Shireen Ghaffari

speaker

120 appearances 8 recordings 1 series first heard Apr 2026 last heard 13 Aug

Shireen Ghaffari’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in May 2026 with 3.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Apple Forecasts Sales Growth Amid Memory Shortage · 1 May 2026 podcast

I asked her about that. matched

And, you know, the response, again, was that while the details may change and the types of compute deals they do, that overall they're matched

They want to be able to serve products like Codex or their new image generation model more broadly. matched

And the compute is still a limiter there to getting more revenue, essentially. matched

Bloomberg Tech · Intel Delivers Strong AI-Fueled Outlook · 24 Apr 2026 podcast

That's right.

So this is part of a bigger trend we're seeing where the big tech companies are investing some, you know, eye-popping numbers into the main AI labs.

And Anthropic being one that especially is in a moment when it needs more compute as it's seeing its demand soar for products like Cloud Code.

So there are certain milestones in place.

They have not disclosed what.

That is similar to what we've seen with some past deals between Nvidia and OpenAI.

And it's always a potential in the future when we're talking about beyond that initial 10 billion.

However, that 10 billion alone is not to be discounted.

Again, these are sort of unprecedented amounts that we're seeing these labs raise on the strength of the demand that they're seeing.

However, at the same time, seeing high cost and high need for compute.

I think that Anthropic has not been as flashy in the past in some of its announcements.

We saw Stargate and OpenAI announce it in the Oval Office with President Trump.

We've also seen OpenAI maybe talk about some of these projects a little earlier than Anthropic.

That being said, Anthropic's also, its products have really fully taken off a little later than OpenAI too.

So they may be at different moments in their kind of curve of trying to get this compute.

But as I've reported in the past, OpenAI has said that they've been early to this and that they feel confident that they have secured this compute well in advance of this current moment.

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