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Ian King

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
127 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

So why not give us a try?

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

Yeah, I mean, there were a lot of headlines, a lot of numbers.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And if you actually look at what happened, as they were speaking, stock really didn't do very much.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

Then after hours, when the management were on stage and were being questioned, they put in a strong performance.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And that's really when the stock started to pick up.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And that's what the analysts and investors have reacted to, really.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

Yeah, I mean, you're right.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

She was asked about that, sort of talked around it.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

Then the analysts were like, no, come on, you've got to help us out here.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And what she said really was, look, if everything happens as though it is laid out, as we get the users, the amount of models deployed and everything, the money is going to be there.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And she said, yes, don't rule them out was her strong sort of retort to that push.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Yeah, I mean, there's been so many twists and turns in this one just in the space of this week.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Jensen's been obviously making his case in Washington.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Now he's making his case in person in Asia where the president is.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

President Trump mentioned this Blackwell chip, said raise the possibility, raise everybody's hopes, and then kind of took it away a little bit.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

So we don't really know where we are now other than hoping that, you know, because it's being discussed that there is more possibility of NVIDIA doing more business in China.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Yeah, no, he's trying to make Korea into yet another example of this push that he sees of let's deploy AI everywhere.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Let's get it in government organizations.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Let's get it in corporate situations.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And Korea obviously has a vibrant tech economy, companies like Samsung.