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08.09.26 - 16:54
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AI ROI to Drive Capex Spending: Dudley (Bloomberg)
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Katrina Dudley, Senior Investment Strategist at Franklin Templeton Public Markets, discusses the returns on AI spending being pushed out further and the justification for infrastructure spending. She speaks to Bloomberg's Vonnie Quinn and Bailey Lipschultz on "Open Interest." (Source: Bloomberg)...
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08.09.26 - 15:48
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Qualcomm to Provide Custom AI Chips to Amazon (Bloomberg)
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Qualcomm said it signed up Amazon.com as a data center chip customer in a deal that gives Amazon the right to acquire as much as $4 billion in shares. Mandeep Singh of Bloomberg Intelligence has more. (Source: Bloomberg)...
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