Dell Tech World, Musk Commits to Staying at Tesla | Bloomberg Technology
>> FROM THE HEART OF WHERE INNOVATION, MONEY AND POWER COLLIDE IN SILICON VALLEY AND BEYOND. THIS IS "BLOOMBERG TECHNOLOGY" >> LIVE FROM LAS VEGAS THERE IS BLOO "BLOOMBERG TECHNOLOGY." WE WILL DRILL DOWN INTO AI INFRASTRUCTURE AND THROUGHOUT THE DAY WITH EXPERTS IN THE FIELDS RIGHT HERE AT DELL TECH WORLD. ELON MUSK DISCUSSES EVERYTHING FROM TESLA AND STAR LINK TO HIS POLITICAL INVOLVEMENT.
THE SECRETARY RETURNS WITH A LOOK INTO OPEN AI’S FIRST STAR GATE SITE IN TEXAS. THIS IS WHAT FINANCIAL MARKETS LOOK AT NOW. I WOULD SAY WE ARE TAKING A BIT OF A BREATHER. THERE IS SOFTNESS IN SPHBG
NAMES AND SOME AMOUNT I. STRUCTURE NAMESMENT ONE NAME TO THE UP SIDE SO PARED SOME IS DELL TECHNOLOGIES. THE LAST 4 HOURS TALKING ABOUT EXPANDED AMOUNT I. SOLUTIONS PARTNERSHIP WITH NVIDIA.
NVIDIA IS A POUNDS DRAG WHEN THINK OF THE NASDAQ 100 OR STOCKS. TESLA IS UP 1%. IT HAD BEEN PUSHED WERE HIGHER INTO PREACTIC BECAUSE OF STATEMENTS BY ELON MUSK. HE SPOKE TO BLOOMBERG IN A WIDE RANGING INTERVIEW FROM THE QATAR ECONOMIC FORUM WITH MICHELLE HUSSEIN. HERE IS PART OF THAT INTERVIEW. >> TELL ME HOW COMMITTED YOU ARE TO TESLA. DO YOU SEE YOURSELF AND ARE YOU COMMITTED TO STILL BEING THE C.E.O. THERE IN FIVE YEARS TIME? >> YES. >> NO DO NOT ABOUT THAT AT ALL? >> WELL, NO, I WOULD DIE.
>> SHORT OF THAT. >> FIVE YEARS FROM THERE LET ME SEE IF I’M DEAD. >> DOES THAT MEAN THAT THE VALUE OF YOUR PAIN DOESN’T HAVE ANY BEARING ON YOUR DECISION? >> UH, WELL THAT IS NOT REALLY A SUBJECT FOR ASKING IN THIS FORUM. I THINK OBVIOUSLY THERE SHOULD BE COMPETITION SHOULD MATCH THAT SOMETHING INCREDIBLE WAS DONE. BUT I’M CONFIDENT THAT WHATEVER SOME ACTIVIST POSING AS A JUDGE IN DELAWARE HAPPENS TO DO WILL NOT AFFECT THE FUTURE COMPENSATION. >> THERE IS THE JUDGE YOU TWICE STRUCK DOWN THE $56 BILLION PAY PACKAGE THAT WAS AWARDED TO YOU. ON CURRENT VALUE OF STOCK
OPTIONS -- >> NOT A JUDGE. THE ACTIVIST WHO IS CAUGHT PLAYING A JUDGE IN A HALLOWEEN COSTUME. >> THAT IS YOUR CHARACTERIZATION.
>> YES. JUSTICE ACCORDING TO THE LAW. >> I THINK THE VALUE OF IS $100 BILLION. YOU SEE YOU ARE RELAXED ABOUT THE VALUE OF YOUR FUTURE PAY PACKAGE. YOUR DECISION TO BE COMMITTED TO TESLA AS LONG AS YOU ARE WITH US ON THIS PLANET IS INDEPENDENCE OF PAY? >> NO. >> IT IS NOT INDEPENDENT SO PAY IS A RELEVANT FACTOR TO YOUR COMMITMENT TO TESLA? >> IT IS SUFFER CONTROL SUCH THAT I CANNOT BE OUSTED BY INVESTORS AND I SAID THIS POSSIBLY BUT LET’S NOT HAVE THIS BE A DISCUSSION OF MY LESS PAY. IT IS NOT A MONEY THING.
IT IS A ROOM CONTROL OF THE FUTURE OF THE COMPANY PARTICULARLY IF WE ARE BUILDING MILLIONS OF CUMULATIVE ROBOTS. I CAN’T SIT THERE WONDERING IF I’M GOING TO BE TOSSED OUT FOR POLITICAL REASONS. THAT IS ALL THAT MATTERS. >> THAT WAS ELON MUSK SPEAKING TO BLOOMBERG.
I WANT TO KEEP THE CONVERSATION GOING WITH DAVID WELWELCH. IN THE PREACTIC BECAUSE THIS TOOK PLACE PRIOR TO THE PHAPBGT OPEN IN THE UNITED STATES THE THING THAT MOVED THE STOCK WAS HIS EXPLICIT ITERATION HE IS COMMITTED TO TESLA FOR THE NEXT FIVE YEARS WITH THE CONTEXT THERE ARE CONCERNS ABOUT HIS POSITION AS C.E.O. AND HOW LONG HE WILL STAY IN THAT ROLE. >> HE SAID HE WAS GOING TO STAY THERE FIVE YEARS AND PAY IS NOT THE OBJECTIVE. HE WANTS TO MAINTAIN CONTROL
AND ALONG AS HE’S AUTOMOBILE IT KEEP CONTROL IS KEY. THERE’S NO REASON THAT HE CANNOT. HE WILL BE AROUND THE COMPANY AND SINCE THE SHARES TOOK A HIT WHEN IT APPEARED HE IS OVERLY DISTRACTED IF HE IS ENGAGED HE IS STAYING. SHARES WENT UP QUITE A BIT ON THAT. THEY CAME DOWN LATER. MAYBE EFRBS TALKING ABOUT TOO MANY THINGS AND INVESTORS ARE GETTING THE IDEA HE WILL ALWAYS HAVE A LOT OF DIFFERENT INTERESTS. BUT YOU ARE RIGHT.
