES ON DECK THIS AFTERNOON. YOU CAN SEE S&P FUTURES AT THEIR SESSION HIGHS, UP 2.7%. NASDAQ FUTURES UP 3.5%.SMALL CAPS DOING EVEN BETTER. A M ...

A Bain-owned data center business has removed from its Malaysian computing hub a Southeast Asian company the US suspects of smuggling Nvidia chips https://t.co/vjoRfRpVD9 ...

🚨 HUGE Silicon Valley + Tesla news!Semiconductor legend @magicsilicon just announced his partnership with @elonmusk to build Terafab — the next-gen AI chip fabrication powerhouse aiming for 1 TERAWATT of compute per year!Intel is in too. America is bringing advanced chip manufacturing home.The AI & Tesla acceleration is unstoppable 🔥 ...