2026-02-25
SambaNova has gone from talks about a sale to a new fundraise and chip deal with SoftBank. Valuation still down significantly from last funding round though https://www.bloomberg.com/... by @ianmking and me
Bloomberg
SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium
2026-02-24
SambaNova has gone from talks about a sale to a new fundraise and chip deal with SoftBank. Valuation still down significantly from last funding round though https://www.bloomberg.com/... by @ianmking and me
Bloomberg
SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium
Artificial intelligence chip startup SambaNova Systems Inc. raised $350 million in a new funding round and said that customers …
2026-02-14
FTC is accelerating an antitrust probe of Microsoft and has sent requests for information to cloud and office software rivals relating to things like licensing Office/Windows for rival clouds & AI/Copilot, sources tell @sisco.bsky.social, me & @mattmday.bsky.social www.bloomberg.com/news/article...
Bloomberg
Sources: the US FTC accelerated a probe into whether Microsoft illegally monopolized the enterprise computing market with its cloud software and AI offerings
2026-02-13
FTC is accelerating an antitrust probe of Microsoft and has sent requests for information to cloud and office software rivals relating to things like licensing Office/Windows for rival clouds & AI/Copilot, sources tell @sisco.bsky.social, me & @mattmday.bsky.social www.bloomberg.com/news/article...
Bloomberg
Sources: the US FTC accelerated a probe into whether Microsoft illegally monopolized the enterprise computing market with its cloud software and AI offerings
The US Federal Trade Commission is accelerating scrutiny of Microsoft Corp. as part of an ongoing probe into whether …
2026-01-27
Jensen also discussed Nvidia's plans to sell a standalone CPU. CoreWeave will be among the earliest to deploy it, along with new Nvidia storage systems. Nvidia will also aid CoreWeave with buying land, power and market CoreWeave's software to cloud partners, enterprise customers
Bloomberg
iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%
Nvidia has invested an additional $2 billion in CoreWeave Inc. to help speed an effort to add more than 5 gigawatts of AI computing capacity by 2030. @ianmking and I spoke with Jensen Huang and CRWV CEO Mike Intrator https://www.bloomberg.com/...
Bloomberg
iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%
2026-01-26
Nvidia has invested an additional $2 billion in CoreWeave Inc. to help speed an effort to add more than 5 gigawatts of AI computing capacity by 2030. @ianmking and I spoke with Jensen Huang and CRWV CEO Mike Intrator https://www.bloomberg.com/...
Bloomberg
Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%
Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …
Jensen also discussed Nvidia's plans to sell a standalone CPU. CoreWeave will be among the earliest to deploy it, along with new Nvidia storage systems. Nvidia will also aid CoreWeave with buying land, power and market CoreWeave's software to cloud partners, enterprise customers
Bloomberg
Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%
Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …
2026-01-14
AI chip startup Etched has raised about $500 million at $5 billion valuation in a round led by Stripes with participation from Peter Thiel, Positive Sum and Ribbit, sources tell us. https://www.bloomberg.com/...
Bloomberg
Sources: AI chip startup Etched raised $500M led by Stripes at a $5B valuation, bringing its total funding to almost $1B
2026-01-13
AI chip startup Etched has raised about $500 million at $5 billion valuation in a round led by Stripes with participation from Peter Thiel, Positive Sum and Ribbit, sources tell us. https://www.bloomberg.com/...
Bloomberg
Sources: AI chip startup Etched raised $500M led by Stripes at a $5B valuation, bringing its total funding to almost $1B
AI chip startup Etched raised about $500 million in a new funding round, according to people familiar with the matter, part of an effort to compete with Nvidia Corp …
2025-07-31
Microsoft finally reported an Azure cloud revenue number, after years of various less-than-specific ways of describing cloud revenue that elicited complaints from analysts, investors, reporters &even a post-Microsoft Steve Ballmer https://www.bloomberg.com/... by @mattmday @BrodyFord_
Microsoft
Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+
Microsoft Cloud and AI Strength Fuels Fourth Quarter Results — REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
Microsoft finally reported an Azure cloud revenue number, after years of various less-than-specific ways of describing cloud revenue that elicited complaints from analysts, investors, reporters &even a post-Microsoft Steve Ballmer https://www.bloomberg.com/... by @mattmday @BrodyFord_
Reuters
Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% YoY to $75B, vs. $74.62B est.
