Dina Bass
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Bloomberg News Tech Reporter covering Microsoft and AI, mom, Liverpool FC Fan. Opinions are my own...or my evil twin's.
Articles by Dina Bass
AI投資巡る信用不安再燃、米クラウド大手のコアウィーブ債に売り－利回り15%超
AIクラウド企業コアウィーブの信用不安が市場を揺さぶっている。同社の共同創業者が、投資適格級の信用格付けを取得できれば「無制限」の資金調達が可能になるとの考えを示したためだ。既発債が財務悪化への懸念を映し、株価がゼロになる可能性を指摘するアナリストもいる中での強気な発言だけに、市場の動揺が一段と広がった。...
CoreWeave’s Brazen Dream Crashes Into Reality as Yields Top 15% Original
For just about any company, it’d be an audacious thing to say: Find a way to get an investment-grade credit rating, and win access to “unlimited” funding. That it came from a co-founder of , just as the AI cloud-computing provider’s existing bonds signal distress and at least one analyst mused about how its stock could go to zero, further sent markets into a tailspin. CoreWeave shares plunged as much as 17% on Wednesday, the biggest drop since February.
CoreWeave’s Big Dream Crashes Into Reality as Yields Top 15%
Bloomberg (Bloomberg) -- For just about any company, it’d be an audacious thing to say: Find a way to get an investment-grade credit rating, and gain the privilege of borrowing “unlimited” pools of money.
CoreWeave Says Market Acting ‘Irrationally,’ Stands by Model Original
Photographer: Michael M. Santiago/Getty Images (Bloomberg) -- CoreWeave Inc.
OpenAI Names Ruddarraju to Lead Data Center, Computing Unit (1)
has named former xAI executive Uday Ruddarraju to lead its infrastructure and compute businesses, marking the latest leadership shakeup for its teams focused on expanding data center capacity. Ruddarraju joined OpenAI last year and was appointed as chief technology officer for compute in July. , who had been overseeing the infrastructure unit, will transition out of his role over the next few weeks and plans to remain as an adviser after that.
OpenAI Names Ruddarraju to Lead Data Center, Computing Unit (1)
has named former xAI executive Uday Ruddarraju to lead its infrastructure and compute businesses, marking the latest leadership shakeup for its teams focused on expanding data center capacity. Ruddarraju joined OpenAI last year and was appointed as chief technology officer for compute in July. , who had been overseeing the infrastructure unit, will transition out of his role over the next few weeks and plans to remain as an adviser after that.
OpenAI Names Ruddarraju to Lead Data Center, Computing Unit
Photographer: Sarah Rice/Bloomberg (Bloomberg) -- OpenAI has named former xAI executive Uday Ruddarraju to lead its infrastructure and compute businesses, marking the latest leadership shakeup for its teams focused on expanding data center capacity.
Po receptu AI: dvakrat več prihodkov brez novih zaposlitev
Deli novico Facebook Post Tweet WhatsApp Viber Elektronski naslov Podari članek Link copied Copy link Inovacije Po receptu AI: dvakrat več prihodkov brez novih zaposlitev Vir: Dina Bass - Bloomberg Vse novice iz rubrike Tehnologija vse novice iz rubrike Tehnologija Registrirajte se in odklenite 5 člankov! *Začnite dan z e-pismom z najpomembnejšimi poslovnimi novicami Registracija Nadaljujte z branjem tako, da izberete eno od spodnjih možnosti.
Applied Materials će zahvaljujući umjetnoj inteligenciji udvostručiti prodaju, ali ne i broj zaposlenih
Podijeli vijest Facebook Post Tweet WhatsApp Viber Email Pokloni članak Link copied Copy link AI Applied Materials će zahvaljujući umjetnoj inteligenciji udvostručiti prodaju, ali ne i broj zaposlenih Izvor: Dina Bass/Bloomberg Kompanije Micronov golemi profit jamstvo je za nevolje Nevjerojatan procvat tržišta umjetne inteligencije donio je proizvođačima memorijskih čipova povijesne zarade, no takav nagli uspjeh sa sobom nosi i niz neočekivanih problema koji bi ubrzo mogli utjecati na cijelu...