BOTTOM LINE IS HE WILL BE THERE FIVE YEARS AT LEAST. HE WILL BE RUNNING THE COMPANY. AND HE HAS HIS WAY OF CONTROLLING COMPANY. THAT’S WHAT INVESTORS WANT TO KNOW. >> HE DISCUSSED SPACE X AND I ENCOURAGE OUR AUDIENCE TO WATCH THE FULL 30 MINUTE CONVERSATION. PART OF THE CONVERSATION WAS HAS POLITICS AND MLB HUSSEIN PUSHED HIM ON WHETHER SALES HAD BEEN DAMAGED BY HIS ASSOCIATION WITH THE TRUMP ADMINISTRATION.
HE MADE A POINT THAT WEAKNESS WAS LARGELY FELL IN EUROPE AND ALL AUTO MAKERS HAVE BEEN SEEING THAT. WHAT DID WE LEARN ABOUT TEST CAN’T R LA’S CORE BUSINESS? >> HE IS KIND EVERYBODY DISMISSING THERE’S A LOT OF ISSUES AND TKHRAOEFRLD -- CLEARLY WILL ISSUES IN THE U.S. AND THEY HAVE MORE COMPETITION IN CHINA AND CHINA.
I THINK THE POLITICAL PART IS MORE RELEVANT IN EUROPE. THERE’S A LOT OF RESEARCH THAT SHOWS THAT E.V. BUYERS CONTINUED TO BE LEFT OF CENTER AND VERY LIBERAL IN TERMS OF THE POLITICAL SPECTRUM AND SOME HAVE GONELESS WHERE. GENERAL MOTORS SAYING CADILLAC IS GIVING 10% OF THEIR TRADE-INS ACCORDING TO A CN PWFRBC REPORT COMING FROM TESLA SO CLEARLY SOME COMPANIES ARE BENEFITING. ONE THING HE SAID YOU ARE SEEING MORE POLITICAL LY CONSERVATIVE CONSUMERS BUY TESLAS BECAUSE THERE WERE NOT LOOKING AT THEM SO MAYBE THERE IS SOME MITIGATION TO SOME OF THE SALES. BUT CLEARLY IT HAS TAKEN AN EFFECT ON THE COMPANY SALES AND IT WILL BE SOMETHING HE WILL HAVE TO DEAL WITH GOING FORWARD AT LEAST WITH FRESHER PRODUCTED A MAYBE TALKING LESS ABOUT POLITICS IN THE FUTURE AS WELL.
SKWRA>> OTHER STOCK WATCHING IS ALPHABET. THE CONCERNS KICKS OFF WITH MANY WANTING TO SEE THEIR AI ADVANCEMENTS. YOU TAKE INTO ACCOUNT EVERY MORNING THE MACRO AND MICROMENT THERE ARE TECHNOLOGY EVENTS HAPPENING ALL OVER THE WORLDS MANY I’M AT LAS VEGAS AT DELL TECHNOLOGIES BUT IN SILICON VALLEY GOOGLE IS SON THE WAY AND AS INVESTORS YOU HAVE TO WAIT FOR COMMENTS. WHAT IS THE ANTICIPATION DRIVING THIS NAME? >> THERE’S A LOT OF ANTICIPATION ABOUT THIS WANT BECAUSE THERE’S A LOT OF HOPING PUT ON ALPHABET THAT IT WILL BE ABLE TO SHAKE OFF SOME OF THE A.I.
CONCERNS THAT HAVE BEEN DOGGING THE STOCK THIS YEAR AND REALLY TWO EVERY OF THEY HAVE BEEN CONSIDERED THEIR MAC SHARE WITH AN INTERNET SINGLE IS AT RISK WITH THE NEWER AMOUNT I. RELATED START-UPS SO IT IS CRUCIAL TO DAZZLE INVESTORS AND SHOW NEW FUNCTIONALITY AND INTEGRATION ACROSS ITS PRODUCTS AND APPLICATIONSMENT PEOPLE WANT TO SEE THEY ARE A PAGE PLAYER IN HELP SHIFTING THE NARRATIVE WITH ALPHABET BEING A HRLITTLE BEHIND BUT STILL BEING AT THE FOREFRONT. >> YOU LOOK AT FINANCIAL MARKETS I SEE LARGELY BIG TECH UNDER PRESSURE, NVIDIA TAKING US LOWER. IS THIS CORE STORY TO THE TECH SECTOR? >> I THINK PEOPLE JUST REMAIN VERY FOCUSED ON THE ECONOMIC OUTLOOK. THERE’S BEEN SO MUCH BACK AND FORTH WITH TARIFF POLICY AND GOVERNMENT POLICY OVERALL.
WE JUST GOT OUT OF THE EARNING SEEN AND WHILE IT WAS A PRETTY STRONG SOUTHEASTERN THERE ARE CONCERNS ABOUT WHAT IS THE NEXT QUARTER GOING TO BE LIKE AND THE IMPACT OF TARIFF AND WHEN WILL WE SEE A BIGGER RETURN ON A.I. INVESTMENT. COUPLED WITH VALUATIONS THAT ARE IN THE MIDDLE OF THEIR LONGER-TERM. THEY ARE WELL OFF THE LOWS FOLLOWING THE LOW IN EARLY APRIL SO I THINK PEOPLE ARE IN A WAIT AND SEE MODE. WHICH IS WHY TERROR LOOKING TO
WANTS LIKE I.O. TO SEE WHAT THE NEXT CATALYST WILL BE. >> WE WILL HEAR FROM THE C.E.O. OF WHAT THE OPEN AI RIVAL IS DOING TO ATTRACT CLIENTS. ED: WELCOME BACK TO "BLOOMBERG TECHNOLOGY."
WE ARE LIVE FROM LAS VEGAS AND WE HAVE ADEN GOMEZ FOR A COMPANY THAT PROVIDES SECURITY TO BUSINESSES. THE ENTERPRISE. A REASONABLE QUESTION IS WHY CO-HERE -- WHY WOULD YOU LOOK SO DEEPLY AT INFRASTRUCTURE AND I THINK THAT TAKES US TO AGENTIC AI AND AI MEMORY AND WHY HAVING PROXIMITY WHERE THE DATA IS FROM GIVE VALUE. >> WE ARE PARTNER ING WITH DEL AND WE ARE ANNOUNCING OUR PARTNERSHIP TO DEPLOY OUR NORTH PLATFORM WHICH IS THE ASIAN FOR DELL WITH THEIR CUSTOMERS. ED: COHERE IS SEEN AS A SMALLER
PLAYER WHEN YOU THINK ABOUT OPEN AI. WHAT IS YOUR COMPETITIVE MODE? WHAT MAKES COHERE DIFFERENT? >> WHAT MAKES US BEST IS OUR FOCUS AND WE CAN DEPLOY SO PRIVATELY. THERE IS NO OTHER PROVIDER THAT CAN PROVIDE A PRODUCT THAT GOES ON PRIM OR CLOUD AND IF HE FEEL LOOK PLUGGING ALL OF THEIR DATA BECAUSE IT STAYS ON THEIR INFRASTRUCTURE. ED: THAT SECURITY ELEMENT IS WHAT WOULD PUSH A CUSTOMER TO CHOOSE YOU OVER ONE OF THOSE NAMES? >> YES. IF YOU ARE GOING TO BUILD AGENTS THEY NEED TWO SEE THE INFORMATION AND ACCESS THE SYSTEMS THAT THE HUMANS IN YOUR ORGANIZATION SEE.
