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08.07.26 - 23:43
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AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles (Bloomberg)
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In this segment, Songyee Yoon, Director on HP's Board and Founder of Principal Venture Partners, discusses the emerging divergence between the chip cycle and the hyperscaler cycle amid the AI build-out. She highlights the critical issue of whether hyperscalers will reduce their spending as the costs of AI infrastructure escalate, a factor that could significantly impact the broader AI investment landscape and equity market performance. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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08.07.26 - 22:36
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Datacentres are a ticking time bomb. We must make sure AI′s benefits outweigh the costs | Nicki Hutley (The Guardian)
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They suck up energy and water, and blast out heat. Just who is better off from all this investment – aside from tech bros?The two great existential threats of our time – the climate crisis and AI – come hurtling together in the explosion of datacentres across Australia and around the world.You can hardly avoid hearing about them these days, either with awed reverence of the promised benefits to humankind or with fear and anger given the implications for the climate, inflation, jobs and even housing affordability. Continue reading......
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08.07.26 - 21:42
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AI Chip Startup Raises Funds at $11B Valuation (Bloomberg)
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Bloomberg's Ryan Gould joins Dani Burger on "Bloomberg Deals." Chip startup SambaNova has raised $1 billion at an $11 billion valuation, underscoring investors' conviction in rising demand for infrastructure tied to artificial intelligence.
(Source: Bloomberg)...
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08.07.26 - 20:42
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Lerer Hippeau Seeing Second Generation of AI Startups (Bloomberg)
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AI is dominating venture capital, with OpenAI, Anthropic and xAI attracting a huge share of global funding. Eric Hippeau, managing partner at Lerer Hippeau, joins Ed Ludlow on "Bloomberg Tech" to discuss what that means for startups and the broader VC market. (Source: Bloomberg)...
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08.07.26 - 20:42
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Media and AI Back in the Sun Valley Spotlight (Bloomberg)
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AI is top of mind at Sun Valley for the Allen & Co annual gathering of media, technology and finance moguls - with tech leaders including Tim Cook, Alex Karp, Jeff Bezos, and Bill Gates in attendance. Bloomberg's Michelle Davis joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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