米アプライド、人員の伸び抑えつつAI活用で売上高2倍へ－CEO
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world
Applied Materials Will Double Sales, Not Headcount, Thanks to AI
Bloomberg (Bloomberg) -- Applied Materials Inc.
Broadcom Holds Early Talks About Financing Deal for OpenAI Chips Original
(Bloomberg) -- Broadcom Inc., fresh off the launch of a $60 billion debt financing to help fund Anthropic PBC's artificial intelligence build-out, is already sketching out plans for its next blockbuster deal.
Broadcom Holds Early Talks About Financing Deal for OpenAI Chips
, fresh off the launch of a to help fund ’s artificial intelligence build-out, is already sketching out plans for its next blockbuster deal. The company has held early discussions to arrange financing to help OpenAI purchase the custom artificial intelligence chip that the pair is developing together, according to people familiar with the matter.
Broadcom Holds Early Talks About Financing Deal for OpenAI Chips
Broadcom Inc., fresh off the launch of a $60 billion debt financing to help fund Anthropic PBC's artificial intelligence build-out, is already sketching out plans for its next blockbuster deal.
Broadcom Holds Early Talks About Financing for OpenAI Chips
Photographer: David Paul Morris/Bloomberg (Bloomberg) -- Broadcom Inc., fresh off the launch of a $60 billion debt financing to help fund Anthropic PBC’s artificial intelligence build-out, is already sketching out plans for its next blockbuster deal.
CoreWeave Tees Up First India Data Centers With AdaniConneX Deal
Bloomberg (Bloomberg) -- AI cloud-computing provider CoreWeave Inc. is continuing an expansion in Asia with its first data centers in India, part of a venture involving conglomerate Adani Group.
Google in Constellation blizu milijardnega dogovora za jedrsko energijo
Deli novico Facebook Post Tweet WhatsApp Viber Elektronski naslov Podari članek Link copied Copy link Zelena tehnologija Google in Constellation blizu milijardnega dogovora za jedrsko energijo Vir: Brody Ford, Dina Bass in Will Wade - Bloomberg Vse novice iz rubrike Green vse novice iz rubrike Green Registrirajte se in odklenite 5 člankov! *Začnite dan z e-pismom z najpomembnejšimi poslovnimi novicami Registracija Nadaljujte z branjem tako, da izberete eno od spodnjih možnosti.
Google, Constellation Energy Strike Deal for Nuclear Power
Google parent Alphabet Inc. agreed to buy nuclear power from Constellation Energy Corp. in a deal that will spur the addition of 890 megawatts of new reactor capacity. The power producer’s stock soared. The 20-year power-purchase agreement will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors across the largest US power grid, the companies said in a statement Tuesday, confirming an earlier Bloomberg report.
Google, Constellation Energy Strike Deal for Nuclear Power
Oct. 6, 2026, 10:51 AM UTC Google parent Alphabet Inc. has agreed to a 20-year deal to buy nuclear power from Constellation Energy Corp., as technology companies race to line up power for the data-center boom. The agreement is for 890 megawatts of new power coming online, the companies said in a statement on Tuesday, confirming an earlier Bloomberg News report. Constellation will spend more than $4.3 billion on the build out.
Google prepara acuerdo de US$1.000 millones o más para comprar energía nuclear a Constellation
Bloomberg — Alphabet Inc. (GOOGL), la empresa matriz de Google, está a punto de cerrar un acuerdo para adquirir energía nuclear de Constellation Energy Corp. (CEG), en un momento en que las empresas tecnológicas compiten por asegurarse el suministro energético necesario para hacer frente al auge de los centros de datos.
