Ed Ludlow
👤 SpeakerAppearances Over Time
Podcast Appearances
This is Bloomberg Tech.
I don't know if you guys have ever been into an Amazon Go, but it's the humanless facility where it links your Prime account.
You just kind of pick up the items and leave and it detects it and charges.
But they found scaling that tech very difficult.
So that's the rebalancing of what was already a small footprint.
The commitment from Amazon is very much to grocery in the context of sub-same-day.
Foot traffic's been falling away on these early locations.
The commitment from Amazon is very much to grocery in the context of sub-same-day, right?
They've been focused very much on the online offering and doing those hourly deliveries and slots, but foot traffic's been falling away on these early locations.
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I'm Caroline Hyde in New York.
So to NVIDIA's mind, $2 billion is not a lot of money in the grand scheme of what CoreWeave is going to have to go to the capital markets to raise.
NVIDIA makes lots and lots of investments, $2 billion equivalent, and they do it through buying common stock.
His evidence is that that's completely normal for them and so widespread across the AI stack is their investments that it's not circular, particularly when those don't include quid pro quos.
So to NVIDIA's mind, $2 billion is not a lot of money in the grand scheme of what CoreWeave is going to have to go to the capital markets to raise.
NVIDIA makes lots and lots of investments, you know, $2 billion equivalent, and they do it through buying common stock.
His evidence is that, you know, that's completely normal for them and so widespread across the AI stack is their investments that it's not circular, particularly when those don't include quid pro quo.