AND YOU HAVE TO TRUST THAT SYSTEM. YOU DON’T WANT CRITICAL CUSTOMER DATA, PASSIONATE RECORDS GOING TO SOME OTHER ENTITY AND BEING COMPROMISED SO OUR MODEL IS THE MOST SECURE MMENT ED: IN SIMPLE TERMS, DELL TAKES AN UNDERLYING TECHNOLOGY I ASSUME FROM NVIDIA, PUTS IT INTO THE SERVER FORMAT AND HELP YOU BUILD THAT INFRASTRUCTURE OUT. BUT THAT IS NOT YOUR AREA OF EXPERTISE SO REFLECT WHAT IT IS LIKE WORKING WITH WELL AND ALLOWED YOU TO MOVE MORE QUICKLY? >> DELLAS THE TRUST OF THE WORLD ENTERPRISES THE MOST SECUREED A PRIVATE DEPLOYMENTS ARE POWERED BY DELL SO WE HAVE BEEN LUCKY TO PARTNER WERE THEY ARE A GO TO PHRARPBLG PARTNER AND TECHNOLOGY PARTNER AND HELP US DEVELOP THIS MORE IN EXTREMELY REGULATED SECTORS WITH THE HIGH PRIVACY SECURITY CONSTRAINTS. ED: THERE’S BEEN REPORTS OF
COHERE’S FINANCIAL SUCCESS ON A RIGHT HAND RATE OR ANNUALIZED $100 MILLION OF REVENUE. TALK MORE ABOUT THROWS NUMBERS A.M. TRAJECTORY YOU ARE ON AS A BUS BUSINESS. >> A CHAT HAS COME OUT AND THE ENTERPRISE WORLD HAS STRUGGLED TO KEEP UP WITH THE CONSUMER MARKET BUT IT STARTED NOW. LAST YEAR WAS THE YEAR OF THE P.O.C. BUT NOW WE ARE SEEING PRODUCTION AND ENTERPRISE DEPLOYMENTS HIT THE HANDS OF EVERY SINGLE EMPLOYEE IN THE ORGANIZATION SO IT HAS STARTED TO SCALEMENT WE HAVE DOUBLED REVIEW SINCE THE BEGINNING AND WE ARE SEEING A TOTAL TAKEOFF ON THE ENTERPRISE BUSINESS. ED:
PROFITABLE? >> WE ARE NOT PROFITABLE YET. ED: I GUESS IS COMPUTE AND TALENT THAT KEEPS YOU SPENDING MONEY. >> DEFINITELY COMPUTE BUT I THINK WE ARE VERY CLOSE TO CROSSING THAT LINE AND BECOMING PROFITABLEMENT WE ARE NOT FAR AWAY. SO THE ENTERPRISACTIC’S GROWTH IS FUELING OUR GROWTH BUT WE WANT TO GROW AS QUICKLY AS POSSIBLE SO WE WILL KEEP SCALING UP THE TEAM AND COMPUTE AND SMACKINGMENT ED: UNLESS I’M SPAIN BECAUSE I LOOK THEY HAD LINES I THINK IT HAS BEEN ALMOST A YEAR SINCE YOU RAISED ANY MONEY AND EVEN THE BIGGER BEASTS USE VARIOUS MCNYMPHS TO RAISE FUNDS. >> WE ARE A START-UP SO WE WILL CONTINUE TO FUND RAISEMENT WE HAVE NOTHING TO ANNOUNCE RIGHT NOW BUT WE WILL CONTINUE TO FUND RAISEMENT ED: IF YOU ARE IN THERE ENVIRONMENT WITH $100 MILLION ANNUALIZED AND YOU SAID IT DOUBLED SO FAR THIS YEAR.
>> MORE THAN DOUBLED. ED: WHAT IS IT THAT ENTERPRISE IS DRIVING. THE SPECIFIC SERBGTSZ IN FINANCIAL OR HEALTH CARE WHERE YOU GET TRACTION IN BIGGER DEALS. >> BECAUSE OF HOW SECURE WE ARE OUR PRODUCT RESONATES WITH REGULATED INDUSTRIES SO THINK FINANCIAL SERVICES, OPINION SECTOR, TELCO, ENERGY WEREN’T THESE REGULATED INDUSTRIES CURRENTLY CANNOT ACCESS TO THE TECHNOLOGY WITHOUT HAVING THE SKAOURBT CONSTRAINTS MEDICINE R MET SO OUR PRIVATE DEPLOYMENT MODEL LEFT-HAND SIDE ITSELF WELL FOR THAT. ED: THERE WAS A TIME VERY LEASTLY WHERE TRYING TO PUSH COMPANIES TO GO ON PRIM WAS UNTHINKABLEMENT WE WERE MOVING FOR THE CLOUD. HOW HARD IS IT TO PIVOT BACK TO
A DIFFERENT INFRASTRUCTURE MODELED A SAY THIS IS THE BEST WAY OF DOING IT? >> I THINK WE GOT GOOD AT IT. IT IS -- THOSE AGENTS NEED TO HAVE ACCESS IT ALL YOUR SYSTEMS. IF YOU DON’T TRUST THE TECHNOLOGY YOU ARE NOT GOING TO PLUG IT IN. SO MAXIMIZING TRUST JUST POUNDS IN THE DIRECTION OF ON PRIM OR EXTREMELY PRIVATE CLOUDS.