Google, Constellation Near Billion-Dollar Deal for Nuclear Power
Google parent is close to an agreement to buy nuclear energy from Constellation Energy Corp., as technology companies race to line up power for the data-center boom. The tech giant is nearing a deal to pay Constellation $1 billion or more over the course of a multi-year agreement that’s expected to be announced as soon as this week, according to people familiar with the discussions, who asked not to be named because the information is private.
Google, Constellation Energy Strike Deal for Nuclear Power
Photographer: Scott Olson/Getty Images (Bloomberg) -- Google parent Alphabet Inc. agreed to buy nuclear power from Constellation Energy Corp. in a deal that will spur the addition of 890 megawatts of new reactor capacity.
Blackstone, Banks Amass $60 Billion for Broadcom’s AI Chip Deal
Broadcom Inc.’s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies, according to people with knowledge of the matter. Banks involved in the massive debt package are poised to send out syndication letters for a $42 billion Class A senior-secured tranche, the people said, asking not to be identified discussing the deal, which has yet to be announced. Blackstone Inc.
Blackstone, Banks Amass $60 Billion for Broadcom’s AI Chip Deal
’s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit and other companies, according to people with knowledge of the matter. Banks involved in the massive debt package are poised to send out syndication letters for a $42 billion Class A senior-secured tranche, the people said, asking not to be identified discussing the deal, which has yet to be announced.
Broadcom Starts Amassing $60 Billion to Fund Chips for Anthropic
’s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit and other companies, according to people with knowledge of the matter. Banks involved in the massive debt package are poised to send out syndication letters for a $42 billion Class A senior-secured tranche, the people said, asking not to be identified discussing the deal, which has yet to be announced.
„Бродком“ собира 60 милијарди долари за финансирање чипови за „Антропик“
Синдикатот на „Бродком“ (Broadcom Inc.) на Волстрит почнува да собира 60 милијарди долари ново финансирање за чипови за ВИ, наменето за „Антропик“ (Anthropic PBC) и други компании, според лица запознаени со случајот.
Broadcom Starts Amassing $60 Billion to Fund Chips for Anthropic
Broadcom Inc.'s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies, according to people with knowledge of the matter.
Broadcom Starts Amassing $60 Billion to Fund Chips for Anthropic
(Bloomberg) -- Broadcom Inc.'s Wall Street syndicate are starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies, according to people with knowledge of the matter.
Broadcom said to be amassing US$60 bil to fund chips for Anthropic
Blackstone Inc is leading an US$18 billion tranche of Class B junior debt, committing US$9 billion from various funds with plans to syndicate the rest, sources said. (Oct 2): Broadcom Inc's Wall Street syndicate is starting to gather US$60 billion ($76.7 billion) of fresh artificial intelligence (AI) chip financing to benefit Anthropic PBC and other companies, according to people with knowledge of the matter.
Poslovanje Microna preseglo pričakovanja analitikov, delnica le malo spremenjena, saj družba napoveduje upad marž.
Micron Technology je objavil optimistično napoved za tekoče četrtletje, ki jo spodbuja razmah gradnje infrastrukture za umetno inteligenco, vendar je proizvajalec čipov opozoril, da bodo višji stroški dela obremenili profitne marže. Prihodki naj bi v prvem četrtletju poslovnega leta, ki se bo končalo novembra, dosegli približno 61,5 milijarde dolarjev, je družba v sredo sporočila v izjavi. Analitiki so v povprečju pričakovali 56,8 milijarde dolarjev.
Acciones de Micron caen cerca de 1% tras advertir una reducción de sus márgenes de ganancia
Bloomberg — Micron Technology Inc. (MU) presentó una previsión optimista para el trimestre actual, impulsada por el auge de la inversión en infraestructura de inteligencia artificial, aunque advirtió que los márgenes de ganancia se reducirán durante el período. Según un comunicado emitido el miércoles, la compañía anunció que los ingresos ascenderán a unos US$61.500 millones en el primer trimestre fiscal, que finaliza en noviembre. Los analistas habían estimado un promedio de US$56.800 millones.
