Bloomberg Tech reporter covering 'Talking Tech' segment on social media regulation, gaming, and prediction markets.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
TSMC's requirement for chipmaking equipment has nearly doubled in six months, signaling continued aggressive capacity expansion for AI semiconductors.
Anthropic launched a more cost-efficient version of its AI model with better coding and science capabilities, maintaining per-token pricing but reducing costs for cached information.
Nebius is raising $4.5B via 2030 maturity convertible bonds at 0-0.5% coupon with 40-45% conversion premium, signaling strong demand for AI infrastructure capital.