FOR REGULAR LATED INDUSTRIES IT IS THE ONLY OPTION. SO, I THINK THAT WE HAVE GOTTEN QUITE GOOD AT THAT AND IT IS NOT AS PAEUFRLS IT USED TO BE. ED: CAN DELL MOVE AS QUICKLY AS YOU KNEELED TO? >> I THINK SO. I THINK THEY ARE. ED: ANY EXAMPLE? >> WE WERE ABLE TO GET A NORTH INSTANCE UP RUNNING IN A WEEK. SO VELOCITY FITTING TO THEIR HARDWARE THAT I THINK PROVES THAT THE URGENCY FROM BOTH SIDES IS THERE. ED:
ADEN GOMEZ C.E.O. HERE OF COHERE. COMING UN, GOOGLE KICKS OFF ITS DEVELOPMENT CONDITIONS WHERE THE FOCUS IS ON SEARCH AND AMOUNT I. THAT IS NEXT. THIS IS "BLOOMBERG TECHNOLOGY." WE ARE WATCHING SHARES
OVERNIGHT IN HONG KONG THIS. IS CATL THE BIGGEST MAKER OF E.V. BATTERIES. HONG KONG DEBUT SURGING MORE THAN 16% IN ITS TRADING DEBUT. WE WILL TRACK IT THROUGHOUT THE
WEEK. ED: ONE OF THE MANY TECHNOLOGY EVENTS THIS WEEK IS GOOGLE I.O. WE WERE TALKING WITH RYAN THAT THERE IS IT HOPE FROM INVESTORS AND GOOGLE STAFF AND TECHNOLOGY INDUSTRY PARTICIPANTS THAT GOOGLE I.O. WILL GIVE US SOMETHING THAT THE TKDOMINANCE THEY ONCE HAD IS NOT ON SHAKY GROUNDMENT >> THAT IS RIGHT. THE STAKES ARE HIGH NOT JUST BECAUSE IT IS GOOGLE HE IS BIGGEST EVENT OF THE YEAR BECAUSE ITS RIVALS ARE NIPPING AT ITS HEELS WITH ARTIFICIAL INTELLIGENCE.
THE BIG FOCUS WITH SOME OTHER ANNOUNCEMENTS ON THE HARDWARE FRONTS WILL BE AI, ITS NAG SHIP AI MODEL GEMINI. HOW HAS IT BEEN IMPROVED AND HOW MUCH OF A LEAP IS IT FROM GEMINI 2.0MENT WE WILL LOOK FOR EXAMPLES OF WHAT SETS IT APART AND COST AND HOW IT WILL BE UNDER GREATED ACROSS GOOGLE’S SUITEMENT IT IS ANDROID BUT ALSO GOOGLE PRODUCTIVITY APPS LIKES DOCKS AND SHEETS, SEARCH IS WHAT WE ARE GOING TO BE ALSO PAYING ATTENTION IT HERE. AS YOU MENTIONED INVESTORS ARE STARTING TO WONDER IF IT IS ON SHAKY GROUND WITH RIVALS LIKE OPEN AMOUNT IMPLEMENT. ED: GOOGLE I.O. IS A DEVELOPERS CONCERNS BUT WE WERE SHOWING THE CALENDAR OF ALL THE TECHNOLOGY CONFERENCES IN THIS INTENSE FOUR DAY PERIOD AND IT IS VERY MUCH ABOUT BUSINESS. WHAT WILL ALPHABET AND GOOGLE TELL US ABOUT HOW GEMINI IS BEING USED BY ENTERPRISE CUSTOMERS AND HOW IT IS DRIVING GROWTH FOR G.C.P.
>> RIGHT. IF YOU THINK BACK TO THE MEADOWS CONFERENCE A COUPLE WEEKS AGO THEY ANNOUNCED THEY WERE GOING TO BE CREATING A NEW AMOUNT PENALTY I. TO ROLL IT OUT TO THAT DEVELOPER COMMUNITY THE SAME WAY THAT OPEN AI HAS A COMPETING PRODUCT.
THIS IS ANOTHER FRONTIER OF HOW BOOK MONETIZE THERE WITH A COMMUNITY THAT PLUCKED INTO THIS TECHNOLOGY. DEVELOPERS ARE THE ONES WHO ALMOST GET THE FIRST WAVE OF USAGE AND THIS IS HOW YOU GET TO SEE WHAT IS WORKING AND NOT WORKING. AT THE SAME TIME WE WILL BE LOOKING FOR OR WAYS AI WILL BE INTEGRATED ACROSS ITS ECOSYSTEM. WE GOT SOME REPORTS A COUPLE WEEKS AGO SEARCH WILL TAKE ON A DIFFERENT FORM IN POINT OUT MODAL BECAUSE WE COULD EXPECT IT BE ROLLED OUT TODAY. THINK SHOPPING FEATURES, I THINK THERE WAS A REPORT THAT KEYS THAT IT MIGHT BE COMING DOWN THE MINE. HOW IT ROLLS IT OUT TO THE USER BASE WILL BE KEY. ED: WE JUST HAVE 20 SECONDS BUT A
IS THE VIBE ON THE GROUND AT MOUNTAIN VIEW? >> THERE’S SO MUCH ENERGY. THIS IS KIND OF BEEN A REALLY PACKED YEAR FOR ARTIFICIAL INTELLIGENCE, DEEP SEEK, META, ALL THE OTHER RIVALS STARTING TO GENERATE BUZZ ABOUT THE NEXT FRONTIER AND YOU CAN FEEL THAT H H -- YOU CAN FEEL THAT. ED: JOIN LATER FOR HER INTERVIEW WITH LIZ REEDS. THAT WILL BE 2:30.
ED: WELCOME BACK TO "BLOOMBERG TECHNOLOGY." I'M ED LUDLOW IN LAS VEGAS. THIS IS WHAT FINANCIAL MARKETS LOOK LIKE NOW. WE HAVE LOST MOMENTUM PARTICULARLY ON THE BIG TECH INDEX.
IT IS SEMICONDUCTORS WHERE YOU SEE UNDERPERFORMANCE. THE PHILADELPHIA SEMICONDUCTOR INDEX DOWN .6%. NVIDIA IS A BIG REASON WHY. WE WILL GET INTO IT ABOUT WHAT IS HAPPENING WITH NVIDIA. THERE IS A LOT OF NEWS FLOW WITH LAS VEGAS BUT ALSO COMPUTEX OUT OF TAIWAN. A TECHNOLOGY HEADLINE YOU MAY HAVE MISSED, AIRBNB SHARES ARE UNDER PRESSURE. THERE WAS A REPORT IN "THE NEW
YORK TIMES" THAT THE COUNTRY OF SPAIN HAS ASKED AIRBNB TO REMOVE 66,000 LISTINGS IN THE COUNTRY. THAT SEEMS TO BE THE ONLY KABBALIST OUT THERE. THE STOCK DOWN 3%. WE WILL CONTINUE TO TRACK THAT. BRIAN CHESKY WAS TALKING ABOUT THE EXPANSION IN EUROPE. THE FOCUS AS IT HAS BEEN FOR MANY DAYS IS AI AND RESEARCHER.