米マイクロン、売上高見通しが市場予想上回る－メモリー需要堅調 - Bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world
美光季度營收展望超過華爾街預期 AI建設浪潮推高記憶晶片需求
【彭博】-- 得益於AI基礎設施建設將晶片需求推高至前所未有的水平，美國最大記憶晶片製造商美光科技對當前季度的營收展望高於市場預期。 美光周三在聲明中表示，截至11月的第一財季營收預計約為615億美元。分析師預測均值為568億美元。剔除部分項目後，每股純益預計約為38.15美元，高於分析師預期的36.02美元。 執行長Sanjay Mehrotra在聲明中表示：「美光2026財年業績創下紀錄，我們預計2027財年表現將更加強勁。存儲技術增強了人工智能，並提升了客戶平台的競爭力。」 財報公佈後，美光股價盤後上漲約2%。今年迄今美光累計上漲273%，是費城證券交易所半導體指數表現最好的成分股。 截至9月3日的第四財季，美光營收飆升至542億美元，每股純益升至33.42美元。分析師平均預期營收為515億美元，每股純益31.83美元。 價格上漲而成本沒有相應增加，這讓美光的利潤率有所提升。公司表示，上季度調整後毛利率為87%，高於分析師預期的86.2%。 美光預計本季度調整後毛利率約為86.3%，分析師預期為86.7%。 原文標題Micron Forecast Tops...
Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
Photographer: David Paul Morris/Bloomberg (Bloomberg) -- Micron Technology Inc. gave an upbeat forecast for the current quarter, fueled by the AI building frenzy, though the chipmaker warned that rising compensation would weigh on profit margins.
CoreWeave, the Original Neocloud, Wants People to Stop Calling It That
(Bloomberg) -- CoreWeave Inc., the original neocloud, is tired of people categorizing it that way.
HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win Original
(Bloomberg) -- Hewlett Packard Enterprise Co. won a $1.2 billion order to provide Advanced Micro Devices Inc. server racks with HPE networking gear to cloud company Vultr. Most Read from Bloomberg HPE will deploy AMD's Helios AI racks, which contain chips for artificial intelligence work and use HPE's networking switches and software, in US data centers belonging to Vultr, a West Palm Beach, Florida-based cloud provider. This represents HPE's first order for these systems.
Startups Modal, Baseten in Funding Talks to Help Businesses Run AI
(Bloomberg) -- Two startups that provide platforms to help businesses run artificial intelligence models are in talks to raise capital that could at least double their valuations, a sign of surging investor demand for infrastructure services.Modal...
Meta apuesta por sus propios chips de IA para reducir costos y consumo de energía
Bloomberg — Meta Platforms Inc. (META) planea comenzar a implementar un nuevo chip de inteligencia artificial de desarrollo propio en centros de datos durante la primera mitad del próximo año, una medida que, según afirma, permitirá ahorrar dinero y energía al ejecutar modelos de IA. La compañía, que anunció por primera vez sus planes para desarrollar chips de IA propios en 2023, está probando la tercera generación de la línea, denominada MTIA 450 o Arke.
メタ、自社開発の新型AIチップ投入へ－エヌビディア依存低減を目指す
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world
Meta稱最新自研AI晶片有助降低成本 擬明年上半年部署
【彭博】-- Meta Platforms Inc.計畫明年上半年開始在數據中心部署新一代自研人工智能(AI)晶片，以降低運行AI模型的成本和能耗。 Meta於2023年首次宣布計畫開發自研AI晶片，目前正在測試第三代產品MTIA 450，代號Arke。下一代 —— 即500，或Astrid —— 預計約一個月後完成設計，並於2027年底進入數據中心，Meta預計這款晶片的應用範圍將更加廣泛。 「每一代晶片都在技術上多承擔一點風險，同時帶來更好的性能，」Meta工程副總裁Yee Jiun Song接受採訪時表示。他表示，這包括提高單位能耗和單位成本所對應的性能。 旗下擁有Facebook、Instagram和WhatsApp的Meta正在自主研發晶片，大力構建AI基礎設施。公司與博通合作進行晶片設計，並由台積電負責製造，目標在於降低對輝達領先晶片的依賴。...
