Technology Markets and Business News by Deirdre Bosa
Hedge funds withdraw from stock market more quickly than in years, Deirdre Bosa notes
Hedge funds are pulling back from the stock market at the fastest rate seen in almost ten years. Deirdre Bosa reported this trend, highlighting the rapid decrease in hedge fund ...
Deirdre Bosa: Big tech's core businesses no longer cover AI buildout costs
Major technology companies can no longer fund artificial intelligence development solely from their existing businesses, according to Deirdre Bosa. She points out that while cloud demand has been ...
Alphabet seen as cheapest hyperscaler based on forward earnings, Deirdre Bosa notes
Alphabet is trading at approximately 21 times forward earnings, while Microsoft and Amazon are at around 27 times and 24 times forward earnings, respectively. Deirdre Bosa states that although ...
Deirdre Bosa: Anthropic SpaceXAI deal will exceed Q2 compute expenses
Anthropic's deal with SpaceXAI alone will run at roughly 1.7 times its entire Q2 compute and infrastructure expense per quarter once fully delivered, according to Deirdre Bosa. She stated that the ...
Companies pursue massive returns and private valuations, Deirdre Bosa notes
Deirdre Bosa reflects on the evolution of building companies around significant private valuations, capital requirements, and expectations for massive returns. Bosa acknowledges that while safe ...
Deirdre Bosa: Stock compensation and GAAP profitability debated in corporate metrics
Deirdre Bosa raises the issue of whether companies can claim profitability by excluding expenses such as stock-based compensation. She notes that while different metrics can be debated, the ...
More than 90 percent of tokens may come from open weight models in coming months, Deirdre Bosa notes
Deirdre Bosa highlights comments from Benchmark’s Peter Fenton, who suggests that more than 90 percent of tokens could originate from open weight models within the next 18 to 24 months. This ...
Deirdre Bosa: SpaceX secures $6.3 billion AI chip deal with Reflection at Colossus data center
Deirdre Bosa reports that SpaceX has signed a significant compute deal with Reflection, an open source AI startup. The arrangement will see Reflection pay $150 million per month starting July 1 to ...
Token bill triggers industry crackdown in phase 3, Deirdre Bosa notes
Deirdre Bosa comments on what she describes as phase 3 in the evolution of token regulations, where the introduction of a token bill coincides with a regulatory crackdown and a shift to cheaper ...
Deirdre Bosa: Token bill delivered as crackdown on crypto starts
Deirdre Bosa highlights that a token bill has arrived and a crackdown is beginning in the crypto sector. The update is shared with acknowledgment to additional sources mentioned in the ...
Alphabet generates $160 billion in cash flow but turns to equity for AI, Deirdre Bosa notes
Deirdre Bosa highlights that Alphabet generated over $160 billion in operating cash flow last year but is still issuing more than $40 billion in equity to support artificial intelligence compute ...
Deirdre Bosa: OpenAI and Anthropic could go public at $800 billion valuations amid global AI competition
Deirdre Bosa highlights that OpenAI and Anthropic are expected to go public at valuations exceeding $800 billion, based on the belief that their competitors will not catch up. She points out ...
$45 billion total compute deal with xAI to 2029, Deirdre Bosa notes
Deirdre Bosa reports that Anthropic is set to pay $1.25 billion per month through May 2029 for compute resources at xAI's Colossus data centers. This agreement could amount to as much as $45 ...
Deirdre Bosa: Musk loss to Altman could clear path for SpaceX IPO
Deirdre Bosa suggests that Elon Musk’s loss to Sam Altman could benefit the anticipated SpaceX IPO. According to Bosa, the decision helps eliminate the perception of Musk as a "litigious and ...
Cerebras reports over $20 billion customer contributing major revenue, Deirdre Bosa notes
Deirdre Bosa reports that Cerebras is building its business by focusing on large customers. According to the company’s CFO, Cerebras now has a customer accounting for over $20 billion, making ...
Deirdre Bosa: Largest IPO of year features CFO and CEO interviews
Deirdre Bosa covers the largest IPO of the year, highlighting live interviews with the Cerebras CFO on the company’s first day as a public stock. Additional commentary includes insights from ...
AI roll-ups create new playbook for public company exits, Deirdre Bosa notes
Deirdre Bosa, industry influencer, highlights the rapid pace of change in artificial intelligence, describing three years in AI as equivalent to three decades before this technology. Bosa ...
Deirdre Bosa: AI dealmaking accelerates with Long Lake’s take-private of Amex GBT
Deirdre Bosa, industry influencer, highlights a surge in artificial intelligence deal activity this week, with particular attention on Long Lake's take-private acquisition of Amex GBT. This ...