THE CEOS OF OPENAI AND SOFTBANK HAVE PROMISED A LOT WITH THIS TARGET INVESTMENT. IN THE LATEST EPISODE OF "THE CIRCUIT," EMILY CHANG SPOKE WITH OPENAI CEO SAM MOMENT AND THE SOFTBANK CEO ABOUT THEIR HOPES FOR THE PROJECT AND HOW IT CAME ABOUT. EMILY: HOW DID YOU GET TO TALKING TO LARRY ELLISON AND HOW DID YOU WILL COME TOGETHER? SAM: I DID TOO LONG TRIPS AROUND THE WORLD AND A LOT OF IT WAS TO TALK TO DEVELOPERS AND GOVERNMENTS BUT ALL A LOT OF IT TO GET MY HEAD AROUND THE SUPPLY CHAIN. ON ONE OF THOSE TRIPS I MET
WITH MASA AND WE TALKED ABOUT WHAT IT WOULD TAKE TO COMPUTE AT THIS SCALE. EMILY: HI, SO NICE TO SEE YOU. WHAT COMPOSITIONS DID YOU HAVE WITH SAM THAT LED TO STARGATE? M ASAYOSHI: WE HAVE SHARED VISION OF AGI COMING SOON AND WE NEED TO COMPUTE. EMILY: OF ALL THE BEDS YOU COULD MAKE, WHY STARGATE? MASAYOSHI: I BELIEVE IN THE VISION THAT AI, AGI WILL CHANGE MANKIND LIFE IN EVERY ASPECT. WE ARE LUCKY TO SEE THIS ENORMOUS REVOLUTION AND I WOULD LIKE TO BE PART OF THAT AND I GET EXCITED. I CAME TO CELEBRATE YOUR WEDDING AND PROMISED WE WOULD INVEST. $100 MILLION AND YOU TOLD ME "MASA, GO FOR 200!" NOW I CAME BACK WITH 500. EMILY: EXPLAIN THE MATH TO US.
HOW DOES IT LEAD UP TO $500 MILLION? SAM: THAT COVERS THE CAPACITY WE NEED GIVEN OUR BIRTH PROJECTIONS. IF WE KNEW HOW TO GET A TRILLION DOLLARS RIGHT NOW -- WE DON'T -- WOULD WE BE ABLE TO DEPLOY THE PROFITABLY THE NEXT FEW YEARS? NOT SURE, BUT I'M CONFIDENT WE CAN MAKE $500 BILLION OF THAT BACK. ED: THAT WAS SAM ALTMAN AND MASAYOSHI SON. LET'S BRING IN EMILY CHANG FROM MORECAMBE WHO GOT EXCLUSIVE ACCESS TO THE STARGATE SITE. ANY TECHNOLOGY JOURNALIST, TAKE
MY WORD FOR IT, DREAMS OF GOING INSIDE THE CUTTING-EDGE HYPERSCALER DATA CENTER. SERIOUSLY, THEY DO. EVEN BETTER TO GET INTO IT BEFORE IT IS FULLY BUILT AND OPERATIONAL. WHAT DID YOU SEE AND WHAT DID YOU REPORT? EMILY: AS YOU KNOW, AFTER 15 YEARS OF COVERING TECHNOLOGY, IT IS NOT NECESSARILY THE MOST VISUAL STORY. BUT SEEING THE SHEER SCALE AND SPEED AT WHICH THESE DATA CENTERS ARE RISING FROM THE RENDERED IN ABILENE, TEXAS -- FROM THE RED DIRT IN ABILENE, TEXAS, IS PRETTY INCREDIBLE. THERE'S A LOT OF MYSTERY, A LOT
OF SECRETS. SOME PEOPLE DON'T BELIEVE IT IS REAL, BUT I WAS THERE. WE SAW THE CRANES AND THE EXCAVATORS AND WALKED AROUND IN THE HARDHATS. THERE IS BUILDING AFTER BUILDING -- RIGHT NOW, IT IS EMPTY BUT IT WILL BE PACKED WITH NVIDIA GPU'S. THEY WILL POWER WHAT SAM ALTMAN AND MASAYOSHI SON BELIEVE WILL BE THE INSATIABLE DEMAND FOR AI. OPENAI REALLY NEEDS THIS
PROJECT TO SUCCEED, REALLY NEEDS THE MONEY TO FUND THE RESOURCES THAT WILL POWER CHATGPT AND MORE. ED:, MONEY THE PLEDGE IS $500 BILLION. IS MASAYOSHI SON GOING TO BE ABLE TO RAISE ALL OF IT? EMILY: LOTS OF SKEPTICISM ABOUT IT. THE CHERUBS ARE GRITTING MORE
UNCERTAINTY AND SOME ARE QUESTIONING WHETHER THEY WOULD -- THE TARIFFS ARE CREATING MORE UNCERTAINTY AND SOME ARE QUESTIONING WHETHER THEY WANT TO INVEST IN THESE CENTERS. THE ECONOMY IS ALWAYS CHANGING, ALWAYS SHIFTING, BUT ONE THING THAT IS SO TRUE FOR MASAYOSHI IS THAT AI IS GOING TO BE BIG AND HE TALKED ABOUT HIS CONVICTION AROUND AI, AGI, EVERYBODY'S GOING TO WANT TO USE THIS, GOING TO NEED IS F HE ADMITTED "I MADE MISTAKES." WEWORK, THAT WAS A MISTAKE FOR HE HA THE SCARS FROM THE MISTAKES HE HAS ME BUT YOU BELIEVE THAT GIVES THEM STRONGER CONVICTION -- BUT HE BELIEVES THAT GIVES THEM STRONGER CONVICTION. AND IT IS STEP-BY-STEP NOT ALL AT ONCE, TAKE IT ONE DAY AT A TIME. ED: WHAT IS WHILE THIS TARGET IS
THE HEADLINE --IS STARGATE'S DEADLINE, BUT AWS AND AMAZON WANT TO BRING A PROJECT ONLINE, ALL THESE DEALS IN THE MIDDLE EAST. DO WE REALLY NEED ALL OF THESE DATA CENTERS? EMILY: RIGHT, AMAZON, MICROSOFT, THEY HAVE BEEN PULLING BACK. THERE IS A QUESTION THAT IS A BUILDING STUFFED WITH GPU'S THAT GET HOT, IS THAT THE BEST WAY TO POWER THE AI OF THE FUTURE? EVERYONE AGREES THERE WILL BE A MORE EFFICIENT WAY AT SOME POINT, EVEN ZIMMERMAN SAID SO, BUT THAT IS NOT HAPPENING -- EVEN SAM ALTMAN SAID SO, BUT THAT IS NOT HAPPENING NOW, SO WE NEED THESE DATA CENTERS AND WE CAN RETURN $500 BILLION IN VALUE.