Meta desplegará nuevo chip de IA para ahorrar energía y reducir costos Original
(Bloomberg) -- Meta Platforms Inc. planea comenzar a desplegar en sus centros de datos un nuevo chip de inteligencia artificial propio durante el primer semestre del próximo año, con el que busca reducir los costos y el consumo de energía de sus modelos de IA. La compañía, que anunció por primera vez sus planes para desarrollar chips propios de IA en 2023, está probando la tercera generación de la línea, llamada MTIA 450, o Arke.
Meta Touts the Cost-Saving Benefits of Latest In-House AI Chips Original
Bloomberg (Bloomberg) -- Meta Platforms Inc. plans to begin deploying a new in-house artificial intelligence chip in data centers during the first half of next year, a move it says will save money and energy when running AI models.
Crusoe Signs Perplexity AI Deal to Provide Cloud Capacity
Bloomberg (Bloomberg) -- Data center operator Crusoe struck a multiyear cloud deal with Perplexity AI Inc., an AI search company, continuing its push to win more business renting out artificial intelligence chips and related software.
Google, Blackstone Venture Faces Delays at Data Center Sites
DL By Dawn Lim, Preeti Singh and Dina Bass, Bloomberg September 09, 2026 02:39 PM CDT Alphabet Inc. and Blackstone Inc.’s new cloud venture has hit delays for major data-center locations that were supposed to run Google’s chips, underscoring the obstacles standing in the way of Big Tech’s AI ambitions.
Google, Blackstone Venture Faces Delays at Data-Center Sites
(Bloomberg) -- Alphabet Inc. and Blackstone Inc.'s new cloud venture has hit delays for major data-center locations that were supposed to run Google's chips, underscoring the obstacles standing in the way of Big Tech's AI ambitions. Most Read from Bloomberg The startup — known internally as "Project Braid" — was launched with $5 billion from Blackstone and aims to rent Google AI processors to customers in 2027.
Google, Blackstone Venture Faces Delays at Data-Center Sites
(Bloomberg) -- Alphabet Inc. and Blackstone Inc.'s new cloud venture has hit delays for major data-center locations that were supposed to run Google's chips, underscoring the obstacles standing in the way of Big Tech's AI ambitions.
Google, Blackstone Venture Faces Delays at Data-Center Sites
(Bloomberg) -- Alphabet Inc. and Blackstone Inc.'s new cloud venture has hit delays for major data-center locations that were supposed to run Google's chips, underscoring the obstacles standing in the way of Big Tech's AI ambitions.
Alphabet’s CapitalG Backs Chip Firm Celero at $3 Billion Value Original
Celero Communications, a maker of networking chips, has raised $275 million in a funding round that values the startup at more than $3 billion, tapping into demand to improve the efficiency of AI data centers. The financing, set to be announced on Tuesday, was co-led by Atreides Management, Valor Equity Partners and CapitalG, ’s venture capital arm. Atreides managing partner and Chief Investment Officer Gavin Baker is joining the startup’s board.
Alphabet’s CapitalG Backs AI Chip Startup Celero at $3 Billion Value
(Bloomberg) -- Celero Communications, a maker of networking chips, has raised $275 million in a funding round that values the startup at more than $3 billion, tapping into demand to improve the efficiency of AI data centers.
Andreessen-Backed AI Startup Gimlet Is Now Valued at $3 Billion (1)
Gimlet Labs, a startup that helps customers divide artificial intelligence tasks between multiple types of chips, raised $300 million in a new round that brought the company’s valuation to $3 billion. The fundraising was led by Andreessen Horowitz and includes investment from new backers Arm Holdings Plc and M12, Microsoft Corp.’s venture fund, Gimlet Chief Executive Officer Zain Asgar said in an interview.
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