Bloomberg Technology

“What is a GPU?” Blackstone Inc. executives asked CoreWeave Inc.’s leadership. Also: “Is AI real?”

Cambricon Technologies Corp. reported a slower-than-expected revenue growth in a reflection of its persistent challenges with manufacturing constraints and memory chip shortages.

AI leaders want their models everywhere and under their control. They may not get both.

The founder of Unitree Robotics now expects a breakthrough in humanoids in as little as two years, a reversal for a Chinese entrepreneur who once predicted intelligent machines would take as long as decade to go mainstream.

Some of the world's biggest tech names delivered earnings this week that drew mixed reactions from investors. The results come as jitters over the trade increasingly shift from cash flows and profits to how the technology’s massive build-out is being financed. "The Opening Trade" team spoke to market strategists and CEOs about whether this week's results suggest the artificial intelligence boom is nearing its peak, or still has room to run. (Source: Bloomberg)

A gauge of the inverse relationship between US government bonds and AI-focused stocks has strengthened to levels last seen a year ago. Treasury yields tumbled, with those on shorter-dated debt falling as much as 20 basis points on Thursday. The benchmark 10-year yield dropped below the key 5% level and held around 4.97% in Asian trading Friday. Bloomberg's Ven Ram breaks down the situation. (Source: Bloomberg)

Higgsfield Inc., an AI video startup founded by a former Snap Inc. executive, said it has attracted investment from Nvidia Corp. and TCV to help fund global infrastructure and hiring to capture growing demand.

A selloff in tech giants and escalating Middle East hostilities have pushed global investors towards the safety of bonds. Meanwhile, a Chine tech repricing is deepening. Bloomberg's reporters and guests report on how the impact is cascading across Asia. (Source: Bloomberg)

DeepSeek and MiniMax Group Inc. have won approval to deploy models overseas, part of a wave of homegrown AI technologies that Beijing will allow to operate globally, a Chinese state media affiliate said.

Metrics across global bond markets are signaling their biggest risk-off sentiment in more than a year, as a selloff in AI stocks and growing geopolitical tensions caused investors to seek out safe-haven assets.

Kelvin Huang, Vice President of Taiwan's Delta Electronics, discusses the outlook for AI data-center demand, and says that the company expects strong growth for years to come. He speaks with Stephen Engle on Bloomberg Tech Asia. (Source: Bloomberg)

Wui Foo, President and Co-founder of cybersecurity firm FailSafe, discusses what institutions should do to protect websites and services from vulnerabilities and AI-driven cyberattacks amid a recent surge in security loopholes. He speaks with Paul Allen and Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)

Chung Suk-geun, CEO of SK Group's Data Center arm, SK Hyper, says the firm is in talks with big tech firms and financial investors to secure funding for an envisioned $350 billion infrastructure buildout, as AI demand heats up. He speaks exclusively with Shery Ahn on "Bloomberg Tech Asia". (Source: Bloomberg)

SK Hyper Co. is in talks with big tech firms and financial investors to secure funding for an envisioned $350 billion data center buildout, joining a global rush to roll out AI infrastructure despite concerns about future demand.

SK Hynix Inc. scrapped plans for a potential $10 billion US listing of its Solidigm unit after facing strong opposition from regulators and shareholders, becoming the latest firm to pull an IPO while growing investor unease over the artificial intelligence boom rocks markets. SK Hynix shares rallied.