STARGATES AROUND THE WORLD, AND WE HAVE SEEN AMAZON AND MICROSOFT PULL BACK A LITTLE, THERE STILL BUILDING. I WANT TO INTRODUCE YOU TO THE DEVELOPER OF THE STARGATE PROJECT. HE IS THE GUY THAT TOOK ME AROUND AND WE RODE AROUND IN A LITTLE ATV, SAYING ALL THIS RED DIRT BEING MOVED. WE TALKED ABOUT JUST THE SCALE OF THE INFRASTRUCTURE IN THE BUILDING HE EXPECTS TO HAPPEN ACROSS THE U.S. AND AROUND THE WORLD.
TAKE A LISTEN. >> WHAT WE ARE UNDERGOING IS THE LARGEST INFRASTRUCTURE BUILD IN HUMAN HISTORY. THIS IS LIKE WHEN WE BUILT THE INTERSTATE HIGHWAY SYSTEM. THAT ENABLED MASSIVE INTERSTATE COMMERCE AND TRANSPORTATION AND CATALYZE THIS MASSIVE BOOM IN THE U.S. ECONOMY. WHAT IS HAPPENING IN AI
INFRASTRUCTURE IS WE ARE BUILDING SUPERHIGHWAY SYSTEM THAT IS GOING TO ENABLE MODERN INTELLIGENCE SYSTEMS. EMILY: RIGHT NOW, STARGATE THERE ARE 22,000 EMPLOYEES ON SITE. BUT THE QUESTION IS HOW MANY PEOPLE DOES IT TAKE TO RUN A DATA CENTER. THE PARTNERS OF STARGATE HAVE LEGALLY AGREED TO 350 OR SO JOBS. THE PEOPLE OF ABILENE ARE HOPING IT WILL CREATE A LOT MORE JOBS THAN THAT. IF YOU WATCH THE PREMIERE EPISODE OF "THE CIRCUIT," WHICH IS OUT NOW, YOU WILL GET TO SEE NOT JUST THOSE INTERVIEWS, BUT WE TALKED TO THE PEOPLE OF ABILENE, THE MAYOR OF ABILENE, AND LEARN MORE ABOUT HOW THE PROJECT IS COMING TO LIFE. ED:
BLOOMBERG'S EMILY CHANG, THANK YOU. DO CHECK OUT "THE CIRCUIT," THURSDAY ON BLOOMBERG TELEVISION. YOU CAN CATCH THE FULL EPISODE ONLINE AT BLOOMBERG.COM AND OF COURSE ON THE BLOOMBERG TERMINAL.
BUILDER AI, THE AI START BACKED BY MICROSOFT AND THE QATAR INVESTMENT AUTHORITY, WILL GO INTO INSOLVENCY PROCEEDINGS. BLOOMBERG REPORTED IN MARCH THAT THE LONDON-BASED COMPANY LOWERED THE SALES FIGURES IT PROVIDED TO INVESTORS AND HIRED AUDITORS TO EXAMINE ITS LAST TWO YEARS OF ACCOUNTS. COMING UP, WE WILL HEAR FROM THE OPENAI CROO ON THE COMPANY'S GROWTH GOALS. A LITTLE MORE OPENAI FOR YOU. THIS IS "BLOOMBERG TECHNOLOGY." TUNE IN FOR MIKE INTERVIEW WITH DELL PRESIDENT OF INFRASTRUCTURE ARTHUR LEWIS. THIS IS BLOOMBERG.
♪ ED: OPENAI COO BRAD LIGHTCAP SAYS HE SEES AI TOOLS BOOSTING PRODUCTIVITY AND DETAILED OPENAI'S GLOBAL EXPANSION GOALS. HE SPOKE TO TOM MACKENZIE, WHO BEGAN BY ASKING IF AI IS POTENTIALLY CAPPING JOB GROWTH. BRAD: AND I DON'T THINK SO, AND I THINK THAT IS BECAUSE THE WORLD IS GATED ON RESOURCES. YOU TALK TO ANY ENTERPRISE -- WE TALK TO COMPANIES ALL THE TIME -- I ASKED THEM WHAT IS THE NUMBER ONE CONCERN ABOUT THE NEXT FIVE YEARS OF INVESTMENT, AND OFTENTIMES ONE OF THE THINGS WE HEAR IS I CANNOT HIRE ENOUGH SOFTWARE ENGINEERS F WE LIVE IN A DIGITAL ECONOMY, I KNOW I HAVE TO TRANSITION MY PRODUCT INTO MORE SOFTWARE-BASED APPROACHES, BUT I DON'T HAVE ENOUGH PEOPLE.
HOW DO YOU BRING A TOOL TO THE MARKET THAT ENABLES A SOFTWARE ENGINEER TO BE 50% MORE PRODUCTIVE? THIS IS AN INCREDIBLE THING. THAT IS THE WAY WE LOOK AT IT -- TO THE EXTENT THAT WE CAN ENHANCE OUTPUT, IT IS ON THE COMPANY, THE FIRM, THE INDIVIDUAL TO FIGURE OUT WAYS TO DO THINGS. THE JOB QUESTION WILL INEVITABLY BE DIFFERENT. JOBS WILL CHANGE. I DON'T THINK JOBS WILL GO AWAY. TOM: STARGATE IS BEING BUILT IN THE U.S. WITH YOUR PARTNERS.
