Over Hill and Over Dell (Dell Story Part Two)

Why is the US banning more Chinese technology? Reed Albergotti (Semafor) fills us in on the robot ban and what it means for American innovation. Then, new research on why Chinese open-source AI models may not be as big a threat as Washington makes it seem. Taylor Lorenz (User Mag ...  عرض المزيد

What does it take to power the AI boom? Steve Vassallo, a roboticist turned General Partner at Foundation Capital, helped semiconductor company Cerebras figure it out. Steve and Oz discuss why AI workloads demanded an entirely new kind of chip, what "wafer scale" actually means, ...  عرض المزيد

How did a teenager picking apart computers in his bedroom go on to build one of the largest technology companies in the world? In this episode, Nicolai Tangen sits down with Michael Dell to explore his extraordinary journey from founding Dell in his college dorm room to leadin ...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave ...  عرض المزيد

From Dell to Oracle and Nokia, tech brands you might know from the 1990s are advancing to the front line, where data is emerging as the latest weapon. WSJ Brussels Bureau Chief Dan Michaels joins us to discuss. Plus, there’s a new tech love story: the employees at AI startup Anth ...  عرض المزيد

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for. Topics: Intro Earnings Expectations (3:00)  The Rally Around Big Tech (15:30) Google’s Search Dominance (20:00 ) The Head ...  عرض المزيد