Franklin Templeton portfolio manager Sara Araghi urged Nvidia to clarify its capital deployment plans ahead of its fiscal Q2 2027 earnings, citing a forward P/E of 21x and skepticism about returns on …
Sycamore Tree Capital Partners CIO Trey Parker warned on Bloomberg Television that the AI infrastructure boom carries credit risks comparable to the late-1990s telecom bust, as AI-related debt issuanc…
Amazon Web Services chief executive officer Matt Garman said customers are shifting from training AI models to integrating them into business workloads, fueling demand for inference, and that the pote…
Stonepeak Infrastructure Partners CEO Michael Dorrell told Bloomberg Television that financing for the US AI build-out shows 'very little sign of slowing down,' with banks, private equity firms, and c…
Deutsche Bank's global head of macro research Jim Reid warned that AI productivity gains are years away, cautioning that overambitious timelines could lead to market corrections across asset classes, …
Deutsche Bank analyst Jim Reid said artificial intelligence will likely enhance productivity significantly, but any economic impact may be years away. Reid expressed excitement about AI's potential an…
Nvidia's gross profit margins are projected to remain above 70% through 2030, according to DA Davidson analyst Gil Luria, as hyperscalers like Google and Amazon have few alternatives to the company's …
Databricks CEO Ali Ghodsi told Bloomberg Television the data and AI company will not pursue an initial public offering in 2026, citing a crowded calendar of mega-offerings from SpaceX, Anthropic, and …
Databricks CEO Ali Ghodsi said 2026 is "a terrible year to go public" as SpaceX, Anthropic, and OpenAI prepare to absorb over $200 billion in IPO capital. The $134 billion data company will wait for a…
Perplexity unveiled a hybrid inference platform at COMPUTEX 2026 that dynamically routes AI workloads between user PCs and cloud servers in real time, with CEO Aravind Srinivas describing the system a…
Perplexity AI announced a platform at Computex that dynamically routes AI inference between PCs and cloud servers in real time, acting as an "air-traffic controller" for AI tasks. The chip-agnostic sy…