WHAT ABOUT STARGATE OUTSIDE OF THE U.S. ARE YOU IN CONVERSATIONS WITH GOVERNMENTS AROUND THE WORLD A BUILDING STARGATE OUTSIDE THE U.S.? COMMON COUNTRIES ARE YOU TALKING TO? -- HOW MANY COUNTRIES ARE YOU TALKING TO? BRAD: WE SEE THIS DEMAND NOT ONLY FROM INDIVIDUALS AND COMPANIES BUT FROM GOVERNMENTS INTO THE NATIONAL CONSCIOUSNESS AND HAVE IT PENETRATE IN A WAY THAT ACCRUES BENEFIT TO THE ACTUAL PERSON. THAT WAS BEHIND RECENTLY LAUNCHED OPENAI IN COUNTRIES AND THAT INCLUDES INFRASTRUCTURE AND APPLYING THE MODELS AND FIGURING OUT HOW TO INTEGRATE GOVERNMENT SERVICES IN WAYS THAT WOULD BE MORE AI-POWERED, AND IT INCLUDES INVESTMENT IN THE ECONOMIES OF THESE COUNTRIES TO ENABLE -- TOM: WHICH COUNTRIES ARE ON YOUR LIST? BRAD: WE ANNOUNCED THIS VERY RECENTLY BUT WE THINK IT WILL BE A SCALABLE PROGRAM. ED:
THAT WAS THE OPENAI COO BRAD LIGHTCAP SPEAKING WITH TOM MACKENZIE. SHARES OF NVIDIA ARE LOWER TODAY. INVESTORS ARE GETTING WARY OF POURING MONEY INTO THE CHIPMAKER. NVIDIA'S REIGN AS THE AI CHECKING REMAINS DESPITE THE COMPETITION. I WANT TO BRING IN IAN KING WHO
HAS BEEN WRITING ABOUT NVIDIA'S DOMINANT AND POSING THE QUESTION, CANNOT LAST. IAN: AT THE MOMENT THERE ARE NO CHALLENGERS WHO CAN TAKE AWAY THAT MASSIVE AMOUNT OF MARKET SHARE. THE CHALLENGE THAT NVIDIA FACES AND IT IS THE AS MUCH TIME AS ANYTHING ELSE ADDRESSING HIS CAN WE KEEP MASSIVE SPENDING ON AI MOVING FORWARD.
YOU TALK TO OTHER COMPANIES -- WE CAN GET MARKET SHARE HERE AND THERE. EVEN A COMPANY LIKE QUALCOMM WANTS TO WORK WITH NVIDIA. THERE IS NOBODY THINKING WE CANNOT NVIDIA OFF THEIR PERCH.
ED: THERE IS A STORY ON THE BLOOMBERG TERMINAL THAT REFLECT SOME CONCERN ON CAPITOL HILL PARTICULARLY FROM DEMOCRATS ABOUT THE INFRASTRUCTURE DEALS ANNOUNCED IN THE GULF LAST WEEK. NVIDIA IS THE HEADLINE AMONG THEM, SENDING JEEP USE, THE LATEST-GENERATION GPUS TO SAUDI ARABIA AND THE UNITED ARAB EMIRATES. WHAT IS THE CONCERN? IAN: IT IS IMPORTANT TO NOTE THAT THERE IS A THROUGH LINE THAT STANDS THE AISLE. THERE ARE CHINA HAWKS, PEOPLE CONCERNED ABOUT NATIONAL SECURITY ON BOTH SIDES OF THE REPUBLICANS AND DEMOCRATS.
BUT THEY ARE CONCERNED ABOUT IS THE MIDDLE EAST BLACK AS A GATEWAY FOR U.S. TECHNOLOGY TO DEFUSE AND FOR CHINA TO GET ACCESS IN A BACKDOOR WAY. THE KEY QUESTION IS WHETHER THEY CAN GET TOGETHER AND WHETHER THERE ARE MECHANISMS THAT WOULD ALLOW THEM TO STOP WHAT IS HAPPENING, WHAT THIS TRUMP ADMINISTRATION INITIATIVE IS TRYING TO PUSH FORWARD. ED: BLOOMBERG'S IAN KING IN SAN FRANCISCO, THANK YOU VERY MUCH.
SPEAKING OF CHIPS, NINTENDO HAS PARTNERED WITH SAMSUNG TO PRODUCE THE MAIN CHIPS FOR THE SWITCH 2, WHICH MAY HELP NINTENDO SELL WHETHER 20 MILLION UNITS BY MARCH OF NEXT YEAR. SAMSUNG IS WORKING ON THE CUSTOMERS DESIGN BY NVIDIA AND CAN RAMP UP PRODUCTION FURTHER. IT IS A STRUGGLE TO COMPETE WITH TSC IN THE FIELD OF CONTRACT CHIPMAKING.
CORE WE'VE'S CHIEF STRATEGY OFFICER JOINS US TO TALK ABOUT THE COMPANY'S STRATEGY FOR KEEPING UP WITH A IDENTITY SENTIMENT -- AI DATA CENTER DEMAND. THIS IS "BLOOMBERG TECHNOLOGY." ED: ACROSS MANY TECHNOLOGY EVENTS, THE FOCUS IS AI INFRASTRUCTURE. BRIAN VENTURO IS THE CHIEF STRATEGY OFFICER AT COREWEAVE, FOCUSING ON MEETING AI INFRASTRUCTURE DEMANDS AND INTEGRATION OF BUSINESSES OF ALL TIMES. REALLY SIMPLE QUESTION TO START, WHAT IS THE RELATIONSHIP BETWEEN DELL AND COREWEAVE? I THINK OF COREWEAVE AS A BUILDER OF AI INFRASTRUCTURE, BUT DELL IS A BUILDER OF SERVERS. HOW DO YOU WORK TOGETHER?
BRIAN: IT IS A DEEP TECHNICAL PARTNERSHIP FIRST AND FOREMOST. HOW WE CHOOSE PARTNERS COMMITTED IS REALLY ROOTED IN TRUST. I HAVE TO KNOW WHEN WE HAVE A PROBLEM AND WE ARE BUILDING COMPUTERS AT THE SCALE THAT WE DO WHEN THERE ARE PROBLEMS I CAN CALL SOMEBODY AND THEY CAN HELP SOLVE IT. DELL HAS BEEN AMAZING FROM AN ENGINEERING AND PERFORMANCE PERSPECTIVE. THEY MOVE VERY QUICKLY, WHICH
IS GREAT FOR US. IT IS IMPORTANT TO BE FIRST TO MARKET FOR COREWEAVE BECAUSE OUR CUSTOMERS TRUST US TO HELP THEM BE FIRST TO MARKET WITH THEIR PRODUCTS. DELL HAS BEEN INSTRUMENTAL IN THE ROLLOUT. ED:
LET ME JUMP IN BECAUSE THIS IS AT THE CORE OF WHAT WE ARE TALKING ABOUT. YOU RELY ON NVIDIA'S CORE TECHNOLOGY. NVIDIA HISTORICALLY DOES NOT HAVE ITS OWN DIRECT SALES CHANNEL. THEY WOULD GO TO DELL OR SOMEBODY ELSE WOULD GO TO DELL AND SAY I WANT NVIDIA GEAR. HIS DELTA SALES CHANNEL FOR -- IS DELL THE CORE SALES CHANNEL FOR COREWEAVE? BRIAN: IT'S A LITTLE BIT OF BOTH.