2025-05-17
2 years ago Microsoft set out to spin an early GenAI lead (courtesy of the OpenAI deal) into corporate & consumer AI gold. @AustinCarr & I take a look at how it's gone, how Satya is hedging bets, building new AI models & navigating changing OAI conditions https://www.bloomberg.com/...
Bloomberg
Deep dive on the evolution of Microsoft's relationship with OpenAI, from its $1B investment in 2019 through Copilot rollouts and ChatGPT's launch to present day
Nervous customers and a volatile partnership with OpenAI are complicating things for Satya Nadella and the world's most valuable company.
So why is Microsoft back to pouring resources into training its own large language models? When will it use them as versus OpenAI's? @AustinCarr and I spoke with Satya Nadella and Mustafa Suleyman on the philosophy behind MAI for @BW [image]
Bloomberg
Deep dive on the evolution of Microsoft's relationship with OpenAI, from its $1B investment in 2019 through Copilot rollouts and ChatGPT's launch to present day
Nervous customers and a volatile partnership with OpenAI are complicating things for Satya Nadella and the world's most valuable company.
2024-11-13
Microsoft's games CEO Phil Spencer told us he is still looking for deals (especially ones that offer global assets), talked about growth as well as strategy/plans around handheld gaming devices and mobile stores in a wide-ranging interview at Bloomberg HQ https://www.bloomberg.com/...
Bloomberg
An interview with Microsoft Gaming CEO Phil Spencer, who says he won't rule out any Xbox exclusive coming to PlayStation, discusses potential M&A, and more
Phil Spencer is planning how to enter and partner in the handheld device and mobile-store markets
2024-10-02
so it's fluent in Pulp Fiction and Dutch is what you're telling me?
TechCrunch
Microsoft unveils Copilot Vision, which analyzes text and images on webpages, Think Deeper, which reasons through more complex problems, Copilot Voice, and more
5 new features that are coming Dina Bass / Bloomberg : Microsoft Adds Voice, Vision Features to Consumer AI Assistant Will Knight / Wired : Microsoft's Copilot AI Gets a Voice, Vis...
2024-09-26
OpenAI is discussing giving Sam Altman a 7% equity stake as part of a restructuring to become a for-profit business https://www.bloomberg.com/... by @rachelmetz @EdLudlow @shiringhaffary & me
CNBC
OpenAI CTO Mira Murati says she is leaving the company after 6.5 years “because I want to create the time and space to do my own exploration”
- OpenAI's board is considering plans to restructure the firm to a for-profit business … OpenAI's board is considering plans …
2024-09-20
Xbox President Sarah Bond has a huge job: a mobile store, subscriptions, next gen hardware (maybe a handhend) while keeping Xbox's traditional console gamers happy amid a lot of change @cecianasta and I profile Bond, her plans and her skills for @BW https://www.bloomberg.com/...
Bloomberg
A profile of Xbox President Sarah Bond, who helped mollify the UK CMA concerning the Activision acquisition and is leading a transformation of the Xbox division
A relative outsider, Sarah Bond is leading a high-stakes transformation of a company that's lagging behind Sony and Nintendo.
2024-09-04
The first steps of the Big Sam Altman AI Infrastructure Plan are getting a little clearer — starting with 10s of billions of $$ in spending in the US, sources tell @shiringhaffary and @mackhawk https://www.bloomberg.com/...
Bloomberg
Sources: Sam Altman and other OpenAI execs have been meeting with investors to advance a deal to spend tens of billions to build infrastructure for AI in the US
starting with 10s of billions of $$ in spending in the US, sources tell @shiringhaffary and @mackhawk https://www.bloomberg.com/... Forums: r/singularity : Altman Infrastructure Pl...
2024-08-30
Nvidia has also talked to OpenAI about joining a funding round that would value the the AI model developer at more than $100B (along with Apple and Microsoft) https://www.bloomberg.com/... sources tell @markgurman @Katie_Roof & me
Bloomberg
Sources: Nvidia, Apple, and Microsoft, the three most valuable tech companies, are in talks to participate in a funding round that would value OpenAI at $100B+
- Apple, Microsoft also have been in talks about participating — Financing would value OpenAI at more than $100 billion