Latest / Bloomberg Intelligence

Oracle Delays Some Data Center Projects for OpenAI to 2028
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work.
-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.