WE CALL IT SUCCESS-BASED FINANCING AT COREWEAVE. WE DEAL WITH THE CUSTOMER AND WE WILL GO THROUGH DELL AND WE WILL GO THROUGH DELL AND NVIDIA TO BUILD THE SERVERS. ED: I'M GOING TO ASK YOU A QUESTION I ASKED THE CEO LITERALLY SEVEN DAYS AGO. I'M HOPING WE CAN MAKE PROGRESS ON AN ANSWER. COREWEAVE HAS A LOT OF
WORKLOADS UP AND RUNNING. WHAT IS THE PROPORTION OF TRAINING WORKLOADS VERSUS INFERENCE WORKLOADS? BRIAN: WE HAVE VISIBILITY INTO THE SUM OF OUR PARTNERS WERE GOES AND THERE ARE SOME WERE WE DON'T KNOW WHAT THEY ARE SERVING ON THE INFRASTRUCTURE. THE VAST MAJORITY OF WORKLOADS TODAY ARE INFERENCE-BASED. WE STILL HAVE TRAINING
WORKLOADS, BUT AS THE TRAINING OF THESE MODELS HAVE INCREASED BY AN ORDER OF MAGNITUDE, THE INFERENCE WORKLOADS OUR GENERATION BEHIND. AS TRAINING WENT FROM ONE TO 10 AND 10 TO 100, WE ARE SEEING THAT CHANGE IN DEMAND FOR INFERENCE. IT IS OVERWHELMING THE SUPPLY CHAIN AND WHAT THE CLOUDS CAN DELIVER. ED: EVERYONE IS TRYING TO HAVE A CRYSTAL BALL INTO CAPITAL EXPENDITURES AND THE BUILD OUT OF MORE INFRASTRUCTURE CAPACITY. INFERENCE IS A SLIGHTLY DIFFERENT CALCULUS. WHAT IS THE BIGGEST GEOGRAPHIC OR SECTORAL DRIVE FOR YOU GUYS NOW? BRIAN: OUR CUSTOMERS ARE STILL PRETTY INDIFFERENT. IT IS VERY EARLY STAGES ON THE
ORDER OF MAGNITUDE EXPANSION. IT IS TRYING TO FIGURE OUT WHERE DO I NEED -- WHAT DO I NEED AND WHERE DO I NEED IT. THEY ARE STARTING TO BE MORE COGNIZANT OF WHERE THEY ARE DEPLOYING INFRASTRUCTURE. ED: I'VE BEEN GRATEFUL TO SPEAK TO
YOU A NUMBER OF YEARS AS COREWEAVE HAS MOVED QUICKLY. THE CRITICISM OF THE COMPANY -- NOT THE CRITICISM, THE ANXIETIES IS THAT THE BUSINESS MODEL IS BUYING GPU'S AND RENTING THEM OUT AND IT BECOMES A COMMODITIZE CAPITAL GAIN. BUT YOU WOULD ARGUE COREWEAVE IS MORE THAN THAT. YOU ARE DOING INVESTMENT IN SOFTWARE.
WHERE IS THE VALUE-ADDED? BRIAN: THAT IS ONE OF THE BIGGEST MISCONCEPTIONS ABOUT THE INDUSTRY, THAT THE INFRASTRUCTURE IS COMMODITIZED. THE REASON WHY WE WIN THE BIGGEST LABS IN THE SPACE OVER AND OVER AGAIN AND OPENAI EXPANDED THEIR RELATIONSHIP WITH US AGAIN, THE REASON IS THE PLATFORM IS DECOMMODITIZED. THE ENGINEERING PARTNERSHIP MATTERS. IT IS NOT JUST PLUGGING IN
GPU'S AND DELIVERING THEM TO A CUSTOMER. IT IS TAKING MARKETS TEND TO FIGURE THAT OUT AND WE ARE THRILLED TO TELL THAT STORY THE NEXT FEW YEARS. ED: THERE ARE COMPETING FORCES, HEADLINES ABOUT DATA CENTER LEASES BEING CANCELED OR PARED BACK, AND THAT ALL OF THE MEGA DEALS IN THE GULF LAST WEEK. WHICH TRAJECTORY DO YOU SEE FOR
DATA CENTER BUILDOUT? BRIAN: I SAID THIS TO YOU AT A FIRESIDE CHAT TWO YEARS AGO, DATA CENTER DEMAND WAS ABSURD. AT THE TIME I THOUGHT IT WAS CRAZY, AND IT IS STEPPING UP IN ORDER OF MAGNITUDE. FOR THIS TECHNOLOGY TO FIND ENTERPRISE ADOPTION, THE INVESTMENTS HAVE TO HAPPEN. SOME OF THE DATA CENTER LEASE CANCELLATIONS WHERE PEOPLE ARE PAUSING THINGS, THEY ARE PAUSING CERTAIN ASPECT OF THE PORTFOLIO, NOT NECESSARILY THE LONG-TERM STRATEGY. ED: AI-RELATED. BRIAN: IF YOU LOOK AND SAY AI OVER THE NEXT FIVE YEARS, IS IT MORE OR LESS, IT BECOMES EASY TO UNDERSTAND. ED: IS THERE AN OPPORTUNITY FOR YOU
IN THE GULF AND THE DEALS WERE ANNOUNCED? BRIAN: I GUESS WE WILL SEE. ED: BRIAN VENTURO, CHIEF STRATEGY OFFICER OF COREWEAVE. HE WILL COME BACK IF THAT PROVES TO BE THE CASE. THAT DOES IT FOR THIS EDITION OF "BLOOMBERG TECHNOLOGY," LIVE FROM LAS VEGAS.
JUST AS THE STORY HAS BEEN ALL WEEK, BE IT IN TAIWAN, HERE IN VEGAS, MICROSOFT BUILT IN SEATTLE, HEAVY EMPHASIS ON AI INFRASTRUCTURE AND HOW THAT IS DRIVING ADOPTION. RECAP ON THE PODCAST. YOU KNOW WHERE TO FIND THE "BLOOMBERG TECHNOLOGY" PODCAST ON THE BLOOMBERG PLATFORMS, THE TERMINAL, AS WELL AS ONLINE, APPLE, SPOTIFY,. FROM LAS VEGAS, THIS IS "BLOOMBERG TECHNOLOGY." ♪
2025-05-21 16:15
